Sep 29, 2014 by Michael NielsenDoes Comcast Corporation's $2.5 Billion Buyback Make Sense?Share buybacks can be a great tool to generate shareholder value. Is a $2.5 billion buyback the best idea for Comcast?
Sep 14, 2014 by Michael NielsenCheaper Internet Service Could Be On its Way: AT&T and Comcast Should Be ScaredMunicipal broadband could be mean lower internet bills eventually. But will Comcast and AT&T play along?
Sep 9, 2014 by Michael NielsenWill Piracy Affect Netflix, Inc.'s International Expansion?Find out how a piracy application could wreak havoc on the profitability of Netflix's international segment.
Jul 28, 2014 by Michael Nielsen2 Factors Leading to the Demise of Cable TVThere are two factors that have the potential to bring down cable TV as we know it. Will big television businesses survive if TV viewership goes down the tube?
Jul 17, 2014 by Michael NielsenHere's Why Google Fiber Could Be Virtually Uncontested in the Fiber Internet MarketGoogle Fiber, while groundbreaking and high-performing, is by no means the only fiber optic internet service available. However, there's reason to believe Google Fiber will dominate the fiber industry in the future.
Jul 17, 2014 by Michael NielsenWill DirecTV Suffer if Its Merger With AT&T Is Denied?Do you know how DirecTV will perform if its merger with AT&T is rejected?
Jul 1, 2014 by Michael NielsenWill AT&T Suffer if its Merger with DirecTV is Denied?Recently, The CEO's of AT&T and DirecTV claimed that the only way they can remain competitive in the telecom industry is if their merger plans are approved. Is there truth to their claims, or are the execs just doing whatever they can to get their merger approved by the FCC?
Jun 26, 2014 by Michael NielsenComcast Corporation's Grip on the Market Won't LastHistorically, many businesses have prospered by ignoring customer satisfaction and focusing only on yearly profits.Comcast is one of these businesses. But the monopoly-like grip on the telecom market Comcast has enjoyed over the last ten years is about to fade away along with its robust profits.
Jun 25, 2014 by Michael NielsenBig Things on the Horizon for VerizonWhile other telecom companies are scrambling to consolidate, Verizon is focused on improving its own business. This factor will give Verizon the competitive edge needed to create shareholder value in the long-run.
Jun 25, 2014 by Michael NielsenCould Cliffs Natural Resources Really Go Bankrupt?Cliffs Natural Resources is extremely reliant on the price of iron ore. With the recent collapse of iron ore prices, should investors actually be worried about Cliffs going bust?
Jun 11, 2014 by Michael NielsenHere's Why It's a Bad Time to Be an Internet Service ProviderHere's how a recent push for transparency by Google and Netflix could lead to weakened margins for internet service providers.
Jun 8, 2014 by Michael NielsenOuterwall Inc. Has Great Growth OpportunitiesThere are reasons to believe that Redbox has a lot of life left. And Outerwall, its parent company, has a nice set of growth opportunities that should help boost its bottom line well into the future.
Jun 5, 2014 by Michael NielsenWhat Investors Need to Know About Cliffs Natural ResourcesThe battle for board seats between Casablanca Capital and Cliffs Natural Resources has gotten mighty ugly.
Jun 4, 2014 by Michael NielsenWhat Investors Need to Know About the Comcast Corporation and Time Warner Cable Inc. MergerThe proposed merger of the two biggest players in the telecom industry has been hailed and hated by consumers, publications, and shareholders. Here are some facts to help develop your own opinion on whether or not the deal should be approved.
May 26, 2014 by Michael NielsenWhy Netflix Is a Great StockNetflix announced its European expansion plan on Wednesday. Although the stock is relatively "expensive", the future is looking bright for shareholders.
May 14, 2014 by Michael NielsenThe Beginning of the End of AT&T's and Comcast's ReignThe internet service providing industry has been dominated by a few huge players. But, Google's new product, Fiber, may signal the end of internet service as we know it.
Apr 17, 2014 by Michael NielsenWal-Mart Is Hungry For Some Whole Foods On April 10, 2014 announced it will start to carry Wild Oats organic foods items. The products will be priced 25% cheaper than comparable organic products. Should Whole Foods investors run for the hills?
Apr 9, 2014 by Michael NielsenEU Net-Neutrality Ruling Is a Big Deal for NetflixRecently, internet service providers interconnection fees have wreaked havoc on Netflix's stock price. But, a recent announcement by the European Union changes the outlook for Netflix and a few other companies.
Apr 3, 2014 by Michael NielsenWhy I Sold All of My Shares of NetflixUntil recently, Netflix was free to grow as fast as it wanted without having to worry about the capacity of the internet service providers that stream its content for consumers. Recently, certain internet service providers have reached a point where they cannot continue to flawlessly stream Netflix' content without expanding their capacity. This will cost money--money the ISP's want Netflix to fork over. These new fees could spell serious trouble for Netflix investors.
Apr 2, 2014 by Michael Nielsen2 Factors That Could Launch Apple Higher in 2014iPhone sales growth in China, a successful new product launch, and a new group of investors coming to the market could send Apple much higher in 2014.