A tug of war is taking place between Facebook (FB) bulls and bears. It is playing out in the blogosphere and financial news outlets. Facebook has passionate longs and shorts as can be expected with a stock that has increased to the degree it has over the past year. Those who are short Facebook are clinging to two particular themes that warrant contemplation since the hopes and livelihood of short-sellers are resting heavily upon them:
1. "Facebook is in a bubble." Those who try to convince us that Facebook is a bubble offer specious comparisons to the Internet bubble of the 1990s. There's a problem with this simplistic analysis. The comparison is deceptive because the bubble stocks of the 1990s were trading at over $200 billion market caps before they had legitimate business plans and ever even turned a profit.
Just because a stock's price rapidly increases does not make it a bubble. In fact, based upon the amount of unusual bubble rhetoric, the term "bubble" itself as applied to Facebook may prove to be in a bubble. Here's why:
Top 5 Penny Companies To Own In Right Now: Symantec Corporation(SYMC)
Symantec Corporation provides security, storage, and systems management solutions internationally. The company?s Consumer segment delivers Internet security, PC tune-up, and online backup solutions and services to individual users and home offices. Its Security and Compliance segment provides solutions for endpoint security and management, compliance, messaging management, data loss prevention, encryption, and authentication services to large, medium, and small-sized businesses, as well as offers solutions through its software-as-a-service (SaaS) security offerings. This segment?s products enable customers to secure, provision, and remotely manage their laptops, PCs, mobile devices, and servers. The company?s Storage and Server Management segment provides storage and server management, backup, archiving, and data protection solutions across heterogeneous storage and server platforms, as well as solutions delivered through its SaaS offerings to large, medium, and small-s ized businesses. Symantec?s Services segment offers implementation services and solutions, including consulting, business critical services, education, and managed security services. The company also provides various enterprise support offerings, such as annual maintenance support contracts, including content, upgrades, and technical support. It sells its products through its eCommerce platform, as well as through distributors, direct marketers, Internet-based resellers, system builders, ISPs, and retail locations worldwide. Symantec markets and sells its products through distributors, retailers, direct marketers, Internet-based resellers, original equipment manufacturers, system builders, and Internet service providers; and its e-commerce channels, as well as direct sales force, value-added and large account resellers, and system integrators. The company was founded in 1982 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Traders Reserve]
For some reason, certain companies can attract buyers no matter the circumstance. I would put Symantec (SYMC) in that category. Shares have gained nearly 20% this year even as Symantec�� prospects deteriorated.
Hot Internet Stocks To Watch Right Now: Yahoo! Inc.(YHOO)
Yahoo! Inc., together with its subsidiaries, operates as a digital media company that delivers personalized digital content and experiences through various devices worldwide. It offers online properties and services to users; and a range of marketing services to businesses. The company?s communications and communities offerings include Yahoo! Mail, Yahoo! Messenger, Yahoo! Groups, Yahoo! Answers, Flickr, and Connected TV, which provide a range of communication and social services to users and small businesses enabling users to organize into groups and share knowledge, common interests, and photos. Its search products comprise Yahoo! Search and Yahoo! Local, available free to users to navigate the Internet and discover content. The company?s marketplaces offerings and services include Yahoo! Shopping, Yahoo! Travel, Yahoo! Real Estate, Yahoo! Autos, and Yahoo! Small Business, which allow users to research specific topics, products, services, or areas of interest by review ing and exchanging information, obtaining contact details, or considering offers from providers of goods, services, or parties with similar interests. Its media offerings comprise Yahoo! Homepage, Yahoo! News, Yahoo! Sports, Yahoo! Finance, My Yahoo!, Yahoo! Toolbar, Yahoo! Entertainment & Lifestyles, Yahoo! Contributor Network, and Yahoo! Pulse, which are designed to engage users with online content and services on the Web. The company also offers marketing services, such as display and search advertising, listing-based services, and commerce-based transactions to advertisers. In addition, it provides software and platform offerings for third-party developers, advertisers, and publishers, such as Yahoo! Developer Network, Yahoo! Open Strategy, Yahoo! Application Platform, Yahoo! Updates, Yahoo! Query Language, and Yahoo! Search BOSS. The company has strategic alliances with Nokia and ABC News, Inc. Yahoo! Inc. was founded in 1994 and is headquartered in Sunnyvale, Californi a.
Advisors' Opinion:- [By WALLSTCHEATSHEET]
Yahoo is an Internet bellwether that provides a multitude of services to consumers and companies worldwide. Marissa Mayer latest decision to discharge the company�� second in command, chief operating officer Henrique de Castro�will be costly as his�severance package could be worth as much as $42.1 million. The stock has been moving higher in recent quarters, but is now trading sideways. Over the last four quarters, earnings and revenues have been mixed, which has produced conflicting feelings among investors. Relative to its peers and sector, Yahoo has been an average year-to-date performer. Look for Yahoo to OUTPERFORM.
- [By Bloomberg]
David Paul Morris/Bloomberg via Getty Images Google (GOOG) won a major victory in its fight against claims it illegally scanned private email messages to and from Gmail accounts, defeating a bid to unify lawsuits in a single group case on behalf of hundreds of millions of Internet users. U.S. District Judge Lucy Koh in San Jose, Calif., on Wednesday refused to let the case proceed as a class action, which would have allowed plaintiffs to pool resources and put greater pressure on Google to settle. If individuals pursue their claims against the owner of world's largest search engine, they'll need to use their own financial resources to litigate. Email users claimed Google intercepted, read and mined the content of email messages for targeted advertising and to build user profiles. Legal experts including Stanford Law School Professor Deborah Hensler said before Wednesday's ruling that while the plaintiffs faced difficulty joining forces, the case stood to potentially become the largest group lawsuit ever. The amount at stake could have reached into the trillions of dollars if, as the plaintiffs argued, each person was eligible for damages of $100 a day for violations of federal wiretap law. Koh's ruling has implications for email privacy cases assigned to her that were filed last year against Yahoo (YHOO) and LinkedIn (LNKD), which also have hundreds of millions of users. Similarly giant cases have been brought against Facebook (FB) and Hulu as Web users challenge how companies monetize their data for the online advertising market that generated more than $40 billion in the U.S. last year. Koh found that the proposed classes of people in the Google case aren't "sufficiently cohesive," according to Wednesday's ruling. Members' Consent The judge wrote in her order that the question of whether the proposed class members consented to the alleged interceptions has been "central to this case since it was filed." Based on the evidence presented so far, to pr
Hot Internet Stocks To Watch Right Now: eBay Inc.(EBAY)
eBay Inc. provides online platforms, services, and tools to help individuals and merchants in online and mobile commerce and payments in the United States and internationally. Its Marketplaces segment operates ecommerce platform eBay.com; vertical shopping sites, such as StubHub, Fashion, Motors, and Half.com; and classifieds Websites, including Den Bl�Avis, BilBasen, Gumtree, Kijiji, LoQUo, Marktplaats.nl, mobile.de, Alamaula, Rent.com, eBay Anuncios, eBay Kleinanzeigen, and eBay Annunci, as well as provides advertising services. The company?s Payments segment offers payment and settlement services for consumers and merchants on and off eBay Websites and other merchant Websites. This segment operates PayPal, which enables individuals and businesses to send and receive payments online and through mobile devices; Bill Me Later that enables the United States merchants to offer, the United States consumers to obtain, credit at the point of sale for ecommerce and mobile tra nsactions; Zong, which allows users with mobile phones to purchase digital goods and have the transactions charged to their phone bill; and BillSAFE that enables customers pay for purchases upon receipt of an invoice. Its GSI segment offers an ecommerce services suite for enterprise clients that operate in general merchandise categories, including apparel, sporting goods, toys and baby, health and beauty, and home; and marketing services comprising full-service digital agency, enterprise email marketing, mobile advertising, affiliate marketing, advertisement retargeting, and in-depth analytics services. The company also offers X.commerce platform that provides software developers access to the company?s applications programming interfaces to develop functionality for various merchants; and Magento Connect, which allows developers to market and sell add-on functionality and solutions to merchants that use a Magento storefront. eBay Inc. was founded in 1995 and is headquarter ed in San Jose, California.
Advisors' Opinion:- [By Dan Caplinger]
MercadoLibre closely resembles U.S. counterpart eBay (NASDAQ: EBAY ) in many ways, not the least of which has been its evolution from an online auction site to a combination marketplace and payment-management business. eBay's PayPal has become a huge part of its overall corporate footprint and, arguably, has stronger growth potential than the namesake auction business. MercadoLibre, however, has even greater growth prospects given the slower pace of advancing e-commerce and payment solutions in Latin America thus far.
- [By MONEYMORNING.COM]
"Several years ago I made the comment that I thought Apple Inc. (Nasdaq: AAPL) had a shot at becoming the world's first $1 trillion company; now, I think Alibaba is the better bet," Fitz-Gerald said. "The company is moving aggressively to create strategic partnerships that are about Web dominance in its home market. It's already bigger than Amazon.com Inc. (Nasdaq: AMZN) and eBay Inc. (Nasdaq: EBAY) combined and is now launching an e-commerce platform in the United States called 11 Main that's going to have popular categories like fashion, home, and collectible items presorted for Western consumers."
Hot Internet Stocks To Watch Right Now: Google Inc.(GOOG)
Google Inc. maintains an index of Web sites and other online content for users, advertisers, and Google network members and other content providers. It offers AdWords, an auction-based advertising program; AdSense program, which enables Web sites that are part of the Google Network to deliver ads from its AdWords advertisers; Google Display, a display advertising network that comprises the videos, text, images, and other interactive ads; DoubleClick Ad Exchange, a real-time auction marketplace for the trading of display ad space; and YouTube that provides video, interactive, and other ad formats for advertisers. The company also provides Google Mobile that optimizes Google?s applications for mobile devices in browser and downloadable form; and enables advertisers to run search ad campaigns on mobile devices, as well as Google Local that provides local information on the Web; and Google Boost for small businesses to participate in the ads auction. In addition, it offers And roid, an open source mobile software platform; Google Chrome OS, an open source operating system; Google Chrome, a Web browser; Google TV, a platform for the consumers to use the television and the Internet on a single screen; and Google Books platform to discover, search, and consume content from printed books online. Further, the company provides Google Apps, a cloud computing suite of message and collaboration tools, which includes Gmail, Google Docs, Google Calendar, and Google Sites; Google Search Appliance that offers real-time search of business and intranet applications, and public Web sites; Google Site Search, a custom search engine; Google Commerce Search for online retail enterprises; Google Checkout to make online shopping and payments streamlined and secure; Google Maps Application Programming Interface; and Google Earth Enterprise, a firewall software solution for imagery and data visualization. Google Inc. was founded in 1998 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Quick Pen]
What BlackBerry Has To Offer BlackBerry Assistant is a voice enabled personal assistant software similar to Apple (AAPL) Siri, Microsoft (MSFT) Cortana, and Google (GOOG) Now. Similar to the fellow offerings, BlackBerry Assistant will be able to take instructions from its user and carry them out. The app will provide an interactive experience which most of us can clearly imagine.
- [By James E. Brumley]
Just for the record, I can't stand Vringo, Inc. (NASDAQ:VRNG). I've never agreed with its business model - litigation of patents that in retrospect probably shouldn't have been granted in the first place - and the investor hype that VRNG has surrounded itself with has largely obscured the truth and reality of its pivotal court case with Google (NASDAQ:GOOG).... a case that is now in post-verdict review, as the judge decides just how much money should be awarded. Yet, despite the fact that I'm anything but a fan of the company, I've got a funny feeling the stock's just a few days away from a major rally.
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