Time Warner Cable Inc (TWC) has decided to roll out switched digital video (SDV) in three major markets of Los Angeles , New York City, and Dallas that together account for nearly 6 million subscribers for the company. SDV technology distributes digital video content through cable network in a cost-effective manner so that additional uses [...]
Virgin Media Inc (VMED) has decided to upgrade its IPTV distribution platform and legacy digital TV infrastructure using Cisco System Inc’s (CSCO) digital video head-end technology. Virgin is currently rolling-out a high-speed diversified video and TV content delivery network. Cisco will install a large array of its IP core and edge network products in all [...]
There are a number of measures that are especially pertinent to tech stocks. Do you know what they are and how to interpret them? Earnings season is in full swing. This post will attempt to provide a few guidelines for drawing your own conclusions when reading tech stock results. This is not to say that standard measures of revenue and income are not important; they are. The point of this post is that there are areas to examine that will allow you[More...]
Week after week, it’s the same story.. market continues to push forward as the rally continues to show it’s beginning to crack with subtle clues. Although on Thursday the market revealed the most glaring indication yet that this rally will soon take a breather. The Nasdaq hit its 200 day moving average right around 1750 [...]
Today there were a couple of posts about how tech stocks are currently especially attractive because they hold plenty of cash and tend to have little debt. Paul Kedrosky initially caught my eye with his post "Tech Cash is King" which in turn pointed me to a story on Bloomberg by Eric Martin. I ran a screen tonight that looked at both cash and debt. Specifically, I screened for a Price-to-Cash ratio under three, a Debt-to-Equity ratio under three and a Market Cap greater than $2.5 million. Based on these criteria, I obtained a list of 136 stocks. Judging from our list, it is absolutely true that many tech stocks do seem to have lots of cash and little debt. What also became apparent as I went through the list is that there[More...]
This week Mr Gaskins looks at CastlePoint (CPHL) is a Bermuda holding company organized to provide property and casualty insurance and reinsurance business solutions, products and services primarily to small insurance companies and program underwriting agents in the United States. Tower Group Inc. (TWGP) is the sponsor for Castle's IPO
Cheniere Energy Partners (CQP) is a limited partnership formed in November 2006 by Cheniere Energy, Inc (LNG) Cheniere Energy Partners has been authorized to list its common units on the American Stock Exchange under the symbol CQP. The partnership will develop, own and operate the Sabine Pass liquefied natural gas receiving terminal under construction in western Cameron Parish, La. Other energy related IPOs so far this year include Duncan Energy Partner (DEP) Legacy Reserve (LGCY) MV Oil Trust (MVO) Targa Resources (NGLS)
Glu Mobile (GLUU) is a leading global publisher and developer of more than 100 casual and traditional games for the mobile market based on third-party licensed brands. Competitors include Electronic Arts Inc. (ERTS) and THQ Inc. (THQI)
Also hear comments about private equity firm Blackstone's potential IPO.
Data on last weeks IPOs are as follows: FCStone Group (FCSX) +30% BigBand Network (BBND) +28% Tongjitang Chinese Medicines (TCM) -2.5%
Follow-on analysis of Clearwire Corp. (CLWR) a wireless broadband company, Sourcefire (FIRE)
involved in network security, and Xinhua Finance Media Limited (XFML) a Chinese business and financial news corporation.
Discussed this week: BigBand Networks (BBND) who provides network platforms for cable operators and telephone companies. Competitors include Cisco Systems, Inc. (CSCO) Motorola Inc. (MOT)
FCStone Group (FCSX) a commodity risk management consulting firm. FCSX operates as an integrated FCM (futures commission merchant), which is an organization which assists primarily middle-market customers inoptimizing their profit margins and mitigatingcommodity price risk..
Photowatt Tech (PHWT) a company that designs, manufactures and sells photovoltaic solar cells & modules. Photowatt competitors include Suntech Power Holdings Co. Ltd. (STP) and SunPower Corporation (SPWR)
Tongjitang Chinese Med (TCM) is a specialty pharmaceutical company in China involved in modernized trad Chinese medicine. The flagship product, Xianling Gubao, is the leading
traditional Chinese medicine for the treatment of osteoporosis in China
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