As a follow-up... many solar stocks have not done well, but one of our IU25 Index picks, SOLR (GT Solar), just broke out to a new high yesterday.
Microsoft growth vs. value
edsawma
5/17/2011 8:38:31 AM
I think you have to accept that the IT tech companies that have become very large and successful, like Microsoft, are just not going to grow that fast anymore. Microsoft is huge, and their profits are huge. The best you can hope for is that they manage their cash cow's smartly, and they invest in new businesses that can replace any mature businesses that are showing signs of declining cash flows. So, the Skype acquisition in my mind plays to the former. It can help keep profitable products differentiated from the competition, justifying higher price points. I don't think that the revenue stream potential from Skype on it's own is significant for Microsoft, as the price of voice services in general is falling to near zero.
Re: Re : IU Weekly Recap: Microsoft Skypes, Amgen Hits a New 52-Week High
AskAsa
5/16/2011 2:49:11 PM
The thing with renewable energy is the stocks seem to rise and fall on political issues. It's one thing to be a captive of market conditions. But it's worse to feel your profit hinges on an action by politicians.
Re: Re : IU Weekly Recap: Microsoft Skypes, Amgen Hits a New 52-Week High
Broadway
5/15/2011 2:15:52 PM
Scott, MSFT hasn't really gone anywhere for years. Perhaps the Skype deal will be a catalyst for some action, but it could be a delayed reaction. What says you to the notion that investors will wait to see MSFT's plans to turn Skype into a money-making business?
Re : IU Weekly Recap: Microsoft Skypes, Amgen Hits a New 52-Week High
yalanand
5/14/2011 12:19:53 AM
Scott,
Do you think this is the right time to get into renewable energy stocks like Solar, wind power etc because events in will eventually result in renewed demand for "renewable energy".
Good wrap up
tokyogai
5/13/2011 4:56:50 PM
Thsi is a good wrap up of the week. Amazing that Amgen and the biotechs held up well, but most just followed the roller coaster. It seems that volitility is creeping back into the market. Microsoft was not helped at all with their big acquisition. I don't think any firm direction has emerged that will guide us next week. Volatility in commodities seems to be the key driver with news from the economy coming in both good and bad.
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