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- Will Bankrate Be Forced to Suspend Acquisitions and Share Repurchases?
- Third Party Feed: Media Tech Analyst submits: Bankrate’s RATE shares have benefited from two recent stock upgrades to Buy by Citigroup and JMP Securities with both of their thesis resting on an imminent refinancing boom. The refi story is an old catalyst hat for Bankrate, which in my...
- External links 2008-12-03
- My Problems With Bankrate
- Third Party Feed: Media Tech Analyst submits: A follow up to my post “Bankrate Has Run Out of Options To Support Its Stock.” Since my posting, the shares of Bankrate have rallied 15% as the company benefits from refinance traffic to the site, which means more page views,...
- External links 2008-12-11
- To Boost Revenue, Bankrate Finally Showing Google Ads
- Third Party Feed: Media Tech Analyst submits: Bankrate RATE is now a Google GOOG AdSense partner and is showing contextual ads from Google on the mortgage channel. At first glance I thought, brilliant move, and management should have been doing this years ago but then I thought they...
- External links 2008-12-24
- Bankrate Shares Drop 20% - Is the CFO to Blame?
- Third Party Feed: Media Tech Analyst submits: Bankrate's RATE shares have dropped 20% from highs set in the past two weeks with the recent pull back attributable to comments made by CFO Ed DiMaria at the Citigroup C conference about the lack of mortgage advertisers on the site.Mr....
- External links 2009-01-11
- Bankrate Earnings: EBITDA Guidance Will Be Key
- Third Party Feed: Media Tech Analyst submits: Sentiment has turned negative for Bankrate RATE as a downgrade from Needham & Co. and cautious comments from JMP Securities, RBC Capital, and others have weighed in on the shares. Analysts were more positive on the shares just one month ago,...
- External links 2009-02-05
- My Take on Bankrate
- Third Party Feed: Media Tech Analyst submits: Bankrate RATE reported revenues and profits that missed street estimates and management declined to provide guidance for 2009. The lack of guidance was owing to low visibility, although management is expecting both revenue and EBITDA growth for the year. Revenues of...
- External links 2009-02-09
- Bankrate: Is this a Good Entry Point?
- Third Party Feed: Media Tech Analyst submits: I’ve been waiting for an entry point on Bankrate RATE in the $20-$22 range (read previous write-up) and that opportunity presented itself last week due to cautious comments from management at an investor conference, coupled with overall market turmoil. At that...
- External links 2009-03-02
- Analysts Finally Defend Bankrate
- Third Party Feed: Media Tech Analyst submits: I’ve been waiting for the Wall Street analysts with $40ish price targets on Bankrate RATE to come out and defend the stock, which has fallen 30% over the past week due to concerns on further display advertising pullback and the near...
- External links 2009-03-09
- Arbs Are at Play with Bankrate ? Higher Price Likely
- Third Party Feed: Media Tech Analyst submits: First off, let me point out that the acquisition of Bankrate RATE was on my list of 12 2009 Predictions and I previously called for an acquisition in my write-up Final Option for Bankrate: Find a Buyer. Consensus was estimating...
- External links 2009-07-22
Additional Resources
- How Google Apps Could Cost Microsoft Up to $18 Billion in Value
- Third Party Feed: Media Tech Analyst submits: Gauging the Financial Impact of Free Microsoft Office Responding to Google’s GOOG competitive threat on its cash cow, Microsoft MSFT decided to offer free web versions of its MS Office, either through an online version similar to Google Apps, or...
- External links 2009-07-20
- Three cheers for Goliath: Microsoft Word and the battle for ideas
- By Carmi Levy, Betanews It's always a kick to watch little David saunter onto the battlefield, load his slingshot and knock off the dominant, arrogant Goliath. We all enjoy rooting for the little guy, and whenever he prevails over the odds-on favorite, we can't help but feel that all is...
- News items 2009-08-13
- Harte Hanks, Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. At this time, we are ready to begin the formal question and answer session. [Operator Instructions]. Our first question comes from Alexia Quadrani from Bear Stearns. Unidentified Analyst Hi, thanks. This is Jonathan Buckles [ph] for Alexia. A few questions on Shoppers....
- Earnings calls 2007-10-29
- Google Analyst: Board Drama, Falling Sales in the Wings
- Global Equities Research analyst Trip Chowdhry predicts Google’s revenue will fall in the next two years and the company is about to hit its adolescent stage with board conflicts and layoffs. In a research note, Chowdhry lays out the case. The gist: The economy is putting pressure...
- Blog posts 2008-12-02
- Overstock.com Q4 2004 Earnings Conference Call Transcript (OSTK)
- Earnings Call ExcerptHere's the complete transcript of Overstock's Q4 2004 earnings conference call. The accompanying slide presentation is here. Other OSTK conference call transcripts: Q2 2005, Q1 2005. Transcript provided by Shareholder.com Overstock Com Inc [OSTK] Q4 2004 Overstock Com Inc Earnings Conference...
- Earnings calls 2005-01-29
- World's Most Clueless Marketing Group?
- Regular readers of this blog know that I'm critical of marketing groups that don't pull their weight. I thought it would be interesting to share a recent, real-life experience that, for me, illustrates exactly how absurd some marketing organizations can get. First some background. As...
- Blog posts 2007-09-11
- Who's Your City: Top 10 Megaregions
- These ten megaregions generate the bulk of America's economic output and stand to be the biggest areas for job and economic growth, according to Richard Florida, author of Who's Your City? ...
- Articles 2008-03-19
- Why Microsoft+Yahoo Won't Fly.
- Here's a case where I think everyone else has got it wrong. The media seems to be positioning Microsoft's hostile takeover of Yahoo as an admission on the part of Microsoft that they've lost their competitive edge. And Google, clearly worried, is making anti-trust...
- Blog posts 2008-02-06
- Smartphone wars - BlackBerry's plan to win
- Fortune Magazine -- For two Canadian guys who've spent the past 17 years together building one of the world's most important tech companies, Research in Motion co-CEOs Jim Balsillie and Mike Lazaridis have surprisingly little in common. Balsillie, 48, is tall, sinewy, and bald. He likes to spend his free...
- News items 2009-08-17
- Apple's Strong Earnings May Not Stop Microsoft Market Increase
- Apple reported strong earnings for the last fiscal quarter on Oct. 19, including sales of over 3.05 million Macs. But while Apple dominates many markets, including digital media and smartphones, and has grown its PC market-share through increased sales of Macs, it may not be able to prevent a slowdown...
- News items 2009-10-20
- A browser war veteran turns wannabe
- By Carmi Levy, Betanews Marc Andreessen is a brilliant guy. His Mosaic browser, which eventually morphed into Netscape, introduced us all to the concept of surfing and ushered in the Internet as we know it. His new way of looking at online services -- which seems ho-hum today but was...
- News items 2009-08-18
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