If they want to keep the applications business. Buy something good like SNCR.
They should dump their shoe buy business. Too much competition in ecommerce.
Applications - It includes what I consider annoying apps like slimware, search bars, Felix, and basically finds ways to generate traffic. I don't like it. They should sell this off to someone like download
Match - this would include dating, tutoring, and home advisor. All 3 services are in the business of making matches between two individuals. This area has substantial potential growth.
Media - an interesting business. I would like to see how vimeo can be monitized and what additional shows like electus and college humor they can find and fold into this.
Websites (aka content driven advertising model) - this includes ask, investopedia, about, price runner, urban spoon, city grid, coupon alert, etc. They should also acquire ehow. This is the business of providing information and selling ads to go with it. Again, a specialized business, but they understand how to do it very profitably. They can and should add ad driven video content to this group.
NE must include PGN-wi and NE-wi. If it didn't, the price would reflect that. The price of NE reflects that the holders of NE will receive NE-wi and something more. Perhaps the buyers of NE after the record date will receive cash instead of 1/3 PGN share?
On a separate note, when is the time to jump into PGN-wi? It is falling everyday, but at some point it will be undervalued (if it isn't already). Probably 7/31?
The reason it has fallen is because earnings have been very weak at IGT. IGT is the biggest player in the space. When one player is weak, it signals to the stock market that maybe everything isn't so dandy in the casino equipment business, so funds and institutions decrease their holdings of casino equipment makers across the board.
Here's how to think of it: what if suddenly McDonald's sales tank, and you own Taco Bell. Wouldn't you consider selling the Taco Bell if you thought there might be a bigger issue with fast food?
In the longer run, the stock price will follow earnings. Earnings should be fine, and once IGT is bought out, it will actually be bullish for BYI as it will free up institutional money that wants to stay in the space and will put their money into BYI or SGMS. Additionally, if Japan legalizes gambling this fall, that will be quite bullish for the sector. Finally, when things are in play, and discussion of mergers and acquisitions increase, it can be beneficial for everybody in the space as more eyeballs kicking tires usually leads to a rise in the stocks.
That's the long answer. The short answer, pick good companies and give them time.
In one if their conferences, they said they will continue the dividend at the same amount, and the spin off will likely start to issue a dividend as well.
Somebody needs to fix this. On an iphone / smartphone, you can't access the key statistics, message board, analyst estimates, etc. The news stories at the bottom of the site won't even load?!? Does anybody know a better site that has this same info but can be accessed from an iphone?
Probably true. Here's a question, how often can you do a tax inversion? In other words, a foreign company can acquire a US company 4x its size and qualify for the tax inversion, but can it do that over and over? So a $1 billion company can acquire a $4 billion US company. How long does it have to wait to then acquire a $20 billion company?
That could be true, but it seems like on big market down days, the highly shorted stocks are often up. I think it could just be flow of funds. When funds flow in, shorts get shorter and longs get longer. When money flows out of the market, shorted stocks to up and long stocks fall.
One other point. Adding more doctors makes healthcare more expensive because they find more problems when they have more time per patient. So the real answer is to have less doctors and nurses, and work them hard, and let them make a lot of money. As a percent of gdp, this is probably the most efficient way?
I saw this report, but right off the bat it isn't correct to compare $'s. You need to look at all expenses as a percent of gdp. What do doctors, nurses and other staff in US cost as a percent of gdp vs other countries? The second problem is that the US has an "all you can eat" plan, and everybody expects it, but it is hard for the government to serve filet mignon to everybody. Price controls are needed.
I own Gilead and am very bullish on the stock. But I also believe healthcare is broken and can easily be fixed in the US if you just start with the assumption that everybody can't afford to have a gold plan.
Based on charting and on forward PE and growth potential, I think this stock has probably bottomed. I am surprised it didn't go up more on att saying they have increased wireless business. And apple's new phone could help. Flip side is iCloud drive announcement.