TOP NEWS
MARKET CURRENTS
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7:48 PM Among those apparently not worried about the fate of the 787 Dreamliner during the first quarter were hedge funds. All told, hedgies spent $1.6B during Q1 buying shares of Boeing (BA), FactSet says. (Also: 787 deliveries begin anew) 2 Comments
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6:34 PM Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. 10 Comments [Tech]
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5:35 PM Notable earnings after Monday’s close: TIVO Comment! [Earnings]
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5:30 PM Notable earnings before Monday’s open: CPB, HGG, JASO, QIHU Comment! [Earnings]
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2:09 PM Autodesk (ADSK) is acquiring Tinkercad, a developer of low-cost, web-based, 3D modeling and simulation tools. In tandem with the deal, Autodesk says it will revive Tinkercad's modeling service, which the startup recently said it would discontinue to focus on its supercomputer-powered Airstone simulation environment. Tinkercad's offerings will be added to Autodesk's 123D family of hobbyist-focused 3D design products, which now includes iPad apps. Terms are undisclosed. (other acquisitions: Firehole Composites, PI-VR, Qontext, Inforbix, Socialcam) Comment! [Tech, M&A]
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1:49 PM More on Yahoo/Tumblr: Kara Swisher reports Tumblr founder/CEO David Karp "will stay at Yahoo for four years at least and retain much control over the service." There are concerns about how Yahoo will deal with Tumblr's mountains of adult content without alienating either users or advertisers; Peter Kafka argues they're overblown, since marketers decide which blogs to advertise on. Discussing comparisons between Tumblr and Yahoo's failed 1999 acquisition of Geocities, Tristan Louis notes Tumblr has seen top execs jump ship. But he adds Geocities faltered in part because a flood of ads drove users away; Tumblr seems to be avoiding that pitfall. 4 Comments [Tech, M&A]
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12:25 PM Yahoo's (YHOO) board has approved a $1.1B all-cash deal to acquire Tumblr, the WSJ reports. (previous) 16 Comments [Tech, M&A, Breaking News]
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9:52 AM There is no precedent for the current market, writes The Fat Pitch. Consider: 1) The S&P (SPY) has been up 56 of 88 trading sessions this year 2) It's up an uncorrected 24% since the post-election low - the longest streak in over 3 decades 3) The Nasdaq (QQQ) is on pace for a 7th straight up month, an occurrence with a 3-in-100 probability. Long term it's bullish, writes Ukarlewitz, as this sort of strength is rarely the end of a trend. Short term? Stay nimble. 41 Comments
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18 May, 6:23 PM 32% of Q1 U.S. smartphone sales involved prepaid phones, up from 21% a year ago, says NPD. That trend could spell trouble for AT&T (T) and Verizon Wireless (VZ, VOD), whose recent growth has been heavily tied to selling costly postpaid data plans. With 72% and 61% of the carriers' postpaid bases now respectively on smartphones, they face pressure to gain prepaid buyers without cannibalizing postpaid subs. Cannibalization fears have led AT&T and Verizon to make their prepaid plans 3G-only; Sprint (S) and T-Mobile (TMUS) offer 4G. A mix shift towards unsubsidized prepaid phones could also be a challenge for Apple (AAPL), estimated to have just 8% of the Q1 U.S. prepaid smartphone market (though that's up 4x Y/Y). 13 Comments [Tech]
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18 May, 3:34 PM Ben Bernanke may not have overtly mentioned monetary policy during prepared remarks for a commencement address at Bard College Saturday, but he did reference Yogi Berra, and in the process made a statement that those of a cynical persuasion might say could have been pulled not only from the quips of a baseball legend, but from any recent speech by hawkish regional Fed presidents (I, II, III): "It's tough to make predictions, especially about the future." Some would undoubtedly say the Chairman should consider this sage advice when making conjectures about the supposedly benign effects of policy tightening. 17 Comments [U.S. Economy]
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TOP ARTICLES8:55 PM ET SUNDAY MAY 19
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LATEST ARTICLES
- A Closer Look At Williams Partners' Distributable Cash Flow As Of Q1 2013 by Ron Hiram • Comment!
- SmithOnStocks Opines On Stocks: May 19th Edition by Smith On Stocks • Comment!
- Oramed Sweeps Past Worldwide Giants With The First Trial Of Orally Delivered Insulin by Sharon di Stefano • 16 Comments
- What If Energy Stocks Join The Rally? by Michael Fitzsimmons • 18 Comments
- Insider Alert: Are These 5 Stocks Poised To Move Higher? by Insightful Investor • 3 Comments
- How To Play The Salesforce.com Earnings Announcement by Dr. Terry Allen • 6 Comments
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- Sovereign Rates Suggest Further Fall In The Euro by AlphaVN Research • 2 Comments
- Bill Ackman's Favorite Stock: Should It Be Our Favorite Too? by Jeffrey To • 2 Comments
- The Attack Of The Fed Will Continue - Where To Invest? by Gary Bourgeault • 2 Comments
ALPHA-RICH IDEAS
- The Hard Money Has Been Made In Imperial Holdings by Whopper Investments • 7 Comments
- AdCare Tender Offer Looks Improbable by Benjamin Mackovak • 5 Comments
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MACRO VIEW
- What If Energy Stocks Join The Rally? by Michael Fitzsimmons • 18 Comments
- A Difficult Point In The Market Cycle For Investors To Navigate by David I. Templeton • 5 Comments
- Sovereign Rates Suggest Further Fall In The Euro by AlphaVN Research • 2 Comments
- The Attack Of The Fed Will Continue - Where To Invest? by Gary Bourgeault • 2 Comments
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- Real World Support For Silver Prices by Efsinvestment • 3 Comments
DIVIDENDS & INCOME
- A Closer Look At Williams Partners' Distributable Cash Flow As Of Q1 2013 by Ron Hiram • Comment!
- What Is Going On With France Telecom? by Efsinvestment • 2 Comments
- Are Streaks And Current Yields The Best Metrics For Dividend Growth Investors? by Craig Lehman • 25 Comments
- Baseball And Your 401(K): Time To Pick The Spring Line Up by Chip Castille • Comment!
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ETFs & PORTFOLIO STRATEGY
- FEZ And Euro Decoupling And The Implications by Sean Bellamy McNulty • 1 Comment
- 4 Things Einhorn And Soros Are Forgetting About Gold Miners ETF by Benzinga • 11 Comments
- What To Do When Things Are Nuts? by David Merkel • 4 Comments
- Further Analysis Of The 40 Stock Portfolio by Lowell Herr • 2 Comments
- Tactical Portfolio Rebalancing Using Target Date Funds/ETFs by Gary Cheng • 2 Comments
- A Journey To Add Biotech To The Portfolio by Gregory Stuckey • 8 Comments
INVESTING IDEAS
- Oramed Sweeps Past Worldwide Giants With The First Trial Of Orally Delivered Insulin by Sharon di Stefano • 16 Comments
- Insider Alert: Are These 5 Stocks Poised To Move Higher? by Insightful Investor • 3 Comments
- Bill Ackman's Favorite Stock: Should It Be Our Favorite Too? by Jeffrey To • 2 Comments
- Cisco: Hitting The Next Tipping Point? by Futuristics • 2 Comments
- May 2013 IPO Market Update by IPO Candy • 1 Comment
- The 'Smart Money' Hedge Funds Don't Look So Smart Anymore by Jake Zamansky • Comment!