Friday, July 4, 2014

Top 5 Internet Stocks To Buy For 2014

Apple may have finally found a TV content partner that can flex some muscle.

After years of trying but largely failing to launch its own smart TV product that can satisfy a wide band of audience, Apple may be joining hands with Comcast, the largest pay-TV provider in the U.S.

The two companies are in early stage talks to offer live TV and on-demand video through Apple's set-top box -- perhaps its current Apple TV device --- in dedicated cables for Comcast customers, according to a report by The Wall Street Journal Monday.

The new device presumably would be offered as an option along with Comcast's own X1 set-top box, now required for its video customers. The new option would allow Comcast to generate revenue from "cord-cutters," who may only want Internet service and not the pay-TV video portion of their monthly subscription.

5 Best Information Technology Stocks To Buy For 2015: eBay Inc.(EBAY)

eBay Inc. provides online platforms, services, and tools to help individuals and merchants in online and mobile commerce and payments in the United States and internationally. Its Marketplaces segment operates ecommerce platform eBay.com; vertical shopping sites, such as StubHub, Fashion, Motors, and Half.com; and classifieds Websites, including Den Bl�Avis, BilBasen, Gumtree, Kijiji, LoQUo, Marktplaats.nl, mobile.de, Alamaula, Rent.com, eBay Anuncios, eBay Kleinanzeigen, and eBay Annunci, as well as provides advertising services. The company?s Payments segment offers payment and settlement services for consumers and merchants on and off eBay Websites and other merchant Websites. This segment operates PayPal, which enables individuals and businesses to send and receive payments online and through mobile devices; Bill Me Later that enables the United States merchants to offer, the United States consumers to obtain, credit at the point of sale for ecommerce and mobile tra nsactions; Zong, which allows users with mobile phones to purchase digital goods and have the transactions charged to their phone bill; and BillSAFE that enables customers pay for purchases upon receipt of an invoice. Its GSI segment offers an ecommerce services suite for enterprise clients that operate in general merchandise categories, including apparel, sporting goods, toys and baby, health and beauty, and home; and marketing services comprising full-service digital agency, enterprise email marketing, mobile advertising, affiliate marketing, advertisement retargeting, and in-depth analytics services. The company also offers X.commerce platform that provides software developers access to the company?s applications programming interfaces to develop functionality for various merchants; and Magento Connect, which allows developers to market and sell add-on functionality and solutions to merchants that use a Magento storefront. eBay Inc. was founded in 1995 and is headquarter ed in San Jose, California.

Advisors' Opinion:
  • [By Rex Crum]

    EBay Inc. (EBAY) �fell almost 3%, to $51.77, Netflix Inc. (NFLX) �gave up 1%, to close at $359.40 a share and Amazon.com Inc. (AMZN) , which shed $2.81 a share to close at $393.63.�

Top 5 Internet Stocks To Buy For 2014: Symantec Corporation(SYMC)

Symantec Corporation provides security, storage, and systems management solutions internationally. The company?s Consumer segment delivers Internet security, PC tune-up, and online backup solutions and services to individual users and home offices. Its Security and Compliance segment provides solutions for endpoint security and management, compliance, messaging management, data loss prevention, encryption, and authentication services to large, medium, and small-sized businesses, as well as offers solutions through its software-as-a-service (SaaS) security offerings. This segment?s products enable customers to secure, provision, and remotely manage their laptops, PCs, mobile devices, and servers. The company?s Storage and Server Management segment provides storage and server management, backup, archiving, and data protection solutions across heterogeneous storage and server platforms, as well as solutions delivered through its SaaS offerings to large, medium, and small-s ized businesses. Symantec?s Services segment offers implementation services and solutions, including consulting, business critical services, education, and managed security services. The company also provides various enterprise support offerings, such as annual maintenance support contracts, including content, upgrades, and technical support. It sells its products through its eCommerce platform, as well as through distributors, direct marketers, Internet-based resellers, system builders, ISPs, and retail locations worldwide. Symantec markets and sells its products through distributors, retailers, direct marketers, Internet-based resellers, original equipment manufacturers, system builders, and Internet service providers; and its e-commerce channels, as well as direct sales force, value-added and large account resellers, and system integrators. The company was founded in 1982 and is headquartered in Mountain View, California.

Advisors' Opinion:
  • [By Reuters]

    Peter Parks, AFP/Getty ImagesThe 12-story building in Shanghai's northern suburb of Gaoqiao where a Chinese military-led hacking group allegedly conducted a series of attacks on U.S. companies networks. BOSTON -- Cybersecurity company FireEye has acquired Mandiant, the computer forensics specialist best known for unveiling a secretive Chinese military unit believed to be behind a series of hacking attacks on U.S. companies. FirEye (FEYE) shares jumped more than 20 percent after Thursday's announcement of the $1.05 billion cash-and-stock deal, which FireEye said closed Monday. It unites two companies with relatively new technologies for thwarting cyber attacks, and brings together two of the most-respected executives in the security industry: FireEye CEO Dave DeWalt and Mandiant founder Kevin Mandia. While sales of older anti-virus products have been on the decline, security experts expect strong growth in both FireEye's cloud-based systems for detecting malicious software and Mandiant's software that analyzes cyber attacks. About a year ago the two companies entered into a technology development agreement that made it easier to deploy their products together. With the merger, FireEye will gain Mandiant's team of forensics investigators. "They have these very strong Navy 'cyber' Seals who respond to breaches and are very good at what they do," DeWalt said about Mandiant. He had previously served as chairman of Mandiant's board. "My aim is to create the strongest security company in the world," DeWalt said in an interview. FireEye, which has yet to post a profit, said the acquisition will be immediately accretive to earnings and expects the combined company's revenue to grow about 50 percent this year. In comparison, Symantec (SYMC), the biggest maker of anti-virus software, has said it expects fiscal 2014 revenue to drop 3 percent to 4 percent. Mandiant is best known for its forensics services. The company rose to prominence in February 2013 when it pu

Top 5 Internet Stocks To Buy For 2014: Yahoo! Inc.(YHOO)

Yahoo! Inc., together with its subsidiaries, operates as a digital media company that delivers personalized digital content and experiences through various devices worldwide. It offers online properties and services to users; and a range of marketing services to businesses. The company?s communications and communities offerings include Yahoo! Mail, Yahoo! Messenger, Yahoo! Groups, Yahoo! Answers, Flickr, and Connected TV, which provide a range of communication and social services to users and small businesses enabling users to organize into groups and share knowledge, common interests, and photos. Its search products comprise Yahoo! Search and Yahoo! Local, available free to users to navigate the Internet and discover content. The company?s marketplaces offerings and services include Yahoo! Shopping, Yahoo! Travel, Yahoo! Real Estate, Yahoo! Autos, and Yahoo! Small Business, which allow users to research specific topics, products, services, or areas of interest by review ing and exchanging information, obtaining contact details, or considering offers from providers of goods, services, or parties with similar interests. Its media offerings comprise Yahoo! Homepage, Yahoo! News, Yahoo! Sports, Yahoo! Finance, My Yahoo!, Yahoo! Toolbar, Yahoo! Entertainment & Lifestyles, Yahoo! Contributor Network, and Yahoo! Pulse, which are designed to engage users with online content and services on the Web. The company also offers marketing services, such as display and search advertising, listing-based services, and commerce-based transactions to advertisers. In addition, it provides software and platform offerings for third-party developers, advertisers, and publishers, such as Yahoo! Developer Network, Yahoo! Open Strategy, Yahoo! Application Platform, Yahoo! Updates, Yahoo! Query Language, and Yahoo! Search BOSS. The company has strategic alliances with Nokia and ABC News, Inc. Yahoo! Inc. was founded in 1994 and is headquartered in Sunnyvale, Californi a.

Advisors' Opinion:
  • [By Holly LaFon] �s second largest purchase in the quarter was an addition of 8,000,700 shares to his Yahoo stake at about $16 per share. He initiated the position with 480,000,000 shares in the third quarter at about $14 per share and began pushing for changes immediately afterward.

    Yahoo! Inc. is the global Internet communications, commerce and media company that has been struggling in the last several years. Yahoo! Inc. has a market cap of $20.03 billion; its shares were traded at around $15.065 with a P/E ratio of 19.2 and P/S ratio of 4.

    Once a thriving company, Yahoo�� revenue and free cash flow declined each year from 2008 to 2010, though earnings increased. Most recently, in the company�� fourth quarter, its GAAP revenue decreased 13 percent year over year. For the full year, GAAP revenue decreased 21 percent to $4.98 billion, primarily because of a change in revenue presentation related to the search agreement and revenue share with Microsoft (MSFT).

    The search agreement occurred in February 2010 and allowed Microsoft to control Yahoo�� search and advertising business for 10 years. In return, Yahoo would provide the main advertising sales team for Microsoft�� search engine, Bing. Microsoft now retains 12% of the search engine revenues generated by Yahoo�� website for the first five years. It pays the remaining 88% to Yahoo.

    Loeb mentioned some of the reasons he found Yahoo compelling in his third quarter letter: ��hird Point revealed ownership of a 5.2% stake in the shares of Yahoo! Inc in early September. Yahoo is the premier digital media company, with global reach and content leadership, growing audiences and market share, compelling international assets, and a revitalized technology platform.

    Third Point�� original 13�� letter and amendment filed alongside our SEC disclosure of ownership laid out our case for a targeted overhaul of Yahoo�� existing Board of Directors and encouraged the pursuit of strategic options to m

Top 5 Internet Stocks To Buy For 2014: Amazon.com Inc.(AMZN)

Amazon.com, Inc. operates as an online retailer in North America and internationally. It operates retail Web sites, including amazon.com and amazon.ca. The company serves consumers through its retail Web sites and focuses on selection, price, and convenience. It also offers programs that enable sellers to sell their products on its Web sites, and their own branded Web sites. In addition, the company serves developer customers through Amazon Web Services, which provides access to technology infrastructure that developers can use to enable virtually various type of business. Further, it manufactures and sells the Kindle e-reader. Additionally, the company provides fulfillment; miscellaneous marketing and promotional agreements, such as online advertising; and co-branded credit cards. Amazon.com, Inc. was founded in 1994 and is headquartered in Seattle, Washington.

Advisors' Opinion:
  • [By Chris Neiger]

    Alright, so Amazon.com's (NASDAQ: AMZN  ) stock valuation is already high. But it seems the online retail giant and all-around innovator may have one more thing to push that even a bit higher ��and, hopefully, its stock price along with it.

  • [By Douglas A. McIntyre]

    If anyone wants to understand the advantage Amazon (NASDAQ: AMZN) has over rivals who sell merchandise�online, he only has to look at traffic data. Amazon has more than twice the number of visitors to its sites than the No.2 company which is Walmart

  • [By Rich Duprey]

    As is well known at this point, online retailers such as Amazon.com (NASDAQ: AMZN  ) and eBay (NASDAQ: EBAY  ) had their growth potential early on bolstered by their ability to avoid paying sales taxes on purchases made in states where they didn't have a physical presence. Best Buy, Circuit City, Sixth Avenue Electronics -- retailers in general, and not just sellers of electronic consumer goods -- were placed at a competitive disadvantage because the prices consumers paid were elevated relative to those paid at online sellers.

  • [By Rick Munarriz]

    Amazon.com (NASDAQ: AMZN  ) is a big player in China. It acquired the country's joyo.com, eventually folding it into Amazon.cn. Even Wal-Mart (NYSE: WMT  ) has some skin in this game after acquiring a majority stake in Chinese e-tailer Yihaodian last year.

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