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How a Foreign Telemarketer Turned Us Onto These Hot Tech Plays

My wife Robin and I were just getting Joey ready for dinner and then bed a week ago Sunday evening when the phone rang. Robin made a face, but answered it anyway, and handed the handset to me saying: “It’s long-distance from Manchester.”

  • Yahoo (Nasdaq: YHOO) Down 8.7% Today, Is Mayer's Honeymoon Over? 20140129_sgvarney

    Yahoo (Nasdaq: YHOO) stock has nearly tripled since Chief Executive Officer Marissa Mayer took over in July 2012. But an 8.7% slip today (Wednesday) after a down revenue report has investors wondering whether Mayer's bullish touch is coming to an end.

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  • Best Investments 2014: How to Find the Tech Stock Winners 20131224_MR-Varney

    Today (Thursday), Money Morning Defense & Tech Specialist Michael A. Robinson appeared on FOX Business' "Varney & Co." to discuss whether the tech companies that are driving the market right now will be among the best investments in 2014.

    Robinson believes the growth and earnings of tech companies continue to offer investors what they want - good cash flow and solid earnings. When Varney co-host Charles Payne points out that "Amazon hasn't made a nickel since day one," Robinson counters by saying that "each company has a unique story to tell."



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  • Tech Stocks in 2014: What to Buy, What to Avoid 20131226_SG-Varney

    Money Morning Capital Wave Strategist Shah Gilani joined FOX Business' "Varney & Co." today (Thursday) to discuss the viability of tech stocks in 2014.

    The hype and excitement that follow tech stocks can make them particularly volatile. Although Gilani cautions viewers against tech stocks that have reached 52-week highs, he generally believes tech stocks will soar in 2014, and states that "they're global, they're going to be here for a long time, and they're a good place to remain."

    Gilani especially cautions viewers against Yahoo! (Nasdaq: YHOO), as he believes the "underlying numbers have not been looking great," highlighting lower display and search revenue in November.

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  • Will Yahoo Stock (Nasdaq: YHOO) Keep Climbing? dollar

    Yahoo stock has soared nearly 90% in the past year, and CEO Marissa Mayer deserves much of the credit.

    Yahoo! Inc. (Nasdaq: YHOO) was seriously ailing when Mayer came on board a year ago. Many analysts placed Yahoo stock on "death watch" and readied to send it to Internet stock graveyard.

    Mayer has undeniably made progress as she finishes her first year at the helm.

    "She's done a great job," Money Morning Capital Wave Strategist Shah Gilani told FOX's Stuart Varney on Tuesday. "She's done a terrific PR job for the stock."

    The question for investors: With shares up more than 70% in Mayer's first year - and another 10.38% today to $29.67 - is there still time to profit from Mayer's success, or did they miss the boat on Yahoo stock?

    Yahoo Stock: Still a Buy with Weak Earnings?

    Despite Mayer's hard work, Gilani thinks the explosive Yahoo stock gains could be nearing an end.

    Yahoo Stocks

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  • Yahoo-Tumblr Deal a Hail Mary Pass That May Never Pay Off Game football small

    The Yahoo-Tumblr deal is a $1.1 billion gamble aimed at rejuvenating a stagnating business, but is more likely to end up a costly mistake.

    The deal, announced today (Monday), is by far Yahoo CEO Marissa Mayer's biggest - and riskiest - acquisition yet.

    Yahoo! Inc. (Nasdaq: YHOO) wanted access to Tumblr's 117 million users, most of them teens and young adults, to give it a beachhead into the ever-more important world of social media.

    Tumblr has grown rapidly by making it easy not only to create blogs, but for Tumblr users to follow and share one another's posts.

    But Tumblr, like so many other social media companies, is not exactly a money machine. Analysts estimate the company's 2012 revenue was just $13 million, making it a pricey acquisition indeed.

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  • Yahoo (Nasdaq: YHOO) Needs More Than Just a New CEO The black cloud following Yahoo! Inc. (Nasdaq: YHOO) seems bigger than ever.

    Just one day after he was forced to leave the forlorn Internet company for padding his resume, reports surfaced that ex-Yahoo CEO Scott Thompson revealed he has cancer.

    According to a report in The Wall Street Journal, citing unnamed sources, Thompson told Yahoo's board and several colleagues of his thyroid cancer before resigning Sunday.
    A source told The Journal that Thompson's decision to leave his position at Yahoo was in part influenced by his cancer diagnosis.

    News broke last week that Thompson embellished his resume with a degree in computer science, when he actually earned a degree in accounting from a small Massachusetts college.

    Thompson was hired in January to replace Carol Bartz, who was fired by phone last September.

    In the revolving position at Yahoo, former head of global media Ross Levinsohn has been named interim CEO.

    New CEO Boosts YHOO

    Levinsohn had a triumphant stretch running Internet services within Rupert Murdoch's media empire at News Corp. before Bartz lured him to Yahoo in 2010. Levinsohn previously ran ad sales for Yahoo's Americas unit.

    Yahoo investors applauded the media veteran's appointment. Yahoo shares tacked on 2.2% in premarket trading Monday ahead of a nasty open for U.S. markets.

    Levinsohn has significant credentials as a negotiator. Before coming aboard at Yahoo, he had a history of recognizing and acquiring an assortment of digital media companies around the globe. That is a striking comparison to Yahoo's last two CEOs, who had stronger backgrounds in technology than media.

    "We view Mr. Levinsohn as well-equipped to lead the organization and to build off the company's core strengths - advertising products and digital media," said Spencer Wang, an analyst with Credit Suisse.

    But Yahoo still faces a rocky road ahead.

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  • Is Google (Nasdaq: GOOG) Plotting a Yahoo (Nasdaq: YHOO) Takeover? Yahoo! Inc.'s (Nasdaq: YHOO) never-ending troubles may renew Google Inc.'s (Nasdaq: GOOG) appetite for the once-mighty Internet giant.

    After all, it wouldn't be the first time Google considered the deal.

    In October, Google talked to at least two private-equity firms about helping them finance a deal to buy Yahoo Inc.'s core business, a person familiar with the matter told The Wall Street Journal.

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  • Hot Stocks: Apple's Acquisition of Quattro Puts It on a Collision Course with Google With its acquisition of Quattro Wireless, Apple Inc. (Nasdaq: AAPL) has opened the door to competition with Yahoo Inc. (Nasdaq: YHOO), Microsoft Corp. (Nasdaq: MSFT), and especially Google Inc. (Nasdaq: GOOG) in the mobile advertising market.

    And Apple's venerable App Store will play a key role in the company's expansion.

    All Things Digital, a tech blog affiliated with The Wall Street Journal, reported the deal's value at $275 million, citing several anonymous sources. It is the 24th acquisition in Apple's 34-year history, and is characteristic of the previous 23: buying a small company that can easily be integrated into its existing projects.

    In this case, Apple can use mobile web ads developed by Quattro to generate income from outside advertisers. Read More...
  • Investment News Briefs AOL Goes It Alone; Citi to Pay Back TARP Funds; Jim Rogers: Audit, Then Abolish The Fed; Goldman Sachs Adopts "Say on Pay" Policy; GE Gets Contract for World's Largest Wind Farm; Weekly Jobless Claims Rise, Trade Gap Narrows; Gold Bounces Back; U.S. Households' Net Worth Gains in Q3

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  • Hewlett Packard-3Com Deal Shows Urgency for Growth in Competitive Tech Sector

    Hewlett-Packard Co.’s (NYSE: HPQ) pending buyout of 3Com Corp. (Nasdaq: COMS) highlights an accelerating race in the tech sector to grow businesses in an industry where development from within simply is not enough.

    H-P will pay $2.7 billion in cash for 3Com, which is second to Cisco Systems Inc. (Nasdaq: CSCO) in business networking. Cisco and H-P have steadily been encroaching on each other’s businesses: Earlier this year, Cisco started making servers while H-P last year began to renew investment in its ProCurve networking business.

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  • Microsoft, Yahoo May Finally Come to Terms By Bob Blandeburgo Associated Editor Money Morning While its attempt to take over Yahoo Inc. (Nasdaq: YHOO) failed last year, Microsoft Corp. (Nasdaq: MSFT) is reportedly back in talks with the search engine company and a deal could be announced later this week.  Executives from the Redmond, Wash. Microsoft traveled to Silicon Valley late last […] Read More...
  • Reports: Yahoo Shedding Executives, Overhauling Products By Mike Caggeso Associate Editor After months of tumultuous shareholder temperament, Yahoo! Inc. (YHOO) is giving its board and product line a makeover to convince traders of its value after turning down Microsoft Corp's (MSFT) $47.5 billion offer, according to reports. President Susan Decker is pushing a plan to roll several product groups under one […] Read More...
  • Yahoo Grasping at Straws with Google Deal By Jason SimpkinsAssociate Editor Jerry Yang, Yahoo Inc.'s (YHOO) chief executive officer, finally got his wish last Thursday when his company partnered with rival Google Inc. (GOOG) to enhance its online advertisement business. But while Yang insists the deal will generate an extra $800 million a year in revenue, shareholders and analysts alike are skeptical […] Read More...
  • Yahoo’s Yang: Still Talking with Microsoft, Company Reorganizing  By Mike Caggeso Associate Editor In his most candid comments since thwarting a takeover attempt by Microsoft Corp. (MSFT), Yahoo! Inc. (YHOO) Chief Executive Officer Jerry Yang said that he believes the once-interested suitor no longer covets a full merger. Speaking from the stage at the D: All Things Digital conference yesterday (Wednesday), Yang said […] Read More...
  • Icahn: Yahoo “Completely Botched” Microsoft Merger; Threatens Board Proxy War By Mike Caggeso Associate Editor Carl Icahn is adding to his reputation as a boardroom bully. In a letter to Yahoo Inc.' (YHOO) Chairman Roy Bostock, the billionaire investor threatened to seek control of the board and resuscitate takeover talks with Microsoft Corp. (MSFT). Two weeks ago, Yahoo Chairman of the Board and co-founder Jerry […] Read More...