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 Steven Mallas     Graphic_subscribe   

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Steven Mallas's Blog Posts


THQI   TTWO   Microsoft beats Sony on Black Friday (real winner: Activision Blizzard) 12/03/08   —  Filed under: Microsoft (MSFT), Sony Corp ADR (SNE), Black Friday, Electronic Arts (ERTS), Activision Inc (ATVI)Microsoft (NASDAQ: MSFT) is in mortal competition with Sony (NYSE: SNE). The Xbox 360 wants to destroy the PlayStation 3. Of course, both would like to take out the Nintendo (OTC: NTDOY) Wii...
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MRVL   AAPL   Marvell (MRVL): Great Q3, but can this be sustained going forward? 12/03/08   —  Filed under: Earnings reports, Apple Inc (AAPL), Marvell Technology Group (MRVL), TechnologyMarvell Technology Group's (NASDAQ: MRVL) Q3 earnings report had some great numbers that made me want to consider the stock as a potential buy. However, some things about the long-term price action of the comp...
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NTDOY   MSFT   Is the Nintendo Wii too available? 12/02/08   —  Filed under: Microsoft (MSFT), Sony Corp ADR (SNE), TechnologyI happened to be reading two articles on CIO.com yesterday concerning Nintendo (OTC: NTDOY) and its Wii distribution strategy. There was an older one from August discussing the reasons why the Wii has been in short supply. Was Nintendo pur...
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VIA   MWY   Sumner Redstone sends Midway away! 12/02/08   —  Filed under: Deals, Viacom (VIA), CBS Corp 'B' (CBS), Electronic Arts (ERTS), Activision Inc (ATVI)Sumner Redstone, the executive chairman of both CBS (NYSE: CBS) and Viacom (NYSE: VIA), has been having a difficult time during the recession. Because of financial pressures, he's been forced to sell st...
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DIS   NWS   'Twilight' not tops over Thanksgiving holiday -- surprised? 12/01/08   —  Filed under: Time Warner (TWX), Walt Disney (DIS), Sony Corp ADR (SNE), News Corp'B' (NWS), FilmDid anyone see this coming? Honestly, I didn't think that Time Warner's (NYSE: TWX) Four Christmases, starring Vince Vaughn and Reese Witherspoon, would be the number-one movie over the five-day Thanksgivi...
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EBAY   AMZN   Will Amazon win with its pricing strategy? 11/29/08   —  Filed under: Consumer experience, Internet, eBay (EBAY), Amazon.com (AMZN), Marketing and advertising, Black FridayIf you thought Black Friday was just for brick-and-mortar retail, think again. The official start of the online shopping rush is the Monday after the Thanksgiving holiday (Cyber Monday i...
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TGT   SHLD   Earnings preview: Will Sears surprise in Q3? 11/28/08   —  Filed under: Forecasts, Wal-Mart (WMT), Target Corp. (TGT), Sears Holdings (SHLD)Sears (NASDAQ: SHLD) is scheduled to report earnings for the third quarter on Tuesday, December 2. The expectation is for a loss of $0.49 per share. I think it's therefore safe to say that the retailer won't be turning a...
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CSCO   HPQ   Cisco Systems in need of cost containment 11/28/08   —  Filed under: Bad news, Microsoft (MSFT), Apple Inc (AAPL), Cisco Systems (CSCO), Hewlett-Packard (HPQ), Adobe Systems (ADBE), Technology, RecessionComputer-networking icon Cisco Systems (NASDAQ: CSCO) is trying to cut costs wherever it can. In a sign of the times, Cisco will shut offices for four day...
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EBAY   AMZN   eBay not so popular these days? 11/27/08   —  Filed under: Internet, Yahoo! (YHOO), eBay (EBAY), Amazon.com (AMZN)I saw some interesting Nielsen data posted at Silicon Alley Insider the other day about traffic levels at eBay (NASDAQ: EBAY). They seem to be on the decline. I don't want to spend time repeating a bunch of the numbers here, but suff...
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AMZN   WMG   Hey, Warner Music Group beats expectations - but who cares? 11/26/08   —  Filed under: Earnings reports, Apple Inc (AAPL), Amazon.com (AMZN)Warner Music Group (NYSE: WMG) released its Q4 earnings on Tuesday. Did the numbers have all the makings of a hit? To start off, revenues declined over 1%. That's not hit material, to be certain. Here's something that might get your to...
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AEO   TGT   American Eagle Outfitters didn't fly high in Q3 11/26/08   —  Filed under: Earnings reports, Wal-Mart (WMT), Target Corp. (TGT), Gap Inc (GPS), Abercrombie and Fitch (ANF)American Eagle Outfitters (NYSE: AEO), whose competitors at the mall include Abercrombie & Fitch (NYSE: ANF) and Gap (NYSE: GPS), is part of a sector I'm not much of a fan of currently: re...
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XRX   HPQ   Xerox says it's doing fine - but it's still the same old company 11/25/08   —  Filed under: Forecasts, Microsoft (MSFT), Apple Inc (AAPL), Hewlett-Packard (HPQ), Xerox Corp (XRX), TechnologyThere was a short blurb about Xerox (NYSE: XRX) in the news on Monday. Management at the company wanted investors to know that it won't be needing to beg for the green stuff. Cash flow from ...
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K   KFT   Campbell Soup's bottom line increased, but Wall Street passed on stock 11/25/08   —  Filed under: Earnings reports, Coca-Cola (KO), Campbell Soup (CPB), Kellogg Co (K), Kraft Foods'A' (KFT)Campbell Soup (NYSE: CPB) seemed to have an okay first quarter. Revenue rose 3%, and earnings per share on an adjusted basis increased 10% to $0.77. This beat expectations by a penny, according to ...
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VIA   DIS   'Twilight' flies to the top of the box office 11/24/08   —  Filed under: Walt Disney (DIS), Viacom (VIA), Sony Corp ADR (SNE), FilmOn Saturday of this past weekend, I was discussing the domestic box-office potential of Summit Entertainment's Twilight with a friend of mine (we didn't discuss the ranking potential since one didn't need to be a clairvoyant to se...
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ANN   TGT   AnnTaylor: Not a buy 11/22/08   —  Filed under: Earnings reports, Wal-Mart (WMT), Target Corp. (TGT), Gap Inc (GPS), Abercrombie and Fitch (ANF)The Dow was up nearly 500 points on Friday. Everything's fine, right? Not on your life. It's going to be a lousy Christmas for mall retailers such as Gap (NYSE: GPS) and Abercrombie & Fitc...
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K   KFT   Heinz rocks during Q2, but market doesn't care 11/21/08   —  Filed under: Earnings reports, Campbell Soup (CPB), Kellogg Co (K), Kraft Foods'A' (KFT)Well, it looks like Heinz (NYSE: HNZ) put me and my earnings preview to shame. The company delivered a great second quarter. The company, whose colleagues include Kraft (NYSE: KFT), Kellogg (NYSE: K), and Campbell...
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DELL   INTC   Dell beats in Q3 but I'm bearish on the stock 11/21/08   —  Filed under: Earnings reports, Microsoft (MSFT), Apple Inc (AAPL), Dell (DELL), Hewlett-Packard (HPQ), Intel (INTC), TechnologyDell (NASDAQ: DELL), whose tech colleagues include Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Intel (NASDAQ: INTC) and Hewlett-Packard (NYSE: HPQ), had a pretty decent t...
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BGP   AMZN   Barnes & Noble's Q3: By my read, you should avoid this stock 11/20/08   —  Filed under: Earnings reports, Wal-Mart (WMT), Amazon.com (AMZN)Barnes & Noble (NYSE: BKS), a bookseller that competes with Borders Group (NYSE: BGP), Amazon (NASDAQ: AMZN), and retailers that stock books such as Wal-Mart (NYSE: WMT), did not do well during the third quarter. Total sales decrease...
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ERTS   GME   Not much fun for GameStop in Q3 11/20/08   —  Filed under: Earnings reports, Microsoft (MSFT), Sony Corp ADR (SNE), Electronic Arts (ERTS), Activision Inc (ATVI)GameStop (NYSE: GME) didn't have a great third quarter. Total sales increased by slightly higher than 5%. On a GAAP basis, earnings dropped three pennies to $0.28 per share. If you exclu...
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K   KFT   Earnings preview: Is Heinz a "safe" stock? 11/20/08   —  Filed under: Earnings reportsHeinz (NYSE: HNZ), whose supermarket colleagues include Kraft (NYSE: KFT), Kellogg (NYSE: K), General Mills (NYSE: GIS), and Campbell Soup (NYSE: CPB), will be reporting second-quarter numbers on Friday, November 21. According to AOL Finance, the call is for approximately...
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