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Saturday, December 09, 2006
Wednesday, February 02, 2005
Looking for value? Look at TIVO.
TIVO … rarely does one word mean so much. It represents one of those rare occasions when the brand defines the product (like “Q-Tip” did for cotton swabs or “Coke” did for soft drinks). Did you know that a TIVO is actually a type of digital video recorder or DVR? On top of this, users have a cultish loyalty to their TIVO. Never, and I do mean NEVER would a TIVO user change to a competing product. Even Microsoft’s foray into DVR’s with ReplayTV was a failure. Go ahead ask a TIVO user how they feel about their TIVO. You will inspire an impassioned soliloquy about how TIVO has reinvented television much the way color did decades ago.
Again, the only explanation that I can determine is management. So hopefully, the “resignations” of both the president and the CEO will be a step in the right direction to developing the incredible potential that I think this stock holds. In the near term I expect to see one of the large cable companies or satellite providers to add this valuable brand to their stable (are you listening Rupert Murdoch). They could also learn something from TIVO in terms of functionality (are you listening Cox Communications). If however, the company continues on its own, I think the sky is the limit with the right management team. Either way TIVO offers tremendous value for investors at its current valuations. I will and am buying this stock in the $3 to $5 range.
Monday, November 29, 2004
I will not buy SIRIUS
Many who have emailed me are operating on the premise that Sirius stock is at 6.65, and XM Satellite Radio (Symbol: XMSR) is 37.17. Well then, Sirius must be undervalued…Right?
You MUST consider the market cap.
Sirius – 8.4 Billion
XM – 7.6 Billion
AND…XM has twice the subscribers! Who is undervalued now?
Monday, November 15, 2004
Warren Buffett is a man after my own heart.
Click here for the article.
Wednesday, November 10, 2004
One of my favorite things to talk about is finance. I love to hear a good money making idea, or a good stock tip. Please send me your investment ideas, and I will try to post them. Then please try to comment as frequently as you can. I love to get different perspectives on the feasibility of an idea. Thank you for your help.