Friday, July 29, 2005

TheStreet.com discusses the "Mad Money Cramer Effect" (TSCM 2Q05 conf call quotes)

TheStreet.com (ticker: TSCM) CEO Tom Clarke was asked whether his company has benefitted from the popularity of Jim Cramer's TV show, Mad Money. Excerpts from his answer:

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Posted by David Jackson on July 29, 2005 at 12:33 AM in Conf call quotes, Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

TheStreet.com's revenue shrinks but booking rise (TSCM 2Q05 earnings results)

TheStreet.com (ticker: TSCM) reported Q2 earnings that gave a glimpse of how it will look after the closure of its IRG unit. Key stats:

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Posted by David Jackson on July 29, 2005 at 12:15 AM in Earnings results, Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

Thursday, June 30, 2005

Jim Cramer the coin-flipper? (TSCM)

"Mr. Cramer's stock market calls since May 2000 have low consistency and approximately coin-flip accuracy", according to a study by CXO Advisory Group. Specifically:

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Posted by David Jackson on June 30, 2005 at 01:21 PM in Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (1)

CNET for sale, says the NY Post; but will it sell?

The New York Post reports this morning that "sources said CNET (ticker: CNET) has been informally shopping itself to a host of media companies". Details and comments:

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Posted by David Jackson on June 30, 2005 at 09:33 AM in Sub-sector: Content, ticker: CNET, ticker: IACI, ticker: TSCM, ticker: TWX, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Wednesday, June 29, 2005

TheStreet.com closes its institutional research business; will it be sold soon? (TSCM)

TheStreet.com (ticker: TSCM) announced that it is shutting down its institutional research business, Independent Research Group ("IRG"). Analysis followed by text of the press release:

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Posted by David Jackson on June 29, 2005 at 12:07 AM in Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

TheStreet.com's failed business in detail (TSCM)

TheStreet.com (ticker: TSCM) announced that it was shutting down Independent Research Group, its institutional research business. Here's the extract from the company's 10-K that describes the business in detail. Interesting reading for producers and consumers of research:

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Posted by David Jackson on June 29, 2005 at 12:02 AM in Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

Tuesday, June 14, 2005

Real Networks on downloads (RNWK, IVIL, MNST, GOOG, TSCM)

Real Networks (ticker: RNWK) CEO Rob Glaser discussed his company's move into revenue generated by ad sales and download fees on his Q1 (May 4th) conference call. Download partners? Weather Channel and Google. Plus, he mentioned hiring execs with experience from Monster.com (ticker: MNST), iVillage (ticker: IVIL) and TheStreet.com (ticker: TSCM). Extracts:

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Posted by David Jackson on June 14, 2005 at 12:01 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Services, ticker: GOOG, ticker: IVIL, ticker: MNST, ticker: RNWK, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

Thursday, April 28, 2005

The Street.com misses revenue and EPS estimates, no growth in core business (1Q05 earnings results)

The Street.com (ticker: TSCM) missed revenue and EPS estimates for Q1, and reported no revenue growth in its core subscription business. Details and a quick comment:

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Posted by David Jackson on April 28, 2005 at 03:09 PM in Earnings results, Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (1)

Tuesday, March 29, 2005

Free financial content threatens YHOO, TSCM and other portals/news sites

Will the proliferation of high quality finance blogs threaten mainstream finance portals and news sites? Yes. Three factors are fuelling the emergence of next generation finance portals that will challenge Yahoo! Finance (owned by YHOO), TheStreet.com (ticker: TSCM) and MarketWatch (owned by Dow Jones, ticker: DJ):

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Posted by David Jackson on March 29, 2005 at 01:45 PM in Sub-sector: Content, ticker: ASKJ, ticker: DJ, ticker: FCON, ticker: TSCM, ticker: YHOO | Permalink | Comments (0) | TrackBack (1)

Friday, March 18, 2005

Victims of pay-per-click ad inflation

The most striking theme that ran through the Q4 financial results of Internet companies, irrespective of size, was the impact of rising pay-per-click ad prices. The winners were the ad brokers - Google and Yahoo. The losers were companies that rely on advertising to attract traffic, as their marketing expenses grew faster than their revenues.

This is a critical theme for investors (rather than short-term traders). Do you own stocks in companies that are dependent on advertising and helpless in the face of rising costs? Here's a list of the victims, with the relevant stats and comments from The Internet Stock Blog's write-up of their Q4 results or recent SEC filings:

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Posted by David Jackson on March 18, 2005 at 10:25 AM in Sector Themes/Outlook, ticker: AMZN, ticker: BFLY, ticker: DIET, ticker: DSCM, ticker: EBAY, ticker: ECST, ticker: EELN, ticker: LGBT, ticker: MNST, ticker: NILE, ticker: ODMO, ticker: OSTK, ticker: PCLN, ticker: PRVD, ticker: SHOP, ticker: SPRK, ticker: TSCM | Permalink | Comments (3) | TrackBack (2)

Tuesday, February 22, 2005

Surprise stock implications of wealthy online user growth

Nielsen/NetRatings reports (PDF) that the fastest growing segment of Internet users by income during 2004 was the top group - those with household incomes over $150,000. Details of the Nielsen/NetRatings report, then analysis including stock implications:

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Posted by David Jackson on February 22, 2005 at 12:05 AM in Sector Themes/Outlook, Sub-sector: E-finance, Sub-sector: E-tailing, Sub-sector: Travel, ticker: AMZN, ticker: EBAY, ticker: IACI, ticker: NILE, ticker: PRVD, ticker: REDE, ticker: SCH, ticker: TSCM, ticker: TSG, ticker: TWX, ticker: YHOO | Permalink | Comments (1) | TrackBack (3)

Friday, February 18, 2005

TheStreet.com (TSCM) beats by $0.03 but subscribers decline sequentially

TheStreet.com (ticker: TSCM) reported Q4 results that beat the consensus EPS estimate but matched the consensus revenue estimate. Details and 4 quick comments:

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Posted by David Jackson on February 18, 2005 at 02:04 AM in Earnings results, Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

TheStreet.com (TSCM) on the online brokerage business and financial portals (quotes from the conf call)

TheStreet.com CEO Tom Clarke and COO Jim Lonergan talk about online trading and financial portals on their company's Q4 conference call:

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Posted by David Jackson on February 18, 2005 at 01:56 AM in Conf call quotes, Sub-sector: Content, Sub-sector: E-finance, ticker: TSCM | Permalink | Comments (1) | TrackBack (0)

Thursday, January 20, 2005

The impact of blogs on online media companies

Jeff Jarvis provides an outstanding overview of the impact of "citizens journalism" on established media companies. His key points for Internet investors:

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Posted by David Jackson on January 20, 2005 at 04:33 PM in Sub-sector: Content, ticker: CNET, ticker: IVIL, ticker: TSCM, ticker: YHOO | Permalink | Comments (0) | TrackBack (1)

Wednesday, January 12, 2005

TheStreet.com says it's for sale, but will there be any takers?

TheStreet.com announced that it has hired an investment bank to "assist its Board of Directors in considering possible strategic alternatives". Quoted in the press release, CEO Tom Clarke says:

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Posted by David Jackson on January 12, 2005 at 07:25 PM in ticker: TSCM | Permalink | Comments (3) | TrackBack (1)

Monday, January 03, 2005

Rise in blog readership threatens online media stocks

A new report by the Pew Internet and American Life Project claims that both supply and demand for blogs is rocketing. Key stats:

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Posted by David Jackson on January 3, 2005 at 10:38 AM in ticker: CNET, ticker: TSCM, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Thursday, December 30, 2004

Five Internet danger signs to watch for in 2005

The next few weeks will likely see a flurry of predictions for 2005, to the point where you'll be sick of reading them. So instead, I'm providing something which I hope will be more useful for investors in Internet stocks and managers of Internet companies: a checklist of danger signals for Internet investors to look out for next year. For each danger signal, I've specified which stocks will subsequently be at risk:

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Posted by David Jackson on December 30, 2004 at 11:03 PM in Sector Themes/Outlook, Sub-sector: Content, Sub-sector: E-finance, Sub-sector: E-tailing, Sub-sector: Search, Sub-sector: Travel, ticker: AMZN, ticker: ASKJ, ticker: BFLY, ticker: CNET, ticker: CTRP, ticker: EBAY, ticker: GOOG, ticker: HOLL, ticker: IACI, ticker: MSFT, ticker: NFLX, ticker: NILE, ticker: OSTK, ticker: PCLN, ticker: RATE, ticker: SHOP, ticker: TSCM, ticker: TZOO, ticker: YHOO | Permalink | Comments (5) | TrackBack (4)

Monday, December 20, 2004

Business Week says invest in Internet advertising stocks

Business Week's Where to Invest in 2005 issue recommends companies that will benefit from a surge in Internet advertising next year.

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Posted by David Jackson on December 20, 2004 at 01:01 PM in Sector Themes/Outlook, ticker: AQNT, ticker: CNET, ticker: DCLK, ticker: INSP, ticker: IVIL, ticker: TSCM, ticker: VCLK | Permalink | Comments (0) | TrackBack (0)