Apr 12 2009
Week of April 12
For those of you who passed simple math, 2+2=4 For those of you who understand a successful merger/acquisition, the goal is the combination of the two companies to yield more than their separate parts, essentially 2+2=5 Anyway, what you saw in Wells Fargo is going to happen over the next 5 weeks to the entire [...]
Oct 31 2008
No JPM or YHOO
Dario, Yahoo is priced to grow at 11.5% by my calculations. I know they have had deals with Microsoft and Google and neither have worked as far as I know. It’s been growing revenues at 6% to 8% and earnings growth is also questionable. Everyone knows google’s a better search engine. I’d rather own the [...]