VIDEO: Facebook Earnings Impress But Remain Too Dependent on North America

I joined CNBC this evening to discuss Facebook’s earnings release.  You can view the video here.

Facebook (FB) CEO Mark Zuckerberg started his company’s second quarter earnings announcement with what might have been the understatement of the year: “We had [...] Continue Reading…

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Microsoft Earnings: The Nadella Makeover is Working

The numbers are in: Microsoft (MSFT) reported fiscal fourth-quarter earnings per share of $0.55 on revenues of $23.38 billion.  This is actually a pretty substantial earnings miss for MSFT—the Wall Street consensus was for earnings per share of $0.60—though revenues came [...] Continue Reading…

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Russian Stocks: Contrarian Buy?

Here we go again.  First, the U.S. puts new sanctions on Russia, limiting the ability of Russian companies to raise capital in the United States.  Then—and much more disturbingly—a commercial airliner crashed in Eastern Ukraine.  News is still dribbling [...] Continue Reading…

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Friday StockTwits Banter: Portugal Telecom

It’s been an ugly week in world news. Most of the headlines are focused on the Malaysian Airlines plane that was shot down over eastern Ukraine and on the “mini-war” being waged in Gaza between Israel and Hamas. But [...] Continue Reading…

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