Chart of the Day: Google’s Cash Position

My open letter to Google was picked up yesterday by Bloomberg’s David Wilson, who used it to generate a very insightful chart of the day:

Among large U.S.-based companies not currently paying a dividend, Google (GOOGL) stands out as having […] Continue Reading…

Note to Google: Stop Being Such a Baby and Pay a Dividend

Note to Google Inc (GOOGL): It’s time grow up, wear your big-boy pants, and start paying a dividend.

You’re a $374 billion company, for crying out loud, and your biggest rivals—Apple Inc (AAPL) and Microsoft Corporation (MSFT)—are among the most […] Continue Reading…

The Charter – Time Warner Merger: Big Cable Tries to Stave Off the Inevitable

Charter Communications, Inc (CHTR) is looking to succeed where rival Comcast Corporation (CMCSA) failed in acquiring Time Warner Cable Inc. (TWC). Charter is buying Time Warner Cable for $55.3 billion ($79 billion including debt assumed). Time Warner Cable shareholders […] Continue Reading…

Why Big Beer is Struggling in the Age of the Hipster Craft Beer

 

Note to Big Beer: Beware the affronted beard!

MillerCoors, the joint venture between SABMiller plc (SBMRY) and Molson Coors Brewing Company (TAP), is facing a class-action lawsuit from craft beer enthusiasts for having the audacity to imply that Blue Moon—one […] Continue Reading…

Twitter Musings on McDonald’s

Barron’s had some interesting comments on McDonald’s (MCD) this past weekend (see “Trouble on the Menu at McDonald’s). Though mostly bearish on the stock, Barron’s noted that just 7 out of 29 Wall Street analysts were bullish on the […] Continue Reading…