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Saving Money On Cable Part Two – Surviving the Challenges of A Cord-Cutter

Over four months ago, I wrote about my nascent experience with cutting the cord, aka dumping my cable subscription in “Saving Money On Cable – Inside the Experience of A Cord-Cutter“. I have learned a LOT since then. I can now refine my recommendations with this summary of my experience and learnings. Cutting the cord … Read more

Internet Stock Valuation Update: Shaved Around the Edges

Here is a very quick tax-day valuation update on select Internet-related stocks. The ordering of stocks by price-to-sales (P/S) ratios did not change much but several stocks have retreated off their most stretched valuations. However, nothing that WAS “expensive” has suddenly become “cheap” now… Click image for details… Source: P/S data from Yahoo Finance {I … Read more

Valuations On High-Flying Internet-Related Stocks Continue to Race Upward

(This is an excerpt from an article I originally published on Seeking Alpha on October 20, 2013. Click here to read the entire piece.) This post rides piggyback on a recent Seeking Alpha Market Current quoting concerns from Art Cashin (formerly featured on CNBC) regarding “a bubble in cloud/mobile tech names” and is a follow-up … Read more

Valuation Update: Internet High-Fliers Experience Large Mark-Ups

Many internet-related stocks have been on fire lately. In many ways, the run-up has been about mobile, so it may not even be technically accurate to call this feature a valuation update on internet-related stocks. Regardless, the most notable change since the last update in mid-June is that the internet high-fliers have experienced significant run-ups … Read more

Valuation Update: Facebook Falls, LinkedIn Remains Atop Internet Stocks

This post is a quick update on data that I maintain on price/sales (P/S) ratios on select internet stocks. I periodically refresh the data from Yahoo!Finance (semi-automated with links into a Microsoft Excel spreadsheet) and add the latest data to a chart. The chart is starting to get crowded so I may soon need to … Read more