Posts filed under “Video”

How Will Q1 Earnings Compare To Q4?

After Monday’s NYSE close, Alcoa (A) reported a 54% earnings miss, blaming soaring energy costs and the weak dollar, reporting .37 (ex-items .44); .50 to .53 was expected.

For those who believe technology is non-cyclical, i.e., immune from recession, AMD missed Q1 revenue forecasts. The company said sales declined 22%, falling to ~$1.5B (AMD dropped 7% in after-hour trading). In response, the firm is cutting 10% of its workforce (1,600). PALM also issued an earning miss, saying its Q3 loss would increase to .53 vs. a forecast .30. 

Which leads directly to this:

Category: Earnings, Video

New Video Aggregator: Modern Feed

Very nice video aggregator/organizor:

Modern_feed

Note one of my favorite shows is highlighted: ROBOT CHICKEN ! (Hysterical stuff)

(We are not investors on the company)

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Thanks, Gene!

Category: Video, Web/Tech

Forbes Video (3/28/08)

Here is last week’s video via Forbes on more bank write-downs for the Financials and iBanks, and on a long-lasting U.S. recession. Avoid Home Builders.

click for video (2008-03-28)
Forbes_lenz_32808_2


Category: Credit, Derivatives, Video

Mocking Finance Web Videos

OMG, this is frickin’ hysterical:

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Thanks, Aaron

Category: Television, Video, Weblogs

Ghriskey of Solaris: Stocks in `Bottoming Process’: Video

Ghriskey of Solaris Says Stocks in `Bottoming Process’: Video                                             

click for video
Ghiresky

Timothy Ghriskey, who helps manage $2 billion as chief investment officer at Solaris Asset Management, talks with Bloomberg’s Carol Massar in New York about Lehman Brothers Holdings Inc.’s share sale, the outlook for stocks and his investment strategy, including the recommendation of Alcoa Inc., Assurant Inc. and Union Pacific Corp. Bloomberg’s Erik Schatzker and Julie Hyman also speak. (Source: Bloomberg)   

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Source:
Ghriskey of Solaris Says Stocks in `Bottoming Process’: Video
Bloomberg, April 1 2008
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aNJTc4ZFU6Ns

Category: Economy, Video

FT: John Authers on Q1 Earnings

Authers notes (like us) there is still way too much optimism on Earnings growth; Even ex-financials, expectations are for double digit  gains:

click for video:
Global_earnings_forecast

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Source:
Short View
FT, March 27, 2008
http://www.ft.com/cms/bfba2c48-5588-11dc-b971-0000779fd2ac.html?_i_referralObject=699507360&

Category: Earnings, Markets, Video

Bloomberg vs CNBC Video: Bleccch

Cnbc_logo_2
Yesterday, I noted how pokey and bug laden the videos are on CNBC.com, saying "I sure wish CNBC would get hip to embeddable flash media, like
BrightCove. The klunky old windows media players crash all the time. (I
don’t understand why they went with this 10 year old technology)."

Turns out there is an even worse Video feed from a major news organization than CNBC.com: Its Bloomberg.com/news/av/

At least CNBC — crash-prone, buggy, ugly and slow — will play on a Mac.

The Bloomberg video — also  crash-prone, buggy, ugly and slow — is Windows only! I can play the video, but not the audio, on a Safari or Firefox browser for OSX.

And speaking of bugs, Bloomberg is the one of that odd collection of web based video that can’t/won’t be captured by a screen grab on a Windows machine. That means that any Bloomberg video you see here (like this one) is the result of watching and coding it on a Dell in the office, than grabbing the (silent audio) video part on the Mac at home, and combining the two.

Don’t you want people promoting your brand and your content?

Its not like Bloomie doesn’t know what embeddable flash is — if you go to this page, their promotional video is not WMP — its flash based! No loading delay, no glitches, just straight up video.

Bloomberg_logo

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Hey Bloomberg.com & CNBC.com:

You folks are paying for the shooting, editing, storing, hosting and bandwidth usage of all this video. I assume you actually want people to see it — to sell subscriptions, to roll adverts, to brand your product.  You are spending all of this money for a product that sends people  running in the opposite direction. 

Every time I post a video from either of your sites, I get email telling me it crashed their browser, or even worse their computer. It is slow, ugly and to be blunt, unprofessional.  Your online video product is in fact damaging your brands. (CNN/Money’s video auto roll is another bit of annoyance, but we’ll save that for another day).

Of all the major  Financial media that run video, only WSJ and NYT seem to have gotten it right.

Um, its 2008. Can we get with program?  The embeddable flash video is circa 2006. Can you find it
in your business models to only be 2 years — not 10 — behind the
technological adoption curve?

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Category: Financial Press, Television, Video, Web/Tech

Lehman: Its a Buyer’s Market for Houses

Lehman Housing Analyst Bruce Harting on the housing crisis: Its a Buyer’s Market.

Category: Real Estate, Video

Dick Bove: Buy Banks, Avoid Brokers



Bove Says Bear Holder Lewis Won’t Find Alternative Deal: Video Play

Interesting interview with Dick Bove, the Punk Ziegel analysts who has been so dead right about the banks and brokers this past year.

Richard Bove, an analyst at Punk Ziegel & Co.,
talks with Bloomberg’s Carol Massar and Julie Hyman about the outlook for
financial markets, brokerage and bank earnings, and the possibility that Bear
Stearns Cos. shareholder Joseph Lewis may push the company to consider
alternatives to the $339 million buyout offer from JPMorgan Chase & Co.

Category: Credit, Derivatives, Economy, Video

Why Australia is Insulated From US Sub-Prime Woes

Since its the last day of the trading week, how about a little humor from down under?

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Clarke and Dawe: the comic duo you can bank on
click for video
Clarke_and_dawe

Source:
Clarke and Dawe: the comic duo you can bank on
Australian Broadcasting Corporation
Broadcast: 14/03/2008
http://www.abc.net.au/australiawide/stories/2008/200803/s2190009.htm

Category: Credit, Derivatives, Economy, Video