A board member's $1 million insider stock buy is good news for Facebook holders, but only if it was meant to increase his wealth, not just to suck in buyers.
Amazon has built up years of trust with investors, notes Covestor manager Eric Steiman in an E-Commerce Times interview. Facebook? It has yet to do that.
Groupon shares hit new lows this week before rebounding. But they do not warrant a buy amid potentially new accounting concerns, manager Barry Randall says.
OK, Facebook's Q2 report was more or less a bust. But the earnings call provided insight about the potentially bright future for its mobile ads business.
Zynga has more than $2 a share in cash and is trading near $3. Yet it might not be seen as a value if it starts spending that cash on deals to spur growth.
Perceptions won't matter if Facebook blows away revenue targets. It will matter a lot more if CEO Zuckerberg has to sell a story on good, but not great growth.
It’s hard to overstate the importance of open source software to the technology industry and Red Hat continues to be the distant leader in the enterprise market.