amp
This Chart Is Why A Lot Of People Think HP Is Totally Screwed (HPQ)
Source: http://www.businessinsider.com/hps-rd-spending-2012-11
This week, we ran a chart showing HP’s crashing stock price since Mark Hurd was forced out of the company.
After we published the chart, a friend emailed to say, “Hurd destroyed the company. Gutted R&D, which was the cardinal sin. It was always an engineer’s company. He financialized it. And in so doing, set in motion the wheels of doom.”
From 2010, here’s a look at how R&D as a percentage of revenue fell under Hurd’s watch.
But, is the R&D budget really why HP is hosed? Probably not. Look at this chart, also from 2010:
Anything jump out in that chart?
Apple spent less on R&D than HP, Google, and Microsoft in 2009. No one is going to accuse Apple of not producing great innovative products, despite a small R&D budget.
When Hurd was pushed out, an ex-HP engineer told Joe Nocera slashes in the R&D department was, “why H.P. had no response to the iPad! . ” Apple managed to make the iPad while spending less on R&D, so we’re not sure that totally adds up.
It’s not how much you spend on R&D, it’s what comes of it.
As for the charge that Hurd “financialized” HP, well, that may be true. But, he seemed to be at least somewhat in control of where the company was going. The two CEOs since Hurd have no clue, it seems, about what to do with HP.
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Saatchi Where’s The Creativity?
T-Mobile Royal Wedding, created by Saatchi & Saatchi
Launched April 15, 2011
JK Wedding Dance, Original
Posted July 19, 2009.
CPM (cost per thousand) compression YOY
|
2009 to
2010
|
2010 to
2011
|
||||||||||||||||
|
|
Year ended December 31,
|
%
Change
|
%
Change
|
||||||||||||||
|
|
2009
|
2010
|
2011
|
||||||||||||||
|
Content & Media Metrics (1)
|
|
|
|
|
|
||||||||||||
|
Owned & operated
|
|
|
|
|
|
||||||||||||
|
Page views (in millions)
|
6,849
|
|
8,234
|
|
10,378
|
|
20
|
%
|
26
|
%
|
|||||||
|
RPM
|
$
|
10.69
|
|
$
|
13.45
|
|
$
|
15.14
|
|
26
|
%
|
13
|
%
|
||||
|
Network of customer websites
|
|
|
|
|
|||||||||||||
|
Page views (in millions)
|
10,009
|
|
13,155
|
|
17,436
|
|
31
|
%
|
33
|
%
|
|||||||
|
RPM
|
$
|
3.45
|
|
$
|
3.20
|
|
$
|
2.77
|
|
(7
|
)%
|
(13
|
)%
|
||||
|
RPM ex-TAC
|
$
|
2.39
|
|
$
|
2.28
|
|
$
|
2.06
|
|
(5
|
)%
|
(10
|
)%
|
||||
Amazon Appears To Be Inflating The List Prices Of Some Discounted Items (AMZN)
You know how when you shop on Amazon there is a price and a then a “list price” which is usually much higher?
The effect is that you feel like you’re getting a big discount shopping on Amazon.
It turns out Amazon might be publishing list prices that are too high.
Mouse Print first noticed the problem with an array of general consumer products such as Kraft’s Mac & Cheese and a 100-count box of Splenda.
As if this afternoon, most of these prices have been fixed, except for a ton of pet food items.
Take for example the dog treats you see above. The retail value of one Merrick Flossies is approximately $4, making a 50-count supply valued at no more than $200. Yet Amazon claims the list price stands at a whopping $422.89, more than doubled what it should cost.
Click here to see more examples of Amazon’s wacky prices >
We tried to contact Amazon for comments, but did not receive a response.
The incident reminds us of last year when Amazon listed a seemingly normal book about flies for $23,698,655.93. Biologist Michael Eisen blogged about the unrealistic selling price, and documented how Amazon’s price for the book The Making of a Fly constantly went up day after another.
Here’s what happened: A professor required this book for a class and students naturally flocked to Amazon to purchase the text. Eventually, only two sellers still had the product available.
Because the book quickly became an exclusive, hot ticket item, Amazon’s algorithm for retailers to competitively price their product catapulted the retail value to more than $23 million.
We’re not sure if this is the same situation with the pet food offerings on the site, but it seems hard to believe the world is running out of doggie treats.
Deli Cat Dry Cat Food
Ok, we know having pets can be expensive but you can’t fool us, Amazon.
Higgins Celestial Blend Bird Food
Who can resist 89 percent off retail list price? Only ten left in stock!
Redbarn Filled Bone – Peanut Butter
Dog foods are getting so fancy these days, but at $6.70, the bone’s a steal.
2.3 Million Americans Have Pulled The Plug Since 2010
This chart (below) from ISI Group tells you all you need to know about the fate of cable TV in the age of the iPad: Since Q1 2010, 2.3 million people have stopped subscribing to pay TV as delivered by cable TV companies such as Cablevision, Comcast, DirecTV, Time Warner Cable, Dish, Verizon, and AT&T.
Currently, only 41.5 million Americans watch TV on pay cable.
I’ve been arguing for a while now that Americans are on the cusp of a dramatic change in how they watch video. They’re moving to video over the internet. Traditional TV is dying, in much the same way that in the mid-2000s we all largely stopped using hardwired telephones to make calls in favor of wireless mobile cellphones.
Hardwired phones are still a big business, of course, and most households still have them. But they’re really a vestigial offshoot of whatever bundled communications package you’ve bought.
It looks like cable is about to go the same way. Although its subscriber numbers are dwindling, subscriber numbers for satellite TV and broadband phone/internet service remain relatively healthy, as the second chart (below) shows. That suggests to me that there is a growing number of households choosing a broadband package with the internet as their top priority, and a dwindling number choosing it based on TV.
Ironically, the fall has come at a time when cable is making more ad money than ever. It’s a supply-and-demand issue: It may be that cable TV’s audience is dwindling, but it’s still one of the few venues that reliably delivers millions of eyeballs all at once.
First, the cable TV chart, based on numbers from ISI Group:
Here’s the market share situation. Note that 2011 was a threshold year, when cable slipped from having more than 50 percent of the market to less:
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See Also:
- Does This Mysterious Mad Men Ad Reveal The Secrets Of Season 5?
- These Stunning New Bottle Designs Are Revolutionizing The Wine Business
- You Saw The Academy Awards, Now See Who Won BI’s Oscars For Ads
A Truly Embarrassing Chart For Wall Street Stock Analysts
Source: http://www.businessinsider.com/this-chart-shows-why-wall-street-stock-ratings-are-a-joke-2012-2
Only five percent of ratings on companies in the S&P 500 are sell ratings.
That’s right: 95 percent of ratings tell investors to hold or buy and only 5 percent say you should sell.
The following chart comes from FactSet via Cullen Roche:
Henry Blodget recently offered a few reasons why you rarely see sell ratings:
- Most stocks–especially growth stocks–generally trend up over the long haul, so saying SELL often means betting against the odds and/or making a short-term timing call.
- Stocks with excellent fundamentals don’t often go down just because they’re “expensive”–instead, they just get more expensive. So saying “SELL” based solely on valuation often sets the analyst up to be wrong.
- The lack of SELL ratings makes SELL ratings sound like a complete condemnation of the company, to the point where it seems the analyst has a vendetta against it. The more polite way to tell people to sell, most folks on Wall Street whisper, is to say “hold”–or just ignore the stock altogether.
- The issuance of a SELL rating often drives a stock down, hurting investors who own it. These investors will not usually say “thank you.” Instead, they’ll want your head.
- Most investors are long-only, meaning they can only buy stocks, not short them. Thus, “SELL” ratings are only useful to hedge funds and investors who already own stocks.
- Most companies refuse to talk to analysts who hit them with SELL ratings, thus reducing the analyst’s ability to gather information about the company.
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See Also:
- The Nationwide Mortgage Settlement Protects Banks From Some Litigation, But Here’s Where They’re Still Exposed
- PRESENTING: The Most ‘Liked’ Wall Street CEOs
- SHOCKER: Wall Streeters Are Juicing To Be Better At Their Jobs
‘App Economy’ has created 500,000 jobs since 2007
Source: http://www.engadget.com/2012/02/08/study-app-economy-has-created-500-000-jobs-since-2007/
Study: ‘App Economy’ has created 500,000 jobs since 2007 originally appeared on Engadge! t on Wed, 08 Feb 2012 08:32:00 EDT. Please see our terms for use of feeds.
The Most Overpaid CEOs In America (OXY)
Source: http://www.businessinsider.com/obermatt-overpaid-underpaid-ceos-america-2012-2
Executive compensation is one of the most ironic hotly-debated topics out there. It’s hotly debated because people often complain that CEOs are overpaid. It’s ironic because most of the people who complain about excessive pay have the capacity to do something, yet they do nothing.
You see, every year shareholders of a company are mailed a Form DEF 14A, also known as the proxy statement. In the proxy are the details of the company’s executive compensation plans, and they are typically written plain English. If shareholders don’t like the plan, they vote it down.
But many shareholders will receive the proxy in the mail and throw it right into the trash. And by default, they vote in favor of whatever plan is recommended by the Board.
Anyways, research firm Obermatt (via The Economist) computed the excess pay of CEOs of the S&P 100 companies. Excess pay is calculated as deserved pay less actual pay. Deserved pay is measured considering earnings growth and shareholder return and the compensation practices of peer group companies.
On the top of the “Most Overpaid” list is Occidental Petroleum’s Ray Irani. Irani is widely considered the poster child of excessive pay.
On the bottom are fan favorites Steve Jobs and Warren Buffett.
Here’s a chart of Obermatt’s rankings courtesy of The Economist:
SEE ALSO: These CEOs Were Paid $100+ Million To Quit >
Please follow War Room on Twitter and Facebook.
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See Also:
- INFOGRAPHIC: It’s Not Easy To Be A CIO
- Apple Might Lose A $1.6 Billion Lawsuit For Using The Word ‘iPad’
- DOUG KASS: SELL EVERYTHING! EVEN ROUBINI IS BULLISH!
RIM’s Twitter Campaign Goes Horribly Wrong #BeBold
Source: http://www.businessinsider.com/rims-twitter-campaign-goes-horribly-wrong-bebold-2012-1
RIM’s latest marketing campaign is based around a squad of cartoon characters called the Bold Team, accompanied by the #BeBold hashtag on Twitter. It wasn’t a good idea.
Why? Because the campaign is blowing up in RIM’s face. Spectacularly.
The vague hashtag, plus the cheesiness of the cartoon characters, prompted the masses to hijack #BeBold. So now, just one week after McDonald’s reminded marketers everywhere how NOT to do a Twitter campaign, RIM makes the same mistake. It’s getting ripped on by its own hashtag (via Gizmodo).
Take a look at what people are tweeting. It entirely consists of folks railing on either the cartoon, or the company as a whole:
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See Also:
- McDonald’s Immediately Follows Its Epic #McDStories Fail With Another Twitter Campaign
- This Burrito Joint Got Robbed, And Now It’s Trying To Catch The Thieves By Posting The Surveillance Video On Facebook
- H&M Is Getting Slammed For Allegedly Copying An Artist’s Design On A Bunch Of Its Own Products
Digital Consigliere
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It’s Unbelievable How Similar This Market Is Compared To The Average Election Year
Source: http://www.businessinsider.com/chart-sp-500-during-election-years-2012-11
Here’s an interesting chart from Bespoke Investment Group that Jeff Saut included in his weekly market commentary.
It marks the average election performance of the S&P 500 and compares it to the index this year.
It’s remarkable.
“[T]he Presidential trading pattern identified by our friends at the brainy Bespoke organization indicates stocks should firm from here,” writes Saut.
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