Marek Fuchs

Sell JP Morgan!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Wed, 16 May 2012 15:32 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns JP Morgan traders against flashing the All Clear.

GM Abandons Facebook, but Ford Goes Further

twocents@thestreet.com (Marek Fuchs) — Wed, 16 May 2012 14:50 GMT

NEW YORK (TheStreet) -- With its IPO coming on Friday, Facebook needed General Motors pulling its advertising on the social network site like a hole in the head. For Facebook, the move defined inopportune timing, but to understand its complex implications, you unfortunately need to weave together points made by various media outlets. No one covered the unexpected development as traders need it: completely.

In addition to GM's standing as a top three automaker, it's one of the nation's top three advertisers along with AT&T and Procter & Gamble -- a fact that the The Wall Street Journal mentioned. But you have to go to The New York Times to see that Ford remains a strong proponent of Facebook advertising. Not all are abandoning the Good Ship Zuckerberg. ...

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They Just Don't Get Facebook!

twocents@thestreet.com (Marek Fuchs) — Wed, 16 May 2012 14:39 GMT

Marek Fuchs, senior contributing analyst at TheStreet, opines on the GM/Facebook controversy.

Best Buy Needs to Avoid Lame-Duck Appointee

twocents@thestreet.com (Marek Fuchs) — Tue, 15 May 2012 14:28 GMT

NEW YORK (TheStreet) -- It is rare that the founder and longtime leader of a company, a man with enough company stock to stuff a ship's hull and raise the deck, is forced out. Such a departure has myriad implications, but the media are missing most in the case of Best Buy.

Best Buy's board kicked Richard Schulze out as chairman. This followed the investigation into former CEO Brian Dunn's affair with a subordinate. Schulze apparently knew about it, but kept mum. ...

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They Just Don't Get Best Buy!

twocents@thestreet.com (Marek Fuchs) — Tue, 15 May 2012 14:13 GMT

Marek Fuchs, senior contributing analyst at TheStreet, explains the Best Buy coup.

Sell Citigroup!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Tue, 15 May 2012 14:05 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns Citigroup traders of heedless bounce backs.

Don't Underestimate the Impact of Thompson

twocents@thestreet.com (Marek Fuchs) — Mon, 14 May 2012 14:37 GMT

NEW YORK (TheStreet) -- Scott Thompson served as chief executive officer of Yahoo! for four months, which is about long enough to have a cup of coffee. That means he left no legacy, right? And that Yahoo! does not need to face the issue of staying the course or shifting gears. Since Thompson's hands did not have time to get work-worn, traders can pretend he was never even there.

If only life -- and Yahoo's current plight -- were that simple. ...

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Buy Wal-Mart!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Mon, 14 May 2012 14:30 GMT

Marek Fuchs, senior contributing analyst at TheStreet, tells Wal-Mart traders to play the water tread.

They Just Don't Get Yahoo!

twocents@thestreet.com (Marek Fuchs) — Mon, 14 May 2012 14:17 GMT

Marek Fuchs, senior contributing analyst at TheStreet, examines well-worn hands at Yahoo.

JPMorgan's Loss Opens a Can of Worms

twocents@thestreet.com (Marek Fuchs) — Fri, 11 May 2012 14:46 GMT

NEW YORK (TheStreet) -- We all know what JPMorgan did. They lost 2 billion bucks. The issue is what JPMorgan will do: What impact will the watermelon-sized mess-up have?

Marketwatch saw the impact of the issue through a narrow frame in an article entitled: "J.P. Morgan stock dives to two-month low." It was all about the stock price. The Wall Street Journal went a little broader. In an article called "J.P. Morgan's London Whale Drowns Bank Stocks," they saw an impact from Citigroup to Bank of America -- to all bank stocks. ...

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They Just Don't Get JP Morgan!

twocents@thestreet.com (Marek Fuchs) — Fri, 11 May 2012 14:18 GMT

Marek Fuchs, senior contributing analyst at TheStreet, sees JP through more than a narrow frame.

Sell Citigroup!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Fri, 11 May 2012 13:51 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns Citigroup traders of blunders and submerging countries. Plus, the week's performance review.

Angry Shareholders Still Flock to Their Shepherd

twocents@thestreet.com (Marek Fuchs) — Thu, 10 May 2012 14:30 GMT

NEW YORK (TheStreet) -- They are rioting in the streets and Bank of America annual meeting aisles! This must mean that angry shareholders are exerting considerable influence and CEO Brian Moynihan is on the ropes, right? Well, not exactly. But we'll get to that in a moment. The media did not -- and that, unfortunately, runs the risk of giving traders the wrong idea.

Typically, the media went into full schoolyard fight mode. They focused on the size, noise and (apparent) influence of the mob. The New York Post ran the headline: "Brian gets broiled at BofA annual meeting." ...

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Buy Cisco!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Thu, 10 May 2012 13:59 GMT

Marek Fuchs, senior contributing analyst at TheStreet, searches for better balance on Cisco.

They Just Don't Get Bank of America!

twocents@thestreet.com (Marek Fuchs) — Thu, 10 May 2012 13:57 GMT

Marek Fuchs, senior contributing analyst at TheStreet, puts Bank of America street fightin' in perspective.

Disney Avenges 'John Carter' in Epic Fashion

twocents@thestreet.com (Marek Fuchs) — Wed, 09 May 2012 16:11 GMT

NEW YORK (TheStreet) -- Within the narrow frame of a single quarter, it is rare that a company surmounts a sizeable troubling circumstance.

That is why essential to understanding the underlying strength of Disney is to acknowledge in that in their second-quarter, the company weathered the miserable performance of "John Carter," the studio's epically bad epic. ...

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Buy McDonald's!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Wed, 09 May 2012 15:05 GMT

Marek Fuchs, senior contributing analyst at TheStreet, tells McDonald's traders (once again) to play the stumble.

They Just Don't Get Disney!

twocents@thestreet.com (Marek Fuchs) — Wed, 09 May 2012 14:41 GMT

Marek Fuchs, senior contributing analyst at TheStreet, surmounts a Disney challenge.

Is Google TV Doomed? Not Necessarily

twocents@thestreet.com (Marek Fuchs) — Tue, 08 May 2012 17:57 GMT

NEW YORK (TheStreet) -- When at first you don't succeed, you most often fail again. The rule of failure begetting more failure is neither scientific nor ironclad, but with exceptions -- like Apple's triumphant move back into tablets -- it tends to hold more often than not.

Enter Google TV. Reports abound that Google is going right back at Google TV in a (repeated) attempt to establish a beachhead in your living room, maiming or fatally wounding satellite and cable companies like Cablevision, Time Warner and Dish Network in the process. ...

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Buy McDonald's!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Tue, 08 May 2012 15:47 GMT

Marek Fuchs, senior contributing analyst at TheStreet, tells McDonald's traders to play the stumble.

They Just Don't Get Google!

twocents@thestreet.com (Marek Fuchs) — Tue, 08 May 2012 13:56 GMT

Marek Fuchs, senior contributing analyst at TheStreet, tunes into Google's TV history.

Sell Bank of America!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Mon, 07 May 2012 14:57 GMT

Marek Fuchs, senior contributing analyst at TheStreet, tells Bank of America traders to quite boosting hope.

Ugh, More Yahoo!-Alibaba Sale Rumors

twocents@thestreet.com (Marek Fuchs) — Mon, 07 May 2012 14:50 GMT

NEW YORK (TheStreet) -- The media are activated and in a tizzy, for the 1,423 time, about an impending Yahoo! sale of Alibaba. And who knows? One of these times (maybe even this time) they'll get it right.

But here's the possible deal: This latest, greatest Alibaba sale rumor came hot on the heels of the news that Yahoo CEO Scott Thompson, who came from eBay, fabricated his college education credentials -- a scandal that has the CEO in the hot seat. ...

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They Just Don't Get Yahoo!

twocents@thestreet.com (Marek Fuchs) — Mon, 07 May 2012 12:16 GMT

Marek Fuchs, senior contributing analyst at TheStreet, kicks the tires of Yahoo! deal talk.

Sell Green Mountain Coffee!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Fri, 04 May 2012 18:42 GMT

Marek Fuchs, senior contributing analyst at TheStreet, warns Green Mountain traders of dead cat bouncing. Plus, the week's performance review.

For GM Earnings, The Devil Is in the Details

twocents@thestreet.com (Marek Fuchs) — Fri, 04 May 2012 15:57 GMT

NEW YORK (TheStreet) -- Who needs nuance when there is earnings news to report and tables to bang? Apparently not the media, including Forbes. In reporting on General Motors' complex and nuanced earnings, many went the simplistically positive route. Cue a Forbes headline:

"GM Reports Strong Q1 Earnings" ...

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They Just Don't Get GM!

twocents@thestreet.com (Marek Fuchs) — Fri, 04 May 2012 15:47 GMT

Marek Fuchs, senior contributing analyst at TheStreet, garrots GM earnings coverage.

Buy Apple!: Against the Grain

twocents@thestreet.com (Marek Fuchs) — Thu, 03 May 2012 18:46 GMT

Marek Fuchs, senior contributing analyst at TheStreet, talks May Surprise on Apple.

For Analysis of Visa, Big Media: 2, Blogs: 0

twocents@thestreet.com (Marek Fuchs) — Thu, 03 May 2012 17:36 GMT

NEW YORK (TheStreet) -- Good and bad can occur in equal measure, which brings us to Visa's earnings and the acknowledgement that federal authorities are investigating their debit fee structure.

Too many in the media just mentioned the good earnings. They either ignored -- or subordinated -- the investigation. ...

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They Just Don't Get Visa!

twocents@thestreet.com (Marek Fuchs) — Thu, 03 May 2012 16:07 GMT

Marek Fuchs, senior contributing analyst at TheStreet, holds Visa in equal measure.