Media Stocks: Disney, Time Warner

The Walt Disney Company (DIS) had been exceeding market expectations over the past few quarters. However, the recently announced quarterly results showed that Disney is one more company that is not immune to the recession and decline in consumer confidence. >>>

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NVIDIA Finally Wins Apple’s Heart

NVIDIA Corporation (NVDA), the leading graphics chip maker with annual revenue of $4.1 billion, recently reported a 74% decline in its Q3 earnings due to a 20% decline in revenue. However, earnings topped analyst estimates and shares soared, helped by the design win with Apple. NVIDIA is on my list of Top 10 Semiconductor Stocks. >>>

Online Travel: Priceline, Expedia, Orbitz

The online travel industry’s woes just don’t seem to be coming to an end, not a surprise as Japan follows the European Union and Hong Kong into an official recession. The World Travel Market’s Global Trends Report 2008 notes that global capacity for winter airline schedules is down and hotel occupancy rates continue to fall in developed economies. While most online travel stocks remain strong fundamentally, current valuations are far below the levels that some of these stocks had reached in the past couple of years. >>>

MercadoLibre Outperforms

At a time when many e-commerce companies are slipping on quarterly numbers, MercadoLibre (NASD: MELI), the Latin American online marketplace, exceeded all expectations for their Q3 results, released on November 11. >>>

SaaS Stocks: Concur, NetSuite, Taleo

Last week, I reviewed the performance of some SaaS companies, namely SuccessFactors, RightNow, Omniture and Citrix in the context of the recession. As I have discussed before on this blog and in my Forbes column, I believe SaaS companies will be able to withstand a prolonged downturn. In this post, I look at how Taleo, Concur and NetSuite have fared recently. >>>

Energy Recovery: Strong Buy

Seawater desalination leader Energy Recovery Inc’s, (ERII) Q3 results were disappointing compared with the previous year’s performance, yet the company managed to beat both market expectations and last quarter’s outlook. >>>

Semiconductor IP Stocks: ARM, InterDigital, Tessera

In this post, I take a look at the impact the recession is having on three major semiconductor intellectual property (IP) players: ARM, InterDigital and Tessera (earlier coverage is available here and here). It seems as though royalty revenues are growing just fine, presumably on the wings of ballooning handset sales across the world, from which all 3 players benefit handsomely. >>>

Internet Stocks: WebMD, Shutterfly, Monster and Netflix

Yesterday’s analysis of ZipRealty, MOVE and Blue Nile showed that even though there’s no doubt the global financial crisis is hurting online commerce across industries, it’s not all bad news. The recently announced Q3 results of some of my other favorite Internet companies are further evidence that while revenues are often lower than expected and stock prices are down, with the help of site improvements and partnerships, there are Internet companies that are growing. Here is a quick look at a few of these stocks. >>>

Internet Stocks: ZIPR, MOVE, NILE

The tightening of the credit markets has had an impact on consumer behavior not only across the United States, but across the globe as well. Not surprisingly, it has had a more pronounced effect on the purchase of real estate since the housing crisis is what spawned this mess. >>>

Qualcomm Quite Cheap

Yesterday, Qualcomm (Nasdaq: QCOM), which tops my Top 10 Semiconductor Stocks list, reported mixed fourth quarter and fiscal year 2008 results. >>>