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Blogs about BLOG

Blogs	Description	Date Updated
How Blogging, Commenting and Now ‘Vommenting’ can Build Your Business	The best brand you have is you. You wear it everyday. Your logo is your brain. If you are putz, I can’t help you…no one can. You could do well on TV though so get an agent. I recommend the asshats at CAA, but I digress. Fred Wilson wrote a post for Business 2.0 over two years ago about how blogging can build your business . If you were lazy and scared it’s not too late. Actually, it’s just the beginning and here’s the best news…YOU DON’T NEED TO S...	May 16, 2008
TheTop 10 at VIN	Here are the week's top ten at Value Investing News1. 2008 Wesco Shareholder Meeting: Detailed Notes(via valueinvestingresource.blogspot.com)Wesco Annual Meeting, May 7, 2008Notes courtesy of Peter Boodell2. NBR Extended Interview with Warren Buffett(via www.pbs.org)NBR anchor Susie Gharib talks with Berkshire Hathaway chairman and CEO Warren Buffett at his company's 2008 shareholders' meeting in Omaha, Nebraska. This extended interview is a web exclusive.3. Exclusive Interview With Warren Buffe...	May 10, 2008
BMC Software: Goldman Cuts Rating, Ests; Stock Slides	BMC Software (BMC) shares are lower today after Goldman Sachs analyst Sarah Friar cut her rating on the stock to Neutral from Buy. She trimmed her non-GAAP EPS estimates for the company’s March 2009 fiscal year to $2.08 from $2.10; for FY 2010 she goes to $2.39 from $2.40. Friar cut her price target on the stock to $37 from $41. Friar says her value-centric thesis on the stock has been “temporarily weakened” by its recent deal to acquire BladeLogic (BLOG). “The formerly c...	April 07, 2008
BMC: Street Overreacting to BMC’s BladeLogic Purchase	My latest column is up at RealMoney. In it, I explain why I think the negative reaction to BMC Software’s (BMC) purchase of BladeLogic (BLOG) was overdone. In summary: BladeLogic is growing nearly 40% annually, compared to just 5% expected growth in BMC next year. By my calculations, it increases BMC’s revenue growth rate by 180 basis points, which should have a significant impact on valuation models. What’s more, I think there were signs that BMC’s growth was due to acce...	March 26, 2008
Monday's Upgrades and Downgrades	UpgradesMorgan Stanley (MS)- Punk, Ziegel & Co Sell » Mkt Perform Oritani Financial (ORIT)- Sterne Agee Hold » Buy Lindsay Manu (LNN)- Boenning & Scattergood Market Perform » Market Outperform Rent-A-Center (RCII)- Stifel Nicolaus Hold » Buy Abbott Labs (ABT)- Wachovia Mkt Perform » Outperform Global Industries (GLBL)- CapitalOne southcoast Neutral » Add TeleTech (TTEC)- Wachovia Mkt Perform » Outperform Micromet (MITI)- RBC Capital Mkts Sector Perf...	March 24, 2008
Fast Money Recap	Word on the StreetWord VideoHousing TradeThe root of Wall Street's woes remains the housing market. Zachary Karabell from Fred Alger Management joined the show to discuss how to solve the crisis and trade off the solution. Karabell talked about how it is not a housing crisis anymore but a credit crisis as well. The real world economy is in good shape so investors should not overreact. He also talked about how we are not fiscally constrained as there is more than enough room in the federal bu...	March 17, 2008
BMC blazes a deal for BladeLogic	Filed under: Hewlett-Packard (HPQ)In the summer of last year, BladeLogic (NASDAQ: BLOG) launched its IPO, which skyrocketed nearly 50%. It helped that one of its main rivals, Opsware, get a $1.65 billion buyout offer from Hewlett-Packard (NYSE: HPQ). Well, BladeLogic has now agreed to sell out, although at a lower valuation: $800 million. The buyer is tech veteran, BMC Software (NYSE: BMC). BladeLogic is focused on helping to deal with the mind-numbing complexities of data centers, helping wit...	March 17, 2008
BMC Acquires BladeLogic For Data Center Automation (BMC, BLOG)	BMC Software (NYSE:BMC) has announced that it will acquire BladeLogic (NASDAQ:BLOG) for $28.00 per share of BladeLogic common stock. The data center automation... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] ...	March 17, 2008
Tuesday's Upgrades and Downgrades	UpgradesEpicor Software (EPIC)- Lazard Capital Hold » Buy Omnicell (OMCL)- Caris & Company Average » Buy Silver Wheaton (SLW )- UBS Neutral » Buy Goldcorp (GG)- BMO Capital Markets Market Perform » Outperform Lehman Brothers (LEH)- Punk, Ziegel & Co Mkt Perform » Buy Merrill Lynch (MER)- Punk, Ziegel & Co Sell » Mkt Perform Goldman Sachs (GS)- Punk, Ziegel & Co Sell » Mkt Perform Puget Energy (PSD)- KeyBanc Capital Mkts Hold » Buy BladeLogic (BLOG)...	February 05, 2008
Tech More Exposed To Debt Troubles Than You Think	If you think that the tech sector is a haven from the tribulations in the debt market, I have some troubling news for you. Essentially, there are three ways that the debt crisis could directly bite the tech sector. One, there are some tech company’s with significant debt on their balance sheets. In a post today, my friend Paul Kedrosky provided a list of two dozen tech companies with market caps of at least $200 million that have debt-to-equity ratios of 2.0 or more. The list includes som...	January 18, 2008

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