Online Video is Cranking. . .

Online video viewing in the U.S. “continued to gain momentum” in 2010 according to comScore’s U.S. Digital Year in Review.  I’ll say!  All those “iThings” and Android “Things” are allowing people to watch videos when they want, where they want with big consequences for all things “online” including advertising, bandwidth needs, devices, news content – you name it – very disruptive, very exciting, multiple big opportunities.  Jeb Terry, Sr. Mar. 22, 2011

Source: comScore –U.S. Digital Year in Review, Aberdeen Investment Management estimates

Aberdeen Investment Management – a guide service for micro-cap technology investment

Recent market sell off reaches deep oversold condition. . .

The market is due for more upside.  We can’t know what will happen in Japan but we can know that the stock market has reacted sharply enough to reach a statistically significant oversold condition that would typically signal proximity of a reversal.    Jeb Terry, Sr. Mar. 17, 2011

Source: See chart and comments at Bespoke Investment Group (here).

Aberdeen Investment Management – a guide service for micro-cap technology investment. 

Prior to setback from Japan quake, Global economic indicators pointing up. . .

The OECD stats on global leading economic indicators were up sharply in the last report as of January.  One can see that the indicators were flirting with the highest level going back over 20 years.  No doubt the Japan quake will cause the indicators to roll over.  It would seem unlikely that the trend would reverse.  Jeb Terry, Sr. Mar. 17, 2011

Source: OECD as reported by Mark Perry (here)

Aberdeen Investment Management – a guide service for micro-cap technology investment.

Brain Food: Choosing Happy – Your unalienable right

Believe it or not you can choose to be happy . . . and be healthier and more successful

A recent article in January’s SUCCESS Magazine is worth considering for its message of one’s ability to choose to be happy and the beneficial consequences.  Perhaps our founding fathers new something we have long forgotten when they wrote in the Declaration of Independence of our unalienable right to life, liberty and the pursuit of happiness.   Here is the closing quote from the article: “you don’t need success to have happiness. Instead, happiness is a building block of success in all areas of life.

See the article here: Choosing Happy – Jan 2011

Brain Food: Economist article on Vinod Khosla and green investing

Betting on green

Vinod Khosla thinks most venture capitalists are being too cautious with their green investments. But is his own approach too risky?

Here is a clip from the article . . . “Forget today’s green technologies like electric cars, wind turbines, solar cells and smart grids, in other words. None meets what Mr Khosla calls the “Chindia price”—the price at which people in China and India will buy them without a subsidy. “Everything’s a toy until it reaches that point,” he says.”

See the article here: http://www.economist.com/node/18304172

Employment Index Highest in 37 Years

The ISM manufacturing report says employment should pick up sharply. . .

The ISM survey of manufacturers reported today that its Employment Index was the highest in 37 years.  Today’s reading is only the 2nd time since 1959 that the index has exceeded a reading of 64.  Peak readings in the Employment Index correlate well with rising New Orders and, obviously, rising employment.  All of these metrics tend to coincide with above average economic growth and rising equity markets. Jeb Terry, Sr. Mar. 1, 2011

Q4 Earnings ‘Beat Rate’ A Positive Indicator

Earnings Continued to Strongly Beat Estimates in Q4 . . .

 The composite earnings performance as tracked by Bespoke Investment Group showed the universe of public companies beat earnings estimates by 66%.  In the time frame displayed the market (as measured by the S&P 500) has continued to rise in most cases when the beat rate exceeds 62.5%.  For example there has been only one down quarter since Mar. 2009 when the beat rate climbed above 62%.  The market rose in 16 of 21 quarters by a total of ~80% when the beat rate was generally above 62.5% from Sep. 2002 to Sep 2007.  Jeb Terry, Sr. Mar. 1, 2011