Sean O'Shaughnessey on October 4th, 2015
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Criticisms that Carly Fiorina is the worst technology CEO of all time fall extremely short of reality. Was she the best CEO? Absolutely not. But accusations that Ms. Fiorina was terrible simply do not hold water for any reasonable analysis of the market HP was in, the state of HP at the time, and the board that she worked with at the time.

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Sean O'Shaughnessey on May 4th, 2013
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Editors Note: An investor needs to be very concerned about having too many stocks that are influenced by the same market factors. Understanding these relationships can be confusing at times. This guest article by Troy does an excellent job of helping to explain this concept. Guest Post by Troy Huot Why do stocks trade up? […]

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Sean O'Shaughnessey on November 26th, 2012
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If you are watching the news the last few weeks, you will have noticed that the current management team of Hewlett-Packard is practically accusing the Autonomy management of lying. H-P management is saying that Autonomy was not worth what it paid for the company but the fault lies with Autonomy and not with H-P. In […]

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Continue reading about H-P ($HPQ) is an example of why you should be wary of acquisitions

Sean O'Shaughnessey on August 17th, 2011
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The financial and technical news is buzzing this week about Google’s acquisition of Motorola Mobility Inc. My general rule is that when a company acquires another company that is bigger than 10% of the parent then a Confident Investor needs to get cautious. Google’s revenue is $33.3B and Motorola Mobility’s revenue is $12.7B. Too many […]

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Sean O'Shaughnessey on July 27th, 2011
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Apple has come under a great deal of discussion in the past week or so due to it’s ever expanding hoard of cash. Most companies hate having that much cash in the bank (or perhaps they are not fortunate enough to accumulate it) but Apple seems to really enjoy having a big savings account. Since […]

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