Patent/Innovation Data and Investment Analysis

Detailed statistical data on the quality of a company's patent and innovation portfolio can be used to improve investment returns. One aspect of such valuations is pricing a portfolio of some or all of a company's patents. The November 2004 edition of the Journal of Accountancy has a nice intro article to such valuations, 20 Steps For Patent Pricing. This information, plus other investment analysis of patent-related stocks, is provided below. Comments in brackets "[]" are ours. Some links are for sites that are subscription-based (e.g., Barron's).

• Profiting from Apple's buybacks by selling puts
      Steven Sears, Barron's, 4 May 2013
          AAPL, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Ecolab [1000 patents] could rise 20% (with 1.1% dividend) cleaning up fracking's dirty water
      Leslie Norton, Barron's, 27 Apr 2013
          BUY -- ECL, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Why Yahoo [1340 patents] could rie 25%, though mostly due to its Alibaba and Yahoo!Japan stakes
      Tiernan Ray, Barron's, 13 Apr 2013
• As "virtual gold" (Bitcoin) has a bubbe burst, gold looks undervalued
      Randall Forsyth, Barron's, 13 Apr 2013
• Priceline [37 patents] - maybe a bit more upside (best S&P stock over past five years), but Expedia/Orbitz/Travelocity/Google invading turf
      Avi Salzman, Barron's, 13 Apr 2013 CYNB: PCLN
• Could Vringo [5 patents] get %3.5, 5%, 7% patent royalties in from Google?
      Patent Plays, Seeking Alpha, 12 Apr 2013
          VRNG, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Tech executives stock selling hits highs as Nasdaq hits high
      John Melloy, CNBC, 11 Apr 2013
• Why Cisco or Oracle should buy F5 Networks [136 patents] - [especially if the stock pulls back more]
      SaintsSense, Seeking Alpha, 11 Apr 2013
          FFIV, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Barclays downgrades entire semiconductor industry as consumer electronics demand cools
      Bob Pisani, CNBC 11, Apr 2013
• Morgan Stanley favors Chevron [3900 patents] versus Exxon Mobile [12500 patents]
      Marketwatch, 10 Apr 2013
          BUY -- CVX, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Analysts say: Ariad Pharmaceuticals [33 patents] - up 40% on its Iclusig leukemia drug
      Brean Capital, Barron's Research Reports, 6 Apr 2013
          BUY -- ARIA, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Analysts say: Harman International [460 patents] - up 25% with its audio tech
      Baird Equities, Barron's Research Reports, 6 Apr 2013
          BUY -- HAR, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Despite analyst's preposterous Internet valuations, Facebook is still the 800-pound-gorilla of wasting time online
      Tiernan Ray, Barron's, 6 Apr 2013
• Why United Technologies[8420 patents - with Goodrich's] can still rise 18%
      Lawrence Strauss, Barrons', 6 Apr 2013
          BUY -- UTX, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Why Vodafone, with 4.5% dividend, could rise 20% by selling its 45% share of Verison
      Andrew Bary, Barron's, 6 Apr 2013
          BUY -- VOD, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Chinese overproduction is suffocating solar power stock prices
      Norm Alster, New York Times, 6 Apr 2013
• With Bitcoin, we are witnessing a "tulip" bubble in real-time
      Art Cashin, Business Insider, 3 Apr 2013
• Tesla Motors [107 patents] may be up too high too fast
      Teresa Rivas, Barron's, 1 Apr 2013
          TSLA, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Credit Suisse says - Google [2500 patents] will be up 20% on more ad sales
      Research Reports, Barron's, 30 Mar 2013
          BUY -- GOOG, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Google and Facebook buying generic servers, setting an example, a threat to HP and Dell
      Tiernan Ray, Barron's, 30 Mar 2013
• Dell [2750 patents] under pressure to raise $13.65 buyout offer, probably worth over $20
      Andrew Bary, Barron's, 30 Mar 2013
          BUY -- DELL, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Thomson-Reuters [patent/legal info supplier] - flat since 2008 merger, little change from 2002, high P/E, Bloomberg competing
      John Jannarone, Wall Street Journal, 27 Mar 2013
          TRI, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Hercules Technology: Silicon Valley business development company, 8% yield, a way to play the Valley
      Tom Anderson, Forbes, 26 Mar 2013
          BUY -- HTGC, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Idenix drops 10% after PTO rules Gilead's hepC patent was filed earlier
      Anna Edney, Fortune, 25 Mar 2013

        IDIX, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Hewlett Packard [25900 patents] - stock has doubled since 10-year low in November, still has momentum, but real turnaround iffy
      Tiernan Ray, Barron's, 23 Mar 2013
          BUY -- HP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Memory stocks are booming [MU,SNDK,STX,WDC] are booming, but don't expect it to last
      Tiernan Ray, Barron's, 16 Mar 2013
• Globe Speciality Metals [0 patents]: 10% more to drop, as demand for silicon for solar remains week
      Sandra Ward, Barron's, 16 Mar 2013
          SELL -- GSM, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Introduction to investing in intellectual property
      Julie Steinberg, Wall Street Journal, 16 Mar 2013
• MKM Partners reiterates Sell rating on Adtran [278 patents] - losing telecom equipment market share
      Hot Research, Barron's, 14 Mar 2013
          SELL -- ADTN, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• J.C. Penney [with ex-Apple CEO] could drop another 30%
      Followup, Barron's, 9 March 2013
          SELL -- JCP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Deutsche Bank's sees 20% rise in Salesforce.com [1 patent]
      Research Reports, Barron's, 9 March 2013
          BUY -- CRM, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• The flight from investing in green-tech/clean-tech companies
      Udayan Gupta, Wall Street Journal, 8 Mar 2013
• Amazon now most admired (like Apple last year) - thus time to sell Amazon?
      Mark Hulbert, Wall Street Journal, 8 Mar 2013
• Suntech's main subsidiary files for bankruptcy
      Keith Bradsher, New York Times, 20 Mar 2013
• Will Suntech's [5 patents] stock collapse if it mises March bond payment?
      Wayne Ma, Wall Street Journal, 7 Mar 2013
          SELL -- STP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Chart of 10 stocks that mostly boosted the Dow from 2009 to 2013
      The Markets, Wall Street Journal, 6 Mar 2013
• Lyondell Basell [150 patents] - blue chip high dividend stock - poly- chemicals
      Double Dividend Stocks, Seeking Alpha, 2 Mar 2013
          BUY -- LYB, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Cellceutix [1 patent]: small-molecular biotech OTCer with promise
      Equity Options Guru, Seeking Alpha, 2 Mar 2013
          CTIX.OB, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• MGT Capital: small patent troll - buy if you like their casino patent lawsuit
      Stone Fox Capital, Seeking Alpha, 1 Mar 2013
          BUY -- MGT, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• AMD[10,000 patents]: strong IP, but debt and weaknesses make this a real speculative BUY
      Ashraf Eassa, Seekign Alpha, 1 Mar 2013
          BUY -- AMD, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Salesforce.com [94 patents]: is large share dilution and GAAP losses troubling?
      Paulo Santos, Seeking Alpha, 1 Mar 2013
          SELL -- CRM, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• J.C. Penney: ex-Apple Johnson's failed recreation - rush for the door
      Juggler, Seeking Alpha, 28 Feb 2013
          SELL -- JCP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• J.C. Penney: sell until it becomes a REIT
      H.J. Huneycutt, Seeking Alpha, 28 Feb 2013
          SELL -- JCP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Even if ex-Appler Johnson fails at J.C. Penny, it has probably bottomed
      Spencer Jakab, Wall Street Journal, 26 Feb 2013
          BUY -- JCP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Is Twitter really worth $10 billion
      Dennis Berman, Wall Street Journal, 26 Feb 2013
• Followup: more proof that Dell CEO's buyout bid is too low
      Andrew Bary, Barron's, 23 Feb 2013
          DELL, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Ambarella [26 patents]: small-cap SoC fabless mage/video processors - long-term growth if it exploits niches, adopts 22nm
      Guraaf, Seeking Alpha, 22 Feb 2013
          AMBA, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Could Vringo [5 patents] get $100 million more in damages from Google, now valued at $250 million?
      Adam Gill, Seeking Alpha, 21 Feb 2013
          VRNG, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Nokia [10400 patents]: why Nokia is worth $5 (up 30%) - patents and LTE
      Trefis.com, Seeking Alpha, 21 Feb 2013
          BUY -- NOK, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Buy Nokia on dips down to $3.40
      Jonathan Verenger, Seeking Alpha, 21 Feb 2013
• WiLAN [3000 patents/apps]: benefits from communications patent wars, highly cyclical, could be running-up again, up 30%
      Louis Rheaume, Seeking Alpha, 20 Feb 2013
          BUY -- WILN, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• CalAmp [8 patents]: poised for most significant up-leg yet - up 25%
      Inflection Point Investing, Seeking Alpha, 19 Feb 2013
          BUY -- CAMP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Do option $25 call purchases indicate Symantec [1540 patents] will break above its Sept. 2008 high of $22?
      David Russell, CNBC Stock Blog, 19 Feb 2013
          SYMC, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Steris [265 patents] - could be a healthcare buyout target, with good growth and stable finances
      Jeff Reaves, MarketWatch, 19 Feb 2013
          BUY -- STE, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Coming smartphone slowdown: bad for Apple and Qualcomm, good for Samsung and Broadcom
      Jack Hough, Barron's, 16 Feb 2013
• Similar to RackSpace which just dropped, Equinix [4 patents] looks overpriced based on earnings and cash flow
      Tiernan Ray, Barron's, 16 Feb 2013
          SELL -- EQIX, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Options trades think Ziopharm Oncology [5 patents] will rise from $4/5 to over $7
      Jon Najarian, CNBC Stock Blog, 14 Feb 2013
          BUY -- ZIOP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• RIM [3660 patents] - too little too late - sell and take profits
      Kofi Bofah, Seeking Alpha, 14 Feb 2013
          SELL -- BBRY, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Lateef Fund likes Qualcomm [6350 patents] - could rise 25% - whoever wins mobile war still licenses from Qualcomm
      Sandra Ward, Barron's, 9 Feb 2013
          BUY -- QCOM, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• A slowly declining Pitney Bowes' [2900 patents], has an enticing 10.8% dividend, unless new IBM boss diverts
      Jack Hough, Barron's, 14 Feb 2013
          BUY -- PBI, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Can Staples [99 patents] fight off Amazon [740 patents]?
      Ryan Derousseau, Fortune, 13 Feb 2013
          SPLS, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Will Amazon [740 patents] drop 30% like Apple?
      Robert Weinstein, The Street, 13 Feb 2013
          AMZN, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Life Technologies [320 patents] - hold as stock is up nicely recently, products gaining FDA approval
      Zacks Equity Research, Yahoo! Finance, 12 Feb 2013
          BUY -- LIFE, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Simulations Plus - pharmaceutical prediction software developer - could be buyout target
      ValueArtflex, Seeking Alpha, 12 Feb 2013
          SLP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Active Networks [NO patents]: generic cloud service company - could be structurally insolvent - could drop 20% or more
      Prescience Point, Seeking Alpha, 12 Feb 2013
          SELL -- ACTV, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• STEC [63 patents] - trading near cash value (not including IP assets), 70% upside potential by 2014
      Ashraf Eassa, Seeking Alpha, 11 Feb 2013
• RIM [3650 patents]: buy the coming BlackBerry 10 mini-bubble, sell into strength
      Ashraf Eassa, Seeking Alpha, 9 Feb 2013
          BUY -- BBRY, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Hospira [65 patents]: could rise 30% if FDA approves controls at top-manufacturing plant
      Sandra Ward, Barron's, 9 Feb 2013
          BUY -- HSP, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• 3M [7010 patents] raises dividend (now 2.5%/yr) - [buy for dividend portfolio]
      Shirley Lazo, Barron's, 9 Feb 2013
          BUY -- MMM, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• VMware [270 patents], down 16% could drop another 20%
      Tiernan Ray, Barron's, 9 Feb 2013
          SELL -- VMW, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• If lousy Dell [2700 patents] buyout dies, buy on initial drop for better buyout offer
      Andrew Bary, Barron's, 9 Feb 2013
          BUY -- DELL, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Petrobras [226 patents] still not a buy after dropping for five years
      Ben Levisohn, Barron's, 8 Feb 2013
          PBR, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Qualcomm is surest bet in mobile market
      Richard Saintvilius, CNBC, 7 Feb 2013
          BUY -- QCOM, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Mobiles pick Qualcomm? Broadcom? TSMC [6680 patents] makes the chips - could rise 10%
      Assif Shameen, Barron's, 8 Feb 2013
          BUY -- TSM, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Oracle [4150 patents] could rise 30% as GARP (growth at reasonable price) stock
      Alex Zhao, Seeking Alpha, 8 Feb 2013
          BUY -- ORCL, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Oracle [4150 patents] could rise 20% as it pushes deeper into the cloud
      Tiernan Ray, Barron's, 24 Dec 2012
          BUY -- ORCL, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Should Apple be a $200 stock, [if iPhone is peak of its innovation]?
      Bethany McLean, Reuters, 6 Feb 2013
          AAPL, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Gilead [280 patents] could rise 20% with oral hepatitis C drug (HIT: two months later, 8 Apr 2013, GILD up 20%)
      Johanna Bennett, Barron's, 5 Feb 2013
          BUY -- GILD, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Why IBM [76000 patents] is as cheap as chips - the boring cloud leader
      The Street Staff, MSN Money, 4 Feb 2013
          BUY -- IBM, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Sandisk [2200 patents]: only pure flash memory play, could rise 20%
      Alexander Eule, Barron's, 2 Feb 2013
          BUY -- SAN, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Henderson Global Tech - no-hype big tech fund, up 12%/year last decade
      Sarah Max, Barrons's, 2 Feb 2013
          BUY -- HFGAX, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Why Wall Street still loves Amazon [740 patents]: ever inceasing volume
      Theresa Carey, Barron's, 2 Feb 2013
          AMZN, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Intuitive Surgical [250 patents]: growth harder to find, with high 36 P/E
      Bill Alpert, Barron's, 26 Jan 2013
          ISRG, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• 3D Systems [237 patents]: is its growth thru acquisitions creating value?
      Georgi Dimitrov, Seeking Alpha, 16 Jan 2013
          DDD, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Visa's [345 patents] and MasterCard's [157 patents] cards dominate as cash use withers away
      Alexander Rule, Barron's, 31 Dec 2012
          BUY -- V, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Roche [5600 patents] - lowest patent-expiry risk for pharmas, good pipeline, 3.6% dividend
      Jonathan Buck, Barron's, 24 Dec 2012
          BUY -- ROG.VX, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• VirnetX drops 30% after losing lawsuit with Cisco
      Cyrus Farivar, ArsTechnica, 15 Mar 2013
          VHC, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• How much could VirnetX (8 patents) rise on royalties from Apple?
      Tiernan Ray, Barron's, 20 Dec 2012
          BUY -- VHC, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Edwards Lifesciences [333 patents]: buy on strong aortic valve IP, could rise 20%
      Canaccord Genuity [analyst], Barron's, 8 Dec 2012
          BUY -- EW, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Why Texas Instruments [22700 patents, including NatSemi's] could return 50% in next three years
      Wally Weitz [manager], Barron's, 8 Dec 2012
          BUY -- TXN, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• How Pfizer, Merck and Novartis will yield rich dividends beyond the patent cliff
      Jack Hough, Barron's, 8 Dec 2012
          BUY -- MRK, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Stock picks from star investors: Pentair [95 patents] - water equipment for a thirsty world - up 20%
      Zach Shafran, Fortune, 5 Dec 2012
          BUY -- PNR, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• VeriSign dropped 13% to $34 on government news, should recover to 40 (about 20%) - wants to monetize its 200 patent/apps
      Alexander Rule, Barron's, 1 Dec 2012
          BUY -- VRSN, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Hope grows that Yahoo!'s new CEO Mayer can turn company around
      Tiernan Ray, Barron's, 10 Nov 2012
          BUY -- YHOO, news/data at: Reuters, Yahoo, Zacks, Barrons, CNBC, Google, Benzinga, YCharts, MSN Money
• Market underestimation of the implications of R&D increases for future earnings
      Ashiq Ali et al., U.Texas-Austin, Apr 2011