ValueClick has a great business model and an attractive price. Only competition and the lack of a built-in moat prevent it from being a Top Buy.

A roundup of last week's stock related blog posts.

Barron's latest ranking of the companies most esteemed by investors highlights some familiar favorites, including No. 1-ranked Johnson & Johnson.

Comments regarding Google's new Chrome browser and its lack of revenue potential. This value investor is convinced Google needs to find another revenue generator other than search in order to reach old share price highs.

Sometimes being a dividend investor sucks. As part of my overall investing strategy, I state that 'dividends are half the journey'. This essentially rules out any potential investments that pay a very small, and/or non-growing dividend. There are a few stocks, with stories that I believe in long term that were eliminated from my watchlist because of this fact.

After its second bid was rejected, a frustrated Microsoft turned its back and walked away. This infuriated Yahoo shareholders who had seen the bid as the company’s last chance to regain profitability. A contingent led by Carl Icahn instigated a proxy battle, seeking to oust Yahoo’s current board of directors and replace it with candidates of his choosing.

Predicting future growth requires looking beyond the numbers. Joe Ponzio recommends using Phil Fisher's Point 1, which is to determine if a company has products or services with sufficient market potential to make possible a sizable increase in sales for at least several years.

Turley presents an interesting analysis comparing the value of Google to Yahoo, and why Microsoft was smart in not upping their bid for Yahoo.

This week has some good posts on DOV, GOOG, IR, SWIM, AERO, AIG, and KO.

A look at the sunk cost fallacy and how it can negatively impact the way you respond to mistakes in your portfolio.

The term long tail, coined by Wired editor Chris Anderson in the October 2004 issue, refers to a socio-economic trend away from a hit-based economy to a niche-based one. In essence, the theory of the long tail states that the revenue potention of all the less popular, long tail markets taken together far exceeds the revenue potential of the most popular hits.

Warren Buffett ranks number one on Directorship magazine's new list of the most admired board directors. Its Annual Survey of Exceptional Directors is compiled using "data from proxy firms, reader polls and governance experts."

One Year Anniversary Kisses, bull gap lows, and Round Trips

An examination of why prices got so out of line with value in large-cap tech.

Some great calls and some really lousy ones....