filed in energy, financial services, google, internet services, politics and markets, technology on Jul.15, 2010
Today is the kind of day that investment managers such as myself love; lots of resolutions on multiple issues that have been holding back certain companies, stocks, and industries. Let me tackle each one briefly. BP: While it is nice to see the ruptured well capped without any oil spewing out, we have to keep [...]
filed in google, internet services on May.25, 2010
From my perspective Google (GOOG) has become a very difficult company to analyze as an investment. The company has so much money and resources now that it really just seems like they are getting their hands into everything. As their core advertising products (Adwords and Adsense) begin to mature the big question is, where will [...]
filed in google, internet services on Oct.16, 2009
Nearly two years ago I wrote about internet search giant Google (GOOG) seeing its stock price surpass $700 per share, and as a result, become the fifth most valuable U.S. company in terms of equity market value. Shortly thereafter the recession hit and Google shares tumbled with everything else. The stock is making a comeback [...]
filed in google, internet services on Sep.03, 2008
The announcement from Google (GOOG) yesterday that it has released a beta version of a new web browser called Chrome has gotten a lot of attention, but shareholders like myself aren’t overly enthused. Once again it appears that Google is more about coming out with new free products than it is about its earnings or [...]
filed in google on Apr.17, 2008
I am getting ready to hop onto a conference call here in a few minutes but Google (GOOG) shares are soaring 60 points in after-hours trading tonight after the company beat estimates on both the top and bottom lines, so I figured I would weigh in briefly. Bears on the stock have been insisting that [...]
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