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 internet services, retail on Dec.09, 2009
This is just one of the market valuations that I have not understood in the past (and still do not at the present). Amazon is one of my favorite companies and I buy stuff on the site all of the time. My caution on the stock in recent years (due to a sky high valuation) [...]
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 analysts, internet services on Aug.07, 2009
There are several reasons I typically ignore Wall Street analyst calls. The most compelling is the fact that sell side recommendations over the long term have been shown to underperform the market with above average volatility. Those are lose-lose metrics for investors. Such poor performance is largely attributable to analysts being backward looking when they [...]
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