SocialPicks Sentiment:
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other stocks
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This Quarter's Sentiment:
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GOOG: Bull or Bear?
GOOG is open to any avenues
GOOG
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-11.38%
in
26 days
GOOG is one of those few stocks that come along only a few times in a life time. GOOG is open to advancing into any avenues that appear to be profitable in the years ahead and is willing to bring in management to do it.
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Cramer on BloggingStocks: Exodus from oil may goose tech
GOOG
-11.50%
in
27 days
Filed under: Google (GOOG), Microsoft (MSFT), Amazon.com (AMZN), Intel (INTC), JPMorgan Chase (JPM), Adobe Systems (ADBE), Morgan Stanley (MS), Wachovia Corp (WB), Stocks to Buy, Cramer on BloggingStocks, Technology TheStreet.com's Jim Cramer says all that money has to go somewhere, and this is a likely destination.
Clash of the ideals! Oil's down, and what can you buy when there's so much bad bank news? What can you buy when Wachovia (NYSE: WB) (Cramer's Take) is boosting reserves and Morgan Stanley (NYSE: MS)) (Cramer's Take) is still being pursued by authorities and JPMorgan (NYSE: JPM) (C...
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GOOG looking to go much lower...
GOOG
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-2.57%
in
2 days
(closed on 08/10/08)
Yes, we could see brief, sharp bounces in technology names like Google, Apple and Baidu, but, we are in a Bear market and an economy that is slowing. Google is going to have a very difficult time keeping its earnings growth up to its previous levels. That means that there really is only one way for Google to go and that is down. We would use any strength on moves towards the $500 area to buy puts and enter short positions, STT
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Same view - different rating
GOOG
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-9.72%
in
44 days
New to the site and I still believe that Goog is a good value at this dollar figure for a long-term purchase (2-5 years). I own shares and I'm slowing adding shares with any price below $500. That said, for this site and performance issues, I'm moving my position to hold. I think the broader market is technically set up for a possible large plunge and I'm not adding to my positions until I see smoother broader markets. I'm holding 30 - 50% cash (really high for me) until the waters clear. If the market goes south, then I believe Goog will follow it. We recently blew through the M ...
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Long-term play
GOOG
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+0.20%
in
1 day
(closed on 07/26/08)
In the short term, this will follow the broader market and could go down into the upper 300's. In the longer term, I think that any price under $500 should be periodically picked up and added to the portfolio. They are the center of the internet and the center of information and that is the center of computing for the foreseeable future.
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Deutsche Bank: Pullback in Google "Way Overdone"
GOOG
-8.80%
in
46 days
7/21 - "The recent pullback in shares of Google Inc., is “way overdone,” says Jeetil Patel, analyst at Deutsche Bank Securities, adding that he still has a buy recommendation for the giant of the search engine world.
“The company is leveraging balanced growth across three phases of the model, including distribution, monetization and optimization,” he says in a note to clients. Mr. Patel notes that Google’s second quarter highlights include “strong operating cost control, headcount growth moderation and, more importantly, 19% year-over-year growth in paid clicks."
"Mr. Patel now estimates...
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Google Keeps Scoring
GOOG
-8.89%
in
46 days
7/18 - "Google’s growth rate has decelerated while its annual revenue has jumped from $3.2 billion to $16.6 billion in the past three years. Last quarter (Q1 2008) the company’s revenue rose 42% in a difficult financial environment. Approximately 51% of this revenue came from international markets, whose contribution increased to 52% in the second quarter, but the company had to spend more to cover its foreign exchange exposure.
Google’s share of the search engine market was 58.5% in January 2008. This figure had grown to scary 62% in May. In a previous post I mentioned that Google control...
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Analysts See a Buying Opportunity in Google
GOOG
-8.35%
in
46 days
7/18 - "So, there are a couple of ways to think about Google’s (GOOG) big post-Q2 sell-off this morning. For starters, as I noted last night, there seems to be increasing evidence that online advertising is actually feeling the effects of the slower economy...On the other hand, the legion of analysts with Buy ratings on the stock almost universally believe investors are being given an opportunity here to buy the stock on the cheap."
"It is also worth noting that the big reason for the EPS miss in the quarter was not the weaker economy, but rather lower interest income, as the company used ...
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Google Blows Q2: Multiple Compression to Continue
GOOG
+8.59%
in
46 days
7/17 - "Gross revenue and net revenue in line, EPS light. Most of EPS miss from interest income and higher G&A, which isn't that big a deal. Massive CAPEX ($698 milllion) once again hammered free cash flow, which has been flat for four quarters (Where on earth is all this money going?). Revenue benefitted heavily from FOREX, and certainly wasn't the upside surprise the Street was looking for. Sergey said the company may have overdone its quality control efforts in the quarter (reducing the number of ads), and the reversal of this could provide a modest accelerator to Q3."
"Bottom line: Far...
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Google Proves Mortal: Opportunity Knocks?
GOOG
-7.51%
in
52 days
So, there are a couple of ways to think about Googles (GOOG) big post-Q2 sell-off this morning. For starters, as I noted last night, there seems to be increasing evidence that online advertising is actually feeling the effects of the slower economy. One quarter earlier, the company had denied that it was feeling the effects of the macro slowdown, but that no longer seems to be the case, and the Street is adjusting its perceptions of the company accordingly. On the other hand, the legion of analysts with Buy ratings on the stock almost universally believe investors are being given an opport ...
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Mobile Internet: GOOG
GOOG
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-10.94%
in
52 days
The mobile Internet has been in gestation for many years now and many of our investment clients wait for a turn into the “mainstream” to mark an inflection point in the business where they feel that technology is no longer a primary risk. We are here. It’s easy to get distracted while looking for the next big thing to miss the current one. Virtualization and data center consolidation is good but it touches only a small fraction of the world. The mobile Internet will touch everyone and cross both enterprise and consumer technology markets. This is a “fat pitch”, as my part...
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Why I'm Gaga for Google
GOOG
-13.92%
in
56 days
My scan of the charts this week came up with a company that almost everyone on the internet knows about. Ive been looking to get back into this stock for a while; I first got in at the IPO back in 2004, then sold in mid-January of this year when the entire market was going down hard and heavy. My basis for this position on the stock is purely technical. The fundamentals over the years have spoken for themselves. Buy Long on Google (GOOG)
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Google
GOOG
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-19.24%
in
62 days
Google may have difficulty increasing ad revenue in the near future, but they still hold the greatest increasing number of eyeballs. Plus they can do a lot of things to generate revenue. A couple of Billion dollars can be generated by opening a on-line casino. The US prohibits such activity but may change laws in the future. The rest of the world love to gamble. On line sales of just about anything, google could excel at, don't count these guys down just yet.
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People Bullish on GOOG
People Bearish on GOOG
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ROCK-STAR INVESTORS
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TODAY'S TOP PICKS
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GOOG - $200 within 12 to 18 months.
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