In the early part of this decade, I was the president and CEO of a very successful asset management firm. As one of the few firms focused on value investing, we had a field day finding stocks to buy in the collapse of the dot com boom.
Today, we face a collapse of a different sort, and it is leaving a landscape littered with value.
One of my former analysts said to me the other day that an investor could do very well buying 100 cheap, blue chip quality stocks that can be expected to do well as the econo
"If you can tolerate the volatility, it's a good idea to begin dipping back in to the stock market, in solid companies with strong cash balances, little debt and great prospects," says wireless sector expert Nikhil Hutheesing.
In The Forbes Wireless Stock Watch, the advisor asks, ""In the long run, smart investments today will lead to profits down the road. One of those companies, that I now think looks attractive, is the Canadian maker of the BlackBe
As the Google (GOOG) ad deal is likely to be scrapped, I am looking for the eventual sale of Yahoo! (YHOO) to Microsoft (MSFT) at around $19-$22 per share, compared to previous offer in the low thirites. Call option activity is heating up for November in Yahoo around $15-$16 area plus Carl Icahn has stated previously on CNBC's Fast Money show that some type of deal will get done with MSFT. Icahn will likely discuss when he appears on CNBC's Fast Money on Monday 11/3 - IMO, YHOO is an up $7 down $2 trade at this point - coul
GOOG... and an additional note... I like that they've slowed spending on superfluous projects... the one key invesors want... implementation of the 93/7/7 rule. Keep top 93%, drop lowest 7%, hire 7% new workforce. When they say this in a conference call, i'm not convinced they are investor friendly.
The accompanying table presents the ETFI Highly Defensive PerformIdex, which is structured as a market cap weighted, defensive growth index of 30 companies based in either the United States or Canada with the largest market capitalizations from each industry group (A-J) as specified below:
(A) Grocery Stores (1) (B) Consumer Staples (10) – Non-Food (2), Food (4), Tobacco (1), Alcoholic Beverages (1), and Non-Alcoholic Beverages (2) (C) Health Benefit Providers (3) – Managed Healthcare (1), Supplemental Health (1), and
GOOG's projected P/E is 16.45 Internet Information Providers Industry average projected P/E 15.46 Implies a projected stock price of $350.17
GOOG's PEG is 0.88 GOOG's projected earnings growth rate is 18.69% Internet Information Providers Industry average PEG is 1.04 Implies a projected stock price of $440.28
The accompanying table presents a 20-stock defensive growth portfolio which I believe will outperform the overall market as measured by the S&P 500 Index as the current panic trade comes to an end and investors stop selling stocks regardless of their fundamentals. The average PEG ratio for this group of stocks is below one and the average dividend yield of 4.4% is nearly two times the S&P 500 ETF (SPY) yield of 2.4%. All of the stocks have a market cap over $1B with an average of just under $75B and the indust
GOOG is undervalued substantially by looking at it valuation relative to its Industry averages.
* GOOG has a Projected P/E of 16.39 * GOOG's Industry (Internet Information Providers ) has an average Projected P/E of 18.04 * Implies a Projected Stock Price of $429.89
* GOOG has a projected earnings growth rate of 23.08% * GOOG has a PEG of 0.71 * GOOG's Industry (Internet Information Providers ) has an average Projected PEG of 1.29 * Implies a Projected Stock Price of $709.48
My bet is that the market has set a short term bottom and Goog seems to be a good play at least through the next 6 weeks and so I will start my SocialPicks position at this point. Long term I really like Goog and expect it to be a good performer. I thought it would follow the broader market and held back waiting for a bit of a fall. It did just that falling from the 520 range to the 420 range. The last two days, it has jumped as the market tries to set a nice bottom with the full support of the US government beneath it. Realistically, on this Saturday during these crazy times, ...
Unlike rivals such as Amazon.com (AMZN), Salesforce.com (CRM), and Google (GOOG), Etelos (OTCBB: ETLO) is offering developers a way to move their LAMP-based software to the cloud with little modification needed. Etelos also has services for helping developers sell, license and scale Web applications. Platform-as-a-service providers [PAAS], such as Salesforce.com, Amazon.com and Google, offer developers a means of coding their applications and allowing a provider in the cloud to not only handle the details of hosting
Shares of Apple Tarnished Ahead of Tuesday Event : Apple (APPL) lost about 1.5% in Monday trading after being down by as much as 5% and up by 2.5% during the day ahead of a presentation on Tuesday which is expected to the announcement of a new iPod Nano in addition to details on iPhone sales. As illustrated in the accompanying three month chart, shares of Apple have fared worse than the Nasdaq Composite Index, but have fared better than smart phone competitor Research In Motion (RIMM) and tech bellwether Google (
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.
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...
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
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
Are we having fun yet?
- Hi guys,
Wanted to hear your take on a couple of companies:
Google (GOOG) and WFR are on my radar - could there be a better buying opportunity for th...
A great boost from Google
- There's been a big discussion over Internet advertising and the impact a bad economy would have on it. up until recently, the answer to this wasn't cle...
In the early part of this decade, I was the president and CEO of a very successful asset management firm. As one of the few firms focused on value investing, we had a field day finding stocks to buy in the collapse of the dot com boom.
