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GOOG grows up Replies |
HenryTo
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Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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 Posted: Thu Apr 17, 2008 3:17 pm Post subject: |
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The outperformance in growth stocks continues. GOOG now up 17% in AH trading:
http://www.cnbc.com/id/24187170/site/14081545?__source=yahoo%7Cheadline%7Cquote%7Ctext%7C&par=yahoo
| Quote: | A word on all the cautionary market research that's been grabbing headlines in recent months, helping depress Google shares to multi-year lows and creating a hovering black cloud above this company and its prospects. Much of this chatter comes from market research firm comScore, which as I've detailed in earlier posts, has had to retract some of its data.
And its finding are routinely questioned by so many analysts on Wall Street; but because it's really the only game in town when it comes to measuring paid clicks and click-throughs, many investors consider its results when figuring out where Google is headed.
I'm not going to slam comScore. There is a slowdown in clicks and paid clicks, growing at 20 percent this past quarter, paced a little slower than some on the Street hoped to see. Not the fall-off-a-cliff drop in business; a slight slowing.
So, I will just offer up the facts: comScore is tracking what it says is a marked slowdown in Google's business. Google not only met expectations, or even slightly beat them, but absolutely crushed expectations. "Data" suggesting a slowdown, versus Google's own earnings report showing something dramatically, completely different. 'Nuff said. |
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rffrydr
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Joined: 30 Oct 2005
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Location: Sunny California
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rffrydr
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Posts: 16445
Location: Sunny California
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| Posted: Thu Mar 20, 2008 1:45 pm Post subject: |
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I think so too. But right now it's just a liquidating momentum play as money rallies back to core investment themes.
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joe0528
Junior Poster
Joined: 22 May 2007
Posts: 24
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| Posted: Thu Mar 20, 2008 8:47 am Post subject: |
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| I am investing in Google with the belief that it's going to be the Microsoft for mobile phone (device) since I think it's a brilliant move in bringing up Android to form the biggest open-source community for mobile phone. |
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rffrydr
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rffrydr
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Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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| Posted: Thu Mar 13, 2008 12:29 pm Post subject: |
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I read today that there has never been an open market purchase by Insiders. Now, when its dropping, this becomes a surpirse.
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rffrydr
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rffrydr
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Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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| Posted: Fri Feb 01, 2008 11:24 pm Post subject: |
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A compounding of failures, SocGen, Rio, Yahoo: is this the source of the next leg up?
http://www.nytimes.com/2008/02/02/technology/02soft.html?_r=1&hp&oref=slogin
Right now it's the weight of money on the first month of the first quarter turn. The market is short and still waiting for a "retest." I'm waiting for a retest too.
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rffrydr
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| Posted: Fri Feb 01, 2008 10:24 am Post subject: |
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I don't think The GOOG has anything to fear from a Microsoft/Yahoo unity. By the time Microsoft moves on search GOOGLE will be our new telecom. The best thing about Yahoo IMHO was their world, asia, links. This is fading fast with asia's newfound patriotism. If the momentum players can wash out under $500 I might do the unthinkable...buy 
Call spreads only.
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rffrydr
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rffrydr
Moderator
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Location: Sunny California
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rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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rffrydr
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Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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