Google: A Positioning Play
June 7, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Rafael Grillo submits:
Back in November 2008, as the market was in free fall, I wrote an article entitled “Google this investment!”
I believe the arguments I made in that piece remain every bit as valid today as they were back then. After the market jitters we have experienced in recent times, that culminated with this last Friday’s substantial drop in all major indexes, a period of heightened volatility can be expected for the next few weeks. I believe these conditions will create some attractive opportunities to get into the stock.
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Cramer’s Lightning Round – Baidu and Google’s Market Cap Game (6/2/10)
June 3, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Miriam Metzinger submits:
Stocks discussed on lightning round session of Jim Cramer’s Mad Money TV Program, Wednesday June 2.
Bullish Calls:
Baidu (BIDU): "This is a market cap game that I am about to play… Baidu is $26b, alright keep track of that number, $26b… and Google, Inc. is going to be $157b… I, frankly, do not think that that disparity is right… I think that Baidu is worth more than that… because there are 400 million people in China that are going to be using it… let’s stick with Baidu and ride it to $90."
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For Google and eBay: A Useful Way to Monetize Social Media
June 1, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Kevin Lawton submits:
Now here’s a startup idea that I’d love to see materialize: allow people to embed small financial incentives to questions asked on Twitter. Would be great to plug into PayPal (EBAY), Kachingle or other micro-payment play. Google (GOOG), you were looking for a way to out-do Twitter, no?
There’s all this latent power of social networks, formed by people with at least a little disposable income and who have followers in their networks. In the same way that someone would jump on Yelp to find out where to eat or go, why not send a query to your Twitter or Facebook networks? They would potentially have more contextual information about you and your preferences than would, say, be known by Yelp in its efforts to direct you to a particular set of venues. But what makes it more interesting is that a person may want to trade off money for time. For example if they don’t have the time or wireless bandwidth to play around with surfing the web or using mobile apps, they may be interested in offering a small monetary incentive for a prompt and appropriate response (which they can check at their convenience).
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How Google Could Boost Semiconductor ETF
May 28, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
ETF Database submits:
As anxiety over Europe’s debt woes and the resulting drag on global growth have intensified in recent weeks, equity markets around the world have plummeted. Technology companies, which led the way higher during the recovery of 2009, have fallen on hard times. After rising for much of the start of 2010, the tech heavy Nasdaq has slumped by close to 10% since mid-April. Tech bellwether Google (GOOG) has seen its shares plummet in recent weeks, despite a promising pipeline of new revenue sources from the Mountain View, California-based search engine giant.
As Google continues to expand its operations beyond online advertising, the company has ventured into some interesting businesses. After the development and implementation of its Chrome web browser and the Android mobile operating system, Google has now set its sights onto the television market as its next conquest. Recently, Google has announced that its newest product, Google TV, will be launching later this year. The product has been hailed by Google CEO Eric Schmidt as the “biggest revolution in television since color sets replaced black and white.” If Schmidt’s assessment is even close to accurate, the company’s next venture could have a big impact on not only the television market but semiconductor demand as well.
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Google Is a Value Stock
May 28, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
YCHARTS.com submits:
Google (GOOG) grew rapidly over the past 10 years, as the company developed a better way to search for information online, and they now command over 70% market share in the field. The company’s valuation peaked back in 2007, and has been contracting ever since, as investors decide if this is a growth or value story.
Top Line Growth
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Is Google Undervalued?
May 21, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Preet Chawla submits:
I have been looking at Google (GOOG) for the past several months as an investment opportunity. It’s very apparent to me that this company, with the potential it has to offer, is trading at a discount to what it is presently worth. Let me explain.
First, let’s talk about Cash. Companies with significant cash don’t get credit for it and I think this is where long term investors get awarded for truly recognizing the value of the cash on the balance sheet. Google has $84/share of cash on its balance sheet. This means that at the current price of $508 as of the 05/17 close, you are effectively paying $424 for its earnings power. Now, this is not precisely how it works, but let’s give it some leeway and say you are paying $445.
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Cramer’s Lightning Round – Cannot Get Behind Google (5/19/10)
May 20, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Miriam Metzinger submits:
Stocks discussed on the lightning round session of Jim Cramer’s Mad Money TV Program, Wednesday May 19.
Bullish Calls:
Dendreon (DNDN): "Okay, Dendreon is a highly speculative situation… but they have got that incredible vaccine against cancer… so therefore I think that it can go up a great deal still… at least go back to its 52 week high, so I am recommending Dendreon… I do not think that you should sell it."
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Why Google Could Crush the Coal ETF
May 18, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Michael Johnston submits:
When Google (GOOG) announced earlier this month that it was making a nearly $40 million investment in two wind farms owned by NextEra Energy Resources, many investors were left scratching their heads. The Mountain View, California-based company is known for allowing its employees to pursue pet projects on company time, but a not-so-insignificant investment in wind turbines located in North Dakota seems like a stretch for the world’s largest search engine. Upon closer review, however, the wind power investment is right up Google’s alley, and its latest business venture could have some wide-ranging effects.
The infrastructure behind the internet that has become a vital part of both personal professional lives around the globe is a great mystery to most users. Because the World Wide Web is so intangible in nature, few have given much consideration to the energy needed to power such a ubiquitous part of American life. Stephen Foley writes:
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Google Growth Rates: How Mobile Kills the Model
May 16, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Short Ideas
Steve Heller submits:
Google (GOOG): One of the most, if not the most, innovative firms on the planet. They keep dreaming, and we keep welcoming them with open arms. After all, Google’s bread and butter relies on search, so the more products they offer, the greater chance we’ll use their search engine. In fact, I proudly use Google Docs daily, and have a Gmail account that I access through Chrome. How’s that for brand loyalty?
That Google is innovative and incredibly revolutionary doesn’t mean that its lofty $507.00 share price is justified. I place Google with a $360.00 valuation based on pure fundamentals.
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Google Buy Salesforce? Can Frogs Fly?
May 11, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Short Ideas
Sunil Shah submits:
The cloud evolves every minute, changing shape, jettisoning some companies into oblivion and propelling others higher into the stratosphere… (always start an important discussion with a comment about the weather).
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