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| TOP PICK | 606.770 | Colin Stewart | Facebook IPO is a catalyst. Will highlight how cheap Google is. Growing social media business. | 2012-02-07 | |
| WATCH | 639.570 | Hap (Robert) Sneddon FCSI | Just reported disappointing earnings. Revenue is still up 30%. There are lots of places for support. If a came off 8%, it would take it to around the $600 level. There are a lot of places for support and there are probably a lot of people that would step in over time. If you own, wait until 10:30-11:00 am to get past all the traffic jam and noise and you can kind of see what is going to happen. | 2012-01-19 | |
| TOP PICK | 618.070 | Gordon Reid | Getting a great deal of traction and growing at a very fast rate. Trades at about 13X earnings. The exciting thing is that they have changed the way we think about advertising with a big piece being mobility. Number of people looking at their ads and clicking through is increasing. | 2011-12-14 | |
| PAST TOP PICK | 584.820 | Don Lato | (A Top Pick Oct 14/10. Up 7.24%.) | 2011-11-02 | |
| TOP PICK | 590.510 | Colin Stewart | Earnings have done nothing but go straight up in the last 5 years but share price has not done that much. Growing earnings at 20% a year. Leading global search engine provider. If you take out the $120 net cash per share, it is trading at only about 10X earnings. | 2011-10-18 | |
| TOP PICK | 557.230 | Don Lato | Had a great earnings report but the stock is down to below where it was before this report. Trading at 12-13 times earnings. Very cheap. | 2011-08-15 | |
| BUY | 546.600 | Don Lato | Bottomed out at the height of the antitrust concerns. About 70% of all searches still go through this company. A pretty good trading stock with the month-to-month and week-to-week volatility. Great business model. Has about $100 a share in cash. At 14-15 times earnings is great value for the growth that it exhibits. | 2011-07-07 | |
| DON'T BUY | 521.028 | Jeff Parent B. Eng. FCSI | Have a drop in April of about 8%. Continued dropping. Recovering a bit, but only to the gap that it had in May. Volume is not too bad. Very difficult chart to read because of the wide range. Wait for it to get to about $560. | 2011-07-04 | |
| BUY | 493.650 | Ian Ainsworth | Dominates search in America and has developed the most popular operating system for smart phones. Has some long-term threats from things like Facebook and hasn't shown a lot of capability when dealing with the consumer. Expect they will continue to grow the multiple is not expensive. | 2011-06-28 | |
| BUY | 525.600 | Gordon Reid | Has a lot of potential and will probably earn in the mid-$40 a share up next year. Have over $100 a share of cash on the balance sheet. | 2011-06-01 | |
| Comment | 531.250 | Hank Cunningham | Have a pile of cash on their balance sheet so why do they issue bonds when they could just use their cash? About half their cash is offshore and if they bring it back they are taxed. Also, the money they got was only 3.7%. | 2011-05-19 | |
| TOP PICK | 537.760 | Gordon Reid | Growing very rapidly. Has completely re-written the rules in terms of advertising and advertising models. Revenue growth 27% year over year. Looking for $36 a share in earnings this year and $43 next year. $100 a share in cash. If you strip out the cash you have a multiple of about 12X. | 2011-04-27 | |
| BUY | 595.470 | Don Lato | Still a reasonable price at around 15X next year’s earnings when you back out the $70 a share in cash. Decent quarter. Dominates the search business and is starting to generate revenues out of the other side of their business. | 2010-11-15 | |
| PAST TOP PICK | 622.880 | Gordon Reid | (A Top Pick Nov 11/09. Up 8%.) Expect they will earn $21.50 in 2011 so trading at a very low multiple. No debt and lots of cash. | 2010-11-10 | |
| PAST TOP PICK | 607.980 | Gordon Reid | (Top Pick Nov 11/09, Up 6.33%) | 2010-10-20 | |
| TOP PICK | 540.930 | Don Lato | Reported earnings beat estimates by $1 a share. Expects to see earnings estimates going up for 2011. Getting $2.5 billion of annualized revenues out of the non-search display market. | 2010-10-14 | |
| Comment | 501.270 | Gordon Reid | New Century phenomena and the new dominant search engine. Has solid multiples of GDP growth for years to come. A little concerned with its one dimension. Expect they will make $25-$26 a share this year. | 2010-06-16 | |
| Comment | 494.430 | Paul Harris, CFA | Fantastic franchise but they have to spread their tentacles of a lot more and get involved in a lot of different areas such as mobile data and smart phones. Will continue to have higher margins and they'll grow their business but the issue is they are much more under the scope of authorities. | 2010-05-19 | |
| PAST TOP PICK | 549.000 | Don Lato | (A Top Pick Apr 8/09. Up 51.34%.) | 2010-03-23 | |
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| BUY | 576.450 | Gordon Reid | The new advertising model and is working extremely well. Expecting about $26.50 a share in earnings this year. Taking into account the cash (about $70 a share) it is pretty good value at this time. | 2010-03-10 | |
| STRONG BUY | 594.100 | David Burrows | Would continue to buy this. Stock has done remarkably well and has been a leader off the bottom. Big player in mobile data. Good ad revenues. Mobile search could have much higher growth than people expect. Not inexpensive, but this year will be one where people continue to pay for earnings growth. | 2010-01-07 | |
| PARTIAL SELL | 596.420 | Steven Conville | (Market Call Minute.) Has had a fantastic run and near-term you might want to take some profits. Getting close to over bought. | 2009-12-18 | |
| BUY | 593.940 | Stan Wong | Likes the name and the chart is phenomenal. Earnings keep moving up quite handily. There are other technology names he likes better. | 2009-12-17 | |
| TOP PICK | 570.560 | Gordon Reid | Largest search engine globally. Targeted advertising has become the model of advertising. $25 billion in revenues. Starting to monetize some of their other applications. | 2009-11-11 | |
| WEAK BUY | 554.090 | Benj Gallander | Would not surprise him if it was overvalued, but it is such an amazing company. It might become a good play. | 2009-10-22 | |
| Comment | 462.280 | Charles Bobrinskoy | This one has traded up a lot and is back up to a 20 plus multiple. Made a huge move basically on the idea that media advertising is coming back. Too expensive for him but has some nice momentum now. | 2009-08-13 | |
| DON'T BUY | 424.690 | Karl Berger | Growth rate may be a little bit illogical in order to justify current prices. For years and years they justified the expectations and prices as the economy was expanding. Have done a wonderful job but there is far more competition now. (See Top Picks.) | 2009-07-14 | |
| Comment | 444.320 | Michael Yoshikami | In a great position because of its search business. The new phone will not be a big money maker for them for some time. | 2009-06-05 | |
| BUY on WEAKNESS | 440.280 | Matthew McCall | It will probably pull back a little bit. They have proven they are the leader in their space. | 2009-06-04 | |
| TOP PICK | 362.000 | Don Lato | Growth rate has slowed from its early days but they are still at the forefront of a secular change in terms of communication and advertising. Smart management. Still growing at 20%. An 18X earnings is a great price. | 2009-04-08 | |
| BUY | 358.040 | Don Lato | Trading at only 16-17X earnings. | 2009-02-11 | |
| BUY | 378.770 | Brett Hryb | (Market Call Minute.) Commanding the market share in terms of search. They will continue to monetize this. Their products are “top of breed”. | 2009-02-09 | |
| BUY | 331.220 | David Baskin | An absolute cash flow dynamo. A cost efficient mechanism for advertisers. Pretty good buy. (Conflict of interest statement. His son is a software engineer with them.) | 2008-11-06 | |
| BUY | 379.320 | Don Vialoux | Very strong seasonal characteristics. Tends to move higher from October until around the end of December. There was a MACD Buy signal on Friday. | 2008-10-20 | |
| Comment | 414.160 | Pat Naccarato | This is a stock that has always been too rich for his blood. If you are not a value investor and want to buy good growth, this is obviously the one to be looking at. A powerhouse that is not likely to be overtaken. The slowdown in the economy has affected advertising. | 2008-09-10 | |
| DON'T BUY | 419.950 | David Burrows | He looks for businesses with positive change taking place that could ultimately point you to getting a multiple expansion. Need earnings estimates that are rising steadily. This one has had a number of lower estimate revisions in the last year. | 2008-09-08 | |
| TOP PICK | 545.200 | Don Lato | Feels it is going to be the silent winner of the smart phone wars. As Rim (RIM-T) and Apple (AAPL-Q) battle it out and get more smart phones out to the consumers it will increase web usage. Trading at about 22X next year's earnings. | 2008-06-11 | |
| SELL | 689.690 | Brian Acker, CA | (Market Call Minute.) His model price is $240. | 2007-12-20 | |
| TOP PICK | 693.840 | Don Lato | High priced, but not a high value stock. Trading at 35X next year’s earnings, but growing at 35% - 40%. | 2007-11-08 | |
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| Comment | 514.000 | Brendan Caldwell | This will be a very hard one to call going forward. Has a lot of competition coming from different areas. Trading at close to 45 X current earnings and 34 X forward. | 2007-07-24 | |
| DON'T BUY | 555.000 | Pat Naccarato | Great franchise, but too expensive for him. | 2007-07-17 | |
| DON'T BUY | 515.060 | Brian Acker, CA | Too expensive | 2007-06-07 | |
| DON'T BUY | 458.000 | Bill Carrigan | Building a series of triangles. As a group, he thinks they are getting tired. Long-term trend line was violated. | 2007-05-15 | |
| Comment | 465.780 | Brian Acker, CA | Have an elephant sized balance sheet. Fortified their balance sheet and are in the acquiring position. | 2007-05-02 | |
| WAIT | 474.270 | John Manley | Likes as a long-term play. Broke out quite heavily above its recent consolidation period, which could indicate a new trend beginning. He sees a near-term resistance of about $480. Earnings are coming out on the 19th, so would stay away until after that time. | 2007-04-16 | |
| DON'T BUY | 448.230 | Charles Lannon | Great company, but the stock is overvalued. Even though their core business of online base advertising is growing at a fantastic clip, it is still heavily cyclical. | 2007-03-01 | |
| DON'T BUY | 488.710 | Peter Hofstra | Has had a great run. There have always been huge expectations on this company. Can’t get comfortable with the valuation. If you own, take some profits. | 2006-12-06 | |
| DON'T BUY | 485.100 | Jean-Francois Tardif | Highly volatile and highly risky. Would not sleep well owning this stock. A trading around 35-40 X next year's earnings. | 2006-10-26 | |
| DON'T BUY | 480.780 | David Baskin | Too expensive. | 2006-10-23 | |
| BUY | 426.060 | David Burrows | Came out with dynamite numbers. Much better than anyone expected. Very hard to quantify the value that they have. Walking into uncharted territory. | 2006-10-19 | |
| DON'T BUY | 427.440 | Gordon Higgins, CA, MBA | This is trading on the hopes of all the other things it can do. It is using its expensive shares to buy other expensive things. If you don't have the stomach for volatile stocks, keep away from it. | 2006-10-12 | |
| DON'T BUY | 403.980 | Ben Stadelmann | Caller wondered about Shorting. You have to be a very, very brave person to even think about shorting this. Agrees that the price is very high, but considering the incredible success of the company, too risky. | 2006-09-14 | |
| DON'T BUY | 374.200 | Gavin Graham | Selling at 51 X next year's earnings with earnings growth of 33%. Being driven by advertising but advertising is dependent on economic growth, which is slowing down in the US. | 2006-08-10 | |
| SELL | 373.850 | David Chapman | Charity shows three successive tops, each one lower than the last. Could go a lot lower. | 2006-08-04 | |
| SELL | 386.600 | John Zechner | Has had a huge move. The brand name has been carrying it but in the end, he is not sure how long they can dominate the sector. | 2006-07-31 | |
| WAIT | 390.900 | Larry Berman CFA, CMT, CTA | His recent concern is that it made a peak earlier in the year and the chart is now developing a wedge. His sense is that, because he is bearish on the market, he can see a pull back to the $325 area where it would be a Buy. | 2006-07-24 | |
| DON'T BUY | 418.200 | Peter Hofstra | The total value is more than half of Microsoft (MSFT-Q), so to get a 15% return, it would need to be bigger than Microsoft over the next 5 years. | 2006-07-10 | |
| BUY | 408.800 | Ian Ainsworth | Has a fairly strong momentum. It is the leader now in sponsored advertising. The issue is, can this company maintain its growth over several years. | 2006-05-09 | |
| TOP PICK | 440.500 | Ben Rogoff | A classic example of a next-generation winner where the numbers are still wrong. Last quarter showed a very heavy upside. The caveat is the funny ownership structure and they don't like talking much as he would like. | 2006-04-24 | |
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| HOLD | 415.000 | Michael Smedley | Wouldn't buy more at this price. | 2006-04-20 | |
| VAGUE | 362.620 | Norman Levine | Growth will be slowing in Google, it's seen it's best for a while. He would buy at $200. | 2006-02-28 | |
| DON'T BUY | 342.380 | Jean-Francois Tardif | Its multiples are too huge for him. He likes to buy stocks with very low multiples before people recognise the quality and the growth of the company. | 2006-02-15 | |
| DON'T BUY | 358.770 | Brad Willock | Changing the nature and the face of entertainment. The stock is too expensive and you have to be careful of what you pay for these things. | 2006-02-09 | |
| DON'T BUY | 358.770 | Howard Sutton | When you come at this stock from a technologist value oriented perspective, you'll fall off the cliff before you ever get to buy it. Difficult to value it. One of the things it is going to run into is that when you are coming off a small revenue base and moving into a large revenue base, it is difficult to grow. | 2006-02-09 | |
| BUY on WEAKNESS | 444.910 | David Driscoll | The big issue with Yahoo and Google is advertising rates and how much advertising are they going to increase their growth over time compare to how much they are going to take away from print advertising. A little expensive given the current tech sell off. Try to buy lower. | 2006-01-18 | |
| DON'T BUY | 432.040 | Howard Sutton | To him, this is a crazy buy. It is better to watch from the sidelines. He has been wrong on this. The larger the company is, the more difficult it is for it to grow. | 2005-12-22 | |
| Comment | 403.540 | Jean-Francois Tardif | Q: Is this a good short and when should he cover? A: An extremely expensive stock and he would be scared to short it. They are doing extremely well. Their earnings and sales are rising. | 2005-11-29 | |
| DON'T BUY | 422.860 | Brian Acker, CA | His model price is $117. It has been moving up under the stock price as the earning estimates move up. | 2005-11-23 | |
| WEAK BUY | 396.970 | Brad Willock | Potentially the company might earn $8 next year which is a multiple of 50 X next year's earnings. This makes it one of the most expensive stocks in the market, but it's growing at a prodigious rate. If you own, you have to believe that $8 ie wrong and it's going to be more like $9/10 and hope it will be $11/12 by NOv/06. | 2005-11-14 | |
| BUY | 379.680 | Paul Harris, CFA | You have to stomach a lot of volatility to buy this stock. Many aspects of the business are growing very rapidly, so it can compete on lots of lines. This is one of the top tech stocks around. It will be very volatile, so you should only but on a longer term time horizon. From a multiple point of view, it is incredibly expensive. | 2005-11-02 | |
| BUY | 311.370 | David Burrows | Of any of the internet companies this one looks extremely attractive. The shares are holding extremely well against a relatively weak market over the last 8/10 days. Have a great growth rate. | 2005-09-22 | |
| DON'T BUY | 286.000 | Brad Willock | Not earning enough to justify its price. Too expensive. Have a very bright future. Looking to set up partnerships with some large US cities to set up a phone network down the road. | 2005-08-31 | |
| DON'T BUY | 274.010 | Peter Hofstra | Management team has done an extraordinary job. Possibility of cash flow and growth is there. It is an $80 billion market cap company which he is not sure is justified. The easy part is done and now they are banging up against the competition. Getting more market share of the internet advertising pie is going to become increasingly challenging. | 2005-08-22 | |
| DON'T BUY | 298.860 | Gavin Graham | A great company and they're getting more and more revenue. However looks too expensive at 92 X next year's earnings. | 2005-07-13 | |
| DON'T BUY | 302.000 | David Driscoll | Present value of free cash flows valuation makes it expensive. | 2005-06-28 | |
| DON'T BUY | 278.350 | John Zechner | Thinks the tech rally is slowing a little bit. No reason you should be paying 80/90 X earnings on a stock. | 2005-06-14 | |
| Comment | 282.750 | Richard Croft | Caller participated in the options. Has had an interesting run. If he were playing this stock, he would play it with options. There is talk that this stock could go to $350 a share and is going into the S&P 500. If he bought into this scenario, he would buy a $280/290 CALL that expired in July at a cost of about $10/11. If you're right and the stock goes over $300 you double your money on that call. | 2005-06-13 | |
| DON'T BUY | 204.360 | Ross Healy | In high techs, there was a boom followed by the bust and now we are having the echo. Google and RIM in particular are 2 of the echo stocks that are hanging on. Strictly market leveraged plays. Now at levels where they have no supporting Fair Market Values. | 2005-02-04 | |
| VAGUE | 204.360 | Jonathen Wellum, B. Comm, B. Sc | He is a value investor, so wants to see the cash as soon as possible and the value of the business based on the cash flow. Growing quickly, but it is phenominal the valuation on the company. Not there type of investment. | 2005-02-04 | |
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| DON'T BUY | 189.240 | Danny Tomka | Has a lot of growth. Priced for perfection. Too rich for him. | 2005-01-26 | |
| DON'T BUY | 199.970 | Andrew McCreath | Cautious on the market in general because of the likelihood of rising interest rates and declining growth rates in corporate profits. Would prefer being long on more value oriented lower priced securities and short more expensive securities. Can't see how this stock can have another big run. | 2005-01-17 | |
| DON'T BUY | 169.980 | John Zechner | Was probably over valued on the IPO at $85. Has now more than doubled. Extremely expensive in any market where competition can come in. Good company and good product. | 2004-12-08 | |
| TOP PICK | 190.640 | Michael Smedley | Underpriced compared to E-Bay and Yahoo. With a $4 estimated earnings, it should get close to the $300 level. | 2004-10-29 | |
| DON'T BUY | 172.430 | David Chapman | An internet company and doesn't have anything concrete. Risky. | 2004-10-22 | |
| DON'T BUY | 137.400 | David Baskin | Much too expensive. Doesn't understand why the market feels that internet stocks such as Ebay, Amazon, Yahoo and Google have to be priced at such a high multiple. | 2004-10-12 | |
| DON'T BUY | 135.060 | Mark Jackson, CFA | Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock. | 2004-10-04 |
