| 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 | |
| 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 B.Math, MBA,CFA | 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, CFA | 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 | |
| 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 Healey | 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 | |
| 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 | |
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