Recent Opinions

Used to own.  Likes them in the phone market because they are paid by advertisers.  Everything involves how do you get eyes on you.  It was trading by 18 times earnings so she got out.  Prefers Qualcom for handset investment.

   / Be the first to comment

This is one of the great growth stories out there. If it dropped down to the $830 range, he would probably add to his holdings. They are so dominant. Earnings are growing.

   / Be the first to comment

Doesn’t own, but following with great interest. Share price in the last month and a half has been horrendous. Wonderful company. In some respects it is just getting started in terms of advertising dollars and mobile exposure. Have wonderful products. Game changer and an innovator. You can’t go too far wrong buying this company. Valuation is too high for him.

   / Be the first to comment

Trading at 15X earnings and feels earnings are going to grow at 30% over the next few years. Thinks it is breaking out here and suspects it will continue to do so. Dominant in franchise and Internet searches and is moving into mobile and has the rapid video platform.

   / Be the first to comment

(A Top Pick Feb 7/12. Up 23.96%.) Very strong fundamentals. Have a dominant position with the Android software system on mobile phones. Captures about 66% of all search volume globally. Very cheap and still growing at about 15% per year.

   / Be the first to comment

Expects earnings to grow in excess of 20% for foreseeable future. Trading at 23X historical earnings and 18X 2013 estimates, which he thinks will be $38. Fantastic growth story.

   / Be the first to comment

(Top Pick Dec 14/11, Up 16.61%) A lot of people are concerned with cost per click dropping, but now they are moving to mobile.  Revenues and volumes are rising.  They are monetizing areas of their business that people said they wouldn’t.

   / Be the first to comment

(A Top Pick Aug 31/11. Up 82.35%.) Estimates are that close to 50 million units of the new phone will be sold in the 1^st quarter of their fiscal year, which is a big jump from 35 million that they did last year.

   / Be the first to comment

Trading in Google shares has been suspended after the internet giant released its third-quarter results early by mistake. Google blames financial printing firm RR Donnelley for filing an early draft of the results, which had been expected after the closing bell. Shares in Google were down 9% when trading in the stock was suspended. Shares had fallen as much as 10.5% at one stage. In a statement, Google said: 'Earlier this morning RR Donnelley, the financial printer, informed us that they had filed our draft 8K earnings statement without authorisation... We have ceased trading on Nasdaq while we work to finalise the document. Once it's finalised we will release our earnings, resume trading on Nasdaq and hold our earnings call as normal at 1:30 PST.'

1   1 / 3 comments

Probably one of the few guys on the street that doesn’t like this company. It comes down to “don’t confuse a good company with a good investment”. Doesn’t see how this company can continue to produce the kind of gains that it has produced over the years. If you own, consider at least halving your position and put it into something else.

   / Be the first to comment

Has been an underperformer for awhile. Facebook (FB-Q) has shown that this stock is actually the King. European business was actually up. Have the better business model. Have the ability to tweak the search algorithm and as they do this, they improve the efficiency of the advertising. As this goes up, the $’s that people will pay will go up. This stock is cheap.

   / Be the first to comment

Cheap PE at 14.5%. Based on valuation, the stock is quite low. Long-term growth rate is probably in the 20 percentile. Currently it is kind of overbought. Wait for a bit of a pull back.

   / Be the first to comment

Thinks this is one of the great growth stories still out there. You are not paying a lot for it. Trading at 14-15 times earnings. They are still in the sweet spot of their earnings growth. Have a ton of cash and they own the Android operating system. Thinks there is a lot of potential here.

   / Be the first to comment

The consensus is that share price will be about 10% higher this year. Has done very well this summer partly because of the lawsuit that went in their favour. It is anticipated that the iPhone 5 will be coming Sept 12. Her question would be, what is their next big product.

   / Be the first to comment

Great company, but ultimately, to him, it’s a very cool gadget maker. Questions why you are not paying a lot for this when it generates such great returns so the market feels they are not going to be able to constantly generate those rates of return. This is why they are not giving it a high multiple.

   / Be the first to comment

In a bit of a corrective phase here but has pretty good support so your downside risk is pretty minimal. If you own, continue to hold and possibly add some positions as we get into the middle of October.

   / Be the first to comment

Has been completely wrong in this one. When it was around $300 he thought it potentially would be a good Short but has doubled since then. He doesn’t understand the valuation.

   / Be the first to comment

Market share is lower than it was last year because people were waiting for iPhone 5 but now there are issues about producing enough for demand. Difficult for it to grow as fast as it has been doing. Could be attractive in the short term but not in the long term. Take short term profits.

   / Be the first to comment

(Top Pick Sept. 13/11, Up 66.85%) 30% growth, and still an inexpensive name and people need to relax and enjoy the company and buy it now.

   2 / Be the first to comment

Very efficient model and very well managed. Recently fallen down a little bit. Only trading around 20X earnings with a 21% annual earnings growth expectation forecast. Pretty fair value at a 1X PEG ratio. Likes the stock.

   / Be the first to comment