Google Inc. (GOOG)

All Comments on GOOG

  • commenter
    gabe
    borenstein
    Oct 16 03:06 AM
    My Website
    Earnings on Tap for Thursday, Fingers Crossed [view article]
    Given the magnitude of the market decline,the earnings are irrelevant to the market direction.
    The market had discounted not only a severe recession(a doubtfull outcome within the context of the measures undertaken to address the debacle),but an economic Armageddon.
    What really matters is the market psychology continuosly driven by distortions.
    The 700 billion dollar "stability plan" is a 5 trillion dollar catalyst(40% 0f the GDP)which will create and contribute to a major economic/market rebound.
    But first ,it must be implemented. As of this moment we have an effective plan which has not been acted upon.
    Then what is the market responding to?
    Media disseminated fears enhanced by the opinions of the record shorts.
    Please note the record open short interest.
    Is should be clear that the financial system will not be allowed to fail.
    Once the process of direct liquidity injection begins ,the economic response will be quick and visible.
    For all of the irrational fears ,the dollar maintains its recent strength and is likely to make further major advancements reflecting the global perceptions that the real relative risks lie outside the U.S.
    This flight to quality (dollar)will result in explosive demand for the dollar denominated assets (equities and the real estate).
    I have warned about the current risks as late as September 18 ,2007 during the Brian Sullivan interview (Bloomberg TV)during the FED time.
    My fears were deflected by the market.Now ,everyone claims to have predicted the current debacle.
    More importantly the" experts" continue to distort the risks .The point is that in the U.S all of the issues have been identified and are being aggressive addressed,however we must allow at least six weeks for the program to be fully implemented to elicit the response that investors want to see.
    One more time,clearly the market had discounted the most pessimistic earnings estimates.At this point in time the only thing we should fear ,is the fear itself.
    We need to ignore the critics who perceived inflation as being a the threat(until recently),and now are calling for recession.
    One more aggressive easing in conjuction with the current measures could make a Christmas an enjoyable holiday that it should be.
    By the second half of 2009 ,the GDP growth should attain 5%.     Reply
  • commenter
    orcboy
    Oct 15 09:42 PM
    Google: A Giant in Transition [view article]
    Here's what Ross Sandler actually predicts. As you'll see, based on his downwardly revised target price, he feels that Google, at $330, is very undervalued. The $290 you site in your article was meant to show that Google, at $330, is nearly priced for worst case scenario and, therefore, downside risk is small compared to the potential upside. Here's the Ross Sandler evaluation......

    RBC Capital’s Ross Sandler maintains an Outperform rating, but today cut his price target to $500 from $600. For 2008, his EPS estimate is now $19.14, down from $19.45; for 2009 he now sees $21.24, down from $23.46. The move, he writes is “based on the deteriorating macro environment.” (I bet you sure are surprised to here that.) He says search is holding up better than other forms of online advertising, but that “no company is immune to cyclical factors.” He also says that consensus estimates calling for 10% sequential growth in Q4 and 24.6% growth in 2009 “still appear aggressive.” That said, Sandler writes that GOOG is still “the best long idea in our coverage universe,” and contends the stock is approach a “worse-case valuation scenario.”

    Bernstein Research analyst Jeffrey Lindsay made a similar move. He maintains an Overweight rating on the stock, but cut his target to $560 from $660, lowering his estimates to $18.68 from $19.03 for this year, and to $21.09 from $22.68 for 2009. Lindsay notes that search-based advertising continues to outperform display, classified and sponsorships ads, but he does see three places where GOOG gets hurt in the downturn: lower paid search conversion rates; lower keyword pricing as ad budgets fall and price competition from TV and radio increases; AdSense partners are likely to “continue to under-perform,” especially in social networking. But he adds that “we still believe that Google’s intrinsic value is much higher than today’s market price.”     Reply
  • commenter
    User 198873
    Oct 15 07:23 PM
    Google Keeps Us Guessing With Content Question [view article]
    goog is still the best bet for making money. Watch for a surprise in earnings and future profits.Do nont be surprised by a big jump in goog. thursday. jerry w. Reply
  • commenter
    SmartStops
    Oct 15 06:47 PM
    My Website
    Earnings on Tap for Thursday, Fingers Crossed [view article]
    Just remember - Stay Protected in the markets at all times. ALWAYS have your Exit Strategy in place from the start. Use one that is smart! Reply
  • commenter
    JackNighting
    ale
    Oct 15 06:40 PM
    My Website
    Google Keeps Us Guessing With Content Question [view article]
    Thanks for the info - I think any content that feels like an ‘event’ can work. I just wish these experiments were for more sophisticated tastes. What Goog really should do is hook up with museum curators (like from MOMA) and present sophisticated user-generated videos (selected by people who know WTF they’re doing!), and not try to regurgitate mainstream TV for the kids. Reply
  • commenter
    User 142101
    Oct 15 06:36 PM
    Yahoo: Brace Yourself, It's Going To Be Ugly [view article]
    Great Eric i read all you posts! think you can get a broke college student a subscriptions to barrons??? Reply
  • commenter
    vpratt
    Oct 15 06:35 PM
    Earnings on Tap for Thursday, Fingers Crossed [view article]
    Hi Mark, I always read your posts and appreciate the views and news. I don't know if you noticed that you wrote SunTECH Power instead of SunPOWER. Thanks
    Reply
  • commenter
    User 163326
    Oct 15 06:17 PM
    FBR Launches Internet Coverage; Bullish on Google, eBay [view article]
    FBR,great timming,Ebay all time low,and heading much lower,Goog -$28 on the way to 250......Ebay is no longer an auction site and is in transition to becomming a poor relative of Amazon.....I am short Ebay and quite comfy until the management and board are thrown out.just my opinion off course.Goog?where's the support in this market.please. Reply
  • commenter
    SmartStops
    Oct 15 04:37 PM
    My Website
    Yahoo: Brace Yourself, It's Going To Be Ugly [view article]
    Please remember to ALWAYS have an Intelligent Exit Strategy in place protecting your stock or etf positions. One that should continually adjust itself to the stock's behavior and overall market conditions. Get smart! Reply
  • commenter
    WTJ
    Oct 15 03:50 PM
    FBR Launches Internet Coverage; Bullish on Google, eBay [view article]
    So true!
    Too many stories of lost paypal payments for misrepresented or NONEXISTENT purchases on EBAY.
    Mandatory wait times for complaints crossing paypal expirations, "mediations" and "up to.." refunds.
    Ebay's on the way out for sensible shoppers.     Reply
  • commenter
    User 198873
    Oct 15 03:02 PM
    Google: A Giant in Transition [view article]
    No matter what you say,goog is still a fantastic co. They still constantly are improving thier position in all fields. they are a fantastic investment at this level or at any other price.jerry w. Reply
  • commenter
    jme 5mith
    Oct 15 02:24 PM
    Google's Chrome May Be Great, But Will It Matter? [view article]
    Chrome is great. I use it with this machine. My only thing is the wait to put it on my Linux box/ps3. I did find it myself so it will take time to catch on, and in that time Google can polish their chrome. Reply
  • commenter
    Noway
    Oct 15 02:06 PM
    Yahoo Launches Ad Campaign to Lure Searchers From Google [view article]
    I concur with G and monkeyman. Search shares today is not about relevancy of the engine, but its about the distribution.
    Monkeyman mentioned FF browser. Another huge increase is Google's deals with pc makers like Dell, which installs Google crap on new PC's and they're a little tricky to remove if you're not pc savvy.

    Its similar to how MSN/IM/hotmail/IE is so popular around the world. they come default with the OS and 99% of the people don't bother to change them.     Reply
  • commenter
    Johnson452
    Oct 15 12:04 PM
    FBR Launches Internet Coverage; Bullish on Google, eBay [view article]
    You might want to change that opinion of ebay AFTER you research the company on the internet and read "eBay’s Disruptive Innovation, How’s that workin’ for ya?" (at genuineseller.com), after you search ebay discussions, "Anyone Up For A Little Investigating? This Could Be A Biggie!'" (at forums.ebay.com), after you do an internet search of "Paypal Scams", after you read ebay's sellers' experiences on ebay's own discussion board "Seller Central" (note ebay severely censors their boards, so read fast) and after you read what a incompetent leader John Donahoe is by gong to glassdoor.com.
    Reply
  • commenter
    Apple at 60$
    Oct 15 11:52 AM
    My Website
    Yahoo: Brace Yourself, It's Going To Be Ugly [view article]
    so you think we should short yahoo? Reply
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