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« Fed Pause Good For Stocks? | Main | More Bears »



This is an interesting piece of information.

I guess, in whatever the way you look at Google, you can make money.

I saw the street signs yesterday, and you were mentioning that Google is a great candidate for hold but not for buy.

Expectations, people. that's what it was -- last time GOOG reported (3 months ago), expectations for GOOG were sky high. Numbers were fine, by most measures, but investors sold off anyways. great buying op if you caught it -- kudos to MARK M, the blond haired citi analyst who remained bullish 24/7 through it all.....

This time around, when google reported, it had the luxury of being surrounded by LOW(er) expectations. Of course, when they ripped EPS (from year ago period) to shreds, the Street started cheerleading....

Fundamentally, Google is stronger than ever. Because it has over $8B in cash on the books, I'm not requiring a larger discount rate or margin of safety. I'd pick up shares at these levels and my feeling is that Google sees $490 inside the next 6 weeks....

Sure, YHOO is closing the gap, but GOOG has cash. google has talent/strong management. and google's got itself: "google," an iconic monument and terrifically branded edifice whose intangible value I wholly respect....

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