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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (36429)1/12/2010 12:58:19 PM
From: Mark Marcellus  Read Replies (1) of 78615
 
Re GOOG, one man gathers what another man spills. I just dumped all of mine. I may regret it, but for me the outlook is too uncertain to justify the current high price. There's no question the company will continue to prosper, but I'm afraid they may have reached that point where either growth or margins will have to suffer.

It is a great company and a great business, I will certainly repurchase on any significant pullback.
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