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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (41409)2/12/2011 7:53:43 PM
From: Spekulatius1 Recommendation  Read Replies (2) of 78708
 
I agree that GOOG as a stock is not expensive but it's not particular cheap either AAPL is not particulary expensive either but my main point is that it's fairly easy to beat the market with 3 stocks for a short time, it's not so easy to beat it for a long time - all it takes is one real bad pick and you are out 1/3 of your capital.

FWIW, GOOG is doing a lot of things right - their applications like Google Voice, Gmail keep getting better and now they integrate them with Android - so if you have an Android phone, the synergies make these applications more sticky.

I used to be a yahoo fan for a 1-way stop (email, calendar) but find myself migrating to GOOG applications because they are getting better while YHOO is just staying put. For example I am still using yahoo's classic email because their update introduced 2 years or so ago, still freezes often. I Yahoo will be obsolete in 5 years.

GOOG Android is a huge winner with cellphones, I own a n android device and I am pleased with what it can do. It' no Iphone but it does come reasonably close for a much lower monthly cost. This move to Android becomes none to early because users a shifting to mobile devices (Cellphone, Tablets) and those that are only offering PC based applications will loose market share. I see this as a major risk for MSFT, INTC and YHOO.
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