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Strategies & Market Trends : Value Investing
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To: Keith J who wrote (43332)7/15/2011 12:57:35 AM
From: Jurgis Bekepuris  Read Replies (2) of 78651
 
Since you guys are feeling collectively stupid, please enlighten me what's so exciting about Google results. They did not do better than Q1. Results are hohum for the current stock price. Even accounting for 35B cash hoard, you only get 6.4% E / EV. And that's before after market price jump. You realize that so far GOOG is running at 1% earnings growth compared to 2010? ROE is dropping.

I am starting to lean towards Clown's position that market is expensive with a new Internet mania developing.

Disclosure: I have a tiny GOOG position.
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