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Strategies & Market Trends : Value Investing

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To: ValueGuy who wrote (43340)	7/15/2011 10:49:46 AM
From: Jurgis Bekepuris	Read Replies (1) of 78644

Don't ask me about growth stocks. Or even "growth" stocks. :) I am a lousy growth investor. GOOG has a huge moat and grip and great cash flow. Is it expensive? I think so. Should you sell? I don't know. It's like selling KO or PEP recently or in 2000. It's still a great company, but will it just flatline for 10 years or will it climb another 2x? I don't know. The valuation margin of safety is eroding with each price runup. On the other hand, it's still below 2008 top which was achieved when they had 2/3 current sales and 1/2 current earnings. Then it was ridiculously expensive. Now it's just expensive. :)

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