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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (37894)5/14/2010 10:04:49 PM
From: Mark Marcellus  Respond to of 78717
 
I maintain my claim that GOOG fair value is $700/sh (if profit margins hold up)

That's the problem. From a value perspective I think you need to allow for the possibility that margins won't hold up. Not that I'm saying that ~$500 is a horrible entry point, but I'm not comfortable until the mid $400's at least.



To: Paul Senior who wrote (37894)5/16/2010 2:36:33 PM
From: Madharry  Respond to of 78717
 
there are value players now who would agree with you. the problem i read somewhere is that its no longer perceived as a growth stock but as a value stock without a catalyst. also when all is said and done they are a one trick pony. despite the talk of android, my wife for one know nothing about it and doesnt care. as soon as she can get an iphone on verizon she will.


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