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

To: Spekulatius who wrote (41140)	1/22/2011 9:12:03 AM
From: Madharry	1 Recommendation Read Replies (1) \| Respond to of 78958

GOOG-once again i respectfully disagree. if i were the cfo i would look into initiating a dividend,buy backs at this level, stock splits and down the road spinoffs. The company does not need $35 billion on its books for sure. cash is never dead, devaluing maybe but not dead. For example I can certainly see a youtube spinoff down the road. There are lots of ways for google to monetize those assets, as far the issue of super voting rights, normally I would agree with you but in this case since google is not going to be acquired anyway, I don think it matters so no discount. as far as growth goes- I suppose when the internet stops growing and cell phone growth worldwide slows google's growth will slow too. so if we have 10 years of 20% growth and then 10% growth, do you think the pe should be less than 20? as far as android goes, its is free. google makes money when user use the search feature on the mobile phone, and that usage is growing triple digits.