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

To: Keith J who wrote (43332)7/15/2011 12:57:35 AM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78652
 
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.



To: Keith J who wrote (43332)7/15/2011 1:22:52 PM
From: rllee  Respond to of 78652
 
GOOG - I did well by continuing to average in to sell 410 & 420 Dec & Jan12 puts. Seems like the safer way to be bullish on GOOG long term since the high premiums will be collected as income as long as the stock stays above 420. The key to playing these high volatility names is to take advantage of the high option premiums. One can use this strategy on AAPL, however for AAPL I would also buy some way-in-the future cheap way-out-of-the-money puts just in case Steve Jobs dies.


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