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


To: John Koligman who wrote (55737)7/24/2015 7:13:46 PM
From: bull_dozer  Read Replies (1) | Respond to of 78746
 
faster algorithms competing with slower algorithms and vice versa.... Need to catch the wave before them to ride to success... no weighing machine, no voting machine just a slot machine. LOL !!!

There’s No Free Market Today



To: John Koligman who wrote (55737)7/25/2015 12:41:55 AM
From: Paul Senior2 Recommendations

Recommended By
Jurgis Bekepuris
sjemmeri

  Read Replies (3) | Respond to of 78746
 
re Google, Amazon: if/when these companies get serious about bringing revenue to the bottom line (as earnings) in a substantial way, the stocks should rise. This has been my premise anyway.

If these stocks are analyzed with typical value metrics -- p/e, p/bk, p/sales -- it's a tremendous stretch to conclude they are value buys. There may be other ways though to look at such stocks to see if they might be a value in a different way, a way that allows for a buy by a 'value' investor.

I have posted on Google here a number of times. I value the company (GOOG, now ~$623/sh) between $607 and $708/sh if Google can maintain its margins and hit the average analyst estimate (Yahoo number) for earnings this year and next.

Yes, big jump in share price and market cap for these companies. For me though, I don't view the stocks as overvalued, and I continue to hold my shares.