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June 2007

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GOOGLE VALUATION

June 23, 2007 – Comments (1)

I believe someone asked for my google valuation... so here it is. First, a brief summary of my view of the company...First, 55% of all online searches are done through google... talk about a leader in an important and growing industry... google isn't going anywhere... except into emerging markets where their growth will CONTINUE to explode. I think this stock is completely undervalued. Many people are scared away by its high PE... don't think its growth can continue... think the company can't possibly get even bigger... SKEPTICS. There will always be doubters... but I am not one that likes to bet against the best of the best... and that is exactly what Google is. They have dominated their market... are expanding into different markets... and are simply the absolute smartest because they seem to dominate wherever they go. That being said, we know its a great company and its not going away... but is this already completely factored into the price? I don't think so...  [more]

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My Philosophy

June 23, 2007 – Comments (0)

There are obviously many ways to find winning stocks, and I use a lot of them. My philisopy is that there are tons of stocks out there... so I can afford to be picky. I don't have to "settle" for something I'm not completely comfortable with... and this is important because what happens if your not COMPLETELY comfortable and CONFIDENT in your picks... then when the market takes a nosedive... you panic just like the rest of them and miss out on great bargains. So I'm picky... I hate to take too much risk... there is no reason for it in my mind. There are plenty of stocks out there that have GREAT potential with very limited downside and these are my favorites. For example, I am not going to invest in too many airline companies or medical stocks... I just don't need them in my real portfolio or CAPS. Sure, there is great upside in medical stocks, but unless I really understand them, I should leave those to the doctors and focus on what I understand. I am going to go try to find the actual analysis I did on Google (in terms of valuation) and when I do I will post it.  [more]

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