Google, Inc. (GOOG)

I respect the company (somewhat), but not the stock.

I will never understand advertising on the internet (the revenue side). Google will have to find new sources of revenue and eyeballs, clicks, mind share, and all the other crap that they speak so highly of, will fade. I do like their mantra of "Do no Evil", so it's hard to give these guys a thumbs down, but this is not personal, this is just business.

A long run up ... time to rest

> Overpriced, no big upside potential
> Risky - too much hiped
> Most of the diversification attempts failed or unable to make money - Google Base, Gmail, UTube, etc
> Growth in Search is limited & saturated

Completely over rated company.
Silly cash burn and wild eyes projects
Not smart enough to have been acquiring growing companies past few years is a clear sign to me.
Yahoo is a phenomonal web page and Bing essentially does the same thing the google search does.
When all of your income revolves around a "Habit" from a generation and technology that is relatively new then you cannot be surprised when your revenues peak.
Android is a terrible phone that few are interested in.
They should have been making aquisitions such as Amzn when they were 30 bucks a share.

Google continuues to innovate with products like gmail and android

Not a good company now.

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The PE on this has been bid up to 37 at a time when GOOG faces increasing regulatory pressures and ongoing sniping from Microsoft. It is a great brand and has solid cash flow. It's just gotten a little expensive for my taste at $524. Look to get back in sub $450.

we want to win the stock market game. so hah. suckas.

not a fan

Yes, GOOG is a wonderful company with a great product. It just happens to be in the advertising business, and advertising is in the toilet and will stay there as consumer spending continues retrenching--a trend that promises to grow for years to come. That will cause GOOG to go down, and once it starts going down down steadily, it will lose its iconic air of invincibility and become just another stock. They'd better save some of their fat treasury for the seven years of lean.

The only people seeing green shoots right now are government bureaucrats who are being paid to "see" them, corporate leaders who fall under the "incompetent and unaware" model, and people who need their meds adjusted.

Google has a history of poor acquisitions- YouTube ($1.65 B) which is losing $6 M a year. And selling good investments- Baidu which Google dropped their share of in 2006 (since then it is up over 500%!). Google's CEO just announced that the company is looking to acquire a company every month over the next year, given their track record I feel that the might just be Diworsefying their company. Nevermind their already too high 34 P/E, this stock is set for correction.

The potential earnings of android and chrome will not compensate for the future erosion of what was once a monopoly in search. Two four letter words are going to be game changers: Bing and BIDU.

40x earnings . . . . ummm no. Time to fall.

Price is still high....

I think Google has an amazing business model and it's a great company, but Google's stock is far less impressive than the company. The main problem with Google's stock is ironically Google's success. Google is now worth over 100 billion dollars with a price/earnings ratio of over 30. Now I would consider a P/E of 15 or so to be normal. I would only invest in a company with a P/E of 30 if I was expecting a huge amount of growth, in fact that's what most people do. Higher P/E equates to higher expectation of growth. A company like Microsoft is already seen as a giant with a low potential for growth so it's trading at a P/E of 13. Why do I think Google is going to have a hard time to grow? It's simple mathematics, the bigger you are the more you need to make to obtain the same rate of growth. A company worth 1 billion dollars only needs to increase it's value by 1 billion dollars to double your investment. Google has to increase it's value by 100 billion to double your investment. Needless to say, it's easier to make 1 billion than it is to make 100 billion. Now I'm not saying Google stock is a terrible investment, but it's size limits the return it will provide to investors. So while you might be able to make some money in Google stock, you'd probably make a lot more money elsewhere, even if those companies don't have a business model as brilliant as Google's.

Way overvalued. This was the case when it was $700 a stock, and is the case -$250 later.

Goog is now clearly a large cap stock (Market Cap $100-150B depending on which reference you use), but sports a P/E north of 30. That requires a huge amount of growth, and I'll argue at a rate not sustainable for GooG.