Internet Brands, Inc. (INET)

Quality stock, good book value, plenty of cash.

Although the current tide is pitching everyone into a frenzy - GOOG reported numbers that beat the market and cooled the crazy mad proclaimers that web advertising was down. Entirely the opposite.

The one thing that I would say that INET, like GOOG is demonstrating is that, like any portfolio, having diversity helps weather rough patches.

Considering how this company has been handling this most severe rough patch in our lifetime, I'd say that being heavily bullish on INET is a safe bet.

The company has a strong handle on the same marketing money that powers google. I didn't realize the company had so many sites.

And while making money from advertising is showing no down swing, at all, they, INET, also make money from other revenue streams.

If they do continue with their current corporate charter, they'll be a strong mid field runner, absolutely. If they expand their charter ala google to explore a few other endemic avenues, they could be poised for significant success. Whatever the case, no downside here.

The pricing is also poised for readjustment following tomorrows 3rd quarter financial numbers.

You want to know my position, fool?

Strong Buy.