The article below provides an interesting glimpse, comparing today’s Nasdaq to the bubble of the late 1990’s.  There is no doubt that conditions in the index aren’t anything near as frothy as during that period, particularly for the “old” technology stocks such as Cisco (CSCO), Microsoft (MSFT) and Intel (INTC).  Even newer stocks that are...Read More

Here is Tim Travis’ research report on Google Inc. (GOOG) on Mar 6th 2013.   http://seekingalpha.com/article/1253251-google-still-offers-reasonable-value-but-only-for-long-term-investorsRead More

Here is Tim Travis’ research report on Google (GOOG) on July 23rd 2012.   http://seekingalpha.com/article/740301-google-buy-and-hold-as-seeds-begin-to-sprout-updateRead More

Here is Tim Travis’ research report on Google (GOOG) on July 11th 2012.   http://seekingalpha.com/article/714831-google-buy-and-hold-as-seeds-begin-to-sproutRead More

I’m really looking forward to seeing Facebook’s (FB) earnings on Thursday.  Everyone will be watching the company’s revenue growth to see if it continues to decelerate.  Facebook is a tremendous business but to warrant its massive market cap the company must meet exceptionally high standards.  While they certainly may be capable of doing so, as...Read More

The roller coaster that is Yahoo (YHOO) has made an abrupt change of course bringing on Marissa Mayer from Google as its Chief Executive Officer.  Mayer is very young (37) and she has a great background having been very successful in many of Google’s most important businesses.  It is very important that Yahoo get’s this...Read More

I found this excellent article on valuing Facebook (FB).  The author Henry Blodget makes a lot of good points at why Apple (AAPL) and Google (GOOG) offer much more attractive opportunities due to their cheaper valuations, and explosive growth prospects.  Enjoy the article: http://www.businessinsider.com/what-is-facebook-worth-2012-5 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE...Read More

http://seekingalpha.com/article/714831-google-buy-and-hold-as-seeds-begin-to-sprout INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Facebook (FB) is valuing itself at as much as $96 billion in its upcoming IPO.  This reflects a valuation of 24 times sales in the past 12 months versus 5 times sales for Google (GOOG).  While Facebook likely can grow revenue at a greater rate than Google over the short term, paying such a premium...Read More

This was a really interesting article on some of the concerns that advertisers are having about Facebook, and the inability to track whether sales are coming directly from their advertising efforts.  I remember hearing similar concerns about search advertising earlier in its development and I think it is likely that Facebook will make it easier...Read More