GOOG

Netflix Gets some Insider Love -Insider Buying week 01-28-22

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. Last week, I started the blog saying, “at some point making money begins to matter. I’ve long scoffed at relative value analysis as a way to cultivate bad habits.  It’s addictive and should be banned. Comparing companies by silly metrics as a multiple of sales versus a multiple of earnings seems insane yet the madness of crowd behavior is a well-documented phenomenon.  It’s called bubbles and we’ve been in one for quite some time.  I love bubble investing- just point me to … Read more

Top Tech Leaders to Meet With Trump – WSJ

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Many top Silicon Valley executives are expected to attend a meeting with President Trump on Wednesday that will help steer the complicated relationship between the incoming White House and the nation’s tech companies. Disclaimer. We are long Facebook for a trade with a small position in Apple.  Notable in the recent Trump rally is that tech stocks have been a laggard.  This meeting has the potential to create an outsized move in the stocks.  Trump has been a vocal critic of Apple and Amazon. Facebook director, Peter Thiel, is on the Trump advisory committee.  Facebook also made an effort to … Read more

Apple will sue Google next

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“Our lawsuit is saying, ‘Google you f***ing ripped off the iPhone, wholesale ripped us off,’” Jobs said, according to Isaacson. “I will spend my last dying breath if I need to, and I will spend every penny of Apple’s $40 billion in the bank, to right this wrong. I’m going to destroy Android, because it’s a stolen product.” The verdict reached today will set the stage for Apple taking down Google in the biggest shoot down in tech history.  It’s Google they’ve been after from the beginning and you can be sure the management of Apple is doing this and … Read more

The New Share Class Warfare

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After hours and after earnings last night, Google (GOOG) announced a 2:1 share split.  However the split has an ulterior motive other than reducing the cost per share, as Google’s co-founders are also looking to revamp the corporate structure as a result.  With the split, a new share class will be formed other than the already existing Class A and Class B shares.  This new class will trade under a different symbol but will retain all the rights of the previous two share types, including the ability to collect any future dividends.  Here’s the catch though: ownership of these Class C … Read more

The Decline in this Stock is all Google Needs – ACOM, GOOG – Foolish Blogging Network

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The Decline in this Stock is all Google Needs By Shawn Robinson – February 20, 2012 | Tickers: ACOM, GOOG | 0 Comments Shawn is a member of The Motley Fool Blog Network — entries represent the personal opinions of our bloggers and are not formally edited. Ancestry.com (NASDAQ: ACOM) reported fourth quarter earnings in line with analyst estimates but showed weakness in estimated 2012 profit driven by a less than expected 12% growth in subscribers. The negative outlook caused shares of the company to plunge almost 17% by the end of trading this past Thursday. This significant drop in … Read more

Google vs. Apple

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As I sit here typing out this post on my MacBook, occasionally running a question by Siri on my iPhone just for the heck of it, I can’t help but notice I’ve been blindsided by the Apple lifestyle… and I don’t seem to mind a bit.  An iPod sits in my car, next to the two iPod shuffles that I take on the mountain when I ride, and I’m long Apple stock.  My old HTC Incredible smartphone sits in a box, long forgotten.  And I’m certainly not the only one to completely buy into the way of life that Steve … Read more

The Week Ahead: Apple-HTC Smartphone Suit Moves Toward Ruling in U.S. – WSJ.com

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Judgment Day Looms for Apple, HTC   By IAN SHERR Apple Inc.’s claims that some smartphones running Google Inc.’s Android software copy its inventions are approaching their first big judgment day in the U.S. The International Trade Commission in Washington on Wednesday is expected to rule on whether some phones made by HTC Corp. violate Apple’s patents. The ruling could lead to a ban on handsets sold by the Taiwanese company, which uses the Android operating system and is the No. 3 smartphone provider in the U.S. market, according to research firm Nielsen. via The Week Ahead: Apple-HTC Smartphone Suit … Read more

DJ UPDATE: US Judge Rejects Apple Request To Ban Samsung Galaxy Sales

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I don’t think this will impact our pairs trade much but it certainly blows apart the thesis.  The bottom line is that Apple’s chart looks more bullish than Google’s this week.  There may be a short reaction Monday but there is still going to be a trial.  I like asymetric trades where if you are right there is potential big upside or in this case downside with Google.  And if you are wrong, there may be no major reaction at all.  Samsung already has 30% market share with its partner, Google and its doing little to hurt Apple as they … Read more

Weekend Reading Links

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The weekend is always a great time to catch up on some of the week’s reading you missed… Markets have gotten conditioned to central bankers flooding the market with money every time something goes wrong. [The Psy-Fi Blog] A profile of Jonathan Ive the “design genius” behind the rise of Apple. [I Heart Wall Street] Market bubbles and investor psychology.  [Vanguard Group] Buffett’s worst investment ever (and its not what you think) and7 other unusual things I learned about Warren Buffett. [The Altucher Confidential] Why are some cities happier than others?  [The Atlantic] Sirius is Clearning up its balance sheet. [Sirius Buzz] The frequency … Read more

‘s Focus Growth Fund: A Brief Analysis

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by: Dr. Osman Gulseven In a recent article, I discussed the top holdings in Morgan Stanley’s portfolio. According the latest 13F filings, Morgan Stanley’s (MS) year-to-date performance was mediocre and below the S&P 500 (SPY) return. The investment banks mutual funds have been lagging behind the market since the last decade. The mediocre performance of investment banks portfolio shows that they take hard-earned money and invest in under-performing assets. They also charge management fees and hidden costs such as front-end/back-end loads, plus commissions you never heard of. Some companies charge up to 3% in management expenses. I was checking which funds … Read more