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Alphabet Inc. Message Board

  • wernerairhart wernerairhart Feb 4, 2013 7:21 AM Flag


    Watch cnbc. Analysts. Can't help kill the fun. Sick They will flock back to apple. Next is pcln

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    • CNBC doesn;t matter. The buyside and pm shrting does. when things are stretched.

      Goog may keep running a few more days or weeks, but it is now trading at 16x earnings and estimates see growth of just 15% forward. Well over 90% of those earnings are still from search which will likely continue to be they key rev generator despite increasing competition from many fronts incl FB and Bing and yhoo.

      Both AAPL and ggog were trading at ~12x eps net of cash last summer.

      Since last summer Goog has rallied more than 30% while AAPL has dropped by more than that from the top. Consider that AAPL is still growing faster and now trading at less than 6x earnings net of cash effects.

      We sold out of goog Friday, comfortable with missing the last few days of running up if they keep chasing it. Proceeds to AAPL down here.

      Agree on pcln in the gun sites- talk about competition... same with isrg.

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