November 4, 2014 by Dan • Commentary

There are few who would dispute that Google (GOOGL) has been, and on current estimates remains, one of the best large cap growth stories on a valuation basis.  The stock trades at a PE/G (PE …

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October 24, 2014 by Dan • Commentary

After Facebook’s (FB) fairly rocky start in 2012 as a publicly traded equity, the shares have  garnered “last man standing” status in 2014 among most internet social media and web services companies.  FB shares are up 45% …

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September 15, 2014 by Dan • Commentary

This week offers no shortage of headline events that could serve as the near term sentiment top of the current bull run: the FOMC’s  second-to-last meeting prior to the end of QE, the largest IPO ever of …

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June 25, 2014 by Enis • Commentary

We’ve received several questions in the past week asking for our thoughts on Google.  The company’s developers conference (Google I/O 2014) kicks off today (CNBC’s live blog of the event is here).  The options market is …

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