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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Facebook’s shares are down 6% in the pre-market this morning (they were down as much as 10% last night) following Q3 results that were better than expected. The cause of the initial decline is the forward guidance …
Continue readingAfter 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% …
Continue readingI am gonna keep this real simple. In the month’s leading up to Markets in Turmoil 2014™ there was much talk of the divergence between large cap and small cap stocks, as the Russell 2000 …
Continue readingOne of the huge enablers of the internet induced tech bubble of the late 1990s was the promise of fabulous revenues from advertising dollars being diverted from traditional outlets to newfangled online properties like AOL.com, …
Continue readingThis 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 …
Continue readingWe’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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