From the category archives:

google

6 Reasons to Bet Against Motorola

April 20, 2010

I rarely make unhedged options trades, but yesterday I bought a chunk of Motorola (MOT) July $6 puts. This is a bet that Motorola’s stock price will drop by more than 20% by July – preferably by April 29th when the company reports Q1 earnings.
Here are 5 reasons I’m betting against Motorola.
1) Last Quarter Stunk
Despite [...]

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My Top Mobile Phone Stock Picks

March 29, 2010

A reader asked for my opinions on mobile-phone stocks, so I thought I’d give everyone a quick run-down of my opinions on the big names in the space:

Apple (AAPL) – BUY
What can I say? I’m an Apple shareholder and a huge fan of their products. I fully expect the iPhone to resume taking market share, [...]

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Is Bing Killing Google?

February 12, 2010

Okay, okay. That title was a bit theatrical.
But Microsoft’s (MSFT) Bing engine did squeeze out a market share gain from December to January, moving up to 11.3% from 10.7%. The almighty Google (GOOG) had a slight decline to 65.4%.
So is this latest Comscore (SCOR) data something to jump up and down about?
No. Here’s why.
Bing is [...]

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Kindle vs. Tablet! One Will Stand. One Will Fall…

January 26, 2010

Now this is an interesting piece of news from our buddies at TechCrunch:

We believe there is a good chance there will be a Barnes & Noble bookstore built into the Apple Tablet, either as one of the showcase apps which launches with the device, powering a new book section in iTunes, or integrated directly into [...]

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Check Out My Podcast With Frank Curzio!

January 22, 2010

I just wanted to give you folks a heads-up:
I appeared on Frank Curzio’s podcast yesterday. Frank was a great friend of mine at TheStreet.com (TSCM) and is simply the best in the business when it comes to low-dollar stocks. He’s now with Stansberry and Associates Investment Research, where he’s launching what should be the best [...]

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Google Beats in Q4 With AdSense Revenues Up 21%

January 22, 2010

Google (GOOG) reported fourth-quarter earnings after the close, beating analysts’ expectations by a nice margin. However, the stock was off by 5% in after-hours trading as Q4 sales figures didn’t blow anybody away.
EPS came in at $6.79 a share, beating the consensus forecast of $6.50 a share. Revenues rose  17 percent to $6.7 billion.
Two thirds [...]

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YouTube Disco Review – It’s Awesome!

January 21, 2010

Wow, I nearly missed this story!
Google’s (GOOG) YouTube has a new function called the Music Discovery Project and Playlist Creation tool.
You type a band or artist’s name in, and up pops a list with that artist’s music videos. It has it all. Al Green, LCD Soundsystem, and even the 80’s metal band Autograph!
There’s no doubt [...]

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Morning News: Instant Reactions

January 21, 2010

1) Google’s (GOOG) YouTube announces movie rental service:
Crazy. If you thought Apple (AAPL) was ticked off at the explosion of Android-powered phones, this will take that increasing rivalry to the next level. Yes, it’s only a test and may never be fully rolled out, but Google needs new revenue streams. Internet advertising is still a [...]

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Google’s Ultimate Sin

January 20, 2010

You have to do something pretty crazy to inspire a techno-bromance between the head Steve’s at Apple (AAPL) and Microsoft (MSFT).

Bloomberg is reporting that the tech heavyweights are in talks to have Microsoft’s Bing replace Google (GOOG) as the default search engine on the iPhone, and I believe it. There had to be a reason [...]

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