A little change in the way we are doing real time insights...
I think we have gotten away from pointing out specific things we
see on specific stocks. So I am going to throw out a name and
let's all comment on it as to what we see and where we think it's
headed and why.
My pick is
) - maybe you have heard of them. If not, do a Google Search for
them. They should appear at the top of the search.
So I like to look at earnings first... and maybe the weakest
part of this Zacks Rank #3 (Hold) story is that it has missed in
two of the last seven quarters. The miss in the December 2011
quarter saw the stock move lower by 7% while the September 2012
miss pushed the stock lower by 9.75%. The beats, on the other
hand, have helped move the stock higher by an average of
The next thing I look to as a growth guy is the revenue line.
I see the last three quarters have shown year over year growth of
39%, 51% and 39%. That is pretty solid, but the sequential growth
story isn't as nice. The December 2011 quarter saw 8% growth in
sales from the previous quarter, which was much better than the
0% growth that was posted for the fourth quarter of 2012. That
said, the sequential growth for the June and September quarters
was 18%, and that is significant.
So why is this real time? I mean earnings were reported back
on January 22, right? Well, I see the stock hitting new all-time
highs of $840.15 and I saw where some research analysts have
moved targets to $1,000. So that is as real time as it gets.
There is plenty of action swirling in and around Google.
Glass, YouTube, Ad Spend, Android, Cash position (dividend),
Valuation, Chairman Selling $2.5 billion in stock... so let's
kick around the Google can and share some thoughts on what
interest you and why.
Let's throw out some general comments on the GOOG and see what
excites us or scares us about this particular stock.
GOOGLE INC-CL A (GOOG): Free Stock Analysis
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