Comments on: New stock pick: Long Google (GOOG) & Short AOL (AOL)

By: IS

IS — Tue, 01 Jun 2010 14:15:14 +0000

@Doctor Stock – yes absolutely, I’m not certain however how much of an impact this had. Google’s decline has been much greater than any logical decline in my opinion… It’s not as if China was a huge portion of Google’s revenues…

By: Doctor Stock

Doctor Stock — Tue, 01 Jun 2010 04:20:18 +0000

Google is hands down better than AOL… I think Google’s “failure” in China shocked a few people. After all, Google was the perfect child until recently. A good shake out is good… allows people another opportunity to get in at a great price.

By: IS

IS — Tue, 01 Jun 2010 00:14:56 +0000

@TFB – Yes, it’s been a roller coaster, I think you had picked Google in last year’s stock pick competition or am I wrong? That had been a pretty decent pick no?

@Craig – Wow, love the comparison actually. I do not think that Google is as “bad” with these new social media things but I love the comparison, thanks for bringing that up, might inspire a new post:)

By: Craig

Craig — Mon, 31 May 2010 21:16:15 +0000

Hey IS,

Do you think Google stock reacts the same way RIM used too a few years ago?

Aren’t they too focused on the search engine and just missed the social medias such as twitter and facebook?

Sounds like RIM who concentrated on their blackberries and forgot about the cool stuff such as the iPhone.

By: The Financial Blogger

The Financial Blogger — Mon, 31 May 2010 18:53:49 +0000

Google has been going up and down for a few years now. I really like the company and the fact that they have so much liquidity will only help them going through the recession (and probably make a few acquisitions at the same time!).

I’m looking forward to see how this trade goes.