
These are two companies that I’ve picked in the past so regular readers will not be surprised that I have decided to go long Google against IAC Interactive. This is more of a relative play than a plaay on Google because really, Google has already increased so much in recent months that it is difficult to say how much more it has to go in the current environment that is very challenging for media companies as advertising budgets have decreased drastically.
Going for Google is the fact that it keeps innovating and growing. Its mobile position is very strong and it has also recently put more emphasis into:
-Maps (with advertising starting to be added)
-Books (with their much publicised deals)
-Android (its operating system)
–Video (Youtube)
–Better use of its all powerful data
–Operating system
–Video (Youtube)
–Better use of its all powerful data
–Operating system
Going forward, I expect Google to continue to outperform the market but especially its web only competitors that are too reliant on web advertising. Sure, Google is almost 100% dependant on advertising but is has became such a key player that most of the industry still expects it to pick up more business even in such a downturn because of companies trying to move where their advertising dollars perform best, which is usually on Google.

So there you go, my 3 picks for Q4!
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[…] news as I was able to reach my objective on another trade today with the trade on Google vs. IAC Interactive reaching 20%. Actually, since initiating the trade about 2 months ago, IAC Interactive has barely […]