If the [[YHOO]] deal goes through at $31/share, that gives Yahoo a 61 multiple. If you valued [[GOOG]] by the same metrics, Google should be trading at $779.58.
Rhetorical Question: If the P/E ratio is determined by growth, and Google is growing almost twice is fast, shouldn’t Google get a higher multiple?Comments »
I sold half my position, and will hold the rest longer term.Comments »
Starting a new position in [[AAPL]] right here. I will be scaling back in the name on future weakness.
Note: [[ISRG]], [[MA]], & [[UA]] on fire!Comments »
Grab your hot cup of coffee and dig into notable calls.
Late Buy/Sell Recommendations, courtesy of Between the Hedges
– Buy on [[LLL]], target $129.
– Buy on [[HOLX]], target $81.
….and as always, don’t forget to check out your funny money links
Note: I will be out of pocket all day, but look for updates all weekend long.
Note II: I hope you enjoyed my first week at iBank. If you didn’t, sorry, I’m here to stay! Go Giants!Comments »