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 »