[[GMO]]
Comments »RICK: Buy over $26.20
MOS: Buy over 98.00
FSLR: Buy over $195
Late Night Fact
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 »GOOG: Sold @ 526.62
I sold half my position, and will hold the rest longer term.
Comments »