Netflix is another company I’m accumulating stock in for a long term play. Until recently, NFLX was one of those stocks I always wanted to buy into but thought it was overpriced. I waited for a pull back that never came until… all the hoop la last fall. Assuming subscribers and revenue can grow faster [...]
I bought a chunk of Microsoft (MSFT) stock at $25. At the time, my thinking was “why does MSFT have a PE below 10″? While a stock like AAPL is priced for perfection (which they keep delivering), at a 10 PE Microsoft was priced for mediocrity… and it’s been treading water it has for the [...]
Today I’ll show a couple charts for Google (GOOG), which I am accumulating in my retirement account. My strategy with Google is to get as many shares as possible as cheaply as possible. I have some targets where I’d be stupid not to sell, but in general GOOG prices stay fairly valued to my estimates. [...]
I’m going to post some charts of “my book” over the next few days. I may post things from my watch list, and I will try to post updates on these as needed. First up is Activision Blizzard (ATVI), which I bought last year basically so I could own a piece of Blizzard. Blizzard is [...]
Trefis provides some great reports that show up in my Etrade account. Their analysis is very thorough. I especially like how they break down different business units and how much of a stock’s share price is tied to each unit. Trefis values Facebook (based on the limited pre-IPO information they have) at $74 Billion, based [...]
Facebook released their numbers in preparation for an IPO, showing 2011 revenue of $3.7 Billion and profits of $1 Billion. Speculation is the IPO will be valued as high as $100 Billion. This would be a P/E of 100. That’s high, but then P/E’s are not as significant an indicator for young companies with a lot [...]
I’m enjoying the interview with Timothy Sykes over at Mixergy.com. Love the energy. Grab it while it’s free there.
Sometimes you look at a stock like Netflix when it was trading at $300+ and think “Here is a great company in a market with super growth, but how can I justify the price?” Well, it turns out you don’t have to justify the price because the market is beating the shit out of the [...]
With mortgage rates dropping like a brick, it’s becoming a no-brainer for us to refinance our home loan. Even though we just got a 30-year loan 2 years ago at 5.875%, we can get 30-year loans now for around 4.5% or lower. You might be in a similar situation. Rule of Thumb The rule of [...]
This is happening to me, with one of my stocks right now: RCRC. A few months ago, I bought about 50 shares of RC2 Corporation (RCRC), a maker of die-cast and wooden toys, at $20. My wife and I were looking for an investment idea based on the toys and media we’re buying for our 2-year-old son. [...]
