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GOOG, in my porky opinion (impo). is better than AAPL, and safer than GS. GOOG is basically a legal monopoly.
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How many friends noticed GOOG's market share is exactly AAPL's at $170B, and they have $22B in cash after this Q, AAPL $24B.
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I say a wise trade would be long GOOG and short AAPL, any takers? AAPL is a great company no doubt, but this capitalist pig prefers RIMM over AAPL if he had to pan fry one.
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Yet no dividendless company trumps General Google as a buy and hold impo.
Yours Truly,
Capitalist Pig Bob.
9 comments:
Can GOOG really go on and on without a competitor emerging? Do you know why GOOG doesn't split? Short Apple sounds good, especially as it approaches $200.
CPB to Anonymous:
The only thing that could stop General Google is President Obama or some Eurozone fruitcake. Obama is pro technology from what I've witnessed. IMPO, he needs to be on friendly terms with Google for a second term. Obama is perhaps one reason I failed to mention why I like GOOG so much. As for Europe, they did damage to MSFT and AAPL. They are known to cry whenever a U.S. tech company makes big coin. The Asians are the best piraters of software in the modern world, but Google changes code faster and better than the South Koreans print U.S. dollars, go figure. I say General Google marches on.
As for split, they won't. Realize Sergei never wanted to go public, but was forced to pay startup employees. His mind works like Warren Buffet's, and I almost guarantee he favors investors over traders in his shares. Higher share prices combat piker monies. To this capitalist pig, Google is the new Berkshire, maybe even better. I would not be shocked if Buffet makes an investment in GOOG before he retires, that would double the multiple for a few years probably.
AAPL's run is over, just my porky opinion.
Bow down to Google, they rule the roost as I rule my stye.
Thanks for the info Bob. Google as the next Berkshire, I can't see that but I know what you mean. Apple has climbed for a long time, it has to pause I think. I'm going to buy a few December put contracts. Much oblidged.
CPB to Anonymous:
When I compared GOOG to Buffett's Berkshire, I was serious. My reasoning has to do with their rationale to never entertain stock splits, keeping prices high and traders out of shares. High prices lead to improved psychology for employees, and respect for competitors. As far as competitive business barriers against entry, GOOG is far superior to Berkshire in my porky opinion (impo).
Excellent impo too. LOL
Ray
That $570 Oct Call idea was not a particularly bright one, was it?
I know many bought puts on Google. Less brilliant. The trade was only for aggressive money, did you notice that? If you trade options, you know its tempting to take some aggressive shots. If 1 out 5 workout, you still make money. Remember POTC's FSLR call a few months back returned 800% in one day.
Simon
dear potc,
I have been short Apple from $180 -$185. Cannot be happier to see long GOOG and short AAPL. GO BENGALS!!
Ted in Ohio.
You are developing quite a character. We laughed at CPB's vocabulary, and it's educational at the same time. Witty and funny!
Karen and Bob Strauss
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