Wednesday, October 26, 2005

The Case for Google

Fundmental:

- Q3 very strong, and that is suppose to be the weakest quarter
- New target prices at $450
- Low PEG
- Growing market as advertising move from offline to online

Triggers:

- Google Base (think eBay, Amazon)
- Google Calendar (think Microsoft Outlook)
- Google Wallet (think Paypal)
- Inclusion in various indices (think S&P 500)

-> Buy

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