With shares of Google (NASDAQ:GOOG) trading around $870, is GOOG an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s Movement
Google�is a global technology company focused on improving the ways people connect with information. It�� business is focused on areas, such as search, advertising, operating systems and platforms, and enterprise. The company generates revenue primarily by delivering online advertising.�Businesses use its AdWords program to promote their products and services with targeted advertising. In addition, the third parties that comprise the Google Network use its AdSense program to deliver relevant advertisements that generate revenue. Google is a search giant with most of the market share because of its execution and delivery. An increasing number of consumers and companies worldwide are coming online that will surely increase the amount of eyes on its ads and advertising revenue. Look for Google to remain at the top of the Internet world and see rising profits for many years.
Top 5 Clean Energy Companies To Buy For 2015: IAC/InterActiveCorp (IACI)
IAC/InterActiveCorp engages in the Internet business in the United States and internationally. The company�s Search segment develops, markets, and distributes various downloadable toolbars; provides search, reference, and content services through its destination search and other Websites, including Ask.com and Dictionary.com; and aggregates and integrates local advertising and content for distribution to publishers on Web and mobile platforms, as well as markets and distributes mobile applications through which it provides search and additional services. Its Match segment offers subscription-based and advertiser-supported online personals services through its Websites comprising Match.com, Chemistry.com, OurTime.com, BlackPeopleMeet.com, and OkCupid.com, as well as through mobile applications and Meetic-branded Websites. The company�s ServiceMagic segment offers Market Match service that matches consumers with service professionals; Exact Match service, which enables con sumers to review service professional profiles and select the service professional that meets their specific needs; and 1800Contractor.com, an online directory of service professionals. This segment also offers Website design and hosting services. Its Media and Other segment operates CollegeHumor.com, an online entertainment Website that targets young males; Vimeo, a Website on which users can upload, share, and view video; and Pronto.com, a comparison search engine. This segment also engages in the creation of video content for various distribution platforms; and operates as an Internet retailer of footwear and related apparel and accessories, as well as focuses on multimedia business. The company was formerly known as InterActiveCorp and changed its name to IAC/InterActiveCorp in July 2004. IAC/InterActiveCorp was founded in 1986 and is headquartered in New York, New York.
Advisors' Opinion:- [By Rex Crum]
Additionally, Devitt initiated coverage of IAC/InterActive Corp. (IACI) �with an equal weight rating and best-case stock price scenario of $67 a share.
- [By Mani]
IAC InterActive Corp. (NASDAQ:IACI) should see improved margins and revenue from its Match business as subscriber growth could be boosted by favorable secular trends and new monetizing opportunities.
- [By WALLSTCHEATSHEET]
IAC isn�� the most loved company on the street, which is evidenced by that 8.80 percent short position. However, IAC continues to deliver on the top and bottom lines. As long as that remains to be the case, IAC is an OUTPERFORM.
Best Internet Stocks To Own For 2014: eBay Inc.(EBAY)
eBay Inc. provides online platforms, services, and tools to help individuals and merchants in online and mobile commerce and payments in the United States and internationally. Its Marketplaces segment operates ecommerce platform eBay.com; vertical shopping sites, such as StubHub, Fashion, Motors, and Half.com; and classifieds Websites, including Den Bl�Avis, BilBasen, Gumtree, Kijiji, LoQUo, Marktplaats.nl, mobile.de, Alamaula, Rent.com, eBay Anuncios, eBay Kleinanzeigen, and eBay Annunci, as well as provides advertising services. The company?s Payments segment offers payment and settlement services for consumers and merchants on and off eBay Websites and other merchant Websites. This segment operates PayPal, which enables individuals and businesses to send and receive payments online and through mobile devices; Bill Me Later that enables the United States merchants to offer, the United States consumers to obtain, credit at the point of sale for ecommerce and mobile tra nsactions; Zong, which allows users with mobile phones to purchase digital goods and have the transactions charged to their phone bill; and BillSAFE that enables customers pay for purchases upon receipt of an invoice. Its GSI segment offers an ecommerce services suite for enterprise clients that operate in general merchandise categories, including apparel, sporting goods, toys and baby, health and beauty, and home; and marketing services comprising full-service digital agency, enterprise email marketing, mobile advertising, affiliate marketing, advertisement retargeting, and in-depth analytics services. The company also offers X.commerce platform that provides software developers access to the company?s applications programming interfaces to develop functionality for various merchants; and Magento Connect, which allows developers to market and sell add-on functionality and solutions to merchants that use a Magento storefront. eBay Inc. was founded in 1995 and is headquarter ed in San Jose, California.
Advisors' Opinion:- [By WALLSTCHEATSHEET]
Ebay is an established company that has made a name for itself pioneering internet commerce. The company�on Monday rejected activist investor Carl Icahn’s two nominees to its board. The stock has moved higher in recent years, but is currently pulling back. Over the last four quarters, earnings and revenues have been rising, which has left investors pleased. Relative to its peers and sector, eBay has been a relative year-to-date performance leader. Look for Ebay to OUTPERFORM.
- [By Ben Levisohn]
Interesting… so we got negative earnings from [Goldman Sachs (GS), eBay (EBAY), International Business Machines (IBM). And SPX doing very well. You can argue that EBAY does not have broad relevance to market, and that GS is really a quarter to quarter thing, where earnings this quarter tell us little about next quarter (trading), but IBM is a big deal as it is a good measure of spending on IT. So SPX performance very impressive, even though it is driven to some extent by defensives/ rates plays (utilities, telcos etc). This is a good sign. The market wants to go up into year end.
- [By Steve Heller]
By the end of the year, eBay's (NASDAQ: EBAY ) PayPal will be accepted in more than 2 million retailers across the U.S., giving it a unique opportunity to enter the offline-payments business. But before PayPal can become the dominant player it hopes to be, there are a number of challenges it must address. In this video, Fool contributor Steve Heller discusses PayPal's most obvious challenge and how it should overcome it.
Best Internet Stocks To Own For 2014: Yahoo! Inc.(YHOO)
Yahoo! Inc., together with its subsidiaries, operates as a digital media company that delivers personalized digital content and experiences through various devices worldwide. It offers online properties and services to users; and a range of marketing services to businesses. The company?s communications and communities offerings include Yahoo! Mail, Yahoo! Messenger, Yahoo! Groups, Yahoo! Answers, Flickr, and Connected TV, which provide a range of communication and social services to users and small businesses enabling users to organize into groups and share knowledge, common interests, and photos. Its search products comprise Yahoo! Search and Yahoo! Local, available free to users to navigate the Internet and discover content. The company?s marketplaces offerings and services include Yahoo! Shopping, Yahoo! Travel, Yahoo! Real Estate, Yahoo! Autos, and Yahoo! Small Business, which allow users to research specific topics, products, services, or areas of interest by review ing and exchanging information, obtaining contact details, or considering offers from providers of goods, services, or parties with similar interests. Its media offerings comprise Yahoo! Homepage, Yahoo! News, Yahoo! Sports, Yahoo! Finance, My Yahoo!, Yahoo! Toolbar, Yahoo! Entertainment & Lifestyles, Yahoo! Contributor Network, and Yahoo! Pulse, which are designed to engage users with online content and services on the Web. The company also offers marketing services, such as display and search advertising, listing-based services, and commerce-based transactions to advertisers. In addition, it provides software and platform offerings for third-party developers, advertisers, and publishers, such as Yahoo! Developer Network, Yahoo! Open Strategy, Yahoo! Application Platform, Yahoo! Updates, Yahoo! Query Language, and Yahoo! Search BOSS. The company has strategic alliances with Nokia and ABC News, Inc. Yahoo! Inc. was founded in 1994 and is headquartered in Sunnyvale, Californi a.
Advisors' Opinion:- [By MONEYMORNING.COM]
Those following the deal have learned about the huge windfall Yahoo Inc. (Nasdaq: YHOO) is expecting through the Alibaba IPO. Yahoo owns a 24% stake in Alibaba and is expected to sell up to 50% of that stake through the initial public offering. Considering some estimates place Alibaba's value over $150 billion, Yahoo could walk away with an extra $18 billion in cash.
- [By Eric Volkman]
It's a subject fitting for a series of micro-blog entries. Yahoo! (NASDAQ: YHOO ) announced it has finalized its acquisition of leading micro-blog destination Tumblr. Although now completely under the Internet giant's very large wing, the site will remain independently operated and keep its branding, claims Yahoo! Its CEO, David Karp, will stay in his post.
- [By Rick Munarriz]
The stock hit a new all-time high this week, fueling expectations that may be hard to live up to tomorrow. Smaller rival Yahoo! (NASDAQ: YHOO ) posted disappointing growth metrics yesterday. Analysts also see Google growing its earnings per share by less than 7%, possibly questioning if Google is really worth 20 times this year's projected profitability.
Best Internet Stocks To Own For 2014: Google Inc.(GOOG)
Google Inc. maintains an index of Web sites and other online content for users, advertisers, and Google network members and other content providers. It offers AdWords, an auction-based advertising program; AdSense program, which enables Web sites that are part of the Google Network to deliver ads from its AdWords advertisers; Google Display, a display advertising network that comprises the videos, text, images, and other interactive ads; DoubleClick Ad Exchange, a real-time auction marketplace for the trading of display ad space; and YouTube that provides video, interactive, and other ad formats for advertisers. The company also provides Google Mobile that optimizes Google?s applications for mobile devices in browser and downloadable form; and enables advertisers to run search ad campaigns on mobile devices, as well as Google Local that provides local information on the Web; and Google Boost for small businesses to participate in the ads auction. In addition, it offers And roid, an open source mobile software platform; Google Chrome OS, an open source operating system; Google Chrome, a Web browser; Google TV, a platform for the consumers to use the television and the Internet on a single screen; and Google Books platform to discover, search, and consume content from printed books online. Further, the company provides Google Apps, a cloud computing suite of message and collaboration tools, which includes Gmail, Google Docs, Google Calendar, and Google Sites; Google Search Appliance that offers real-time search of business and intranet applications, and public Web sites; Google Site Search, a custom search engine; Google Commerce Search for online retail enterprises; Google Checkout to make online shopping and payments streamlined and secure; Google Maps Application Programming Interface; and Google Earth Enterprise, a firewall software solution for imagery and data visualization. Google Inc. was founded in 1998 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Kiplinger]
Karen Bleier, AFP/Getty Images When it comes to holiday shopping, more and more consumers are heading to their computers rather than the mall. Nearly 52 percent of those surveyed by the National Retail Federation plan to shop online this year, up from 44 percent in 2012. That's a smart move according to the deal experts we consulted, because shopping online can save time and money. The savings hold true even on Black Friday, the day after Thanksgiving when stores have big sales. Most retailers will be offering the same discounts on their websites as in their stores this holiday season, says Rob Gough, president of CouponChad.com and DefinitiveDeals.com. Plus, when you shop online, you have access to several tools that make it easy to compare prices and find the best deals -- without spending money on gas to drive all over town and giving up time with family over the holiday weekend to battle the crowds. Price-comparison sites and tools. It's easy to find out which retailers have the best prices on items on your holiday gift list if you use price-comparison sites such as Amazon.com (AMZN), PriceGrabber.com or Google Shopping (GOOG). When you search for an item on these sites, they produce lists of the retailers offering the product, prices, shipping costs, and seller information and ratings. Or you could download a browser add-on, such as PriceBlink, which can help you find the lowest price when you shop online. When you are viewing a product online, it scans more than 4,000 merchants' sites to determine if any offer that product at a lower price. A toolbar will pop up at the top of your browser alerting you to savings. Karl Quist, president of PriceBlink, says that if you see a merchant offering a product for up to 20 percent less than other retailers, recognize that it's a special deal that you should snap up because it won't last. Coupon codes. When you're comparing prices at several online retailers, be sure to check whether any are offering coupons
- [By Rex Moore]
Google (NASDAQ: GOOG ) is hoping to take the lowly netbook to a whole new level with its high-end Chromebook Pixel.
In this first of a two-part series, Motley Fool analyst Rex Moore takes a look at the Pixel's impressive hardware features. Part two looks at the software aspects, and whether this netbook is worth its lofty price tag.
Best Internet Stocks To Own For 2014: Symantec Corporation(SYMC)
Symantec Corporation provides security, storage, and systems management solutions internationally. The company?s Consumer segment delivers Internet security, PC tune-up, and online backup solutions and services to individual users and home offices. Its Security and Compliance segment provides solutions for endpoint security and management, compliance, messaging management, data loss prevention, encryption, and authentication services to large, medium, and small-sized businesses, as well as offers solutions through its software-as-a-service (SaaS) security offerings. This segment?s products enable customers to secure, provision, and remotely manage their laptops, PCs, mobile devices, and servers. The company?s Storage and Server Management segment provides storage and server management, backup, archiving, and data protection solutions across heterogeneous storage and server platforms, as well as solutions delivered through its SaaS offerings to large, medium, and small-s ized businesses. Symantec?s Services segment offers implementation services and solutions, including consulting, business critical services, education, and managed security services. The company also provides various enterprise support offerings, such as annual maintenance support contracts, including content, upgrades, and technical support. It sells its products through its eCommerce platform, as well as through distributors, direct marketers, Internet-based resellers, system builders, ISPs, and retail locations worldwide. Symantec markets and sells its products through distributors, retailers, direct marketers, Internet-based resellers, original equipment manufacturers, system builders, and Internet service providers; and its e-commerce channels, as well as direct sales force, value-added and large account resellers, and system integrators. The company was founded in 1982 and is headquartered in Mountain View, California.
Advisors' Opinion:- [By Damian Illia]
California-based Symantec Corporation (SYMC) is a company that provides Internet security technology, with a wide range of application and software products of content security solutions and information back-up solutions such as firewall, virtual private network (VPN), virus protection, vulnerability management, intrusion detection and other services, offered to individuals and enterprises. Best known for Norton products which provide antivirus protection, identity protection and online backup, Symantec operates in more than 50 countries, and has recently realigned its business into three divisions: User Productivity & Protection, Information Security and Information Management.
- [By Vanina Egea] and earnings growth (which came in better than expected on the last reported quarter), profit margins and other profitability ratios.
Additionally, I will evaluate which institutional investors bought the stock in the recent quarters (institutional backup can tell a lot about a stock), and the initiatives that the company is putting in motion in order to ameliorate its sales and margins.
Earnings
The first step is analyzing Symantec Corp�� earnings growth. I am looking for companies that are able to expand both their quarterly and annual earnings by more than 15% a year. Last quarter the company generated 13% quarterly EPS growth when compared to the same quarter last year. Thus, I am not encouraged by SYMC�� numbers. Past growth winners (Apple, Baidu, etc.) generated consistent quarterly EPS growth above 15% and I am certainly looking for that level before investing.
In addition, SYMC generated three-year average annual EPS growth of 10%. This is an important metric to follow in growth stocks because it highlights how well the stock grew in the past years. I like to invest in companies that are growing consistently.
Revenue
Let's take a look at SYMC麓s revenue growth. This is a key metric that needs to be analyzed before investing in a company, as it is one of the scarce figures that cannot be modified through accounting tricks and similar dodges.
The company reported a 5% quarterly revenue drop year over year. On the contrary, I look for companies that generate more than 15% in quarterly growth.
When betting on a company, an investor wants to see sales grow or improve over time ���nd not just in the last reported quarter. Looking at the company�� financials in comparison to previous years will give participants a much better idea of how well a company is doing. Symantec Corp generated a three-year average annual sales growth rate of 4%.
A New Strategic Plan
Accepting the problems in its
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