Tag Archives: Analysts

Do you trust Goldman? Is it good for Facebook to be involved?

This morning I had a real interesting conversation. A friend called me and wanted to talk about his portfolio. While we were doing so, he came up with a few new companies he wanted to take a look at. When he mentioned them, I thought yes, those might be good choices for an investment. While talking, he brought up something I have heard before, but didn’t really took too serious. He stated, “there is too much Goldman opinion in the analyst’s view”. I asked, what he means by that and the answer is, while not entirely new, kinda interesting: “If Goldman comes up with an Analyst opinion or recommendation, you must do the opposite or stay away”. Continue reading

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Analyst speculation at its best – Google is still a cash cow.

Motorola deal sparks worries over Google cash – MarketWatch
What is the analyst profession about to do? Google is one of the biggest cash cows in corporate America and that fact alone is not quite popular with everyone. A lot of people would love to see dividend rather than investment. The Motorola deal will not change anything about that fact. What should one do with that kind of cash. Investments, smart investments like this one are the best use of the resources.

Everyone agrees on the deal. A different financing wouldn’t change anything on the fact that Google now inherits 39,000 people and other expenses on the side. If the deal is so agreeable, this is the way to finance it, no question.