NOVEMBER 21, 2008 (Dow 8046, up 494) - Would lighten up next week if the rally continues. Stocks will continue to be sold simply because as an asset class they are easiest to sell to meet obligations, like redemptions. Would not short the coals down here.
is one of the new internet leaders - is #1 co in migrating advertisers to a Cost Per Action (CPA) model on the internet - is #2 advertising grower to GOOG - stock is cheap trading at 20x next year's earnings - has big buyback program - bought back 6.9% of shares - still buying own stock hand over fist
awful qtr - don't have arms around it yet - could see 18 before it bottoms
21.01
+26.41%
10/04/07
think it will get bought - triple buy
24.19
+45.55%
10/08/07
expect co is next to get bought in sector - MSFT bought AQNT at an 85% premium - GOOG is tryuing to buy Doubleclick - think MSFT is a likely suiter based on CEO Ballmer's recent comments that they are seeking another deal - also, the CEO of AQNT was trying to merge with VCLK before the MSFT takeover - YHOO could also be interested in order to stay competitive - based on the other deals VCLK could be worth 34-59 to an acquirer - good fundamentals provide a cushion if there is no deal - triple buy
25.52
+53.55%
10/16/07
would back up the truck after weakness - the place to be
24.55
+47.71%
10/26/07
back up the truck below 25 - might get in play
25.66
+54.39%
10/30/07
will be bought by year end
26.27
+58.06%
11/13/07
still like it - will be bought
21.92
+31.89%
02/04/08
a logical takeover candidate
23.06
+38.75%
09/04/08
can't touch it after Yahoo (YHOO) took a dive against Microsoft (MSFT)
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