GOOG & DIS - buy or fly?

Comments

• tacheman Posts: 212 Jr Portfolio Manager

  March 2013

  As the company that owns Stark Industries, SHIELD, Oscorp, not to mention the fricking death star itself, I'd rate it a buy.

  

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• policedog Posts: 271 Jr Portfolio Manager

  March 2013

  Never thought of buying DIS - good call.

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• Maroon5 LA, USPosts: 203 Jr Portfolio Manager

  March 2013

  I don't understand GOOG (or tech) enough to comment! But DIS sounds like a good buy, strong brand

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• Sophie Posts: 2,036 Sr Partner

  March 2013

  surely we need to look at some numbers here in the analysis?

  

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• tacheman Posts: 212 Jr Portfolio Manager

  March 2013

  Numbers are irrelevant when your employee roster includes THE HULK.

  

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• christine On the movePosts: 632 Sr Portfolio Manager

  March 2013

  GOOG and DIS are just so far removed from financial analysis that it's not easy to predict its trajectory (is it ever easy?). GOOG never reveals it's long term strategy, and DIS monetization isn't clear to me...

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• Reena Posts: 227 Jr Portfolio Manager

  March 2013

  Nah, its all about cashflow. The problem lies in estimating the future ones, especially for such fast moving ones!

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• Dan Posts: 91 Sr Associate

  March 2013

  At my firm we issue a recommendation on GOOG like 6 months ago, and still going strong. DIS we recommended it about 3 months ago, a lot of good stuff in their numbers and future.

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• policedog Posts: 271 Jr Portfolio Manager

  March 2013

  Breaking through the $1000 barrier? http://www.cnbc.com/id/100537856

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• hairyfairy ZAPosts: 528 Sr Portfolio Manager

  March 2013

  Just added a bit of GOOG to my portfolio today...

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• fabian Posts: 301 Jr Portfolio Manager

  March 2013

  I'm long GOOG as well.... since $586 a share

  

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• tacheman Posts: 212 Jr Portfolio Manager

  March 2013

  On a serious note, DIS's lineup of movies look very strong this year, but movie revenues take a loooooong time to register in share price for some reason.

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• hairyfairy ZAPosts: 528 Sr Portfolio Manager

  March 2013

  GOOG down about $7-8 since Tuesday due to Andy Rubin stepping down... opportunities abound

  

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