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Compared with Microsoft, Google (GOOG -1.6%) is getting off lightly for its June quarter miss,...

Compared with Microsoft, Google (GOOG -1.6%) is getting off lightly for its June quarter miss, as the sell-side argues the shortfall stems from near-term transitions - improving mobile monetization/conversions with the help of Enhanced Campaigns, enforcing stricter ad network policies - rather than long-term problems. "We've seen this before, and we're not concerned," says Jefferies (Buy) about the ad network slowdown." BMO (Market Perform) points out Enhanced Campaigns are lifting click-through rates and ROIs, particularly for "large chain businesses" such as retailers and restaurant chains. VCLK -4.1%. (Q2: I, II, III) (transcript)
Comments (2)
  • BMoney007
    , contributor
    Comments (25) | Send Message
     
    I'm not surprised at all. Google is the golden child right now who can do no wrong, while Microsoft is treated like a red headed stepchild and Apple is that middle child starving for attention!
    19 Jul 2013, 06:18 PM Reply Like
  • gmmpa
    , contributor
    Comments (466) | Send Message
     
    I only wish stocks were like children. Investing would be a lot easier!

     

    Microsoft needs a serious management change. It is long over due. Bollmer should go. He has no vision. The board should look for someone with more hair not necessarily on his head.

     

    Google is adjusting its business model to leverage changes from personal computers to tablets and smartphones. It is changing its pricing structure to accommodate the use of smartphones. It is also trying to make the transition from a pure software company to one that is more of a product developer. I am on board with this move. I am hopefully they will be able to execute the transition without major pain for the stockholders. This will take a long term then one quarter.

     

    Apple is a great company with a good management even with the loss of the genius of Steve Jobs. They need to introduce some new products this November to show investors that there is still a product pipeline at the company. Regardless most of their earnings are in emerging markets that are huge and growing quickly. They are both generating and sitting on large amounts of cash and are buying back their own stock. They even pay a 2.8% dividend. I believe the bottom is in on Apple stock right here. I believe it is now the best tech value with the most short term upside.

     

    I am long both Google and Apple. I have not owned Microsoft for 15 years and have not been wrong and am not sorry. There are better places to put my money to work.
    20 Jul 2013, 12:39 AM Reply Like
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