Ryan

http://freundinvesting.com
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57 Comments

    • Wed Apr 23rd 06:30 AM | Rating: 0 0
      Commented on:
      Libor Jump Means More Pain for Financials
      I'm with ya Walt. They are on life support from the Fed and preferred offerings. Earnings will decline dramatically and eventually the market will value these companies much lower.
      View article »
    • Tue Apr 22nd 13:03 PM | Rating: 0 0
      Commented on:
      Libor Jump Means More Pain for Financials
      You're wrong. Short selling kills bad companies quickly.
      View article »
    • Thu Apr 17th 16:52 PM | Rating: 0 0
      Commented on:
      Earnings Preview: Will Google Perform?
      Oops, it was in the Wall Street Journal today. If you can get your hands on one...
      View article »
    • Thu Apr 17th 16:50 PM | Rating: 0 0
      Commented on:
      Earnings Preview: Will Google Perform?
      Wrong link... will find the one I meant to link.
      View article »
    • Thu Apr 17th 16:50 PM | Rating: 0 0
      Commented on:
      Earnings Preview: Will Google Perform?
      I never said people are stopping clicking. I said that competition is heating up and the money made with AdSense is pathetic. This is what I'm seeing: biz.yahoo.com/ap/08041...

      I just moved 1/4 of my advertisements to a different ad network, from Google. I maintain that Google will face increased pressure and is too richly valued at $510 (or even $450). My opinion, but then again I often disagree with Wall Street.

      Degu, congrats on the $100k.
      View article »
    • Thu Apr 17th 16:29 PM | Rating: 0 0
      Commented on:
      Earnings Preview: Will Google Perform?
      Global, as I've said many times now, I have no stake in Google, short or otherwise. Seeking Alpha is a place where people share their views, deal with it.
      View article »
    • Wed Apr 16th 10:51 AM | Rating: 0 0
      Commented on:
      Earnings Preview: Will Google Perform?
      Degu,

      I also rely on adsense. I understand that many individuals and businesses rely on adsense. What I'm seeing, though, is an exodus to other advertising venues. Time will prove me right.

      As for reducing false positives - I know they're succeeding at doing that, but that certainly isn't the only reason behind their reduced paid clicks. Something like 28% growth in Q4, now we just learned it's 2% growth in Q1 08? That's horrendous. And it's not just the reduction in false positives.

      I don't have any vested interest in Google. I call it like I see it, and we will see what happens.

      Good luck to everyone.
      View article »
    • Tue Apr 15th 23:16 PM | Rating: 0 0
      Commented on:
      Earnings Preview: Will Google Perform?
      Misterdan, my company is not taking advertising away from Google. I do not compete with them at all. In fact, I use their service. That's my point. The ad revenue generated from AdSense is pathetic and many other options exist for generating better advertising revenue.

      Freakyguy666, online marketing technology is a rapidly growing space with many competitors lining up to take a piece of the pie. Many many options are available to website owners (such as me) and Google is rapidly becoming a second choice play. Furthermore, a forward P/E means nothing, as does the 30% growth rate. Both of those are guesses, and analysts themselves say that it's nearly impossible to know what Google will report. Basing advice on that is not a good bet.

      Globalmacro, while its true the market is pricing in a tough quarter, I'm simply saying I think it will be worse than expected, hence worse than what is priced in.

      I am merely stating my observations, both as a Google customer and as a value investor. Take it with a grain of salt and do your own DD.
      View article »
    • Fri Apr 11th 14:15 PM | Rating: 0 0
      Commented on:
      35 Stocks That Ben Graham Would Like Here
      User 164820 - I agree 100% and that's why this isn't a list of buys, rather a list of companies to research further. Perhaps I'll try to add EPS accuracy to the screener.

      Thanks for the feedback!

      Ryan
      View article »
    • Wed Apr 9th 19:19 PM | Rating: 0 0
      Commented on:
      35 Stocks That Ben Graham Would Like Here
      I would do the same, Metal27. FMD is not a good play right now, unless, of course, you like gambling.
      View article »
    • Wed Apr 9th 18:55 PM | Rating: 0 0
      Commented on:
      Credit Crunch Catch-22
      I did come around, and I'm glad I did. Their problems are far larger than I thought possible.
      View article »
    • Mon Mar 31st 17:33 PM | Rating: 0 0
      Commented on:
      A Look at Bank and Broker Default Risk
      What was Bear Stearns at before it was bought by JPM?
      View article »
    • Mon Mar 24th 23:36 PM | Rating: 0 0
      Commented on:
      Aircastle Looks Ready for a Bounce
      AYR will now continue its upward movement. This was the bad news everyone was waiting for. They slashed the dividend to accumulate capital in order to fund future purchases rather than relying on the unreliable banking industry.
      View article »
    • Sun Mar 23rd 20:07 PM | Rating: 0 0
      Commented on:
      Thoughts on the Bear Stearns/JPMorgan Deal
      If they're worth more than 0, which I also tend to believe, it doesn't change the fact that JP Morgan values Bear Stearns far below what it once was worth. That's a fact. Put aside what everyone tells you in the media, and that fact is what you're left with.

      JP Morgan can value things far better than we can.
      View article »
    • Tue Mar 18th 22:23 PM | Rating: 0 0
      Commented on:
      The Deal of the Year: JP Morgan Buys Bear Stearns
      Waking up - Just watched that movie and thought the same thing.

      Time to buy JPM I guess, right?
      View article »
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