Budget Man

The Four Best-Capitalized Internet Companies

Those companies look great. I think the one question to ask is how those sites get their traffic. I would worry that Ehealthinsurance, a site that many consumers would only use once in awhile, would be too reliant on search engines to drive their traffic.

On the other hand, TheStreet.com probably gets mostly repeat visitors, and it seems like a great buying opportunity.

Can Google Keep Dodging Bullets?

Wall Street is too obsessed with Google's near term earnings. What seems to be ignored is that the Internet is growing incredibly fast and that the leader of the Internet is Google. As more people turn to the Internet instead of the phone book, Google will rake in more cash.

Additionally, Google's technology is superior and they can use this to expand into other markets such as mobile, mp3, etc. The sky is the limit.

YouTube's Big TV Play and Advertising Future

Offering quality content will be great for YouTube.

However, I don't see the click thru rates being anywhere near traditional search ads because people are looking for a video, not a product or information. I think ads on YouTube would be similar to Google's content network. A good source of revenue, just not as good as traditional search.

How Low Can Google Go?

I just picked up Google at about $325 on Friday. So many investors are worried about the near term instead of Google's long term earning potential. For many, Google is the starting point to the Internet. As they expand into other areas and find effective monetization methods their earnings will skyrocket.

Starbucks Slowdown: Tough Times No Time For a Venti

I would expect SBUX to fall even more as $4 lattes are essentially a luxury, and would expect their earnings to suffer through an economic downturn. Plus, they're reaching saturation in many markets.