FinancialSkeptic's Blog

Climbing The Wall of Worry

Google Has No More Good Ideas. Investing in Car Loans is Not Path To Global Domination $GOOG

Google 貼牌冰箱(Google Refrigerator)

Google 貼牌冰箱(Google Refrigerator) (Photo credit: Aray Chen)

Google (Nasdaq:GOOG) announced that they are now buying securitized bonds of car loans. Trying to get more yield on cash is noble. The step out on the risk curve is ridiculous. Google investors have no interest in securitized car loan debt. I know the default rate has much improved but that should not be the deciding factor.

Google you are a tech company not a financial institution. what you have here is a classic supply chain problem. Too much cash and no clear market opportunities. That is the poker tell for Google. They do not have enough good idea’s in the technology space.

The cash positions are becoming so large small incremental yields will start to be factors in EPS.

Google you have to giddy up.

George Gutowski writes from a caveat emptor perspective.

August 7, 2012 Posted by | Behavioural Investing, Black Swans, Board of Directors, caveat emptor, Caveat Emptor Perspective, Dividend Income, Free Cash Flow, Investments, Share Buy Back, Social Media, Stocks, Value Investing, Wall of Worry | , | Comments Off

Google Algorithmic Confusion $GOOG #searchengines #SEO

Image representing Google as depicted in Crunc...

Image via CrunchBase

Google (NASDAQ:GOOG) what am I going to do about you. WordPress just sent me a notice that I have published 275 posts in the past year. Yeah for me. But when you search Financial Skeptic on Google they still give the old Bloglines posts a higher rank. Have not used them for over a year. I post stock market comments exclusively. The older the comment the less relevant it is. But Google keeps pointing in the wrong direction. I must be the only one because if you keep this up someone else will clean your clock in the search industry.

Disclosure: George Gutowski writes from a caveat emptor perspective. I hold no positions in stocks mentioned in this post. I have no plans to initiate new positions within the next 72 hours. Yes I am deeply suspicious about Google’s secret algorithms. That’s Algo’s for the techies.

July 27, 2011 Posted by | Disclosure, Earnings Forecasts & Guidance, Investments, Investor Relations, Shareholder Activist, Shareholder Litigation, Stocks | , , , , , , | Comments Off

   

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