$GOOG going down the TUBE
What I see is plenty, the time I have is limited. Google currently bought Motorola which was the stupidest acquisition to date although in the future it could prove supplementary but as of now it'll be more of a backdated loss. They basically have to grow Motorola enough to cover the operating expenses of doing this deal topped with the challenges going forward of maintaining it.
Google also trades at a premium to its market peers of large cap companies like $AAPL and $MSFT. In the 2 year bull run we've had from the 2009 lows has proven itself through earnings and net income. There was a magical trend that no one could have seen and that was the android market. Had it not been for such a market GOOG 's earnings would have been stagnant in relative terms to physical desktops and laptops.
The problem is people don't see the world in terms of stop, go and wait in terms of investing. They choose to ignore such easy investment decision making ideas for short term riches by over-leveraging and calling themselves pro traders. The game is funny from afar.
In my opinion the best way to play $GOOG going forward would be in a 3 tier basis as always. But this time instead of loading up your 1st tier in $GOOG today, it would be smarter to buy half of your first tier in stock prior to earnings, and the other half of your first tier in put options. If Googles earnings gap the stock higher by $40 or $50 bucks then it would be prudent to load up your first tier and half of your 2nd. This will give you a safety for margin if the move ends up ripping through all time highs which is where I would bet Late 2007 longs are salivating to sell which is where I would love to join them.
I'm sorry I couldn't get to all the reasons why $GOOG is headed lower over the medium term but time will reveal all. Good luck
This was written in an urgent manner, sorry for any errors.
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