May 16, 2012

THE BEST CHINA PLAY: APPLE, GOOGLE OR FACEBOOK?

It is not an exaggeration to say that all roads of growth lead to or through China. The obvious question for some of today’s most popular growth stocks is, “Out of Apple, Google, and Facebook, which company will do better in China?”

The Facebook (FB) IPO is upon us Friday, and the last Apple (AAPL) earnings conference call was remarkable in its description of astounding growth in China. Google (GOOG) is the main competitor of Apple in mobile operating systems, and commentary on valuation of Google vs. Facebook has become quite popular.

The biggest mistake I have seen gurus make in analyzing such a question is not fully comprehending that China is very different from America or Europe. … Please click here or the title below to read more.

May 16, 2012

3 WAYS TO PLAY FACEBOOK

In my 30 years in the markets, Facebook FB is one of the most anticipated Initial Public Offerings (IPO) I have seen. The stock will start trading on Friday if it gets all approvals.

Here is a game plan investors may consider.

Back up the truck and buy in the IPO

For some time now I have been advocating that investors should back up the truck and buy all the shares they can get in the IPO. For those who are able to get shares in the IPO, buying Facebook with both hands is a no-brainer proposition. Demand is simply far higher than the supply.… Please click here or the title below to read more.

May 16, 2012