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Marketwatch had a good article comparing the stock prices and ratios of Google versus Yahoo. Their conclusion: Google is undervalued. It's hard to argue with this conclusion. In general, Google appears undervalued compared to many of... Read →

The conventional wisdom says that inflation is very bad. It makes everything we buy more expensive and decreases the value of our currency. But there are times when inflation is good for you.

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I decided today to sell my stake in China Mobile. I've done very well with the stock, having bought it near its five year low in 2003. But I've decided not to be greedy and get out while the getting out is good. Here's... Read →

Today's payroll and unemployment numbers are being interpreted to mean that the economy is not going in to a recession and that the Fed will not need to cut interest rates further. The dollar is strengthening, interest rates are rising and, the stock market is going up. Yes, the stock market is going up. I'm very pleased to me making money and very pleased that our economy is strong, but something just isn't coming together here. Isn't this the same market that has rallied since the Fed's last move on the expectation that the Fed will need to reduce rates drastically to stimulate the economy and to ward off a recession? Wasn't the market moving higher on expectations for further move? Wasn't everyone saying don't fight the Fed? This is the kind of hypocritical herd behavior that makes no sense. While it works in a rising market, it will drive you mad in a falling environment.

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The Recording Industry of America successfully sued Jannie Thomas, a file sharer who is now facing a $222,000 fine for her downloading and sharing activity. But is this the way to grow the music business? In the music industry's eyes... Read →

Gold has continued to go up over the last couple of months and now sits as at close to a 10 year high. Will it continue to go up? I believe so and here is why:

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Halo 3 has racked up nearly $300 Million in sales in its first week and is a huge hit for Microsoft. But the success has hardly moved Microsoft's stock. Over the last five years, the company's stock has been flat. Video games... Read →

The index dropped 10 basis points over the last week according to the BestCashCow savings rate index. Banks are lowering their high yield savings account rates.

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Yesterday, I wrote an article about BRK-B and FXI each being great investments. Today, I will make the case as to why this duo can and will make you very rich in the short term -- and this is not a sales pitch or anything of the kind. I... Read →

Countrywide's latest campaign demonstrates the company's true colors.

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Here are some simple lessons that investors in technology stocks have learned over the last 5 years. I believe that these lessons are so obvious and I am surprised that I just don't see them spelled out clearly so I am doing it here. Now, I don't know if the cycle is reaching its end, but I am sticking to these principles.

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If one built a portfolio of only FXI and BRK-B, one could accumulate a fortune in a very short time. Both have risks, but the upside -- absolutely proven from their short and longer track records -- is enormous. Together, they are still more powerful and together they balance off the risk in each. It is almost too sweet an opportunity -- huge upside and very low risk when owned together.

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Henry Blodget is calling for Google to go to $2000 a share.

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