Tag Archives: Google

Announcing the Popular Logistics Virtual Portfolio in Information Technology

Hot on the heels of the December 21, 2012 launch of the Popular Logistics Virtual Portfolio in Sustainable Energy, here, up 22.36%, I am announcing the launch of the Popular Logistics Virtual Portfolio in Information Technology. Roughly $1.0 million in Apple, Google, HP, IBM, Intel, Microsoft, and Oracle.(Their investor relations pages are Apple, Google, HP, IBM, Intel, Microsoft, and Oracle.)

Tech Virtual Portfolio
Item	Stock	Price	Shares	Total
1	Apple	$446	2,242	$1,000,000
2	Google	$795	1,258	$1,000,000
3	HP	$17	59,559	$1,000,000
4	IBM	$198	5,051	$1,000,000
5	Intel	$20	50,000	$1,000,000
6	Microsoft	$27	37,037	$1,000,000
7	Oracle	$24	41,667	$1,000,000
	total			$7,000,000
Table 1. Acquisitions, Start of Business, 2/22/13

Generally speaking, here’s what I expect:

Apple, IBM: I expect to significantly outperform the Dow Jones and S&P 500.
Google: I expect to perform in line with the Dow Jones and S&P.
HP: An investment in HP is speculative. Whitman may turn the company around. The stock might wildly outperform the Dow & the S&P. As Gerstner might say, however, it’s hard to teach an elephant to dance. The stock may plummet.
Intel, Oracle, I don’t know enough to have an expectation.
Microsoft may become a leading indicator of the economy. Thus, if the S&P does well, Microsoft may do better.

These are in table 2, below

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Apple at $665 per share – or $705 – or $1077

Apple, if it can be compared to Google, IBM, Intel, Microsoft, and Oracle, should be priced at 665 per share. This analysis is simply based on Stock Price, Earnings per Share (EPS) and the Price Earnings ratio. or P/E. The average P/E of these companies is 15.08. If Apple’s stock was 15.08 times earnings, it would be 665. If you take Apple out of the mix, the average P/E becomes 16.01. At 16.01 times earnings, Apple’s stock price would be 705. And if priced like Google, $1077. Continue reading →

Apple: Worms Eating the Core or Golden?

Apple stock closed on October 9, 2012 at $635. While up $247, or 64%, for the year, the stock price has dropped 70 points, 10%, from the peak of $705 reached on Sept. 21, 2012. Where will it go next? What caused this 10% drop? And what about Amazon, Google, Microsoft, & Research in Motion?

Here’s what I think:

Apple (AAPL) will announce earnings on October 25, 2012. I expect $46.79 to $48.9 per share on an annualized basis, up 10 to 15% from the current $42.54 per share.
Apple’s share price will increase back to $700, and then to $750 by year-end, 2012.
Amazon (AMZN), Google (GOOG) and Microsoft (MSFT) will be stable thru to year-end, 2012.
Research In Motion (RIMM) will be acquired by June 2013.

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Facebook IPO: The Sound of Bubbles Popping

Soap Bubble, by Irfan Mirza

Facebook went public on Friday, May 18, 2012. Trading for FB opened at $42.025 per share, giving the company a market capitalization of $72.76 Billion. However, Facebook closed it’s first day as a publicly traded stock down 9.3% at $38.105 per share. On it’s second day, Monday, May 21, it opened at $36.53 per share and closed at $34.03 per share, dropping another 6.8%, and 19% from the opening price. It’s sliding is raising eyebrows in the financial media (Business Week, Chicago Tribune, Reuters).

Bubble Pop, by Richard Heeks

But the question may be less “Why is Facebook’s stock price dropping?” or “Who’s to blame?” than “What should be it’s price?“

GMO‘s Jeremy Grantham talks about “Reversion to the Mean.” The mean, however, for a stock with 2 days of history is not statistically meaningful. So I compared it to Apple, Google, IBM, Microsoft, and Oracle, pulling data off of the Internet at Finance.Google.Com after the close of trading on Monday, May 21, 2012.

(Image Links: Soap Bubble & Bubble Pop)

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Apple, Google, IBM – the way forward

Apple HQ, Cupertino, California

Back in 1965, IBM CEO Thomas J. Watson, Jr, wrote, in IBM’s Basic Beliefs & Principles,

“We accept our responsibilities as a corporate citizen in community, national, and world affairs; we serve our interests best when we serve the public interest…. We want to be at the forefront of those companies which are working to make the world a better place.”

Today, IBM says “Sustainability is no longer an option. Sustainability is an imperative.” IBM is focused on making data centers and supply chains more efficient, and providing their customers with tools to become less unsustainable (IBM green blog). The European Commission awarded IBM for energy efficiency at 27 data centers (IBM Press Release).

However, it looks to me that Google and Apple are one or two steps ahead of IBM. Google has invested $915 Million in solar arrays, which should be 1.0 to 1.5 MW. Apple is putting a 5MW solar array on the roof of it’s headquarters in Cupertino, pictured above, and described here on Treehugger and here on 9to5mac. Apple is also using solar and biofuel to power it’s new data center in South Carolina (article in Renewable Energy World). Essentially:

A 100-acre, 20 megawatt (MW) solar array, supplying 42 million kWh of energy each year.
A 5 MW biogas system to come online later this year, providing another 40 million kWh of 24×7 baseload renewable energy annually. Apple claims this will be the largest non-utility-owned fuel cell installation in the US.
Combined, that’s 82 million kWh/year of onsite renewable energy generation at the facility.

For more details, see the 2012 Apple Facilities Report.

Apple’s building may be a derivative design of the Widex headquarters, in Allerød, Denmark, described on Widex home page, here. The Widex building is a ring that surrounds a large atrium courtyard to be planted with grass, flowers and trees and is according to Widex,”designed to be both pleasant to look at and be in…. and environmentally friendly

Heat for the building will be supplied by a geothermal system, where groundwater is used like a heat reservoir; excess heat in summer can be stored and used when needed during winter. Our ambition is to reduce energy consumption by 75 percent compared to traditional technology.

Apple, Google, and IBM report high profits. Their stock prices are also high, perhaps demonstrating the correlation between doing well and doing good.

Google announces Biggest OffShore Wind Project

Schematic Map of Atlantic Wind Connection

Google is putting its money where its mouth is. Back in early September, 2008, Google’s CEO Eric Schmidt said, “We have a total failure of political leadership, at least in the U. S., and perhaps the world.” He then called for 100% of U. S. power to come from green energy in 20 years – with 500,000 wind energy jobs. (See “Google’s Eric Schmidt Details Energy Plan, Chides Lack of Leadership,” by By Katie Fehrenbacher, Sep. 9, 2008, on Gigacom.) Schmidt combined Al Gore’s call for 100% clean electricity in 10 years with Intel CEO Andy Grove’s call for millions of plug-in hybrid cars. (I would like to add that they should be plug-in hybrid biofuel, with the fuel coming from sewage and factory farm waste, not food crops.)

Recently, 10/12/10, Erick Schonfeld at GreenTech (onTechCrunch) wrote Google Backs Biggest U.S. Offshore Wind Project:

“Using its cash to kickstart renewable energy businesses, Google is now backing the largest U.S. offshore wind farm project to date. The Atlantic Wind Connection is a proposed string of offshore wind turbines that will stretch 350 miles off the Atlantic coast from Virginia to New Jersey. Once completed, the project will produce 6,000 megawatts of power, which is equivalent to 60 percent of all the wind power built in the U.S. last year. The wind project will serve nearly 2 million homes. Continue reading →

Google says e-mail traffic down in Iran

“Whenever we encounter blocks in our services we try to resolve them as quickly as possible because we strongly believe that people everywhere should have the ability to communicate freely online,” Google said in its statement about Iran. “Sadly, sometimes it is not within our control.”

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According to Cecilia Kang of the Washington Post’s Tech Blog, Ryan Flinn of Bloomberg in Business Week, and in the LA Times, Google has reported that e-mail traffic is down in Iran, after an Iranian government announcement that it would suspend Google and force citizens to use a government e-mail service.

Google said it has seen a sharp drop in traffic among Iranian users of Gmail, and confirmed that users there say they are having trouble accessing their e-mail accounts.

The company’s statement comes after a report by Christopher Rhoads, Chip Cummins, and Jessica Vascellaro in The Wall Street Journal that the Iranian government said it put a “permanent suspension of Google’s email services.”

The nation’s telecommunications agency said that instead, it would soon roll out its own e-mail service for Iranian citizens, accoridng to the Journal. Iranian leaders have issued stern warnings to citizens against participating in protests Thursday, the day marking the establishment of the Islamic Republic there.

Google drew international attention earlier this year when it announced that it may withdraw from China because of that nation’s censorship practices. The State Department has supported the company’s move and Secretary of State Hillary Rodham Clinton included the firm’s experiences in China among the reasons to push for Internet freedom as part of the U.S. government’s diplomatic agenda.

Google says email traffic down in Iran

Google v China, and Baidu v Iran

Google announced that it believes that China is responsible for cyber attacks on Google China. Google is now unwilling to censor search results in China (The Guardian).

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Google China. by Phillipe Lopez/AFP/Getty Images.

Secretary of State Hillary Clinton, about to begin a tour of Asia, said “We have been briefed by Google on these allegations, which raise very serious concerns and questions. We look to the Chinese government for an explanation.” (The Guardian / NY Times).On their blog (here), in a post entitled “A New Approach to China” Google said:

“In mid-December, we detected a highly sophisticated and targeted attack on our corporate infrastructure originating from China that resulted in the theft of intellectual property from Google.” Continue reading →