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  Opening Segment #1:
All About Google, Amazon and Netflix
  Thursday, December 4, 2014
 
 

 

   
 

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Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name

GOOGL*

542.58

Google, Inc. Class A (GOOGL*)

AMZN

316.93

Amazon.com (AMZN)

NFLX

350.60

Netflix, Inc. (NFLX)

 
 

   Jim's Quotes from this segment:  

Jim:
          
Today took me by surprise. In fact, I was taken aback... taken aback to see something that hasn't happened lately despite the market's endless rallies. You know what was so astonishing? It was like a bell that went off!

It was the stock of Google...

It actually went higher. Yeah, on a day when the Dow dropped 12 points, Google managed to jump $5. I almost did a double take, if not a spit take. Do you know that in this rip-snorting bull market of a year, where the averages are up double digits, Google's actually down? That's right, it's off 3%. It's been a dog. And Google's not alone.

Amazon, down 21%. Netflix, off 5%. Now, these were among the most popular stocks for growth-oriented investors just a year ago. What is going on with these faves? How could the ardor for these stocks have cooled so quickly? One word: competition. More specifically, several kinds of competition. There's the competition to the business and the competition to the stock. And both have been hurting these names for some time in one form or another. And they're not talked about enough. A lot of you own these stocks and you're sitting there trying to figure out what the heck has gone on? You've come to the right place.

Now there's another element to the equation. These days, investors are drawn much more to the inexpensive tech stocks, like the component makers, Skyworks, Avago... two that leaped today... or the disk drives and flash companies that keep getting recommended by Wall Street. Or the semiconductor equipment plays, the KLA Tencors and the Lambs. They still love Apple, despite its massive market cap because in reality it's ridiculously cheap on earnings versus the average stock in the S&P 500, let alone Google, Amazon or Netflix. But if you back out the cash in Google, it's not that expensive.

This market respects companies that are doing more with less. It respects companies that are firing, not hiring, while still selling more product, and bringing more revenue down to the bottom line, and perhaps returning more of that money to shareholders. None of that reminds me of Google, Amazon or Netflix. That said, I have to say that, of these three stocks, I suspect that Google's sick and tired of being in stock purgatory, and I think it's the most likely to deliver a quarter that has some semblance of what Wall Street wants to see when it reports at the end of January. That's why MCTrustZzzz hangs onto it.

But the bottom line on Amazon and Netflix...

▼   ▼   ▼   ▼   ▼

They don't seem to care about profits at all. And in the supermarket of stocks, that means they can't keep up with the competition, which is why I just can't be crazy about those two stocks. Hey, I've got an idea. Wake me when management cares about what investors want these days. Until then, I'm not interested.

 

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[end of segment]

Read Jim's next Segment here  

 

Note:   Pertaining to these stock recommendations & any other, Jim Cramer recommends that we do our homework before investing.   We've provided a free workbook at this StockHomework101 site for this,   here >>

 

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[end of segment]

*Note:  An asterisk next to a stock indicates that Jim owns it currently for his charitable trust.  If you are interested in a particular stock, Jim Cramer recommends that you always do the homework on each stock, and that you wait at least one trading week after his show recommendation to evaluate whether it is a good stock trade or investment for you. 

Market Results today:

Dow:  - 13

Nasdaq:  - 5

S&P 500:  - 2

 

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