Wednesday, March 18, 2009

Where To Invest Now

If you have to choose to invest in Yahoo!, Microsoft or Google the choice should be clear:
  1. There is absolutely no reason to invest in Yahoo! currently. They are loosing on the search battlefield and don't really have any other drivers for growth in the near term
  2. Microsoft still generates a lot of cash but the threat from free online software like Google Docs is a real threat and in the search area they are still loosing to Google
  3. Google is in my view the only attractive investment of the three in the current situation. However, is it even attractive to buy in the current market with the uncertainties around the world? That is an individual choice and up to yourself

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