Thursday, September 17, 2009

Still hard to pick

Y=Yonghwan
X=My best friend working for a stock company in Korea

(Summarized & translated MSN messages)

Y: I am considering to buy some stocks which are media-related companies. Give me suggestions!
X: There's a sort of the order to take considerations such as law and regulation, trends... %$*^$^% (can not remember)
Y: I have no idea about law and regulations.
X: This is your own money? Why don't you invest that money to me....
Y: That's not real, it's for my class, which.........
X: Sorry, I am busy now... stock market right now....
Y: Ok, man, see you later.

Ill take 3 companies:

1. NHN, which is the first-ranked search engine in Korea.

Here is what this company about:


http://en.wikipedia.org/wiki/NHN


http://www.naver.com/


Noticeable feature: Knowledge Search


Reason I picked: Irrational, Word of mouth: route from people who working for this company that I have known (e.g., invest on Research and new products), Perceived value of the company.


Supporting data (in growth):

http://finance.yahoo.com/echarts?s=035420.KS#chart1:symbol=035420.ks;range=1y;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=off;source=undefined


2. NYT

To see if how they goes in media market.


3. Google Inc. (GOOG)


Reason I picked: most frequently appeared in news coverage: for example, about releasing new products, which may positively affect their stock value.


Heres some links:

http://bits.blogs.nytimes.com/2009/09/16/google-buys-service-that-uses-humans-to-digitize-books/?ref=technology


http://seekingalpha.com/article/161999-google-eyes-10-market-share-for-chrome-mac-version-on-the-way?source=yahoo


It is on the way of growing:

http://markets.on.nytimes.com/research/stocks/tools/analysis_tools.asp?symbol=GOOG


Questions:

- How to split my budget: e.g., show us how to calculate.


- Is Acer, which is one of companies I am interested in (as the fourth company), media company? (Noticing increasing market size especially in Netbook, LCD monitor, etc.


About Acer:

http://en.wikipedia.org/wiki/Acer_Inc.




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