The assets created by internet companies often don't find a place on a balance sheet leading to lower book value of equity. This leads to higher price to book value ratio for internet companies, which could lead to missing out on some good investments if seen in isolation.
BlackBerry is slated to report Q3 2015 earnings before the bell on Friday, December 19th. On the back of strong Passport, analyst expect BlackBerry to report an EPS of -$0.05 on a revenue of $937.41 million. The company needs to report a strong performance if it desires to convince investors about its turnaround possibility.
Google's CPC rates stabilized in Q3, and are likely to improve in Q4, with ad-spends increasing in the holiday season. Google's strategic initiatives, like providing tools to create better looking ads, and focus on fraud prevention will add value to advertisers. With transactions of premium ads on Google's RTB growing at a fast pace, all factors combined could drive Google ad revenue growth and thereby boost Google's overall revenue growth.
Berkshire Hathaway's public stock holdings at the end of Q3 2014 stood at $107.8 billion, up from $104.8 billion at the end of 2013. Wells Fargo and co continued to be Warren Buffett's top holding at the end of Q3, making up 22% of Berkshire's portfolio. 2014 saw the Oracle make complete exits from Deere and co and Starz while selling a significant stake in his biggest mistake Tesco Plc
IDC has recently forecasted that PC shipment will consolidate over the next four years. However, recent trends in PC demand point to a resurgent opportunity on the back of PC refresh, and Windows 10. Two immediate investment ideas that come to mind are Apple and Microsoft. Both companies have exposure to traditional computers, and have stable fundamentals as well.
Netflix's stock price is highly contingent on subscriber growth. Recent analysis, and news indicate that the company may be doing better than expected.