Harry Newton's In Search of The Perfect Investment
Technology Investor. Harry Newton
AM EDT, Friday, October 16 2009: I've been
pushing Google shares for three reasons: First, the economy. It's picking up.
Second, Google is picking up business as traditional print advertising slumps.
Third, Google improves its business constantly. Google is killing Microsoft's
awful Bing. Fourth, Google is getting very creative as regards soliciting new
business. They just offered me (and I'm guessing you) a $100 coupon to Google
AdWords. I choose some snazzy words -- say "Perfect Investment" --
and watch the clicks (and money) roll in. Well, not the money, since I don't
charge. But you get the message.
Last night Google's
revenues rose 7% from the year-earlier quarter (i.e. in 2008). Its profits were
up an incredible 27%.
How bad is traditional
print media? Around midnight last night, I placed an ad on Craigslist for a
writer/researcher. By 8:00 AM this morning, I'd received nine replies. These
people were awake through the night looking for work. Bad for them. Good for
me. I have some ideas.
Google is going
higher. I don't know of any other company that's more in the right place at
the right time than Google. Though I do continue to like Apple (AAPL), Brazil
(EWZ) and Australia (EWA).
As regards Apple,
I see more and more business types carrying a BlackBerry (from their job) and
an iPhone (for themselves). That means we've passed some sort of milestone.
Since the launch of Apple's App Store on July 11, 2008. more than 85,000 apps
have been posted and over 2 billion downloads have been made by Apple owners.
Interestingly, no one complains of the "lousy" AT&T service. Apparently
it's much better than its reputation. One guy at the tennis club had an iPhone
running on T-Mobile. I asked, "How?" He said his IT department had
found a source of unlocked iPhones. T-Mobile was much cheaper than AT&T.
And the service was fine, in contrast to T-Mobile's reputation.
No doubt, Cramer
is right. We are in the midst of a mobile Internet tsunami. I nibbled away at
as few shares of Intel yesterday. And I keep eyeing Verizon. I like its 6.5%
(and rising) yield. I continue to like Warren Buffett's BYD (BYDDF), which I've
to help your kids' career: First, understand
this is not your career. Your kids will have far more jobs than you ever had.
They'll be fired far more often than you ever were. Your kids are more entrepreneurial
than you ever were. But they need some help with their career planning. Your
kids need to aim their careers now at starting their own business then
(i.e. later). Their own business is the only place that will give them the security
and wealth they deserve.
civil engineers got married recently. Their wedding was perfect. They're now
focussed on their careers. We agreed on a simple plan:
You guys are
doing the right thing. Take the exams. Get qualifications. Participate in
professional organizations. Get transferred around your company. Get experience
in all aspects of the business.
Sit down together
and plan your desired accomplishments over the next 2-3 years. Make a time
line. Lay it out on a Pert chart (or whatever they call those things these
days), print it out BIG and hang it on your bedroom wall. Then mark off your
accomplishments as they get made... See if you stay on track, etc.
I love the idea
of the two of you having this precise defined plan with a rigorous timetable.
Too many young people let their lives control them. This is your chance to
control your own life.
Email me the
first iteration of the chart. It might be fun to add some comments. Don't
forget computer skills.
take care of your teeth. Two days ago I had two root canals. They
hurt. What hurt more was being rebuked by dentist. He said my home care
sucked. I thought I was obsessive about cleaning. I wasnt. There are six
parts to decent home care:
1. Dental flossing
between each teeth. According to excellent dentist and savvy reader, David Rhoden,
you need to take your dental floss below the height of your gum tissue. Most
people only take the floss between the contacts of the teeth but it should continue
till it is buried below the height of the gum tissue between each tooth. That
is where the movement of the floss should occur. This flossing should then continue
to the adjoining tooth and also carried below the height of the "gum tissue."
This may cause "bleeding " of the gum tissue initially because plaque
"toxins" have built up and have caused the epidermis layer of the
gums to be "thinned"....once these toxins are removed the gum tissue
"thicken" as it heals and no more bleeding will occur. This often
requires 14 days of continued flossing in the described way I recommended.
between each teeth and under each bridge. This is a proxibrush:
3. Brushing with
a good electric toothbrush, e.g. Sonicare. Dr. Rhoden recommends brushing with
plain Arm and Hammer baking soda is a great adjunct to cleaning your teeth and
gums and roof of the mouth, top of your tongue and inside of the cheeks (a lot
of dentist say that baking soda is too abrasive for your teeth, but this is
BS )....rinse your mouth, then brush with your regular tooth paste. Using the
baking soda tooth paste is not good enough...one needs to use plain cheap Baking
Soda. Don't use baking soda with a Sonicare. It will crack the brush. Use a
normal, manual toothbrush.
4. Gargling with
Act Fluoride or Crest ProHealth Night. Or as Dr. Rhoden suggest, salt water
rinse, especially at night before bedtime after all the flossing and brushing
has occured....a level teaspoon of salt into a glass of warm, not hot water...dissolve
then 'swish' for 10 seconds then empty....do this a 2nd time and discard the
5. Dr. Rhoden
encourages vitamin supplements for all his my patients.
6. Visit your
dental hygienist four times a year.
7. Have your favorite
dentist show you how best to do it. Make him/her demonstrate precisely what
you should do and where in your mouth you should go. .
want my teeth. Trust me. So clean yours properly.
Leno's latest political quips.
story out of Washington is this healthcare bill passed the Senate Finance Committee
by a vote of 14-9, I believe it was. The Bill cost over $800 billion. And that's
just what lobbyists had to give to members of Congress."
news is we'll probably have some kind of improvement in our healthcare system.
The bad news is it won't be in our lifetime."
Fox News White House correspondent, a man named Major Garrett, has the swine
flu. President Obama has ordered Fox News quarantined for up to five years,
as long as it takes!"
still can't believe that Barack Obama won the Nobel Peace Prize. And the Democrats
can't believe that Sarah Palin wrote a book. So, it's even."
the first time in a year, the Dow closed above 10,000. You know what that means?
More AIG bonuses!"
show. I get sent videos. This one showing blunders
in the half time show is priceless. Click here.
This column is about my personal search
for the perfect investment. I don't give investment advice. For that you have
to be registered with regulatory authorities, which I am not. I am a reporter
and an investor. I make my daily column -- Monday through Friday -- freely available
for three reasons: Writing is good for sorting things out in my brain. Second,
the column is research for a book I'm writing called "In Search of the
Perfect Investment." Third, I encourage my readers to send me their
ideas, concerns and experiences. That way we can all learn together. My email
address is .
You can't click on my email address. You have to re-type it . This protects
me from software scanning the Internet for email addresses to spam. I have no
role in choosing the Google ads on this site. Thus I cannot endorse, though
some look interesting. If you click on a link, Google may send me money. Please
note I'm not suggesting you do. That money, if there is any, may help pay Michael's
business school tuition. Read more about Google AdSense, click
here and here.