Alphabet (GOOG, GOOGL)

Re: Alphabet (GOOG, GOOGL)

Postby winston » Sun Feb 10, 2019 9:23 pm

not vested

Alphabet (GOOG)

Alongside Facebook, technology giant Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) struggled in 2019 as the ethics and mechanics behind its digital advertising business were called into question. GOOG stock dropped nearly 25% in late 2018.

It has been up, up and away ever since Christmas Eve. The core growth narrative here remains robust, thanks to continued strength in the digital advertising business.

Margins are starting to improve again. The nascent but rapidly growing cloud- and AI-related businesses are scaling nicely, and have tons of firepower left.

In the big picture, Alphabet is at the core of almost everything consumers do on the internet. As such, this company has second-to-none staying power in the digital economy, and the digital economy continues to rapidly expand globally. This means Alphabet will likely remain a 15-20% revenue grower with stable margins over the next several years.

That growth profile is undervalued in a stock with a 20X forward multiple. As such, GOOG stock is reasonably undervalued here, against the backdrop of a rising market. That combination will lead to GOOG stock rallying in 2019.

Source: Investor Place
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Sun Feb 10, 2019 9:23 pm

not vested

Alphabet (GOOG)

Alongside Facebook, technology giant Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) struggled in 2019 as the ethics and mechanics behind its digital advertising business were called into question. GOOG stock dropped nearly 25% in late 2018.

It has been up, up and away ever since Christmas Eve. The core growth narrative here remains robust, thanks to continued strength in the digital advertising business.

Margins are starting to improve again. The nascent but rapidly growing cloud- and AI-related businesses are scaling nicely, and have tons of firepower left.

In the big picture, Alphabet is at the core of almost everything consumers do on the internet. As such, this company has second-to-none staying power in the digital economy, and the digital economy continues to rapidly expand globally. This means Alphabet will likely remain a 15-20% revenue grower with stable margins over the next several years.

That growth profile is undervalued in a stock with a 20X forward multiple. As such, GOOG stock is reasonably undervalued here, against the backdrop of a rising market. That combination will lead to GOOG stock rallying in 2019.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Thu Apr 18, 2019 10:14 am

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Alphabet (GOOGL, GOOG)
Dividend Yield: N/A
Year-to-date gain: 17.25%

Fans and followers of the company will likely know that Google parent company Alphabet Inc (NASDAQ:GOOGL, NASDAQ:GOOG) beat last quarter’s earnings estimate, posting $12.77 per share.

What got lost in the shuffle is how operating margains fell to 21 % from last quarter’s 24%.

Appreciated or not, Alphabet is a profit and revenue growth machine that has earned its spot on a list of “forever” stocks to buy.

It may not always beat estimates, but it does always increase its numbers. That’s because it keeps finding a way to serve as the middleman for about 70% of web searches done on desktops, and boasts being the preferred search engine for about 90% of the queries made via a mobile device.

If it was going to be toppled, we’d see evidence of it by now.

Source: Investor Place
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue Apr 30, 2019 11:17 pm

vested

Alphabet's first-quarter sales fall short of expectations

by Emily McCormick

Advertising revenue for the period was $30.72 billion, lighter than the $32.64 billion expected and the $32.6 billion the company posted during the fourth quarter of 2018.


Source: Yahoo Finance

https://finance.yahoo.com/news/alphabet ... 38683.html
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue Apr 30, 2019 11:17 pm

vested

Alphabet's first-quarter sales fall short of expectations

by Emily McCormick

Advertising revenue for the period was $30.72 billion, lighter than the $32.64 billion expected and the $32.6 billion the company posted during the fourth quarter of 2018.


Source: Yahoo Finance

https://finance.yahoo.com/news/alphabet ... 38683.html
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Thu May 16, 2019 10:43 pm

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Google Rises On Upgrade - But Is It Premature?

By Steve Millere

Deutsche Bank stock analyst Lloyd Walmsley raised his price target on Alphabet to $1400, which is a 25% premium on yesterday’s closing price.

His optimism is based on the possibility to generate additional revenue by placing ads on the new Google Discover feed on Android phones.

We are looking for a pullback in the next month, testing recent low near, near $1100, then up into the summer.


Source: Investing.com

https://www.investing.com/analysis/goog ... -200421968
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue May 21, 2019 8:06 pm

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Alphabet Stock Is Just Too Cheap After Its Recent Selloff

The tech giant remains an absolute cash cow with over $113 billion on the balance sheet and trades for a reasonable 25x forward earnings. The post-earnings selloff is overdone.

by Nicholas Ward

It still posted 17% year over year sales growth.


Source: The Street

https://www.thestreet.com/investing/sto ... yptr=yahoo
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue May 21, 2019 8:21 pm

vested

May 18, 2019

Alphabet Spells Big Future Profits With Just 2 Letters: AI

by Jon Markman

A report from Canalys in February showed the $80 billion market for cloud infrastructure is currently dominated by Amazon Web Services. The Amazon.com subsidiary commands 32% market share. Microsoft unit Azure takes 16%, and Alphabet’s Google Cloud is a distant third, with only 9% share.

Shares now trade at 21.9x forward earnings. Given the resilience of Alphabet’s core advertising business, and the bright longer-term prospects for its cloud business, this is cheap.

Based on high-teens sales growth, this stock could trade to the $1,400 level in two years.

At their current price of $1,175, that’s a nice 20% potential increase for a stock with a four-digit price tag.


Source: Forbes

https://www.forbes.com/sites/jonmarkman ... 8b1a386d9e
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Sun Jun 02, 2019 3:27 pm

Justice Dept. preparing antitrust probe of Google

The search giant was fined a record $2.72 billion by European regulators in 2017 for abusing its dominance of the online search market.

In the U.S., the Federal Trade Commission made an antitrust investigation of Google but closed it in 2013 without taking action.

In addition to the 2017 record fine, European regulators also slapped a $1.7 billion penalty on the company in March for barring websites from selling ads from rivals alongside some Google-served ads near search results. Google says it has now ended that practice.

Google commands the lead in digital ad revenue by a wide margin, controlling 31.1% of global digital ad dollars, according to eMarketer's 2019 estimates. Facebook is a distant second with 20.2%.


Source: Associated Press

https://finance.yahoo.com/news/reports- ... 50854.html
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Sat Jun 08, 2019 9:14 pm

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GROWTH AT REASONABLE PRICE –
ATTRACTIVE ENTRY POINT


We reiterate our Buy rating (as of 2 May 2019) due to undemanding valuation (EV/EBITDA 11x on 2020 estimates) and continued structural growth opportunities as well as operating profit growth of 15%-20% p.a. in the years ahead.

The share price pullback due to the revenue growth uncertainty as a result of advertising changes provides an attractive entry point, in our view.


Source: Julius Baer
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