Financials: Market return: -2% Month, 12% Quarter, 16% Half year, 23% Year EPClub ARR: 20% (#16), 7% of portfolio Recommend: 1.6 PEG: 2.02 EPS next 5Y: 17% Summary: Slow and steady growth Hold Notes: Google launches $3 mln fund to fight vaccine misinformation Both Alphabet’s (GOOGL) Google and Apple (AAPL) removed the Parler …
Financials Market return: 3% Month, 5% Quarter, 20% Half year, 27% Year EPClub ARR: 17% Recommend: 1.6 PEG: 5.53 EPS next 5Y: 6% Summary: Hold 30% drop in net income due to Covid Google cloud revenue growing U.S. Justice Department plans to bring antitrust charges soon Notes: Google today is introducing a new …
Market return: 5% Month, 15% Quarter, 24% Half year, 30% Year EPClub ARR: 21% Recommend: 1.8 PEG: 2.32 EPS next 5Y: 13% Summary: Great chart – steady march up for last 10 months Hold Notes: Google parent Alphabet <GOOGL.O> will no longer use an intellectual property licensing scheme, known as the “Double Irish, Dutch sandwich”, …
Market return: 7% Month, 9% Quarter, 16% Half year, 20% Year EPClub return: 51% Recommend: 1.6 PEG: 2.16 EPS next 5Y: 13% Summary: Looking strong Great chart Hold Notes: Google has signed its biggest cloud computing customer in healthcare to date, in a deal giving it access to datasets that could help it tune potentially …
SUMMARY Lots of fear over Google’s growing power Hold CURRENT FINANCIALS Analyst recommendation 2.2 PEG 1.79 EPS next 5Y 16% Performance month: 6%, quarter -7%, 6 month 5%, year -1% EP Club 14% annualized rate of return 6% of portfolio RECENT NEWS huge negative reaction to earnings released on April 29, the day of the …
SUMMARY Consider add to CURRENT FINANCIALS Analyst recommendation 1.6 PEG 2.78 EPS next 5Y 18% Performance month: -6%, quarter 2%, 6 month 1%, year 25% EP Club 54% RECENT NEWS Google to invest $140 million to expand data center in Chile A Google executive widely regarded as one of the company’s top minds in artificial …
SUMMARY Still strong despite recent turmoil Lets hold CURRENT FINANCIALS Analyst recommendation 1.8 PEG 2.91 EPS next 5Y 17% Performance month: 3%, quarter 12%, 6 month 4%, year 24% EP Club 53% RECENT NEWS The European Union’s antitrust watchdog is expected to find Alphabet Inc.’s Google illegally abused the dominance of its Android operating system …
SUMMARY The recent FAANG pullback was a great buying opportunity Lets hold CURRENT FINANCIALS Analyst recommendation 1.8 PEG 3.49 EPS next 5Y 17% Performance month: 4%, quarter -2%, 6 month 2%, year 13% EP Club 42% RECENT NEWS Alphabet’s Google too has been growing from strength to strength, with its ad revenues increasing significantly over …
SUMMARY Lets hold CURRENT FINANCIALS Analyst recommendation 1.6 PEG 2.43 EPS next 5Y 25% Performance month: -5%, quarter -4%, 6 month 9%, year 28% EP Club 42% RECENT NEWS FANG: there are ten ETFs that have Facebook, Amazon, Netflix and Alphabet so they do trade together. Alphabet: the stock likes to go up until we …
SUMMARY Lets hold CURRENT FINANCIALS Analyst recommendation 1.5 PEG 2.6 EPS next 5Y 25% Performance month: 9%, quarter 10%, 6 month 23%, year 36% EP Club 52% RECENT NEWS France announced that it will sue Apple (AAPL) and Google (GOOGL) to seek 2 million euros in fines over the “abusive” contract terms that the company …
