Posts Tagged ‘ GOOGL ’

PTFI

December 20, 2017
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PTFI

Summarizing an investment mantra into an acronym is a common practice, and generally, a lazy short cut to sum things up. The investment themes for 2017 oscillated from technology/growth, to financials, to Trump tax trade, to retail, and now, to just being long whatever makes sense irrespective of the theme the idea falls under. It’s a good time to be long whatever you are long. This tactic, practically applied, is working, provided you are long enough different “stuff”. One could be doing very well in the second half of this year, owning anything in the Russell 2000, any bank, any domestically oriented industrial company, any retailer with a high tax rate, any collection of stocks you amassed from randomly throwing darts at letters and coming up with tickers, most...

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Google is getting cheaper; valuation attractive after consistent growth and stock pullback

April 17, 2014
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Google is getting cheaper; valuation attractive after consistent growth and stock pullback

Google continues to roll. The share price will zig and zag but the company is making strides by investing for growth and positioning for better results in the future. Current results are still quite respectable today and earnings and cash flow growth are catching up to the stock price. The GOOG investment theme has been a good one since 2011 (this stock has been a CJF favorite) and multi-month periods of stock price pauses are generally good times to consider an entry point for enduring growth stocks. Some general dynamics for GOOG investment have been in place for several quarters: Very strong sales growth, generally north of 20% adjusted for one-time items and currency. Dramatic market share gain within advertising markets as spend shifts from traditional media to digital...

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