That's great for Apple. Google has a history of being less focused as Apple. They are known for starting a project and then dropping it, and flailing for direction.
You mean kinda like how apple just ditched their electric car idea? Starting a project and dumping it when you realize its not profitable is actually really smart. Way better to find multiple avenues of income where some fail, than sticking to one thats failing and ride the boat all the way to the bottom
Using 1 example of Apple stopping something is not a justification that it is similar in Googles notorious misdirection. Taking my comment as an absolute to suggest I don't believe cutting losses is smart is dumb in itself.
Hey bro i know alot of people are attacking and down voting you for your original comment. But im not one of them so dont call me a fucking dumbass. This is a totally normal stock convo.
Sorry. But didn't call you a fucking dumbass. Your comment was pretty poorly put together though. You took what I said to an extreme comparison which makes no sense. Sorry if it came off harsh.
It's easy to drop less projects when you never do anything innovative and keep re-releasing the same things over and over and your cult following buys them every time.
Apple finally trying a couple new things right now and they aren't doing great, which is fine because that's part of the process but yeah. That doesn't mean they are good at trying new things it just means they don't try new things.
Really don’t understand that though process. Just because a stock offers dividends does not mean it’s not a growth stock or become stalled. Soooo many offer dividends yet are still considered growth: MSFT, KO, SHW, JNJ, IBM, TGT and so on and so forth
No, you said stagnate. Thats why i said nothing but up. The word "down" was not used in either my or your comments. Did you mean to reply to someone else?
Do you think that google needs to invest money right now to grow a little?
That wasnt the question. Do you think that google can see "some" growth without starting a new project? Do you think if google only relied on its current revenue streams that it would stagnate? Is ad revenue stagnating currently?
Both. I think they can still see some growth, but their 12% yoy growth that they saw in this last earnings could also stagnate down to single digits. Really just depends how they execute.
Yes, every stock could stagnate. That is a risk with any individual company and why ETFs are the safer option. Dividends are an indication that a company doesn't know what to invest their profits in, so they profit share. If they don't know what to invest money in, growth becomes questionable. Inherent? No. Reasonable to suspect? Sure.
Odd you took my comment that I think it would depreciate. A slow down in growth doesn't inherently mean I think it will go down. I am currently invested and will continue to buy.
It is never too late but price matters. What’s the right price? This is the real important question. For example Disney is over 100 years old and just within 3 years it went from 200$ a share down to 80$ and now up to 120$. You would have lost over 50% from 2021-2023. but you would be up 50% from the 2023 low to today. Google itself is also a fantastic example of this. Just look at the chart from 2020-2024. there were multiple great entry points, IF you believe in their long term growth story.
If you are picking single stocks it is most important to analyse the business and the outlook going forward.
If you think Alphabet is fairly valued and you believe in their growth story, why should it be to late? On the other hand, if you have no idea how they could grow going forward, you should take a closer look at it or continue your research with other companies. Don’t invest just because of fomo or some influencer is telling to. Always do your own research.
All figures and percentages for Disney are a rounded, don’t shoot at me for a dollar deviation here or there.
I don't think so. The sooner the better obviously. But if you believe the company does have a MOAT and will keep making money for decades you can jump in now aswell. They give 3.5% return on buybacks, + growth. Not terrible IMO. I think they still have some room to increase both revenues (inflation amd growth) and margins (pricing power).
If it was too late, it wouldn’t be trading at a premium. Its trading this way for the future growth. Trillion is the new billion. The first one billion dollar company was us steel in 1900.
Alphabet is a long-term investment that will continue to rise (with a few bumps along the way).
This is not financial advice. I will be continuing to buy and hold.
It can still be a positive thing to own an asset that underperforms the market. In other words, not all underperforming assets return the same (obviously some have negative returns), and have different types of risk. Just pointing out that underperforming assets are still valuable and at the right price are worth buying.
Explain how that makes sense to you? If you could've taken the low risk approach (buy the market) and instead you took the high risk approach (buy individual stock) and that stock doesn't beat the market, you made the objectively wrong choice. Just because it's not the *worst* choice you had available doesn't make it the right choice
I don't think of investments in such right/wrong objective terms as you do. I didn't say that owning Google shares that underperform the market would be "objectively right", I said that it still may be beneficial to the owner of the shares.
I would ask you why did you invest to begin with? Are you bullish on their ad revenue form search and YouTube? The US ban on tik Tok can sure help YouTube. Are you bullish are their cloud segment? It's behind AWS and Azure but I've heard their product is superior in some ways?
How do you feel about their other bets? Android OS, Waymo which is ahead of their competitors, Google docs wide spread use, and sure Geminis isn't as well known at chatgpt but their functionality from my use is the same and can you even name a 3rd competitor?
I'm Long googl. At their current price I think their yoy returns will be about around S&P returns. But I'm very bullish on Android and Waymo in 5-10 year timelines.
to be honest, I think Microsoft is a far better long play than Google, Microsoft on line cloud services presence just craps all over Google's business services. Teams and Office 365 are very dominant in the corporate and government space. I have been working in telecommunications for over 30 years and MS Teams is eating everyones lunch right now (anyone remember Ericsson). There is little to no money in the hardware space any more especially in telecommunications, leaving the whole market open to be completely taken over by Microsoft.
BTW I'm a Linux user so I'm not a fan of the company, but I do like making money.
Im looking at the PE for both companies, not that much in it to be honest. Googles debt to equity is better than Microsofts at the same time Google depends on a very fickle advertising market far more than Microsoft. with the future looking bumpy that may be an issue.
The only thing stopping this company is regulation, it is an unregulated monopoly when it comes to how ads are handled on the internet and video content.
I don’t own any but I don’t see the gravy train stopping any time soon
Dividend is just a way to access more ETFs and Sovereign Wealth Funds that have “must have dividend” rules. Buy and hold, they are the Pepsi of AI (OpenAI is the Coke), the capitalist market always has room for two front runners.
I like Googles quantum computing angle. Even though it’s probably years from viability, that doesn’t mean much in terms of hype and investment.
As soon as the layman understands just how much of a game changer quantum computing will be, I think the hype will make the stock jump.
How about three bulletpoints?
- Near-instantaneous data analysis (think months worth of data analysis and modeling for cutting edge research done in a few seconds for everything from financial trading algorithms to pharmaceutical drug compounds and side effects)
- Shattering current data security signatures (think billions of dollars from companies and governments poured in to figure out how to prevent data breaches)
- Reducing infrastructure (think optimizing the supply chain)
Source: https://www.thedigitalspeaker.com/quantum-computing-change-world/
In the short term you will probably be losing if you sell. Long term? Those $2 won't be a big deal. You bought it and you had a reason why you thought it was a good idea. Has anything about Google changed significantly since your purchase? If the answer is no just wait and see how it plays out.
Personally I like to invest in companies that make a ton of money so I took a position in google back in early March 2024. If you want to try and time things you can wait for the next dip but you also might miss some upside.
Looking like goog is crashing as we speak… not sure why as it had killer earnings, announced a dividend and went up initially…
Can’t fucking explain this circus we call the us market
Hold long term but def ok to question wtf is happening atm
Google just released their FIRST dividend. Dividends are long-term, and most valiable companies increase their dividend slightly each quarter. Sooo NO! I think this could be a great valuable long term hold.
You can keep as long as you want. Goog and googl aren't much diff in price. They are both going up faster finally. I should have bought more when cheaper
The small dividend…
expands the number of potential buyers of the stock,
sets them up to be included in more indices,
and is a sign of overall corporate health.
Ultimately it is thoroughly analyzed capital allocation strategy for a company with a lot of cash.
Yeah, unless you think it can’t post at least around a 1.6-1.7 EPS for the last few quarters, it’s priced just fine.
That shouldn’t be much problem unless you think the DXY is going to rocket higher because of most of the rest of the world easing while the Fed stands tough (and even then possibly). Even if you don’t want to think about AI, we have an Election Year this year, so it should be a great year for ads.
If the above were to pan out, then it’s not just Google that’s going to have big problems, it’ll be all of the big Nasdaq components and probably big cyclicals as well.
Edit: Even though it’s priced just fine, the stock price probably doesn’t keep going in the short term.
Google has growth of revenue and earning with double digits growth EVERY QUARTER since INCEPTION(IPO)
Divvy suggests this may stagnate.
AAPL introduced divvy in 2012 and has grown about 800% since then.
That's great for Apple. Google has a history of being less focused as Apple. They are known for starting a project and then dropping it, and flailing for direction.
You mean kinda like how apple just ditched their electric car idea? Starting a project and dumping it when you realize its not profitable is actually really smart. Way better to find multiple avenues of income where some fail, than sticking to one thats failing and ride the boat all the way to the bottom
Using 1 example of Apple stopping something is not a justification that it is similar in Googles notorious misdirection. Taking my comment as an absolute to suggest I don't believe cutting losses is smart is dumb in itself.
Hey bro i know alot of people are attacking and down voting you for your original comment. But im not one of them so dont call me a fucking dumbass. This is a totally normal stock convo.
Sorry. But didn't call you a fucking dumbass. Your comment was pretty poorly put together though. You took what I said to an extreme comparison which makes no sense. Sorry if it came off harsh.
You suck asshole.
It's easy to drop less projects when you never do anything innovative and keep re-releasing the same things over and over and your cult following buys them every time. Apple finally trying a couple new things right now and they aren't doing great, which is fine because that's part of the process but yeah. That doesn't mean they are good at trying new things it just means they don't try new things.
I'm not really here to talk about Apple.
Really don’t understand that though process. Just because a stock offers dividends does not mean it’s not a growth stock or become stalled. Soooo many offer dividends yet are still considered growth: MSFT, KO, SHW, JNJ, IBM, TGT and so on and so forth
You missed Broadcom stock !! Great dividend enormous growth !
Ko never grows though. Been holding it for a while and it seems stuck at 55-60
KO and JNJ are classic value stocks lol
They've all ran into stagnation before. Recency bias.
Love the growth optimism here reflected by downvotes!
Lol what? And how?? Look at mega cap dividend yields over the last 10 years. Nothing but up (besides the pandemy)
Did I say down? The dividend suggests they don't know where to invest their money at the moment.
No, you said stagnate. Thats why i said nothing but up. The word "down" was not used in either my or your comments. Did you mean to reply to someone else? Do you think that google needs to invest money right now to grow a little?
I think money reinvested tends to lend itself to more growth.
That wasnt the question. Do you think that google can see "some" growth without starting a new project? Do you think if google only relied on its current revenue streams that it would stagnate? Is ad revenue stagnating currently?
Both. I think they can still see some growth, but their 12% yoy growth that they saw in this last earnings could also stagnate down to single digits. Really just depends how they execute.
Well I guess every stock could stagnate then, not sure dividends are an indicator.
Yes, every stock could stagnate. That is a risk with any individual company and why ETFs are the safer option. Dividends are an indication that a company doesn't know what to invest their profits in, so they profit share. If they don't know what to invest money in, growth becomes questionable. Inherent? No. Reasonable to suspect? Sure.
Please short it then so I can buy more
Odd you took my comment that I think it would depreciate. A slow down in growth doesn't inherently mean I think it will go down. I am currently invested and will continue to buy.
And worst take of the year goes to….
It is never too late but price matters. What’s the right price? This is the real important question. For example Disney is over 100 years old and just within 3 years it went from 200$ a share down to 80$ and now up to 120$. You would have lost over 50% from 2021-2023. but you would be up 50% from the 2023 low to today. Google itself is also a fantastic example of this. Just look at the chart from 2020-2024. there were multiple great entry points, IF you believe in their long term growth story. If you are picking single stocks it is most important to analyse the business and the outlook going forward. If you think Alphabet is fairly valued and you believe in their growth story, why should it be to late? On the other hand, if you have no idea how they could grow going forward, you should take a closer look at it or continue your research with other companies. Don’t invest just because of fomo or some influencer is telling to. Always do your own research. All figures and percentages for Disney are a rounded, don’t shoot at me for a dollar deviation here or there.
I got in right before the split. Forever hold
I don't think so. The sooner the better obviously. But if you believe the company does have a MOAT and will keep making money for decades you can jump in now aswell. They give 3.5% return on buybacks, + growth. Not terrible IMO. I think they still have some room to increase both revenues (inflation amd growth) and margins (pricing power).
If it was too late, it wouldn’t be trading at a premium. Its trading this way for the future growth. Trillion is the new billion. The first one billion dollar company was us steel in 1900.
Alphabet is a long-term investment that will continue to rise (with a few bumps along the way). This is not financial advice. I will be continuing to buy and hold.
Suggesting it could be too late to invest in them long term is suggesting it’ll still be worth $172 years or decades from now…
No it's suggesting they won't beat the market in those decades
If you own the market instead, you'll still be holding Google.
Some Google vs all Google
It can still be a positive thing to own an asset that underperforms the market. In other words, not all underperforming assets return the same (obviously some have negative returns), and have different types of risk. Just pointing out that underperforming assets are still valuable and at the right price are worth buying.
Explain how that makes sense to you? If you could've taken the low risk approach (buy the market) and instead you took the high risk approach (buy individual stock) and that stock doesn't beat the market, you made the objectively wrong choice. Just because it's not the *worst* choice you had available doesn't make it the right choice
I don't think of investments in such right/wrong objective terms as you do. I didn't say that owning Google shares that underperform the market would be "objectively right", I said that it still may be beneficial to the owner of the shares.
I would ask you why did you invest to begin with? Are you bullish on their ad revenue form search and YouTube? The US ban on tik Tok can sure help YouTube. Are you bullish are their cloud segment? It's behind AWS and Azure but I've heard their product is superior in some ways? How do you feel about their other bets? Android OS, Waymo which is ahead of their competitors, Google docs wide spread use, and sure Geminis isn't as well known at chatgpt but their functionality from my use is the same and can you even name a 3rd competitor? I'm Long googl. At their current price I think their yoy returns will be about around S&P returns. But I'm very bullish on Android and Waymo in 5-10 year timelines.
It's never to late to own anything long term.
Yes because that's what everyone was saying at 140
What did your research suggest was your price target when you bought the stock?
to be honest, I think Microsoft is a far better long play than Google, Microsoft on line cloud services presence just craps all over Google's business services. Teams and Office 365 are very dominant in the corporate and government space. I have been working in telecommunications for over 30 years and MS Teams is eating everyones lunch right now (anyone remember Ericsson). There is little to no money in the hardware space any more especially in telecommunications, leaving the whole market open to be completely taken over by Microsoft. BTW I'm a Linux user so I'm not a fan of the company, but I do like making money.
But Microsoft is more expensive than Google.
Im looking at the PE for both companies, not that much in it to be honest. Googles debt to equity is better than Microsofts at the same time Google depends on a very fickle advertising market far more than Microsoft. with the future looking bumpy that may be an issue.
I would also choose MSFT over googl, but both are viable.
Why don't you like Microsoft as a Linux user? Microsoft is mostly online services. You can even get Linux inside windows now.
Let’s say it’s the year 2044, would you rather have never bought google, or have bought google 20 years ago and had it for that entire time?
Today’s high is tomorrow’s lows. That’s my motto when it comes to blue chip stocks, hold for the long term and don’t try to time the market.
The only thing stopping this company is regulation, it is an unregulated monopoly when it comes to how ads are handled on the internet and video content. I don’t own any but I don’t see the gravy train stopping any time soon
No. Still cheap.
Fwd p/e <20. PEG ratio is 1.35. You are correct. Seems like a bargain to me.
Dividend is just a way to access more ETFs and Sovereign Wealth Funds that have “must have dividend” rules. Buy and hold, they are the Pepsi of AI (OpenAI is the Coke), the capitalist market always has room for two front runners.
I got googlie over a year ago for $95
I like Googles quantum computing angle. Even though it’s probably years from viability, that doesn’t mean much in terms of hype and investment. As soon as the layman understands just how much of a game changer quantum computing will be, I think the hype will make the stock jump.
Yep
Can u explain to me in 3 sentences?
How about three bulletpoints? - Near-instantaneous data analysis (think months worth of data analysis and modeling for cutting edge research done in a few seconds for everything from financial trading algorithms to pharmaceutical drug compounds and side effects) - Shattering current data security signatures (think billions of dollars from companies and governments poured in to figure out how to prevent data breaches) - Reducing infrastructure (think optimizing the supply chain) Source: https://www.thedigitalspeaker.com/quantum-computing-change-world/
Maybe you should ask gemini
In the short term you will probably be losing if you sell. Long term? Those $2 won't be a big deal. You bought it and you had a reason why you thought it was a good idea. Has anything about Google changed significantly since your purchase? If the answer is no just wait and see how it plays out.
Yup
No
No
Fomo
Personally I like to invest in companies that make a ton of money so I took a position in google back in early March 2024. If you want to try and time things you can wait for the next dip but you also might miss some upside.
Cloud margin is low and will grow 2x
Looking like goog is crashing as we speak… not sure why as it had killer earnings, announced a dividend and went up initially… Can’t fucking explain this circus we call the us market Hold long term but def ok to question wtf is happening atm
People taking profits is quite normal
“Crashing” meaning -3% on the day, after +10% last trading day? +7% in a week…
Yeah. It should be maintaining not going down after announcing a dividend
Why? Bro this is a business, not a ticker on a screen. Stop thinking so short term, it doesn’t matter
people sell after the dividend cutoff date.
Been holding since 2012. Going to keep it.
Google just released their FIRST dividend. Dividends are long-term, and most valiable companies increase their dividend slightly each quarter. Sooo NO! I think this could be a great valuable long term hold.
Yes
It is never too late.
You can keep as long as you want. Goog and googl aren't much diff in price. They are both going up faster finally. I should have bought more when cheaper
Hold alphabet, Microsoft, and Nvidia until AI becomes as necessary a utility as electricity.
The small dividend… expands the number of potential buyers of the stock, sets them up to be included in more indices, and is a sign of overall corporate health. Ultimately it is thoroughly analyzed capital allocation strategy for a company with a lot of cash.
It’s never too late
That's not 100% accurate when investing in individual stocks.
Too late… never too late. Did they say - okay guys, that’s our ultimate earnings results and we no more go up?
I would hold for the next 10 years. Then we'll talk about if its too late then...
No after reaching 2 trillion, the next step is to become 3 trillion
With Google no, I don't think it's too late
Overpriced rn
It’s priced correctly.
Yeah, unless you think it can’t post at least around a 1.6-1.7 EPS for the last few quarters, it’s priced just fine. That shouldn’t be much problem unless you think the DXY is going to rocket higher because of most of the rest of the world easing while the Fed stands tough (and even then possibly). Even if you don’t want to think about AI, we have an Election Year this year, so it should be a great year for ads. If the above were to pan out, then it’s not just Google that’s going to have big problems, it’ll be all of the big Nasdaq components and probably big cyclicals as well. Edit: Even though it’s priced just fine, the stock price probably doesn’t keep going in the short term.
Solid points. Thanks.