Seattle,
Nothing you believe is anything other than consensus, same as 2000 and 2007.
Good luck.
Igy
Seattle,
Nothing you believe is anything other than consensus, same as 2000 and 2007.
Good luck.
Igy
seattle prattle wrote:
Alphabet's (Google's) earnings were also heavily reliant on the returns from highly profitable investments. Bulls will see advantages in this but bears would want to see more from the underlying company. Anyway, their doing something right.
Seattle,
Perhaps a little research of facts might lead to a different conclusion. From Bloomberg:
“According to its earnings report, the Other Bets units generated $145 million in revenue in the second quarter, up 33 percent year over year. Yet the category collectively cost Alphabet $732 million in operating losses. Stock-based compensation for the category this quarter totaled $127 million, equaling nearly the entire category’s quarterly sales. (It could be that heated competition in the autonomous car space is driving up hiring costs at Waymo.)”
Igy
Ghost of Igloi wrote:
seattle prattle wrote:
Alphabet's (Google's) earnings were also heavily reliant on the returns from highly profitable investments. Bulls will see advantages in this but bears would want to see more from the underlying company. Anyway, their doing something right.
Seattle,
Perhaps a little research of facts might lead to a different conclusion. From Bloomberg:
“According to its earnings report, the Other Bets units generated $145 million in revenue in the second quarter, up 33 percent year over year. Yet the category collectively cost Alphabet $732 million in operating losses. Stock-based compensation for the category this quarter totaled $127 million, equaling nearly the entire category’s quarterly sales. (It could be that heated competition in the autonomous car space is driving up hiring costs at Waymo.)”
Igy
that's from Verge (never heard of them), not the widely respected Bloomberg as you claimed.
And the Other Bets area it refers to is not their investing branch. It;s their "experimental investments in the future." So what do you expect on speculative ventures arm of a larger company, for them to immediately cash positive? That's not the point. And they spun off the smart home device maker Nest, which was profitable, into Google and out of the Other Bets division, thereby diminishing their positve cash flow from the books of the Other Bets division.
We're talking about two different things, and i can list those investments if you'd like. DocuSign, GlassDoor, etc., companies i wouldn't know of otherwise.
Seattle,
OK. Good job, it should be up today.
Igy
seattle prattle wrote:
...added to my Google position just before the market close in that earnings would be announced after hours.
2 Questions .
Why ?
How many shares ?
Irony Mann wrote:
Real K5 wrote:
What do you "think"?
I think your question mark belongs inside the quotation mark.
You "think" wrong.
seattle prattle wrote:
Ghost of Igloi wrote:
Seattle,
Perhaps a little research of facts might lead to a different conclusion. From Bloomberg:
“According to its earnings report, the Other Bets units generated $145 million in revenue in the second quarter, up 33 percent year over year. Yet the category collectively cost Alphabet $732 million in operating losses. Stock-based compensation for the category this quarter totaled $127 million, equaling nearly the entire category’s quarterly sales. (It could be that heated competition in the autonomous car space is driving up hiring costs at Waymo.)”
Igy
that's from Verge (never heard of them), not the widely respected Bloomberg as you claimed.
And the Other Bets area it refers to is not their investing branch. It;s their "experimental investments in the future." So what do you expect on speculative ventures arm of a larger company, for them to immediately cash positive? That's not the point. And they spun off the smart home device maker Nest, which was profitable, into Google and out of the Other Bets division, thereby diminishing their positve cash flow from the books of the Other Bets division.
We're talking about two different things, and i can list those investments if you'd like. DocuSign, GlassDoor, etc., companies i wouldn't know of otherwise.
Igy’s desperation to be taken seriously often manifests itself in the form of deception and outright lies.
“Yes. They (FAANG- Facebook, Apple, Amazon, Netflix and Alphabet’s Google) are great companies, but ETFs may have accentuated the flow of capital into those stocks…Things that are most hyped produce the most pain… A conspicuous number of ETFs are concentrated in the same stocks. When things go cold … who is going to buy it?… If and when it ends, it will end worse for the stocks that have had momentum and for the ETFs that hold them than for the rest.” – Howard Marks, Delivering Alpha Conference (July 18, 2018)
Key words? “When it ends.”
Of course, no one can tell you when that will be. Meanwhile there’s money to be made.
Nah, the key words are:
“Things that are most hyped produce the most pain”
It will end badly regardless of the time frame but most likely soon.
Ghost of Igloi wrote:
regardless of the time frame but most likely soon.
Why would we believe anything else?
I'm sure it will happen by 2015, I mean 2016, wait a minute I mean 2017. For sure by 2018.
Ghost of Igloi wrote:
It will end badly regardless of the time frame but most likely soon.
Not likely this year.
Real K5 wrote:
Irony Mann wrote:
I think your question mark belongs inside the quotation mark.
You "think" wrong.
Proper grammar requires punctuation to be within the quotations.
Iemon wrote:
Ghost of Igloi wrote:
It will end badly regardless of the time frame but most likely soon.
Not likely this year.
Oh but the financial advisor said: “Of course, no one can tell you when that will be. “
Ghost of Igloi wrote:
Iemon wrote:
Not likely this year.
Oh but the financial advisor said: “Of course, no one can tell you when that will be. “
He’s right.
But you said “likely not this year.” As the financial advisor said “no one can tell when that will be.” So it is just as likely to be tomorrow. And keep in mind he is a financial advisor.
Kars4Kidz wrote:
Real K5 wrote:
You "think" wrong.
Proper grammar requires punctuation to be within the quotations.
You don't know grammar. Stick to swindling the dupes with your Kar scam.
Ghost of Igloi wrote:
But you said “likely not this year.” As the financial advisor said “no one can tell when that will be.” So it is just as likely to be tomorrow. And keep in mind he is a financial advisor.
I didn’t suggest when it would be. You did.
