Tag Archives: Alphabet

Sometimes dividend cuts are good signs

The communicated and executed dividend policy of a publicly-traded company is an important factor to consider when it comes to investing in income-generating assets. An immanent dividend cut for instance is often a warning sign that the business is running into troubles, that it has been applying an unsustainable dividend …

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ARK ETF in a Dividend Portfolio

The leader in disruptive company stock holdings Cathie Wood, founder and CEO of investment firm ARK Investment Management LLC (Ark Invest) has built an amazingly interesting group of actively managed exchange-traded funds (ETFs), focusing solely on disruptive innovations, giving “investors the opportunity to participate in long-term growth in the public markets …

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Getting paid each month with Dividends

The beauty of passive income sources Investing in dividend-paying stocks is one of the easiest and most rewarding ways to establish an ever-increasing and reliable passive income stream. In contrast to active income (from a job), passive income is not (directly) linked to time. As a shareholder of The Coca-Cola …

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Crunching some financial numbers for Alphabet

Over the last two decades, Google parent company Alphabet and social media giant Facebook have become Tech behemoths that not only benefit from the secular trend towards digitalization but even enforce these dynamics and are responsible for deep changes in our daily lives. Every day, billions and billions of people …

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Acquiring permamently expensive stocks

Warren Buffet’s quotes can be found in his shareholder letters, at speeches, interviews or at legendary general meetings of Holding Company Berkshire Hathaway and are true nuggets of investment wisdom. One of my favorite of his quotes is this: It is far better to buy a wonderful business for a …

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Tough times made SIXT a winner

In March 2020, when the COVID-19 pandemic brought the whole world to a literal standstill due to severe global lockdown measures, businesses everywhere – in particular in the hospitality sector such as restaurants and bars and in the tourism industry (airlines, duty-free shops, etc.) – have been hit existentially hard. …

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Most business models won’t get disrupted

Companies in any industry are constantly challenged by the risks of new technologies and changing customer behavior that could potentially threaten their bottom line through pressure on their revenues and/or on their cost structure. Like societies and industries are always changing, so do businesses. There is a constant need to …

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Amazon’s stock is not overvalued

When it comes to Tech Giants such as Alphabet, Microsoft, Facebook, Apple, and Amazon, one of the false Standard Investment Narrative people sometimes take is that these stocks have run ahead of themselves, that an overly optimistic perspective has been taken and that the high multiples (Price Earning Ratio; PE-Ratio) …

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Good stock repurchase programs are rare

Companies have various possibilities to “reward” their shareholders besides delivering strong and growing profits which are commonly referred to as “good earnings quality”. The two most commonly used ways to allocate capital towards stock investors are usually made in form of cash payouts to shareholders (dividends) and/or by repurchasing own …

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Alphabet stock keeps climbing so smoothly

It is rare to see shares of High-Quality Businesses trading at a very reasonable price for several years in a row. Just look at Google’s parent company Alphabet. Isn’t it crazy that for instance from 2017 to 2020 you could have bought one stock of that wonderful business for around …

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