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Amazon (AMZN)
Price/Sales-Valuation (PS-Ratio)
In the following chart you can see a neat overview of the last two years: It's about the Amazon-Stock Price, Amazon Sales from quarter to quarter and the corresponding valuation, more precise: the...
...Price-To-Sales Ratio/Valuation. Until Sep. 2017 the Price-Sales Ratio was more or less always stuck below the 3times-ratio. Since then this Ratio has started to rise and approached a level of nearly 4.7 by now (Status: 29th Aug. 2018). The easiest conclusion one can make is the following: In Sep. 2017 the stock was cheaper by this Valuation ...
PayPal (Wal-Bauch, Auffangbecken)
Der Bezahldienst Paypal hat dank boomender Ausgaben im Internet zu Jahresbeginn (2018) gute Geschäfte gemacht. Im ersten Quartal kletterte der Gewinn verglichen mit dem Vorjahreswert um ein Drittel auf unter dem Strich 511 Millionen...
...Dollar (420 Millionen Euro), wie die ehemalige Ebay-Tochter mitteilte. Die Erlöse legten um 24 Prozent auf 3,7 Milliarden Dollar zu. Die insgesamt von Paypal abgewickelten Zahlungen stiegen im Jahresvergleich um knapp 32 Prozent auf gut 132 Milliarden Dollar.
Ein besonders starkes Wachstum von 52 Prozent auf etwa ...
NVIDIA ( > EMA 38 weekly)
Nvidia (Ticker: NVDA) is active in pure growth-sectors: And the growth in revenues is very likely to continue, as the company is involved in such attractive fields as gaming,...
...cryptocurrency, autonomous driving, and machine learning (Artificial Intelligence / AI).
A lot of bullish commentary around NVIDIA stock is especially due to the opportunities from AI, which is still in a nascent stage. While the AI business will continue to grow, gaming will remain the main driver for the next few quarters, given its contribution to NVIDIA's overall revenue. John ...
Nasdaq-100
Mögliche Support-levels
Spätestens bei ca. 5.450 Punkten wird es interessant, ob bei einem eventuellen Sturz auf diesen Kursbereich die 100 Dickschiffe im US-Technologie-Index die Kurve nach oben wieder einlegen können. Vorerst steht ein 2,8% Rutsch zur "Diskussion":
Baidu (BIDU), die chinesische Google (Juli 2015)
Revenue 2010 - 2014 (FYE):
2010: 7,9 CNY mn
2011: 14,5 CNY mn
2012: 22,3 CNY mn
2013: 31,9 CNY mn
2014: 49,1 CNY mn
Growth-Year over Year:
EPS past 5Y: 48.30%
Sales past 5Y: 61.60%
BEIJING (IT-Times), Meldung per 2. Juli 2015 - E-Commerce-Sektor in China kommt allmählich in Schwung.
Der größte chinesische Suchmaschinendienst Baidu Inc. könnte (fundamentalen) Auftrieb erhalten. Marktanalysten gehen im Bereich Online Search Advertising in China von einem Marktvolumen von 115,5 Mrd. Hongkong-Dollar oder rund 14,9 Mrd. US-Dollar für das Jahr 2015 ...
Info upfront: Carl Icahn (famous investor) is invested in EBAY (as per March 2015).
PE-ratio shall be below 20 and the stock is starting to rise in the short-term-past (current price ca. 60.5 USD)
Related Articles
Raiffeisen RESEARCH (please click on picture for free access!)
Fund Managers Holding Highest Cash Percentage Since Lehman
Posted July 14, 2015 by Joshua M Brown (a New York City-based financial advisor at Ritholtz Wealth Management)
as written by Joshua: Michael Hartnett is out with his latest Fund Manager Survey for Bank of America Merrill Lynch and it’s, ...
"how to ride a trend" - Skechers (SKX) im Jahr 2015
Vorab: Hinweis nach §34 WPHG zur Begründung möglicher Interessenkonflikte: Die Aktie, die in diesem Blogeintrag/Artikel behandelt/genannt wird, befindet sich aktuell (seit mehreren Monaten) im "Echt-Depot" von Mag. Ralph Gollner.
Die Linie ...
Berkshire Hathaway (Price-Book-Value)
Let us take a quick look at Warren Buffet's empire, more specific at Berkshire Hathaway’s share price and its book value, especially in these current weeks/months since the PB-relation seems interesting relative to its history.
As per 7th Sep. 2015 ...
Uwe Lang / "Börsenpfarrer" - Indikatoren (Timinghilfe), 27. Okt. 2015
Anleger müssen nur auf die Signale achten. „Börsenpfarrer“ Uwe Lang beschäftigt sich seit 45 Jahren mit den Märkten. Er hat ein System entwickelt, das Kauf- und Verkaufsignale gibt. Es geht darum, Wendepunkte an den Märkten ...
Auswahl an Aktien mit dem Siegel "Nachhaltigkeit" / "Gutes Gewissen"
Gratis-ökom-Research: http://www.oekom-research.com
Gratis-finance-ethics-Einzelaktien-Research: www.mountain-view.com/de/analysierte-unternehmen
Überblick über die 50 Global-Challenges-Index-Mitglieder: ...
Online-Retail (2015ff)
US versus other countries (please see graph below the graph below ;-)
“With e-commerce penetration at a mere 7% of U.S. retail sales (as per Q3-2015), the channel has significant room to expand,” said Edward Yruma, Jessica Schmidt, Noah Zatzkin and other Pacific ...
FANG, NOSH or SLAM ("the" 2015 stocks)
Ever heard of the famous "herd-stocks": FANG >> FB, AMZN, NFLX, Alphabet(Google), or
NOSH >> NIKE, O'Reilly, Starbucks, Home Depot? All delivered a great outperformance versus S&P 500 in the year 2015:
Following comparison betweeen the FANG & the NOSH ...
selected Oil stocks (US), 22nd Jan. 2016 (Chartshow - automat. updated / daily)
Phillips 66 (PSX), Occidental Petr. (OXY), National Oilwell Varco (NOV), Pioneer Natural Resources (PXD), Hess Corp. (HES), Helmerich & Payne (HP), Baker Hughes (BHI), Marathon Oil Corp. (MRO)
It will be ...
APPLE (Snapshot January 2016)
source: http://www.infinancials.com
Apple-Stock-Valuation @ price per stock of 93.42 USD (27th Jan. 2016)
Market Cap: USD 517.97B*
Apple - Enterprise Value/EBITDA (ttm): 6.56*
Comparison/Group Computer Hardware - Enterprise Value/EBITDA (EV/EBITDA): 6.62*
S&P 500 - ...
Amazon (2006 - 2016)
Text: Tobias Krieg; Grafiken: Mag. Ralph Gollner
Amazon wurde 1994 von Jeff Bezos gegründet, er entwickelte die Idee des elektronischen Buchhandels gemeinsam mit David E. Shaw, als Bezos in dessen Hedgefonds D.E. Shaw Group arbeitete.
Jeff Bezos verließ das ...
Credit Cards versus Cash
(CC vs. C)
Beginning of the end for cash? As consumers have increasingly used credit and debit cards and made purchases online and on apps, they've used less and less cash; in 2016, consumers will spend a greater amount on cards than they do with cash...
...for the ...
Fast Casual (Fast Food)
"There's pressure on the fast-food industry to try and match the strides made by the fast-casual better burger providers," said Steven Buckley, chief operating officer of BurgerFi International, a burger chain launched in 2011 in an interview with 'marketwatch'.
...
2015’s map of the largest company (U.S.A.)
2016's map of the largest company in each state by market cap from Broadview Networks looks much like the 2015 edition (see map here!). Apple Inc. is still the big cheese in California and ExxonMobil Corp. is king in Texas, while...
...J.P. Morgan ...
Victoria's Secret & Co. (L Brands)
At the right price, L Brands offers investors the opportunity to own a leading company in remarkably uncrowded categories, and one with a strong record of delivering shareholder returns...
L Brands Inc formerly known as Limited Brands, Inc., operates as a ...
Big Players, Aktionäre und Dividenden
No-Brainer? Keine Ahnung, ABER: Der Aktionär ist Miteigentümer am Unternehmen und hat Anspruch auf einen Anteil des Gewinns, der in Form einer Dividende ausgeschüttet wird. Die Dividende ist von der Ertragslage des Unternehmens abhängig...
...und ...
How to Find Wide Investment Moats the 'Easy' Way
Finding a wide investment moat is critical to investing, especially for the long term; Warren Buffett's simple-is-better philosophy extends to his ability as a teacher to take complex subject matter and turn it into something we can...
...all ...
OMV und Preis-Buchwert-Verhältnis
OMV: Mit dem Energiekonzern kam 1987 der erste Staatsbetrieb an die Börse. Für den Konzern war das der Auftakt für die internationale Expansion. Für das Unternehmen selbst wirkte der Gang an den Kapitalmarkt wie ein Entwicklungsturbo.
Unter dem steigenden ...
Mastercard (Ticker: MA)
Driven by global economic growth and a secular shift to electronic payments, one can believe Mastercard (ticker: MA) can grow net revenue by low double digits over the next several years. This, coupled with modest margin expansion and aggressive share buyback...
...
Get used to higher Risk/Return-products...
Original Article as per 19th June 2017
Investors are expecting aggressive, unrealistic returns and higher income than may be available from the retail products they are currently invested in. That is a key conclusion from the annual Global Investment ...
Facebook (earnings review)
quick n dirty
Let's check the latest metrics in the wake of Facebook’s robust Q2-2017 results on 26th July 2017. Its revenue increased to over USD 9 billion, up 45% versus a year ago - that is enormous growth for such a large company. But one concern is...
...that ...
Fresenius SE & Co. KGaA
Die Fresenius SE & Co. KGaA ist ein international tätiges Medizintechnik- und Gesundheitsunternehmen. Der Hauptsitz liegt in Bad Homburg vor der Höhe. Gegründet wurde das Unternehmen 1912. Die Veränderung der Bevölkerungsstruktur sorgt bei Fresenius nach wie vor...
...
China & its platforms
(transformation into the year 2017)
Chinese companies transformed from the year 2000 (the year, when I bought stocks for the first time) up to the year 2017 their "normal" business-models into a wide platform strategy, covering different ecosystems. How it all started:
...
Alphabet hat sich im 1. Halbjahr (wieder) stark entwickelt
Der Technologiekonzern scheint kaum noch zu stoppen und nimmt vor allem im Suchmaschinengeschäft eine Monopolstellung ein. Das Werbegeschäft brummt. Der strukturelle Wandel ist in vollem Gange. Während die klassische...
...TV- und ...
What's Behind Alibaba's USD 25 Billion in Sales on Singles' Day?
Since the early 2010s, China's e-commerce giant Alibaba Group has single-handedly turned Singles' Day into the biggest shopping event by launching large-scale shopping promotions centered around 11th November. Gradually,...
...
FACC
Eine mit Winglets ausgerüstete Boeing 737NG kann zwischen 360.000 und 490.000 Liter Kraftstoff pro Jahr je nach geflogenen Strecken, gegenüber einem Standardmodell einsparen. Der oberösterreichische Luftfahrtzulieferer FACC hat aktuell volle Auftragsbücher (nicht nur...
...
These 3 (NOT FANG)
Maybe these 3 stocks just "need a short rest." I (Ralph Gollner) am still invested in these three names, but there is some hot wind blowing out there. And I guess it's not just a hot summer-breeze (being still cold in NYC and here in Austria)...
The three names mentioned ...
WTF = WBF
One of the "real" competitors of Warren Buffet's Investment vehicle "Berkshire Hathaway" delivers astonishing performance-results (Buffet-competitor 2). In the year 1986 you were able to buy 120 stocks (of the Buffet-competitor 2) for a total of 1,000...
...US-Dollar. If you were ...
Examples: INTC, MCD, MSFT, S&P 500
If one has a long-term investment horizon, well, then there are several possibilities how to take the first steps...
In the chart above -also the tough period in the years 2008 until 2011- has been covered. Via "Cost-Average" one can "easily" bridge such ...
Biotech (9th July 2018)
When investors think of biotech stocks, visions of Amgen (AMGN) and Gilead (GILD) tend to dance in their heads. These companies aren't just among the biggest in the business - they're also a couple of the most successful in terms of revenue and...
...profits. ...
The new FANGS are in town?
Well, I don't know. But maybe those guys are not new in town...
At least NetApp is an old Player, which was a very hot company in the years 1999 and 2000!
I will watch these guys very closely within the upcoming 18 months.
cheers Ralph
PayPal
(Update vom April 2018)
Im Posting #1040 habe ich PayPal bereits charttechnisch beobachtet. Damals, am 28. April 2018, deutete sich bereits ein mögliches Zuspitzen auf ca. USD 100 per Q1-2019 an, sofern die Aktie ihr Kurslevel ÜBER USD 70 bis zum...
...Jahresende 2018 halten könnte.
...
Warren Buffet
Million % Plus...
What happens if you compound +20.5% (each year) over 54 years? well, you will achieve an overall gain of 2.472 Million percent. ( + 2,472,627%). By the end of 2018, Berkshire Hathaway stock had risen...
...by 2,472,627% (that's not a typo) in the 54 years ...
