Watchlist

Watchlist
Alphabet Inc. (GOOG)
Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to Wallace Weitz's 13F portfolio on a quarterly basis. It is based on Weitz's regulatory 13F Form filed on 02/14/2018. Please visit our Tracking Wallace Weitz's Weitz Investment Management Portfolio arti…
The Fed Is Dead - Long Live The Market
This is going to be a very simple articleand some will complain that it is simplistic . In the current economic climate, the Fed is close to being irrelevant. Watch the Fed at your peril. It may raise rates, but the market will dominate interest rates for the near future. Thus the F…
Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to Ole Andreas Halvorsen's US stock portfolio on a quarterly basis. It is based on Viking Global's regulatory 13F Form filed on 02/14/2018. Please visit our Tracking Ole Andreas Halvorsen's Viking Global …
Roku: Buy The Dip
ROKU data by YCharts On Wednesday, Roku ( ROKU ) announced their fourth quarter 2017 results. The street was very unhappy with those results - shares dropped from $51 at close to $40, losing ~ 21%. I purchased Roku back in November for ~ $41, after publishing an article on Seeking Alp…
Neil Howe: 'Google And Facebook Are Content Parasites'
What will happen to Alphabet ( GOOG ) (GOOGL) and Facebook ( FB ) if content runs out? Thats the question posed by Hedgeye Demography sector head Neil Howe in a recent presentation on the tech giants. Facebook and Google are continually eating up more and more of the share of o…
Data Centers: It's All About Hyperscale
REIT Rankings: Data Centers In our REIT Rankings series, we introduce readers to one of the fifteen REIT sectors. We rank REITs within the sectors based on both common and unique valuation metrics, presenting investors with numerous options that fit their own investing style and risk/retur…
Tracking Dan Loeb's Third Point Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb's US stock portfolio on a quarterly basis. It is based on Third Point's regulatory 13F Form filed on 02/14/2018. Please visit our Tracking Dan Loeb's Third Point Portfolio series to get an id…
Alphabet: Taking Some Profits
In mid-2016, Alphabet ( GOOG ) (GOOGL) had carved out a 6+ month base and was reclaiming its 40-week moving average. I started a position in the stock at $740.67, and then wrote my first article on the company "Alphabet: Flirting With All-Time Highs, Next Stop $1,000" in Q4 of 2016. The arti…
Tracking Tweedy Browne Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to Tweedy Browne's 13F portfolio on a quarterly basis. It is based on Tweedy Browne's regulatory 13F Form filed on 02/15/2018. Please visit our Tracking Tweedy Browne Portfolio series to get an idea of t…
Nest Cam gets Google Assistant for Home experience
Nest Cam IQ owners can install a free software update starting today to enable Google ( GOOG , GOOGL ) Assistant. More news on: Alphabet Inc., Alphabet Inc., Tech stocks news, Read more …
Alphabet Inc. (GOOG)