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Alphabet earnings Q4 -stock down 5 1/2%
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Tom 123
Posted: 31 January 2024 15:27:25(UTC)
#11

Joined: 13/09/2016(UTC)
Posts: 1,606
Looking at the yoy change in earnings for Apple and Alphabet.
Summary figures at bottom of each page:
https://www.macrotrends....nings-per-share-diluted
https://www.macrotrends....nings-per-share-diluted

Quite lumpy earnings per share growth yoy.

Alphabet
2010 to 2020: average 22%.
91% in 2021 (bumper year)
-19% and 12% last two years.

Apple
2010 to 2020: average 23%
71% in 2021 (bumper year)
9% and 0.3% last two years.

Growth in earnings appears to be slowing but share prices not.
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You have to change your life
Posted: 31 January 2024 15:31:52(UTC)
#12

Joined: 17/11/2021(UTC)
Posts: 2,194

Thanks: 730 times
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Tom 123;294609 wrote:
Looking at the yoy change in earnings for Apple and Alphabet.
https://www.macrotrends....nings-per-share-diluted
https://www.macrotrends....nings-per-share-diluted

Quite lumpy earnings per share.

Alphabet
2010 to 2020: average 22%.
91% in 2021 (bumper year)
-19% and 12% last two years.

Apple
2010 to 2020: average 23%
71 in 2021 (bumper year)
9% and 0.3% last two years.

Growth in earnings appears to be slowing but share prices not.


You mean change in EPS.

Ever considered, Tom, that the share price may be right more often than you?


Go back thirteen months and you may have put off one or two readers from investing in the megacaps.
Other contributors have a longer history..
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Guest on 31/01/2024(UTC)
Tom 123
Posted: 31 January 2024 15:43:28(UTC)
#13

Joined: 13/09/2016(UTC)
Posts: 1,606
You have to change your life;294611 wrote:


Go back thirteen months and you may have put off one or two readers from investing in the megacaps.
Other contributors have a longer history..


Everyone can make their own decisions. Go back 24 months and I may have prevented other buying before a large fall. All relative.
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Rookie Investor
Posted: 31 January 2024 15:51:02(UTC)
#15

Joined: 09/12/2020(UTC)
Posts: 2,081
Earnings did go up about 90% from 2020 to 2021. Not just EPS - not that it would make a difference given the share split happened in 2022. But even if calculating growth in EPS during a year which has a share split, you would obviously need to account for this. Otherwise it would be a rookie mistake.
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Rookie Investor
Posted: 31 January 2024 15:54:48(UTC)
#16

Joined: 09/12/2020(UTC)
Posts: 2,081
I own google and not selling. Huge moat business and one of the best plays for AI. Along with Microsoft which I also own.

Th amount of share buybacks done by google is huge and very supportive of share prices.
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Raj K on 01/02/2024(UTC)
You have to change your life
Posted: 31 January 2024 16:05:56(UTC)
#14

Joined: 17/11/2021(UTC)
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Was thanked: 1798 time(s) in 972 post(s)
Tom 123;294613 wrote:
You have to change your life;294611 wrote:


Go back thirteen months and you may have put off one or two readers from investing in the megacaps.
Other contributors have a longer history..


Everyone can make their own decisions. Go back 24 months and I may have prevented other buying before a large fall. All relative.


Yes, but long term consequences ensue from an entrenched position and my strong advice is to dismiss those who have a lot of certainty about the future: especially those with a one-note message: -they can seriously damage your wealth.

Reader, do you know Thrugelmir?

This is Thrugelmir talking down Apple:

https://forums.moneysavi...invest-or-not-invest/p9












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Guest on 31/01/2024(UTC)
You have to change your life
Posted: 01 February 2024 17:37:37(UTC)
#17

Joined: 17/11/2021(UTC)
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Amazon, Meta and Apple report after Wall St. closes at 9 pm.

Should be lively.
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Raj K on 01/02/2024(UTC), Peanuts on 01/02/2024(UTC)
Peanuts
Posted: 01 February 2024 18:22:11(UTC)
#18

Joined: 16/02/2019(UTC)
Posts: 1,476
You have to change your life;294774 wrote:
Amazon, Meta and Apple report after Wall St. closes at 9 pm.

Should be lively.


Should easily be a another new ATH (S&P500) tomorrow then.
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You have to change your life
Posted: 01 February 2024 18:26:25(UTC)
#19

Joined: 17/11/2021(UTC)
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Let us hope so.
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Peanuts
Posted: 01 February 2024 19:28:58(UTC)
#20

Joined: 16/02/2019(UTC)
Posts: 1,476
Hard to imagine any other scenario. Bull market is intact (don’t tell Tom ;)
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