Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: E_K_S who wrote (56066)	9/24/2015 12:16:17 PM
From: Paul Senior	Read Replies (1) of 78715

GOOG. I don't like valuing the company by sum-of-parts, and it to me, $781 target price is high. I'll stick with my valuation estimate: "I value the company (GOOG, now ~$617/sh) between $607 and $708/sh if Google can maintain its margins and hit the average analyst estimate (Yahoo number) for earnings this year and next". Upon dangerously assuming consensus earnings estimate for '16 will turn out to be about correct, I'm willing to add to my GOOG position again if stock drops somewhat below $600 again (thus hoping to see the stock at $708 or more in 2016).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next