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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (56066)	9/24/2015 12:16:17 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

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).