Market Overview - The market has experienced a significant decline in recent weeks, followed by a rebound driven by optimism regarding trade deals and potential interest rate cuts [1] Investment Strategy - The investment strategy focuses on strategic buying opportunities, particularly in dividend and value stocks, which has led to a high rating on Tipranks.com and a substantial following on Seeking Alpha [1]

Core Viewpoint - The US government is demanding the breakup of Google's ad technology business due to a judge's ruling that the company holds an illegal monopoly in the ad market [3][4]. Group 1: Legal Proceedings - A federal court in Virginia is hearing the case, with a trial phase scheduled for September 22 to discuss remedies for the ad market [5]. - The US government has previously argued that Google controls the market for publishing banner ads, affecting many small news providers and creators [5][6]. - The judge, Leonie Brinkema, agreed that Google has built an illegal monopoly over ad software but partially dismissed claims regarding tools used by advertisers [6]. Group 2: Government's Position - The US government is advocating for Google to divest its ad publisher and exchange operations, citing a lack of trust in Google's ability to change its monopolistic behavior [7]. - Government lawyer Julia Tarver Wood emphasized that behavioral remedies are insufficient to prevent Google from re-establishing dominance [8]. Group 3: Google's Defense - Google has proposed a binding commitment to share information with advertisers and publishers on its ad tech platforms, acknowledging trust issues raised in the case [8]. - The company argues that breaking up its ad platforms could pose data security risks for publishers and advertisers [9]. - Google contends that calls for divestment are inappropriate, a stance that the judge has rejected [9]. Group 4: Financial Implications - The ad technology business is a significant part of Google's overall online advertising revenue, which funds its free services like Maps, Gmail, and search [10]. - The revenue generated also supports Google's investments in artificial intelligence initiatives [10].

Core Viewpoint - Alphabet's first-quarter earnings report revealed better-than-expected results, providing a positive outlook for the remainder of the year despite concerns over tariffs [1][5]. Group 1: Financial Performance - The company announced a $70 billion share repurchase authorization, which is significant and will differ from previous repurchase plans due to current market conditions [2]. - Alphabet's stock is currently priced at 17.9 times trailing earnings and 16.8 times forward earnings, making it attractive compared to the S&P 500's 22.1 times trailing and 20.5 times forward earnings [9]. Group 2: Advertising Revenue Concerns - Alphabet's primary revenue source is advertising, which is vulnerable during economic downturns, leading to investor pessimism [3][10]. - There are concerns regarding the impact of tariffs on Alphabet's business, particularly with discount Chinese retailers, although management indicated it would only be a "slight" headwind [4]. Group 3: Market Sentiment and Stock Dynamics - Following the earnings release, the stock initially rose but then experienced a slight decline, indicating mixed market sentiment regarding Alphabet's future performance [5]. - The $70 billion share repurchase program is seen as a potential catalyst for stock price improvement, especially given the current low stock price [6][11]. Group 4: Legal Challenges - Ongoing legal challenges from the Department of Justice regarding an alleged illegal monopoly could impact investor sentiment and stock performance, with potential resolutions still years away [10][11]. - The legal situation contributes to the current low stock price, which may enhance the effectiveness of the share repurchase program [11]. Group 5: Future Outlook - Despite potential headwinds, the market has already priced in significant pessimism, suggesting that now may be a strong buying opportunity for long-term investors willing to endure short-term volatility [12][13].

Core Insights - GoDaddy reported revenue of $1.19 billion for the quarter ended March 2025, reflecting a year-over-year increase of 7.7% and a surprise of +0.60% over the Zacks Consensus Estimate [1] - The company's EPS for the quarter was $1.27, compared to $1.08 in the same quarter last year, although it fell short of the consensus estimate of $1.35 by -5.93% [1] Financial Performance Metrics - Total bookings reached $1.42 billion, exceeding the seven-analyst average estimate of $1.40 billion [4] - The total number of customers at the end of the period was 20.48 million, slightly below the five-analyst average estimate of 20.74 million [4] - Revenue from Applications & Commerce was $446.40 million, surpassing the average estimate of $441.26 million and representing a year-over-year increase of +16.5% [4] - Revenue from the Core Platform was $747.90 million, slightly above the average estimate of $745.99 million, with a year-over-year change of +3.1% [4] - Segment EBITDA for the Core Platform was $235.30 million, compared to the average estimate of $233.35 million [4] - Segment EBITDA for Applications & Commerce was $196.90 million, exceeding the average estimate of $185.34 million [4] Stock Performance - GoDaddy's shares have returned +4.3% over the past month, contrasting with a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

GoDaddy (GDDY) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Christie Masoner - VP of Investor RelationsAman Bhutani - CEOMark McCaffrey - CFOYgal Arounian - Director - Internet Equity ResearchAlec Brondolo - Director - Equity ResearchJosh Beck - Managing DirectorAlex Lavigne - Equity Research AssociateRobert Coolbrith - Vice President, Internet Equity ResearchNaved Khan - Managing Director - Equity Research Conference Call Participants Elizabeth Porter - AnalystVikram Kesavabhotla - S ...

Company builds on its track record of profitable growth, strong cash generation Repurchases over 25% of its fully diluted shares outstanding since 2022Announces new multi-year $3 billion repurchase authorizationTEMPE, Ariz., May 1, 2025 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today reported financial results for the first quarter that ended March 31, 2025."GoDaddy's strong first quarter results and reaffirmed 2025 outlook highlight the strength of our execution and the durability of the business model," s ...

Alphabet (GOOG, GOOGL, GOOG:CA) finds itself facing potential headwinds from both generative AI and a weakening economy. It is becoming increasingly clear that the company may struggle to rid itself of the nagging fear of disruption. In the meantime, the core advertising business continuesJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-ori ...

Core Viewpoint - Alphabet's Q1 2025 earnings report exceeded expectations, positively impacting Google stock performance [1][2] Financial Performance - Q1 2025 earnings per share (EPS) were $2.81, surpassing consensus estimates of $2.01 [1] - Revenues reached $90.23 billion, exceeding the expected $89.12 billion [1] Stock Market Reaction - Following the earnings call, GOOGL stock price increased from $159.28 to $160.78, reflecting a 0.94% rise in pre-market trading [2] - The stock avoided the typical post-earnings dip seen in other tech stocks [2] Analyst Insights - Analyst Ivan Feinseth reaffirmed a 'Strong Buy' rating for GOOGL and raised the price target from $220 to $240, indicating a potential 49.27% upside [4][7] - Feinseth emphasized Google's unique advantage in the AI sector, which allows the company to develop its entire technology stack [5][7] Growth Drivers - Ongoing AI innovation and partnerships, such as with Apple, are expected to enhance Google's advertising and cloud revenue growth [8][9] - The anticipated increase in advertising and cloud monetization is projected to drive revenue and cash flow growth [8] Market Sentiment - The positive quarterly results and new partnerships are likely to foster favorable market sentiment and stock price movement in the near term [9]

Alphabet (NASDAQ: GOOGL ) (NASDAQ: GOOG ) (TSX: GOOG:CA ) stock has been largely overlooked by investors over the last couple of months, as it has for the last four months at least. The stock is down nearly 24% since its historic peak inAs a researcher and operations manager at DM Martins Research, I leverage my deep understanding of global markets to provide valuable and actionable insights. Previously, I contributed to TheStreet and currently write for platforms such as TipRanks and GuruFocus. At Seeking ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens for stocks that have undergone recent sell-offs, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off, adding a layer of due diligence to the investment process [1]