DAX

Best Idea Alphabet Growing Global Cloud Presence

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Image Shown: Alphabet Inc Class C shares, a top-weighted idea in our Best Ideas Newsletter portfolio, are up ~65% over the past year. By Callum Turcan Alphabet Inc (GOOG) (GOOGL) has historically focused primarily on growing its digital advertising revenues since the company was founded under the Google name back in 1998. More recently, the technology giant has begun seriously seeking to broaden its revenue base, and we like what we see on this front. We include Alphabet Class C shares (ticker: GOOG) as an idea in the Best Ideas Newsletter portfolio given its immense capital appreciation upside potential as a net cash-rich, free cash flow generating powerhouse (topics that we have covered often in the past). Our fair value … Read more

German Industrial Conglomerate Siemens Remains an Attractive Income Generation Idea

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Image Shown: Siemens AG sees the global industrial economy staging a recovery from the COVID-19 pandemic, which in turn supports the firm’s outlook. The company raised its full-year guidance when Siemens published its latest earnings report. Image Source: Siemens AG – Second Quarter of Fiscal 2021 IR Earnings Presentation By Callum Turcan The German-based industrial conglomerate Siemens AG (SIEGY) has four core industrial business operating segments that are as follows: Digital Industries (‘DI’), Smart Infrastructure (‘SI’), Mobility (‘MO’), and Siemens Healthineers. Its operations are supported by Siemens Financial Services (‘SFS’) which provides support for its industrial businesses and services to third-parties. Siemens has put up strong underlying operational and financial performance of late and remains an interesting income generation idea. … Read more