IGC

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

Free Cash Flow Machine Visa Remains One of Our Best Ideas

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Image Shown: Visa’s ability to generate sizable free cash flows continues to impress. We are big fans of the payment processing giant. Image Source: Visa Inc – First Quarter of Fiscal 2021 IR Earnings Presentation By Callum Turcan We’re huge fans of Visa Inc’s (V) business model. The credit card network’s free cash flow generating abilities are impressive, aided by its low capital expenditure requirements. We view Visa’s long-term outlook quite favorably and include the company in the Best Ideas Newsletter portfolio as a top-weighted idea. The top end of our fair value estimate sits at $263 per share of Visa, materially above where V is trading at as of this writing. Overview Visa benefits from the network effect, which … Read more

Can Marijuana Stocks Burn Your Portfolio?

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The Valuentum analyst team walks through changes in the marijuana regulatory landscape, the plethora of risks speculators face while dabbling in marijuana stocks, and the hopes that some might be long-term winners. ~8 mins. If you cannot view the podcast below, please view the transcript that follows or select the link here. Tickerized for stocks associated with the marijuana industry. Brian Nelson, CFA: Can marijuana stocks burn your portfolio? This is Brian Nelson for Valuentum Securities and joining me for today is Mr. Kris Rosemann and Mr. Chris Araos, and we are going to talk all about marijuana stocks. Mr. Kris Roseman would you like to take us through some of the dynamics that you are seeing across the industry? … Read more