Tag Archives for " Google "

Google CEO dumps more stock – Something he’d like to share with us?

Is there something else, Google’s CEO, Sundar Pichai would like to share with us? While in the news recently defending the integrity of Google’s services before the House Judiciary Committee, perhaps less well known has been his recent director stock sales, which this quarter alone (up to 6th Dec) have already amounted to -50k Alphabet shares, to […]

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P&G slashes digital spend with no impact – an ‘Oops’ moment for digital!

Those following Alphabet’s Q2 results may have noticed the changing mix driving revenues. While year-on-year organic revenue growth is still comfortably holding above +20% pa, it is increasingly driven by accelerating growth in paid clicks which are offsetting a higher rate of decline in the price per click that it receives. Given the auction basis […]

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Interpublic Q2 disappoints – the canary in the coal mine?

From the -100bps drop in margins as organic sales growth slowed to only +0.4% for its Q2, IPG clearly didn’t see it coming, particularly following the solid performance in Q1 and the easier prior year comparatives it was cycling against for Q2. This lack of visibility and the uncertain impact of Fed monetary tightening on […]

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ALERT – Temporary problems accessing Analytics on Chrome – please use another browser such as Internet Explorer, Firefox and Safari

Due to a software update, our Analytics service is currently not being supported on Google’s Chrome browser, although remains available on most other leading browsers such as Internet Explorer, Firefox and Safari.  The service will be back up soon on Chrome.

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Can you guess the new addition to the GrowthRater portfolio?

Can you guess the stock?   Okay, I think you’ve all had a fairly easy ride so far following some of the GrowthRater model portfolio changes that I have posted on this blog, so  now you’ll have to do a little work to guess my new position.  Just to remind you of some of the […]

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Google – markets chasing stories arrive late to the party

Markets love a good story. They’re so much easier to digest than actual analysis and usually provide a catalyst for action that brokers and journalists need to stimulate a transaction. Take for example Google’s Q2 results last Thursday. The results themselves were solid, but were neither significantly ahead of street estimates nor provided anything particularly […]

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