Is GOOGL a good dip buy or is this ad scandal going to be a big overhang?

I jumped off late January after it bolted from $780 to $850 in about 2 months. I dipped my toe back in at $833. I have been wanting back in for months but it kept escalating on me. I took what might be a half position if it keeps going lower. I have decent exposure through other funds but I like GOOGL prospects enough to throw more weight its way.

The core search business seems to be slowing but I suspect they will move to more cloud orientation and I like their knowledge base combined with home, auto, and video applications.

I love the huge net margin (20%+). Like many large caps its got beaucoup dollars offshore that likely gets repatriated under the T administration. Hopefully they will spend it wisely.

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The core search business seems to be slowing but I suspect they will move to more cloud orientation and I like their knowledge base combined with home, auto, and video applications.

I love the huge net margin (20%+). Like many large caps its got beaucoup dollars offshore that likely gets repatriated under the T administration. Hopefully they will spend it wisely.

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It is slowing, but not quite as bad as you think, overall they still had massive YoY growth while apple still declined. Conversely Apple's share price has run away and there is $130B+ difference in market cap while there was a point not long ago where alphabet had surpassed apple in market cap for a short period. If you look at their domination,

1.90% of the smartphone market is android.
2. they have the #1 and #2 most visited websites on earth(google & youtube)
3. half the planet doesn't even have internet at this point
4. Nominal debt, $4B, cash is close to $100b....thats where apple started div
5. Massive lead in self driving, waymo logged like 650k self driving miles last year
6. VC, who knows what these will be worth long term,remember ali baba and yahoo?
7. Youtube TV is launching soon and for $35/mo will kill direct tv now bc u get all the local channels too
8.I imagine the cloud will be a battle for the coming decade and i like google with their cash position to come up on AWS if pricing wars heat up.

I really could go on but it just seems they have a ton of cool stuff theyre working on but of course the cash cow that finances it all is the ads and Im just not sure if this is a major problem with all the big guys suspending campaigns or if its just a short term blip. It seems really difficult with all the crawlers all over the web to filter out every little thing, I mean they could simply change titles from ISIS beheading to walking dog in the park and the content would still be brutal and get through their filters. Anyways thanks for the inputs I was just intrigued with the severity of the matter at this point.

There's no finer company imo but hopefully earnings won't get impacted bc that's when it could get ugly

Not on directtv now or direct tv go whatever the streaming is called,having the major locals is huge for sports guys looking to cut cable but still want to watch sports

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Not on directtv now or direct tv go whatever the streaming is called,

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hmmnnnnn

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having the major locals is huge for sports guys looking to cut cable but still want to watch sports

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ah i see. yeah we used to have DTV and cox for local sports. they finally implemented local channels for us years and years ago thankfully. It allowed me to cut the cox TV bill. just have them for internet now.

I've had Vue, and currently have DTV Now and am keeping up with the streaming services. Vue and DTV Now have locals in select markets. If you remember a few decades ago when DirecTv had to negotiate with each market to get locals, that's happening all over again. Basically if it's an owned and operated station, they offer it. Apart from that, they are negotiating with the biggest market locals, or their holding company, to get locals.

Youtube Tv will not be offered nationwide to start, much less offered with locals nationwide. Basically they are only offering it where they can offer locals.

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Any insights on the current ad debacle they're facing?

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Unfortunately this was the first I have heard of it. Just my assumption, but I'm sure GOOG will say they've modified their filtering algorithm and it will eventually blow over.

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I imagine when youtube tv comes out soon at $35 while direct now is at $70 they're going to have a tough time retaining customers.

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I have had DTV for 20 years........and am happy however....if this youtube TV can deliver the goods at that price i may have to seriously look into it.