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One of the two biggest cloud companies (with Amazon). They have a huge base for Office software. They will continue to develop their Teams conference technology for work conferencing. They also have a videogaming and live sports business now in relation to virtual and augmented reality. They struck a deal with the NBA, which will be interesting to see in coming years. They're moving into communications and entertainment. Well-run and innovative, a must-own stock for the future. (Analysts’ price target is $198.19)
What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)
BAM vs. BIP For income, buy BIP; for capital appreciation, BAM. Both are well-run. BAM is the parent company and is one of the biggest asset managers in the world. BAM is solid and will be hunting for properties in this pullback; they are skilled investors. It's trading at a discount to NAV which means some downside protection It's a little difficult to understand all of BAM's moving parts and its reliance on various financing vehicles. (BPY is struggling, but will be a drag on BAM.) BIP and BAM will be fine long-term.
