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Compiling comments that experts make about stocks while on public TV.

Alphabet Inc. (A) Stock Symbol: GOOGL-Q

Definition:

Formally Google

Last Price Recorded: $1,005.0700 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-10 PAST TOP PICK Cameron Hurst

(A Top Pick May 17/17. Up 5%.) The chart is showing the stock has consolidated a little. Had a pretty great move in the first part of the year, as well as last year. The driver is still intact. Ads continue to go online. They are garnering a great share of Search. Spending in AI and everything in the background for secular drivers. He still likes this.


Price:
$987.800
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-06 COMMENT Keith Richards

All the leading techs are taking a pause. He sold his holdings at around $980. The longer-term trend on this is fantastic. Thinks we are entering into one of the periods of no new highs. However, the stock has a great long-term upside. To get back into the name, he would like to see either a break-out to new highs, or he would even Buy on a test to the trend line after we get through the September nasty period.


Price:
$942.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2017-08-29 BUY on WEAKNESS Colin Stewart

If a long-term investor, he would not sell this, but would Hold, and if it pulls back, add more. One of the go-to names. From a technology standpoint, it has a very dominant market position. From a search and online advertising standpoint, these are trends that are poised to continue. It is not that expensive a stock. If you back out the cash, it is trading at 17 or 18 times PE multiple.


Price:
$935.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-08-09 PAST TOP PICK Cameron Hurst

(A Top Pick Feb 8/17. Up 13.43%.) A 20% grower. It is amazing that a company this size can do that. It comes from the fact that it has a large pie, and 66% of ad spending is still off-line. The runway is long for them. They also have Cloud services. The knock is that they have to get other bets spending under control, it is running at $4 billion per year.


Price:
$940.080
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-08-04 COMMENT Brian Acker, CA

He loves this one. He has it valued at $654, and is trading at a 30% overvaluation. If it ever gets back to $806.38, it would be a wonderful buy.


Price:
$945.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2017-08-04 PARTIAL SELL Don Vialoux

You need 20 years on a stock before you can assess it on a seasonal basis. Technicals are very, very positive. However, like most of the FANG stocks, has reached a trading range. Historically, many technology oriented stocks have a history of peaking around the 3rd week of July. If you own, you probably want to take some money off the table with the idea of getting back in around the 3rd week of October.


Price:
$945.790
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-31 WAIT Brooke Thackray

Everybody’s favourite FANG stock, and it has done well. A great company and growing. Recently reported with a beat, and yet investors still made it pull back. It hit resistance at around $1000, and may be in a consolidation period. Based on a technical perspective, he would not be investing in this right now. Wait for it to go through $1000 on strength.


Price:
$945.500
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-20 BUY Mohsin Bashir

A good long term hold.  It is a spectacular business.  They are at the forefront in terms of using artificial intelligence and big data analytics.  They keep re-inventing themselves.  He wishes they would pay a dividend.


Price:
$992.190
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-12 PAST TOP PICK Christine Poole

(A Top Pick July 12/16. Up 31.18%.) This is her play on the Internet and digital advertising. When it got close to $1000, she took some money off the table. To buy more, she would like to see it pull back to around $900. A great company in terms of revenue growth. They grew their top line over 20% over the last 29 consecutive quarters. Regarding online advertising, she thinks it still has some growth in terms of overall corporate advertising budget, and this company will garner a large share of that.


Price:
$967.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-29 PAST TOP PICK Stan Wong

(A Top Pick May 19/16. Up 31.1%.) He still likes this but it has been part of the small pull back in the Tech sector. If this starts to fall down to the $900 level, that would be a good entry point.


Price:
$937.820
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 BUY Gordon Reid

(Market Call Minute.) A fantastic franchise. They continue to grow revenue using cash flow into the 20% range. They are monetizing areas that they weren’t years ago.


Price:
$978.590
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 COMMENT David Burrows

Technology is probably the most important secular long-term theme in the market. This company plays right in the middle of a couple of the key themes, but the most important is Cloud and Search. He sees signs in the near term that some of the more cyclical sectors, like financials and industrials, may be seeing some rotation into those names with a little money coming out of technology. (See Top Picks.)


Price:
$968.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 BUY Bruce Murray

Everything is going their way. They have huge margins, new business and lots of potential. His target price is $1150-$1200 over the next 12-18 months.


Price:
$968.990
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 COMMENT David Fingold

Market share in advertising is at about 25%, and he doesn’t believe anybody has had higher than that. Doesn’t know if they can hold onto this, but it is going to be very difficult for them to increase it. He would prefer companies that have lower market share, but more runway, something like Facebook (FB-Q). Facebook also has some non-core businesses, things that have yet to generate a profit.


Price:
$975.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-06-13 COMMENT Cameron Hurst

He is quite constructive on this. It is part of the oligopoly on the Cloud space. They have a couple of things going for them along with a headwind that they are fixing. Core ad spending is up almost 20% and they continue to pull in more ad spending. Spending was getting out of control, but are working on that. Valuation is not out of line for the growth you are getting.


Price:
$970.500
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 174 entries
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