Viewing Company Alphabet Inc. (A) | StockChase
stockchase picture

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

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

Definition:

Formally Google

Last Price Recorded: $926.1800 on 2017-08-18

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
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
2017-06-05 BUY Matthew McCall

AAPL-Q vs. GOOGL-Q vs. AMZN-Q.  He likes these two as well as AMZN-Q.  You could make a case for all three.  He owns all three.  These guys are changing the world.  AAPL has not had an announcement for a while, but will have announcements in the next year.  They could pull back a bit, but he would own all three.


Price:
$1003.880
Subject:
US EQUITIES
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-05-24 COMMENT Zachary Curry

He is very keen on this. They are doing great things. On advertising and search, they are taking away from the incumbents and have lots of things in the hopper. Great balance sheet and a really durable franchise. Going forward, the virtual reality and artificial intelligence are going to be really big components for them.


Price:
$977.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Cameron Hurst

This is a huge company, and the core advertising is still up 17% year-over-year. 66% of ad spending is still off-line. They are getting more than their fair share and focusing on things that matter, such as machine learning, autonomous driving, AI. (Analysts’ price target is $1050.)


Price:
$942.170
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 171 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.