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

Definition:

Formally Google

Last Price Recorded: $835.1400 on 2017-03-24

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Date Signal Expert Opinion Price
2017-03-16 COMMENT Zachary Curry

He likes this, and doesn’t find it terribly expensive in terms of the multiple it is trading at, versus their growth. However, his preference would be Facebook (FB-Q). (See Top Picks.)


Price:
$870.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 COMMENT Gordon Reid

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings.


Price:
$870.000
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 BUY Kash Pashootan

The only reason he doesn’t own this is that it doesn’t pay a dividend, which is part of his strategy. If you look at share price over the last 10 years, you could essentially have bought it at any point, and seen a nice return over a few years. They are leading in their industry, continuing to innovate and have lots of cash.


Price:
$865.910
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-03-13 COMMENT Matt Kacur

He loves this as a long-term hold. A really solid company. A disruptor in a good way. It has been very, very consistent over the years. Always investing in new ideas.


Price:
$864.580
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-01 COMMENT John Burke

Alphabet (A) or Alphabet (C)? There is really no difference between these. This one is going to give you more voting rights and is slightly more expensive. He prefers GOOG-Q because it is such a big company, he can’t imagine his votes are going to make a difference.


Price:
$856.750
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-02-27 BUY Mike S. Newton, CIM FCSI

Trading at an all-time high, and the only advantage of buying it now is that the Cdn$ is slightly stronger now than a year ago. These companies are onto a big, big trend. 1.5% or a 2% starting position is not a bad idea.


Price:
$849.670
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-17 PAST TOP PICK Christine Poole

(Top Pick Feb 9/16, Up 20.76%) She still likes it.  It has lagged the rally, only up at 4% vs. the market being up 10%.  It is the 28th consecutive quarter of organic growth over 20% year over year.  That trend of digital advertising is going to continue to grow as only about 35% of advertising budgets are allocated to it.  They got a new CFO a couple of years ago who has brought a lot of financial discipline to the company so more growth is dropping to the bottom line.  They have been buying back stock even though they don’t yet pay a dividend.  They have a lot of cash off shore so policy changes in repatriation of cash will benefit them.


Price:
$846.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-15 BUY Colin Stewart

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, although he has a bigger position in this one and thinks of it as a better business. If you strip out their cash, it is only trading at 17 or 18 times earnings.


Price:
$837.320
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-13 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

He is concerned about valuation here.  But they are a great company.  In a market correction it could come down more than the market.  $740-750 would be a buying range.


Price:
$838.960
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-13 BUY Paul Harris, CFA

It is in a unique situation because a lot of advertising is going online.  They have an advantage to Facebook in this area.  They are more about software than making products.  He prefers this to FB-Q.


Price:
$838.960
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
No
2017-02-09 BUY John Petrides

A fantastic company that he would buy.  The valuation is a little bit high for a tech company, but they have a tremendous balance sheet and cash flow and they are just unleashing the potential of YouTube.  GOOG-Q is a very disruptive company.  YouTube is the crown jewel now.


Price:
$830.060
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-02-08 PAST TOP PICK Cameron Hurst

(A Top Pick Jan 27/16. Up 16.18%.) The company is doing everything right, and he is happy with it. They have their “other bets” category where they have been spending quite heavily and have been taking some heat. They’ve started to reef that in and get it under control. Has strong year-over-year growth rates in 20% category. Everybody has baked in the governments’ tax repatriation holiday. If they get that, that will be a nice move.


Price:
$804.570
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-02-08 TOP PICK Cameron Hurst

They are reining in expenses, which people are a little bit upset about. Tax repatriation could be a benefit to them. 15% of their cash ($82-$83 billion) is trapped overseas. (Analysts’ price target is $991.78.)


Price:
$804.570
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-26 TOP PICK Gordon Reid

A new wave media company coming out with earnings tonight.  He expects $35 a share earnings, up from $29 last year. (Analysts’ target: $971.64).


Price:
$804.570
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-13 COMMENT Stan Wong

He likes this and doesn’t see selling his holdings for some time. Trading at about 24X earnings. Growing at a 15-16 clip, a pretty good valuation for a very strong tech name that doesn’t have a lot of competition. They are monetizing areas like the YouTube space, and their ad sales are doing very, very well. This is a name you want to hold long-term.


Price:
$804.570
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 147 entries
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