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

Definition:

Formally Google

Last Price Recorded: $849.2700 on 2017-02-21

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Date Signal Expert Opinion Price
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
2017-01-11 PAST TOP PICK Christine Poole

(A Top Pick Feb 9/16. Up 17.52%.) She still likes this. It actually lagged during the whole post election rally. She likes the secular play on online advertising, which is a growing trend. Of all the digital ads in the US, this company takes about 40%, and she expects this to continue. Trading at about 21X forward earnings, which is reasonable given that she thinks their earnings can grow in the 18%-20% range over the foreseeable future.


Price:
$804.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-19 PAST TOP PICK Gordon Reid

(Top Pick Dec 15/15, Up 7.11%) It has been a steady performer.  He does not think it satisfied a lot of investors because their price action does not reflect their results.  They are revolutionizing the online experience.  84% of their business is over mobile devices.  Management has introduced a lot of discipline into the company.  YouTube has taken off.  They are making money.  It is a bit shy in terms of multiple.


Price:
$780.230
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-12-14 TOP PICK Christine Poole

Presently about 35% of advertising budgets are allocated for online, and that is going to increase over time. This is the largest search engine out there, so they are going to garner a certain percentage of any advertising budget. There has been a pullback in the large cap tech stocks, but that has been recovering. The valuation on this is a very reasonable. (Analysts’ price target is $968.94.)


Price:
$780.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-06 BUY Brian Acker, CA

This has had a nice pull back. The balance sheet is growing all the time.


Price:
$780.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-11-28 TOP PICK Teal Linde

This sold off after the election. In terms of growth rate and valuations, the revenues next year are expected to grow 16%, EPS growth of 19%, and you only have to pay 19X earnings to get that. Consumer staple stocks are trading at 20, 21, 22 times earnings, and the revenue growth is only 2%. (Analysts’ price target is $967.70.)


Price:
$780.230
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-25 DON'T BUY Jon Vialoux

The FANG stocks have not participated since the Trump rally took off. You are seeing pressure against a declining 20 day moving average. They are not participating in the infrastructure build, industrial revolution, financial rallies. You want to be in other places at this point. We do have a 200-day moving average coming into play at about $760. If it can hold that, it might be something to shoot against, but until we can break the trend of lower highs and lower lows, this could be heading lower. (See Top Picks.)


Price:
$780.230
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 141 entries
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