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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: $804.5700 on 2016-12-28

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Date Signal Expert Opinion Price
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
2016-11-23 TOP PICK Andy Nasr

He tries to gravitate towards companies that have very good defensible businesses with dominant positions. This is definitely one of those, if you think of how much of the mobile ad market they dominate. Also, their participation in the oligopoly of the Cloud. Very rarely can you get exposure to a company like this, at a multiple that is close to the market multiple. They are demonstrating relatively resilient growth. Mobile ad sales growth is going to slow, which should be offset by an increase in Cloud spending which should go up quite significantly for the next 5 years. (Analysts’ price target is $967.70.)


Price:
$779.000
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-11-18 BUY Frank Holmes

They are big disruptors and are an important part of a portfolio.  It is an extremely well run company and they reinvest intellectual capital to drive growth.


Price:
$775.970
Subject:
US EQUITIES
Bias:
BULLISH on INFRASTRUCTURE
Owned:
Yes
2016-11-15 TOP PICK Christine Poole

This is a shift to secular online advertising. Having the largest search engine, they usually garner a large percentage of any company’s advertising. In terms of actual online advertising, it only represents about 35% of their overall budget, so there is still a lot more room to grow as companies shift out of some of the more traditional forms of media on to online. Trading at about 22X forward earnings, and feels they can grow their earnings in the double-digit range. (Analysts’ price target is $967.70.)


Price:
$775.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Mike S. Newton, CIM FCSI

One of his favourite companies. Thinks it just cracked through its 52-week high. It was grinding for a little while back in 2015, because it looked like the company had gotten its eye off the ball with some of their moonshot ideas. However, the core business of ad revenue has been immense. He is not worried about this.


Price:
$811.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-03 STRONG BUY Barry Schwartz

(Market Call Minute.) The stock has pulled back, so this is an absolute must buy.


Price:
$782.190
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-10-27 BUY Paul Harris, CFA

GOOGL-Q vs. AMZN-Q.  He does not think AMZN-Q will pay a dividend.  They are both equally interesting companies to own.  AMZN-Q is going to reinvent retail.  It is a unique story but you are paying a high multiple.  GOOGL-Q is very interesting because if you are advertizing it is either GOOGL-Q or FB-Q and the former has a lead over the latter.  They will continue to grow.  You want to own both if you can find the right time.  You have to expect volatility in both of them.


Price:
$805.480
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-10-25 TOP PICK John O'Connell, CFA

A huge disruptor that is changing many, many different industries. Trading at about 21X earnings and growing at about 20%. Has the ability to monetize mobile and continue to refine mobile and search and advertising along specific lines. Their ability to increasingly get into financial services, offering car insurance for example because they know exactly how you drive.


Price:
$828.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-10-18 BUY Gordon Reid

With the size of the company is the rate of growth they are able to accomplish.  There is rising earnings and falling valuation.  This is a nice comfortable place to be.  It has consolidated for 6 months and is a good place to get in.  They even have a division with a mandate to cure death.


Price:
$821.490
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 133 entries
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