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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: $878.9300 on 2017-04-24

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Date Signal Expert Opinion Price
2017-04-19 BUY David Burrows

One of the most important themes in this market are the big Internet content companies. The things they have going on in this business are quite remarkable, not to mention their key businesses which are doing remarkably well. This is a theme that investors have to be invested in.


Price:
$856.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-19 PAST TOP PICK Bruce Murray

(A Top Pick May 13/16. Up 18%.) This is 6% of his portfolio and will remain his biggest holding. There’s $200 billion of advertising that is going to move from old media, mainly TV, to the Internet over the next few years. This is not that expensive. This is still a Buy.


Price:
$856.510
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Christine Poole

As the largest search engine, it garners a lot of the digital online advertising. She can see very good secular growth in digital advertising. Corporate advertising budgets have about 35% allocated to digital, and sees that increasing over time. They will garner a big share of that because it is the leading search engine. This is not a value stock, but more of a GARP stock, trading at about a 25 forward PE. Has consistently grown its revenue in excess of 25% organically, and a lot of that is falling to the bottom line. Earnings are also growing at a 25% clip. (Analysts’ price target is $1000.)


Price:
$841.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-06 BUY Cameron Hurst

Last year it was F.A.N.G.  Huge market cap and huge performance.  After a stellar year you assume you would flat line.  But GOOGL-Q has keep on charging ahead.  It is surfacing again in an evolved fashion.  They have the cash flow, the growth and they know how to monetize.  They are not just search.  They have translate, music, etc.  Services are a small but growing stream.  Technically it is working and in a great sector.  Mid to high teen levels of growth.


Price:
$845.095
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-06 PAST TOP PICK Stan Wong

(A Top Pick Feb 24/16. Up 17%.) This still looks pretty decent in terms of valuation. Trading at 20X forward earnings with a 17% long-term growth rate, giving it a 1.2X PEG ratio. In technology, this looks pretty cheap. Thinks they will continue to do well with mobile ad sales and YouTube sales. Cost controls are also helping them.


Price:
$845.095
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 BUY Veronika Hirsch

One of the cheaper top growth tech names in the US.  The management team should come up with some new products at some point.


Price:
$849.480
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
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
Showing 1 to 15 of 153 entries
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