NASDAQ:GOOG

Alphabet Inc (GOOG)

344.41
+0.73 (0.21%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
1436 watching
0
BUY
Has been hit with recent tech selloff (rising interest rates). Believes company is a good long term investment. Strong business model with established franchise. Headwinds from interest rates at a minimal in terms of risk. Controls own data which is essential feature of ad model.
BUY
GOOG vs. AMZN He owns both, good franchises. GOOG not as susceptible to inflation. AMZN has more value from growth, mainly due to cloud business and e-commerce business has been beat up. 2021 was an investment year for them, then the pandemic effect came off, and they had a lot of fixed-cost overhead but not the revenue. AMZN will work through that with growth forecast at 15-20% on revenues, earnings, cashflows. GOOG has become a bit of a boring trade. The tech discount has been overdone. GOOG is a great company, especially the "other bets" division. At these prices, both are great investments in your portfolio for the long-term.
BUY ON WEAKNESS
Unsure on growth potential of company going forward. Better opportunities in tech elsewhere for growth. Solid business model with large amounts of cash on balance sheet. Good investment for long term investor.
BUY
As a 5-year hold Current growth estimates are 12% and 13% sales growth and 68% gross margins. 10% of their market cap is cash. There's a gap between between expectations between now and 2023. The price target is $143 based on 48 buys and three holds and no sells. Sentiment hasn't changed yet. Buy it in the $80s and hold for 5 years.
TOP PICK
It has pulled back 32% from highs, so its 15x forward PE is attractive. Companies are allocating more ad dollars to online platforms. If there's an economic slowdown, companies will reduce such advertising but continue to put it into the biggest platform--Google. She continues to buy this. (Analysts’ price target is $142.90)
BUY
Quality stock in the new economy. Those are the ones that will come off the bottom first. There's a lot more safety buying the big guys at the bottom. The leverage comes when the market starts to take off, and then you can drop down to second-tier and go from there.
PAST TOP PICK
(A Top Pick Sep 17/21, Down 22%) Continues to believe the company is very strong. Will be a good long term investment. Cash flow, revenue and earnings growing at ~15% which is 5x better than average economy. Rising interest rates have negatively affected tech stocks. Very strong management team. Very patient with the company.
TOP PICK
It is a leading top search destination company for merchants and advertising. There is also growth in the You Tube part of business advertising revenue. It trades at 20 X earnings with 50 billion in free cash flow and no debt. It has 30% of U.S. digital advertising revenue and global ad revenue in 2024 could be over $400 billion, over half of which is digital. Buy 11, Hold 0, Sell 0. (Analysts’ price target is $142.90)
BUY
If the digital ad market slows, Google search will remain a relevant place for advertisers for spending dollars on. Over time, their cloud business should help earnings. Trades at 18x earnings, this is an interesting story.
BUY
GOOG vs. AMZN 90% of GOOG's revenues come from advertising, with some sensitivity to economic slowdown. GOOG is growing at an outstanding rate, keeps gaining market share. AMZN has e-tail plus massive cloud business, AWS. He likes both. World-class businesses with revenue growth close to 15-20% per year, shares are a reasonable price.
WAIT
Macro negativity is a slowdown in ad space during a recession, but this is already baked in. Sitting on lots of cash. If you don't own it, wait until at least Jackson Hole. If higher rates for longer, tech will get hit. The franchise is not going anywhere. Be tactical on entry levels. (Analysts’ price target is $142.00)
COMMENT
During choppy economic times, he prefers a MSFT or GOOG, essential tech names with stronger profitability and cashflows. Companies with strong fundamentals have lots of options in a recession. Look for a tech name that's durable longer term.
STRONG BUY
They're growing 15-18% annually, which he expects. They're not valued as much as they should. Trades at 20x earnings. Not heavily impacted by inflation. They have many investments and lots of R&D to develop new products which eventually become monetized.
TOP PICK
You don't want to be without tech stocks, despite risks. Trading at less than market multiple, huge cash on balance sheet, dominant position. The one to own. Online advertising not impacted as much as feared. #3 player in cloud. Owns Android OS. Well diversified. Great story, decent valuation, a legacy long-term stock. No dividend. (Analysts’ price target is $143.00)
STRONG BUY
If he were to pick one tech stock, this would be it. Diversification, cloud, search engine that brings in advertising. 80% of revenue comes from Search, and 97% of profits come from ads. In his top 5 holdings. (Analysts’ price target is $144.25)
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