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 ON WEAKNESS
Great company. Quality name. Multi-year win. But if cost of business increases, growth will slow and the price will come down. If you have a short-term horizon, you may want to wait for the Fed on May 9 or even for a Fall increase. Longer term, it's a name you want to hold, as it will grow.
TOP PICK
A way to play online advertising, generating about 80% of its revenue. Also sells content and subscriptions. Tons of excess cash. Strong cloud services business. Emerging technology investments. Tremendous growth profile. Big overhang is regulation. Antitrust issues aren't going away. A breakup could unlock value. No dividend. (Analysts’ price target is $3473.79)
BUY
It's time to retire the FAANG acronym he created years ago. These stocks don't thrive in an environment where rates keep rising, where the market values value stocks. The only ones cheap in terms of valuation relatively to growth rates are Alphabet and Facebook (he owns both).
BUY
Cyclicals will do better than large-cap tech, which itself will be fine. Apple is at 25x earning and Google at 23x. These PEs will stay constant, so the share prices will rise at the rate of the EPS rising, roughly 8-10%. These are two of the highest-quality companies in the world.
BUY
GOOG vs. QCOM Likes both. QCOM has fallen, though fundamentals continue to be extremely strong. Reach is expanding with 5G and internet of things. Less reliance on AAPL. Good holding. GOOG is also a good holding. Don't believe that FAANG stocks are expensive. Looking at the fundamentals, GOOG trades at only a slight premium to the market, but is growing many times what the market and economy are.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly The cash flow being generated by the company is certainly strong enough to support outstanding debit and weather the risk of rising interest rates, placing it in an advantageous position relative to its competitors. It trades at 25x earnings compared to 35x for its peers. Latest earnings beat analyst estimates by 15% and supports a strong 31% ROE. It has been using some cash reserves to buyback substantial volumes of shares and pay down debt. We recommend placing a stop loss at $2200, looking to achieve $3465 -- upside potential over 22%. Yield 0% (Analysts’ price target is $3465.00)
COMMENT
Amazon has had a good run and is very expensive. Had it as a short term buy recently. Google is in his trading sell list. The FANG stocks make up 25% of the Nasdaq. Google FANG Friday for his review of and comments on Fang Stocks. There have been great trading opportunities in the past with FANG stocks.
BUY
Allan Tong’s Discover Picks Though Alphabet has its fingers in many operations, internet search remains its bread-and-butter, and is largely immune from supply chain shortages. Cloud demand and digital ads are expected to grow. The latter soared 33% in 2021 even as travel shut down for parts of 2021 due to Covid variants. (Travel and leisure companies are major advertisers on Google.) Also, YouTube ads grew 46% in 2021, partially lifted by the new YouTube Shorts, launched to compete with TikTok. This is one to buy for the long run. Read 3 Dependable Long Term Stocks to Hold for our full analysis.
BUY
Now, you need boring, low PE stocks, the opposite of those hurt by inflation, such as Alphabet or Meta. They sell at historically cheap PEs. In healthcare, Eli Lilly is his top pick.
BUY
Really likes it. The split sends the right signals to investors. 56x multiple, nice growth rate of 14%. Price to growth, still works. They specialize in the things people need. Experimental ideas should benefit them over time.
PARTIAL BUY
Nice correction. The 20:1 split is very positive for net worth in terms of fundamentals. Buy half a position here. If it can come back to $2350, he'd buy the other half. Suspects this will rally hard if there's a tentative agreement in Ukraine or if the Fed moderates their 7 price hikes.
HOLD
GOOG vs. AMZN Both are splitting stocks. Though this has no economic effect on the company, it does have a psychological effect. Becomes more attractive to those with limited budgets. Creates the opportunity to perhaps be included in the Dow, a price-weighted index. Very good companies. GOOG trades inexpensively compared to growth rate. AMZN is growing into its multiple and doing good things, but not as mature as GOOG.
TOP PICK
Quality, growth, and valuation. One of the best companies regarding digital advertising. Has lots of horses in the race from cloud to services. Really likes it, and has great value at this stage. No dividend. (Analysts’ price target is $3490.73)
BUY
It's a great place to hide and don't forget their stock split.
BUY
Equal positions of GOOG and AMZN? Owns and likes both. GOOG had a strong quarter. Online users and digital spending will continue to grow. E-commerce and AWS for AMZN is also growing. GOOG has a cheaper forward PE, but price to sales is higher. Would make some sense to have equal positions. Again, if you have 60% in tech, review your portfolio and rebalance.
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