NASDAQ:GOOG

Alphabet Inc (GOOG)

344.41
+0.73 (0.21%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
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PAST TOP PICK
(A Top Pick Oct 21/20, Up 80%) Undisputed heavyweight champion in online search market. Strong revenue and cashflow going forward. Continuing to strengthen product lineup. YouTube and cloud will help top and bottom lines. Shareholder-friendly buybacks. Reasonable at 29x forward earnings with 20% growth rate. Likes leadership names without a lot of viable competitors.
PAST TOP PICK

(A Top Pick Aug 20/20, Up 79%) It trades at 27x earnings with a 3% cash flow yield. No debt and carries $57 billion in free cash flow this year. Big secular growth in online ads will continue. Their market share in online search remains huge. Also, YouTube is nearly as big as Netflix. Strong balance sheet and the runway is long. Regulatory threats are possible, but that's a long legal process and the market doesn't seem concerned now.

HOLD
GOOG is a real juggernaut in the ad business. The reason it's acting as it is, is because over last few quarters earnings growth has gone from flat to 190%. He loves accelerating earnings growth. A favourite, and it's in the sweet spot in tech. But instead, look at underowned areas of the market. Lots of opportunities outside tech. See his Top Picks today.
PAST TOP PICK
(A Top Pick Aug 27/20, Up 67%) He'd buy it again with both hands. They'll make over $100 EPS this year. Making a ton of money on YouTube. Advertising business continues to expand. Lots of other projects yielding great ideas that will be big money makers. Trading in the high 20s, growing at 20-25% a year. Tremendous value. Don't be thrown by the high price tag.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 06/20, Up 84.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GOOG is progressing nicely. We recommend trailing up the stop (from $2200) to $2600. If triggered, this would all but guarantee a minimum investment return over 73%.
PAST TOP PICK
(A Top Pick Aug 11/20, Up 83%) Double digit topline growth even before Covid. Has bounced back from pandemic. Her investment for online advertising. Keep holding for the long-term. Wait for a weak day to add more.
PAST TOP PICK

(A Top Pick Aug 07/20, Up 81%) He still loves the company, even after the run. It is firing on all cylinders. The pandemic accelerated the shift to on-line advertising. YouTube is very well positioned to take more and more advertising share away from TV. Over two billion active users. They are the top competitor to Netflix.

BUY
GOOG vs. GOOGL He'd recommend buying GOOGL. The other one, GOOG, is the voting share one. GOOGL has more liquidity. It's in his top 5 holdings. Very impressive performance on the topline, as well as the free cashflow line. Has one of the longest runways. Price target of $3150. 75% of revenue comes from ads, but they have a number of horses in the race. One of his favourites.
BUY

They report Tuesday. He expects amazing numbers given Twitter and Snap's blow-out reports last night. GOOG has a booming ad business, YouTube is gangbusters and their cloud division is hitting.

STRONG BUY
Stock price falling is a feature of investing. Don’t be concerned about today's sell off. Buy on pull backs. This has been a long standing holding for clients. It is one of the world's best businesses. He feels that they will be buying back a heck of a lot of stock going forward.
BUY
One of the great companies in the world. Unbelievable ability to grow earnings and revenues in spite of being big. Because it has kept the growth rate up, it is not terribly expensive at these prices. Reasonably priced for growth. 28% ROE. 30x PE, it looks expensive but the other metrics makes it reasonable. Still buying for new clients. Would like to see a dividend.
PAST TOP PICK
(A Top Pick Aug 07/20, Up 59%) He will always, hopefully, tell you to buy GOOG. His favourite company. Still not that expensive. Firing on all cylinders. Concerns about regulation now realizing that there's tremendous breakup value in this company. Still upside from cyclical reopening.
COMMENT
Don't take the FAANG stocks for granted. Google expanded into healthcare today by partnering with a hospital chain to take hospital records and turn them into algorithms to improve efficiency. He thinks this is amazing, but this will succeed only if they get a buy-in from healthcare professionals. He's been waiting for Google to do something big in healthcare and this is it.
PAST TOP PICK
(A Top Pick Jun 12/20, Up 67%) A trickier name. Nasdaq stocks have had a huge run. Trimmed back in January but now reloading more. Google is not outstandingly compelling any more. 14% EPS growth. Trading at 21x 2023, 24x 2022. Kind of on the fence. A good long term story. Wait to buy more.
BUY

GOOG vs. FB He's comfortable owning both. GOOG has a wider array of businesses, and so is a bit more secure. But FB is aggressively expanding into marketplace and crypto. Both great holdings that can do extremely well for the next 5-10 years. Pick whichever one tickles your fancy.

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