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
WAIT
Owns it for the online advertising aspect. Waiting for a pullback to put new money in it. It will continue to grow with online advertisement growth. They have diverse cash generating operations. Will add new money when there is a 10% pullback.
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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 39.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GOOG, continues to do well. We recommend trailing up the stop (from $1500) to $1800. This would all but guarantee a minimum investment return of 20%.
BUY

Revenue growth will continue to be strong. Will benefit from more and more digital advertising. If he had to choose this or Facebook, he'd choose FB, but it's close.

SELL
He recently put it on a sell list at an extreme peak of a 10 year channel. It has been rolling over and he would wait for a MUCH better time to buy this stock. There is a slim possibility of it rallying back up to the channel and breaking out but this is a slim possibility. The FANG stocks have not been breaking out to new highs recently as the market has been. He sees a shift in the leadership.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
The stock rose only 32% in 2020, making it an off year for Google (aka Alphabet).
PAST TOP PICK
(A Top Pick Oct 30/20, Up 8%) Still a lot of growth ahead. Continues to like it. The leader in AI research in the world, especially with predicting how proteins will behave, and will accelerate development in healthcare. Google is extremely well penetrated, so he's not worried about the competition.
BUY

GOOG vs. AAPL Alphabet is a more reasonable valuation, so he'd choose this to deploy capital right now. He still really likes Apple, though it's not cheap. It's still about the ecosystem and luxury. He respects how good their products are. Beginning of a serious upgrade cycle with 5G. He's dubious of the iCar, as it's lower margin, tough business, capitally intense.

TOP PICK
Stick with things that are working for the long term. He can't say enough good things about its subsidiary, DeepMind, which is the closest thing to generalized AI. Regulatory risk is a serious overhang that will take years to play out. If the units were to be separated, stock would be seriously rerated. No dividend. (Analysts’ price target is $1933.59)
BUY
He owns for its unique position in online search and in its various investments which will come to fruition in coming years. They can grow their topline by 15-20% for several years. He expects a double-digit annualized return in coming years. Super cash flow. Not too late to step in. A core holding of his.
PAST TOP PICK
(A Top Pick Dec 16/19, Up 25%) This is a bit of a surprise. It was their worst year ever in terms of revenue. It was attractively priced when he chose it. The tech sector has been a big winner this year. They were expected to benefit from what was going on. Sentiment moved the share price in the short term. Revenue and earnings decelerated but sentiment in the sector was up.
BUY ON WEAKNESS

Two ways to look at antitrust actions. One is to panic. The other is to understand the reason for the attention is the strong moat and monopoly. These are positives. Don't worry too much. They lead the market. Use pullbacks as opportunities to buy. He owns MSFT and FB instead.

PAST TOP PICK
(A Top Pick Dec 20/19, Up 30%) A bit of a step back during the pandemic. Only a blip. Next year, expect them to be back in the saddle. This year expect $52 EPS, next year $62. Trading at low-mid twenties multiple, but growth rate is exceptional. It's a buy here.
DON'T BUY
He does not own any FANG right now. The US tech space has been such a great sector of the market over the last few years. The looming threat is that anti-trust will take a big swing at large techs in the US. He prefers other smaller ones in the tech space. See his Top Picks today.
TOP PICK
Results are accelerating. Multiples are cheap for a fortress balance sheet, riding digital tailwinds, enormous amount of cash. Yes, risk of antitrust. Business is improving, so much optionality. One of the best businesses in the world at a reasonable valuation. No dividend. (Analysts’ price target is $1917.31)
PARTIAL BUY
The effect of lockdowns this winter on TRIP (Tripadvisor) If you believe vacations will decline, buy Alphabet instead, because a big slice of their ad revenue comes from travel. Buy a little.
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