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
PAST TOP PICK
(A Top Pick Sep 05/19, Up 21%) It's not an expensive stock and has a moat around itself. About half of all advertizing today is digital. Google owns 30% of all digital advertizing in the US. They continue to execute very well. They continue to grow. They are 70% of all search.
TOP PICK
Got hit on the advertising side. But they always have a card in their pocket, like YouTube. Huge R&D budget that will create revenue producers in the future. No dividend. (Analysts’ price target is $1730.48)
TOP PICK
Uncharacteristically missed revenue last quarter. Cloud business continues to grow. Still benefits from digital advertising. One of the cheaper stocks in this area at 19x. Will continue to do well. No dividend. (Analysts’ price target is $1720.48)
TOP PICK
Bought more last month after Google announced results. Google has lagged the FANGs actually in the past year. Their revenues were flat YOY, which is the first time they haven't increased; the reason was COVID. But online search and advertising has a lot of room to grow, so Google will recover. Also, Google is now giving more disclosure about its YouTube and cloud businesses. The valuation has risen in the past year, but still reasonable. They have a lot of cash to fund growth. (Analysts’ price target is $1720.48)
PAST TOP PICK
(A Top Pick Mar 20/20, Up 41%) A very diversified company with many different products and divisions that customers love. Regulation is a risk, but consumers will continue to use these products.
TOP PICK
It has underperformed recently, especially with the lack of revenue from airline advertisement. They have over a billion customers. An ecosystem stock that increases consumer stickiness. The premium is worth paying, especially with a 20% growth expectation. (Analysts’ price target is $1720.48)
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TOP PICK

Stockchase Research Editor: Michael O'Reilly The recent pullback in GOOG share prices from highs near $1600, makes this a good entry point. Analysts at JPM Securties, Bank of America, Canaccord, Guggenheim, Royal Bank and Barclays have all upgraded their view on the company this past week to about $1750 -- upside of over 16%. Analysts see their cloud development businesses continuing to grow along with AI and home automation services for years to come. Yield 0%

HOLD

Online advertising is a continuing trend. She's chosen Alphabet instead of FB, which has to keep spending money to deal with these regulatory issues. You want a very strong balance sheet. Alphabet has net cash, so they have more cash than debt and can fund their own growth.

PAST TOP PICK
(A Top Pick Jul 22/19, Up 34%) His price target is $1550. The third largest holding in his portfolio. He will begin to take it off it if goes above his price target, but he wouldn't sell all of it. 82% of their revenue comes from advertising. He continues to like it as they are the third largest provider of cloud services, along with devices/cell phones and autonomous driving. Still a buy and hold for everyone's portfolio.
BUY
A core holding he still likes. They dominate internet search. They could float YouTube itself for a huge amount. Yes, Google has done well, but he will hold this for a long, long time unless something dramatic happens.
BUY ON WEAKNESS

Warren Buffet has 43% of his portfolio in APPL. APPL is a wonderful brand and strong company. He does not own it today. What worries him a little is that more than half of their revenues come from iPhone sales. They are diversifying, but it will take time. People are tending to keep their phones a year or two longer today it seems. The valuation has made it quite expensive. He would wait for a pullback or consider V, GOOG or MSFT. Warren Buffet must have some amazing incite to take on that concentration in the portfolio.

PAST TOP PICK
(A Top Pick Jun 11/19, Up 35%) She continues to hold it. Tech stocks have been leading the rally. She would not put new capital in at these valuation levels. Wait for a pullback. It has $162 per share of cash, which implies a price of 25 times 2021 earnings -- reasonable, but not cheap.
PAST TOP PICK
(A Top Pick May 30/19, Up 28%) He continues to like it. The company dominates the market. It is not trading at massive market multiple. It has a sizable growth outlook, so it warrants the premium. They are monetizing investments of the past.
TOP PICK
Still green shoot opportunities. It has been a vital service in how we manage our lives. Bottom line, it has 25% earnings growth and trades at 35 times earnings. On a price to growth it is very compelling. People assume it has run away from them, but he feels it is still going higher. Yield 0% (Analysts’ price target is $1506.67)
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