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 Aug 27/18, Down 3%) Got hammered. They and Facebook own online advertising, and they have control over mass data. They'll survive. Great cash generation, reasonable valuation, continued 20%+ growth.

HOLD
He is a big fan and likes their business model -- especially how it generates such great cash flow. There is a ton of runway ahead of them and he believes they will continue to grow. The one thing you have to be careful with is the issues around privacy. The fire is that they are so broad and may run the risk of having to be broken up. Until that day comes, he sees great things. The multiple is reasonable, but understand that if the market falls, it will fall too. (Analysts’ price target is $1376.00)
PAST TOP PICK
(A Top Pick Sep 05/18, Down 0.4%) They were the leaders in 17/18. They are not as on fire now. They have to get the momentum back and then they will grow. The techs can still grow.
COMMENT

He buys and sells Tesla. A good trading stock. He treats it as an opportunistic holding. He has no idea right now where it may be going right now. When it comes to autonomous cars, he would prefer buying into Google.

COMMENT

Facebook vs Alphabet? He definitely prefers Alphabet as it is the dominate player in the online advertising space. It trades at only 20 times earnings and growing at 20% per year. A company of this stature with no debt and lots of cash. They will be buying back stock.

PAST TOP PICK
(A Top Pick Aug 21/18, Down 3%) It is part of his fund and has been flat for some time. On the back of government action that we are seeing from the tech world, Google looks fantastic. It is very interesting again. They are a leader in autonomous driving.
BUY
It is his largest holding. It is a stable growth stock. Nothing has changed since his last show except they have done better after their last results were results. They are growing 20% on the revenue side. They still have great margins and cash on the balance sheet is just going to keep growing. It is cheaper than most consumer products companies.
DON'T BUY
Too much regulatory risk here, because they hold such a huge share of internet share, which would attract anti-trust regulation. He'll wait for any anti-trust investigation to finish first. He'll wait.
WEAK BUY
The best performing FAANG stock in the last quarter. Data accumulation is their bread and butter and this drives ad revenue. Among the 5 stocks, this has the most upside potential. When the market falls, FAANG stocks fall more.
TOP PICK
His target is $1,350, so it has a long runway. They are best pstioned for digital advertising, but also have the cloud and hardware like the Watch. They are innovative, like developing a miniature radar on your phone. They also have Waymo, leading self-driving cars. (Analysts’ price target is $1321.24)
PAST TOP PICK
(A Top Pick Jun 28/18, Up 3%) There's been a lot of noise about regulating this space and company. GOOG owns such a broad sweep of quality assets, including things like self-driving cars that they haven't monetized yet. They can further monetize all their Youtube users, too. Also, they still attract massive online advertising and generate huge cash flow.
BUY ON WEAKNESS
You will probably see them shifting more into digital advertising. They have some spending on other opportunities, which he would like to see more disclosure on. The issue today is anti-trust gaining traction in the US. Technically, the stock is consolidating and he believes in management. He would buy this on a dip for the next 12 months.
TOP PICK
The market is over-thinking Google. Anti-trust worries have been priced in already. Revenues will grow nearly 20% annually in coming years and they have a ton of cash in the bank. Internet advertising remains unstoppable. Even if the US courts break up the company, there will be more value in the pasts of Google, like self-driving cars. (Analysts’ price target is $1321.89)
BUY
Bought at $1155, now what? He holds this himself. It is in the sights of the government for security issues. Being big can sometimes put a target on you. Is it bad that a big company creates the best search engine? The long term outlook is very bright with many upcoming initiatives that will contribute to the bottom line. Autonomous driving and other new technology will become mainstream in the next 5-10 years. He would continue to hold it and add to current positions.
BUY ON WEAKNESS
One of the largest companies in the world, but there is a political head wind they are facing. Longer term, he believes the ad revenues will grow and this is a world leader in the space. He would look for a pull back to enter into a new holding.
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