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
WATCH
We saw a breaking of the trend line. The risk is a lot of what is happening in Europe. It is a great, well run company, but now it has reached far too high. This is not a good time to get into it. Wait for the $1000 level.
BUY ON WEAKNESS
Is it too late? He would add to it on dips. We are getting into the law of big numbers where it is difficult to keep growing at the same rate. They also got hit with some big fines. Buy part of your position on weakness and see what happens.
COMMENT

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

TOP PICK
They printed 70% sales growth rate. Worst in 12 quarters. People that are selling are missing the opportunity. Ongoing ways to monetize on search. Growth on cloud business. Modeling 20% growth on a P/E of 21 2020. Very much maybe going to change our lives. (Analysts’ price target is $1336.17)
TOP PICK
Big data alone will represent 30% of all data stored in data centers and Google is the leader here. Decently price with a PEG ratio of 1.61. They have great non-advertising revenues streams. A gem. 5.5% position in their portfolio. (Analysts’ price target is $1368.82)
PAST TOP PICK
(A Top Pick Apr 16/18, Up 15%) No dividend. It's all about online advertising which is a secular growth area with room to grow. They are the leading search engine. Also, they'll earn through YouTube, Waymo and a new online gaming platform to be streamed off the cloud. trades at 25X forward earnings. Has $10/share in cash, so good cash flow. They've been growing their topline for 36 straight quarters at 20%. Future possible regulation is its greatest risk, though.
BUY
It bottomed with the market in December and has since seen higher highs and lows. Will test $1,300 and will break out to new all-time highs. A winner.
TOP PICK
In this new economy we have never seen companies like this and FB-Q. Little cost base and it all flows through to the bottom line. The growth is going to be very good for some time with assets like YouTube and so on. (Analysts’ price target is $1348.57)
PAST TOP PICK
(A Top Pick Aug 29/18, Down 3%) A core holding for him. Doesn't trade it around much. One of the best companies for a secular trend of digital advertising. Also has a lot of non-advertising revenue streams. Price target is $1350. PEG ratio of 1.6. Not that expensive.
BUY
He's long owned this. One of the world's best companies, but the only worry is their massive size. What can they do now to move the needle? Meanwhile, they're printing money through Google search. He sees 15-20% growth in the next few years, though they will have to innovate down the line.
BUY
They were quite overbought last year. But Google does this throughout its history: sideways-up-sidways-up. This is a great long-term, 10-year buy-and-hold stock.
BUY
Volatile like all tech stocks, but he's not afraid of them. You could do a lot worse than buying Google. Looks like it's headed back to its top.
PAST TOP PICK
(A Top Pick Mar 19/18, Up 6%) It's getting a lot of heat now over a big fine by the EU with anti-trust concerns. The underlying numbers continue to be phenomenal. They put out numbers about their cloud financial at $4 billion, and cloud is an oligopoly with Microsoft and Amazon. The cloud story is big and they're doing well. Google is not just about search. 15 quarters of 20% revenue growth, driven by cloud.
WATCH
We will likely see some near term weakness around $150. We are seeing higher highs and lower lows. The key is getting above $1150, and then we look to the highs on charts around $1300.
TOP PICK
It continues to garner a large percentage of online advertising spending. Newer driver-less car technology and YouTube offer good prospects. They have over 36 consecutive quarters of 20% organic growth. They can fund their growth through internal cash flow. Yield 0%. (Analysts’ price target is $1334.78)
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