NASDAQ:GOOG

Alphabet Inc (GOOG)

281.74
-5.56 (1.94%)
as of Nov 5, 2026, 9:00:00 pm Market Closed.
1440 watching
0
PARTIAL SELL
(Market Call Minute.) Has had a fantastic run and near-term you might want to take some profits. Getting close to over bought.
BUY
Likes the name and the chart is phenomenal. Earnings keep moving up quite handily. There are other technology names he likes better.
TOP PICK
Largest search engine globally. Targeted advertising has become the model of advertising. $25 billion in revenues. Starting to monetize some of their other applications.
WEAK BUY
Would not surprise him if it was overvalued, but it is such an amazing company. It might become a good play.
COMMENT
This one has traded up a lot and is back up to a 20 plus multiple. Made a huge move basically on the idea that media advertising is coming back. Too expensive for him but has some nice momentum now.
DON'T BUY
Growth rate may be a little bit illogical in order to justify current prices. For years and years they justified the expectations and prices as the economy was expanding. Have done a wonderful job but there is far more competition now. (See Top Picks.)
COMMENT
In a great position because of its search business. The new phone will not be a big money maker for them for some time.
BUY ON WEAKNESS
It will probably pull back a little bit. They have proven they are the leader in their space.
TOP PICK
Growth rate has slowed from its early days but they are still at the forefront of a secular change in terms of communication and advertising. Smart management. Still growing at 20%. An 18X earnings is a great price.
BUY
Trading at only 16-17X earnings.
BUY
(Market Call Minute.) Commanding the market share in terms of search. They will continue to monetize this. Their products are “top of breed”.
BUY
An absolute cash flow dynamo. A cost efficient mechanism for advertisers. Pretty good buy. (Conflict of interest statement. His son is a software engineer with them.)
BUY
Very strong seasonal characteristics. Tends to move higher from October until around the end of December. There was a MACD Buy signal on Friday.
COMMENT
This is a stock that has always been too rich for his blood. If you are not a value investor and want to buy good growth, this is obviously the one to be looking at. A powerhouse that is not likely to be overtaken. The slowdown in the economy has affected advertising.
DON'T BUY
He looks for businesses with positive change taking place that could ultimately point you to getting a multiple expansion. Need earnings estimates that are rising steadily. This one has had a number of lower estimate revisions in the last year.
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