Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,485.95
1.55 (0.10%)
Alphabet Inc. is an American multinational conglomerate created in a corporate restructuring of Google on October 2, 2015. It is now the parent company of Google and several former Google subsidiaries.
More at Wikipedia

Analysis and Opinions about GOOG-Q

Signal
Opinion
Expert
BUY
BUY
January 21, 2020
Google is still expanding their tech into our daily lives, globally. They have a great growth runway ahead.
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Google is still expanding their tech into our daily lives, globally. They have a great growth runway ahead.
William Chin

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Price
$1482.220
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 14, 2020
It's had a good run in the past year and likes it. Now, she's waiting for a pullback before adding more. Earnings season is coming, so let's see the results.
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It's had a good run in the past year and likes it. Now, she's waiting for a pullback before adding more. Earnings season is coming, so let's see the results.
STRONG BUY
STRONG BUY
January 14, 2020
A super company, a benchmark. It's the dominant search engine. He hopes they will focus more on profits, share buybacks and introduce a dividend. They grow at double-digits relentless. He'll continue to buy even given its remarkable run. He doesn't know how the US government will break up these tech giants.
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A super company, a benchmark. It's the dominant search engine. He hopes they will focus more on profits, share buybacks and introduce a dividend. They grow at double-digits relentless. He'll continue to buy even given its remarkable run. He doesn't know how the US government will break up these tech giants.
PAST TOP PICK
PAST TOP PICK
January 10, 2020

(A Top Pick Jan 18/19, Up 30%) Bought it when the market was too cautious. So many reasons to like this: ongoing revenues from Google search; value creation with Maps and Waymo; ad growth; free cash flow is returning. He see 70% EPS growth at 22x PE. This is better than even MSFT.

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(A Top Pick Jan 18/19, Up 30%) Bought it when the market was too cautious. So many reasons to like this: ongoing revenues from Google search; value creation with Maps and Waymo; ad growth; free cash flow is returning. He see 70% EPS growth at 22x PE. This is better than even MSFT.

BUY
BUY
January 9, 2020
It is a very strong business and how could someone disrupt it. Self driving cars will be driven by self-driving adverting data.
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It is a very strong business and how could someone disrupt it. Self driving cars will be driven by self-driving adverting data.
TOP PICK
TOP PICK
December 20, 2019
They have truly professional management that grows revenues at 18-20% annual. They are spending $20 billion on research. At 20 times earnings this is a very good long term holding as their projects begin to pay off. Yield 0% (Analysts’ price target is $1453.53)
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They have truly professional management that grows revenues at 18-20% annual. They are spending $20 billion on research. At 20 times earnings this is a very good long term holding as their projects begin to pay off. Yield 0% (Analysts’ price target is $1453.53)
TOP PICK
TOP PICK
December 16, 2019
Their earnings are growing at 17-18% and the stock price goes up the same amount, there is no bubble or inflation occurring there. (Analysts’ price target is $1453.53)
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Their earnings are growing at 17-18% and the stock price goes up the same amount, there is no bubble or inflation occurring there. (Analysts’ price target is $1453.53)
COMMENT
COMMENT
December 13, 2019

She does not own Facebook and is not inclined to. She favours Alphabet instead. She expects regulatory scrutiny to remain for Facebook for some time to come.

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She does not own Facebook and is not inclined to. She favours Alphabet instead. She expects regulatory scrutiny to remain for Facebook for some time to come.

COMMENT
COMMENT
December 11, 2019

Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.

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Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.

DON'T BUY
DON'T BUY
December 4, 2019
The stock has risen to a critical technical level, a few bucks away from a major peak. A great company, but the ROE and growth rate are merely okay. GOOG tends to reach a limit then suffer a setback. It needs to break through. It's interesting that the founders just stepped down, but doesn't know what the subtext is.
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The stock has risen to a critical technical level, a few bucks away from a major peak. A great company, but the ROE and growth rate are merely okay. GOOG tends to reach a limit then suffer a setback. It needs to break through. It's interesting that the founders just stepped down, but doesn't know what the subtext is.
DON'T BUY
DON'T BUY
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
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Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
PAST TOP PICK
PAST TOP PICK
November 28, 2019
(A Top Pick Nov 18/18, Up 24%) Superhighways of the information age. Thinks the stock will continue to motor on forward. Antitrust for this and a lot of these companies is the key issue in the short term but thinks its priced in. People are still posting their kids on Facebook. The privacy issue seems to be an issue with the regulators but not with the users.
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(A Top Pick Nov 18/18, Up 24%) Superhighways of the information age. Thinks the stock will continue to motor on forward. Antitrust for this and a lot of these companies is the key issue in the short term but thinks its priced in. People are still posting their kids on Facebook. The privacy issue seems to be an issue with the regulators but not with the users.
BUY
BUY
November 21, 2019
One of the FANG stocks in his portfolio. Likes it. Digital advertising is a secular growth story. Broken out to new highs. Volatility, but onwards and upwards.
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One of the FANG stocks in his portfolio. Likes it. Digital advertising is a secular growth story. Broken out to new highs. Volatility, but onwards and upwards.
TOP PICK
TOP PICK
November 13, 2019
One of the best positioned companies in digital advertising. They also have cloud and gaming. They already have totally autonomous taxis used by company employees in Phoenix. They started the process back in 2009. Sometime this segment will be spun off and will give tremendous value to the company. Yield 0% (Analysts’ price target is $1443.27)
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One of the best positioned companies in digital advertising. They also have cloud and gaming. They already have totally autonomous taxis used by company employees in Phoenix. They started the process back in 2009. Sometime this segment will be spun off and will give tremendous value to the company. Yield 0% (Analysts’ price target is $1443.27)
TOP PICK
TOP PICK
November 5, 2019
Trades at 19x earnings. They recently enjoyed 22% topline organic revenue growth and stable margins, but they missed the bottom line because they invested a lot of money. They still have a lot of room to grow in online advertising. They have spent $69 billion in the last 5 years in capex and $74 billion in R&D to build a strong moat. The risk is that all these businesses face regulatory risk in the US, but realistically cam the government shut down these massive businesses? (Analysts’ price target is $1456.50)
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Trades at 19x earnings. They recently enjoyed 22% topline organic revenue growth and stable margins, but they missed the bottom line because they invested a lot of money. They still have a lot of room to grow in online advertising. They have spent $69 billion in the last 5 years in capex and $74 billion in R&D to build a strong moat. The risk is that all these businesses face regulatory risk in the US, but realistically cam the government shut down these massive businesses? (Analysts’ price target is $1456.50)
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