Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,541.74
30.75 (2.04%)
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 WEAKNESS
BUY WEAKNESS
July 8, 2020
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.
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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
PAST TOP PICK
June 24, 2020
(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.
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(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
PAST TOP PICK
June 17, 2020
(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.
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(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
TOP PICK
June 12, 2020
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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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)
WATCH
WATCH
June 8, 2020
It has not been a value stock by any means. With the economic slowdown and its big advertising component then it could be an opportunity in the future. It will retain its dominance in online advertising.
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It has not been a value stock by any means. With the economic slowdown and its big advertising component then it could be an opportunity in the future. It will retain its dominance in online advertising.
PAST TOP PICK
PAST TOP PICK
May 8, 2020
(A Top Pick Jun 14/19, Up 27%) He would buy it again here. It is now above his model price to buy at this time. It has monopoly type earnings. With interest rates staying near zero, it should continue to see increases in their valuation.
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(A Top Pick Jun 14/19, Up 27%) He would buy it again here. It is now above his model price to buy at this time. It has monopoly type earnings. With interest rates staying near zero, it should continue to see increases in their valuation.
PAST TOP PICK
PAST TOP PICK
May 6, 2020
(A Top Pick Apr 17/19, Up 9%) Always a Top Pick for him. Even during these uncertain times there Q1 performance is still great. His target is $1555. They just reported search activity is up hugely and they have massive increase in cloud services (up over 50%). Ad revenues are down a bit, but will great again when things get turned back on. He would buy on weakness down at $1200 and then $1100.
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(A Top Pick Apr 17/19, Up 9%) Always a Top Pick for him. Even during these uncertain times there Q1 performance is still great. His target is $1555. They just reported search activity is up hugely and they have massive increase in cloud services (up over 50%). Ad revenues are down a bit, but will great again when things get turned back on. He would buy on weakness down at $1200 and then $1100.
BUY WEAKNESS
BUY WEAKNESS
May 5, 2020
He follows it. Has never owned this. They have a wide moat, dominating live internet searches. Q1 results are benign (and Google has weathered this storm), but the next two quarters may be disappointing because advertising will decline. If you own this, hold on. If not, but when Q2 and Q3 results come out; Google stocks should decline then.
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He follows it. Has never owned this. They have a wide moat, dominating live internet searches. Q1 results are benign (and Google has weathered this storm), but the next two quarters may be disappointing because advertising will decline. If you own this, hold on. If not, but when Q2 and Q3 results come out; Google stocks should decline then.
BUY
BUY
May 4, 2020
He likes it and started buying it. How is advertising to impact Google? They say very little. He expects revenue growth this quarter. He looks to see them improving their capital allocation.
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He likes it and started buying it. How is advertising to impact Google? They say very little. He expects revenue growth this quarter. He looks to see them improving their capital allocation.
COMMENT
COMMENT
April 29, 2020

He does not own FB. He prefers GOOG, which has a stronger financial position and has a better advertising revenue model. Online advertising cuts will impact both of these companies, however. He thinks GOOG will remain profitable going forward.

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He does not own FB. He prefers GOOG, which has a stronger financial position and has a better advertising revenue model. Online advertising cuts will impact both of these companies, however. He thinks GOOG will remain profitable going forward.

PAST TOP PICK
PAST TOP PICK
April 15, 2020
(A Top Pick May 02/19, Up 7%) He liked it when it was depressed following the regulatory resistance it was facing. It trades at 20 times 2021 earnings. It will get through this crisis and their growth will accelerate afterwards. You could still continue to buy.
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(A Top Pick May 02/19, Up 7%) He liked it when it was depressed following the regulatory resistance it was facing. It trades at 20 times 2021 earnings. It will get through this crisis and their growth will accelerate afterwards. You could still continue to buy.
WATCH
WATCH
April 13, 2020
The shorter term risk is the on-line advertising market which will get hit with the economic slowdown. He thinks it is a great story longer term.
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The shorter term risk is the on-line advertising market which will get hit with the economic slowdown. He thinks it is a great story longer term.
WATCH
WATCH
April 7, 2020

He's moved to the sidelines on Google, because ads are their primary revenues. In every recession, ad revenues fall hard. He owns Amazon, which already earns ad revenues. It's early to get exposure to advertising, because ad budgets may get cut in the near term. But if this is a short recession that'll end in the summer, then the market may be looking past the recession already.

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He's moved to the sidelines on Google, because ads are their primary revenues. In every recession, ad revenues fall hard. He owns Amazon, which already earns ad revenues. It's early to get exposure to advertising, because ad budgets may get cut in the near term. But if this is a short recession that'll end in the summer, then the market may be looking past the recession already.

COMMENT
COMMENT
April 1, 2020

GOOG vs MSFT? The challenge with GOOG is that 40-50% ad spend comes from small businesses. He expects small business will be struggling for revenue for the next few months. He would not be a buyer of GOOG. He does not own MSFT, but would prefer them over GOOG. MSFT has a very successful cloud service and he sees Teams being a good add to their revenue right now.

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GOOG vs MSFT? The challenge with GOOG is that 40-50% ad spend comes from small businesses. He expects small business will be struggling for revenue for the next few months. He would not be a buyer of GOOG. He does not own MSFT, but would prefer them over GOOG. MSFT has a very successful cloud service and he sees Teams being a good add to their revenue right now.

COMMENT
COMMENT
March 20, 2020

Holding cash, now what? It is difficult not knowing what the investor's needs are. You really should partner with a professional. Consider taking a wider portfolio approach. Longer term, he likes FB and GOOG. A sector that will benefit over the next decade.

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Holding cash, now what? It is difficult not knowing what the investor's needs are. You really should partner with a professional. Consider taking a wider portfolio approach. Longer term, he likes FB and GOOG. A sector that will benefit over the next decade.

Showing 1 to 15 of 537 entries

Alphabet Inc. / Google(GOOG-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 32

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 5

Total Signals / Votes : 39

Stockchase rating for Alphabet Inc. / Google is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Alphabet Inc. / Google(GOOG-Q) Frequently Asked Questions

What is Alphabet Inc. / Google stock symbol?

Alphabet Inc. / Google is a American stock, trading under the symbol GOOG-Q on the NASDAQ (GOOG). It is usually referred to as NASDAQ:GOOG or GOOG-Q

Is Alphabet Inc. / Google a buy or a sell?

In the last year, 39 stock analysts published opinions about GOOG-Q. 32 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY on WEAKNESS. Read the latest stock experts' ratings for Alphabet Inc. / Google.

Is Alphabet Inc. / Google a good investment or a top pick?

Alphabet Inc. / Google was recommended as a Top Pick by Chris Blumas on 2020-07-08. Read the latest stock experts ratings for Alphabet Inc. / Google.

Why is Alphabet Inc. / Google stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Alphabet Inc. / Google worth watching?

39 stock analysts on Stockchase covered Alphabet Inc. / Google In the last year. It is a trending stock that is worth watching.

What is Alphabet Inc. / Google stock price?

On 2020-07-10, Alphabet Inc. / Google (GOOG-Q) stock closed at a price of $1541.74.