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Alphabet Inc. / Google (GOOG-Q)
772 watching
NASDAQ:GOOG
93.95
1.20
(1.26%) 1d
Financials
Technical Analysis
Buy, Sell or Hold?
Dec 8, 2022, 9:00 pm
0
BUY
GOOG vs. AMZN Loves both names. Biggest weights in his portfolio's top 10. Tech will continue to lead once the Fed lowers rates. Almost monopolies in their businesses, extremely well positioned. Low double-digit growth for foreseeable future, net margins of 35-36%. ROIC is second to none, almost 40%.
Business Services
$95.705
Owned
DON'T BUY
Beware of their looming court case and weaker ad advertising.
Business Services
PARTIAL SELL
He took profits, partly because of case 230 now in front of the Supreme Court (https://www.vox.com/policy-and-politics/2022/10/6/23389028/supreme-court-section-230-google-gonzalez-youtube-twitter-facebook-harry-styles), and potential weakness in online advertising. Also, the wider market didn't hold gains after the PPI data and has retreated--not a great sign. He forecasts an even up or down market through the end of 2022. He's holding onto some shares, because of December seasonality.
Business Services
PAST TOP PICK
(A Top Pick Nov 02/21, Down 33%) Online advertising will continue to grow, and quite rapidly. Trades at 18.6x. No debt. 54B in free cashflow. Not an expensive stock. YouTube numbers were down from pandemic, but these will come back. As ubiquitous as Kleenex.
Business Services
STRONG BUY
Third largest holding. Hit because ads are down, but still very strong growth on the cloud. #3 player in cloud. "Other bets" segment has spent 30B, produced only 3B, but those are the ideas for the future. A generational buy.
Business Services
BUY
GOOG vs. MSFT for a 10-year hold? GOOG is about 6-8 multiple points cheaper than MSFT. Both very good businesses and operators. MSFT has done a fantastic turnaround making software into a service, second-largest cloud business, plus great gaming technology. GOOG has a larger moat.
Business Services
DON'T BUY
GOOG vs. MSFT vs. AMZN vs. META MSFT has only a 25 PE, with real earnings and a real market. AMZN is constantly investing for future growth, and this will be more sensitive with rising rates than companies that have near-term earnings. GOOG is a question mark in the middle because, while it has a good revenue base, every government in the world is after them to share. MSFT or even AAPL is a good, long-term, stable company with real earnings for the future.
Business Services
BUY
Largest holding in global equity fund.
Believes company has a great future.
Believes business has excellent long term prospects.
2022 - free cash flow expected to be 65 billion, and is approaching $100 billion in 2023.
Excellent management team with great business profits and margins.
Good time to buy shares with market weakness.
Business Services
BUY
He just bought Alphabet, which he has bought and sold before. Yes, their growth is slowing, but their EBITDA is still growing, not at historic levels, but at a nice clip. Also, they have a sustainable business. He's ignoring the regulatory risk. Alphabet is very cheap; it has fallen to barely above the market multiple.
Business Services
WEAK BUY
One of the few tech names he owns. Larger, established company with reliable revenue. Down about 37%. Long term for 3-10 years, you'll be fine. Digital ad spending will continue to grow. Short term, it'll go sideways or down.
Business Services
DON'T BUY
Last night they said they were hurt by weaker ad sales and YouTube numbers. In the end, it's cyclical that rises and falls with the wider economy. Tik Tok is crushing peers. Forget the notion that Google can spend any amount on anything.
Business Services
PAST TOP PICK
(A Top Pick Oct 04/21, Down 22%)Note: audio problems during broadcast They're the biggest player in mobile ads, though companies are reducing ad spending in this economy. They generate massive cash flow. This is a buy and hold with huge growth in cloud and other businesses.
Business Services
BUY
GOOG vs. NVDA NVDA is a great long-term play, come down a lot, makes sense on price to growth basis at these levels. Excess supply in the chip space, slower demand, and we have to work through that. GOOG is everywhere, in ever-increasing ways. Cheap now, very compelling on price to growth. You can buy it today. With NVDA, you can be cute and try to get it at lower levels. These were past winners, both excellent. Returns will be fine over the next 3-5 years, but not where the outsized returns will be in the next bull market.
Business Services
BUY
It's trading too cheaply. When the economy contracts, ad dollars will narrow to a few places like Alphabet.
Business Services
TOP PICK
It is the top search destination on the web. It is also the leading marketing platform for advertising and controls 30% of the digital advertising space which could be 400 billion in 2024. YouTube is a great place to monetize advertising. Twenty billion of free cash flow per year. Beats the cost of capital on a consistent basis. Buy 11, Hold 0, Sell 0 (Analysts’ price target is $141.80)
Business Services
Alphabet Inc. / Google(GOOG-Q) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 58
Neutral - Hold Signals / Votes : 3
Bearish - Sell Signals / Votes : 5
Total Signals / Votes : 66
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, 66 stock analysts published opinions about GOOG-Q. 58 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?
66 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 2022-12-08, Alphabet Inc. / Google (GOOG-Q) stock closed at a price of $93.95.
