Alphabet Inc. / Google
GOOG-Q
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About Alphabet Inc. / Google (GOOG-Q)
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.
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Expert
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)
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)
Business Services
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)
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)
Business Services
BUY
BUY
November 1, 2019
There are regulatory headwinds. Their earnings missed. Their top line growth was excellent even though it wasn't to market expectation. He believes they will go even higher. There is big opportunity in the long term.
There are regulatory headwinds. Their earnings missed. Their top line growth was excellent even though it wasn't to market expectation. He believes they will go even higher. There is big opportunity in the long term.
Business Services
BUY
BUY
October 30, 2019
Antitrust? It hit all time highs a few days ago before earnings were released. They built in some provisions to protect against adverse regulatory outcomes and that was a drag on earnings, so the share price fell after the announcement. The antitrust issues have heated up again, but if they get fined they have over $100 per share in cash to pay fines. At the end of the day, he thinks they will argue that they give away their services for free so how are consumers being financially harmed? A good entry price right here.
Antitrust? It hit all time highs a few days ago before earnings were released. They built in some provisions to protect against adverse regulatory outcomes and that was a drag on earnings, so the share price fell after the announcement. The antitrust issues have heated up again, but if they get fined they have over $100 per share in cash to pay fines. At the end of the day, he thinks they will argue that they give away their services for free so how are consumers being financially harmed? A good entry price right here.
Business Services
BUY
BUY
October 25, 2019
Anti-trust is the biggest risk for Google. After 2 years of controversy, they are close to being approved for the Toronto waterfront initiative. The spectre of anti-trust began with Facebook. How much are these players controlling data? The government has broken up telcos, oil, etc so there might be movement in the future.
Anti-trust is the biggest risk for Google. After 2 years of controversy, they are close to being approved for the Toronto waterfront initiative. The spectre of anti-trust began with Facebook. How much are these players controlling data? The government has broken up telcos, oil, etc so there might be movement in the future.
Business Services
PAST TOP PICK
PAST TOP PICK
October 9, 2019
(A Top Pick Oct 10/18, Up 10%) Pays no dividend, so it's all price appreciation. The whole sector has struggled. It's the leading search engine, with 40% of all online advertising going to Google. They have a strong balance sheet. They have $167/share in cash, which means they're trading at 18x forward earnings. They're growing their topline by 20%. Waymo will launch, Youtube is strong, and their cloud division is growing. You can buy it now.
(A Top Pick Oct 10/18, Up 10%) Pays no dividend, so it's all price appreciation. The whole sector has struggled. It's the leading search engine, with 40% of all online advertising going to Google. They have a strong balance sheet. They have $167/share in cash, which means they're trading at 18x forward earnings. They're growing their topline by 20%. Waymo will launch, Youtube is strong, and their cloud division is growing. You can buy it now.
Business Services
HOLD
HOLD
October 4, 2019
A quick gain in 6 months? He is not a speculative trader -- he buys to own it 5-10 years. He thinks it is a great company and keeps selling more and more advertisements. It also has a host of lottery tickets that may pay off -- autonomous driving as an example. He calls it a must own.
A quick gain in 6 months? He is not a speculative trader -- he buys to own it 5-10 years. He thinks it is a great company and keeps selling more and more advertisements. It also has a host of lottery tickets that may pay off -- autonomous driving as an example. He calls it a must own.
Business Services
TOP PICK
TOP PICK
September 27, 2019
His favorite company in the world. They continue to grow revenues at 20% per year under 9 different products. Two products have over two billion users each (Android and YouTube). Maps remains one of the most under-monetized assets, giving lots of upside growth yet to come. Yield 0% (Analysts’ price target is $1402.31)
His favorite company in the world. They continue to grow revenues at 20% per year under 9 different products. Two products have over two billion users each (Android and YouTube). Maps remains one of the most under-monetized assets, giving lots of upside growth yet to come. Yield 0% (Analysts’ price target is $1402.31)
Business Services
COMMENT
COMMENT
September 23, 2019
Business Services
PAST TOP PICK
PAST TOP PICK
September 9, 2019
(A Top Pick Aug 27/18, Down 3%) Got hammered. They and Facebook own online advertising, and they have control over mass data. They'll survive. Great cash generation, reasonable valuation, continued 20%+ growth.
(A Top Pick Aug 27/18, Down 3%) Got hammered. They and Facebook own online advertising, and they have control over mass data. They'll survive. Great cash generation, reasonable valuation, continued 20%+ growth.
Business Services
HOLD
HOLD
September 4, 2019
He is a big fan and likes their business model -- especially how it generates such great cash flow. There is a ton of runway ahead of them and he believes they will continue to grow. The one thing you have to be careful with is the issues around privacy. The fire is that they are so broad and may run the risk of having to be broken up. Until that day comes, he sees great things. The multiple is reasonable, but understand that if the market falls, it will fall too. (Analysts’ price target is $1376.00)
He is a big fan and likes their business model -- especially how it generates such great cash flow. There is a ton of runway ahead of them and he believes they will continue to grow. The one thing you have to be careful with is the issues around privacy. The fire is that they are so broad and may run the risk of having to be broken up. Until that day comes, he sees great things. The multiple is reasonable, but understand that if the market falls, it will fall too. (Analysts’ price target is $1376.00)
Business Services
PAST TOP PICK
PAST TOP PICK
August 29, 2019
(A Top Pick Sep 05/18, Down 0.4%) They were the leaders in 17/18. They are not as on fire now. They have to get the momentum back and then they will grow. The techs can still grow.
(A Top Pick Sep 05/18, Down 0.4%) They were the leaders in 17/18. They are not as on fire now. They have to get the momentum back and then they will grow. The techs can still grow.
Business Services
COMMENT
COMMENT
August 28, 2019
Business Services
COMMENT
COMMENT
August 27, 2019
Facebook vs Alphabet? He definitely prefers Alphabet as it is the dominate player in the online advertising space. It trades at only 20 times earnings and growing at 20% per year. A company of this stature with no debt and lots of cash. They will be buying back stock.
Facebook vs Alphabet? He definitely prefers Alphabet as it is the dominate player in the online advertising space. It trades at only 20 times earnings and growing at 20% per year. A company of this stature with no debt and lots of cash. They will be buying back stock.
Business Services
PAST TOP PICK
PAST TOP PICK
August 22, 2019
(A Top Pick Aug 21/18, Down 3%) It is part of his fund and has been flat for some time. On the back of government action that we are seeing from the tech world, Google looks fantastic. It is very interesting again. They are a leader in autonomous driving.
(A Top Pick Aug 21/18, Down 3%) It is part of his fund and has been flat for some time. On the back of government action that we are seeing from the tech world, Google looks fantastic. It is very interesting again. They are a leader in autonomous driving.
Business Services
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