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Alphabet Inc. / Google

GOOG-Q

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1,347.83

2.44 (0.18%)

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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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.

Alphabet Inc. / Google (GOOG-Q)

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.

Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price

$1349.880

Owned

Unknown

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Director & Portfolio Manager, Scotia Wealth Management

Price

$1345.020

Owned

_N/A

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Chairman, Strategic Analysis Corp

Price

$1323.900

Owned

No

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price

$1304.960

Owned

No

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.

Alphabet Inc. / Google (GOOG-Q)

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.

CEO & Chief Investment Officer, The Murray Wealth Group

Price

$1312.990

Owned

Yes

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price

$1301.350

Owned

Yes

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)

Alphabet Inc. / Google (GOOG-Q)

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)

President and Portfolio Manager, Black Swan Dexteritas

Price

$1296.830

Owned

Yes

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)

Alphabet Inc. / Google (GOOG-Q)

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)

Paul Harris, CFA

Partner and Portfolio Manager, Harris Douglas Asset Management

Price

$1292.030

Owned

Yes

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Director & Portfolio Manager, Scotia Wealth Management

Price

$1273.740

Owned

Yes

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.

Alphabet Inc. / Google (GOOG-Q)

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.

President, Padlock Investment Management

Price

$1257.280

Owned

Unknown

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Vice President and Partner, Campbell Lee & Ross

Price

$1265.130

Owned

Unknown

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price

$1202.310

Owned

Yes

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.

Alphabet Inc. / Google (GOOG-Q)

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.

President, Baskin Wealth Management

Price

$1209.000

Owned

Yes

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)

Alphabet Inc. / Google (GOOG-Q)

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)

Portfolio Manager, Middlefield Capital

Price

$1225.090

Owned

Yes

COMMENT

COMMENT

September 23, 2019

Sell Google, and buy IBM? Yes, Google has been languishing, but IBM has languished more. Also, Google has a better moat than IBM. Google is well-entrenched in the internet more than IBM. Instead, consider Amazon or especially Microsoft, or just hold onto Google.

Alphabet Inc. / Google (GOOG-Q)

September 23, 2019

Sell Google, and buy IBM? Yes, Google has been languishing, but IBM has languished more. Also, Google has a better moat than IBM. Google is well-entrenched in the internet more than IBM. Instead, consider Amazon or especially Microsoft, or just hold onto Google.

Jason Del Vicario

Portfolio Manager, HollisWealth

Price

$1234.030

Owned

No

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Chairman, J. Zechner & Assoc

Price

$1204.410

Owned

Yes

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)

Alphabet Inc. / Google (GOOG-Q)

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)

Chief Investment Officer, Equium Capital Management

Price

$1181.410

Owned

Yes

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.

Alphabet Inc. / Google (GOOG-Q)

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.

Rick Stuchberry

Portfolio Manager, Wellington-Altus Private Wealth

Price

$1192.850

Owned

Yes

COMMENT

COMMENT

August 28, 2019

He buys and sells Tesla. A good trading stock. He treats it as an opportunistic holding. He has no idea right now where it may be going right now. When it comes to autonomous cars, he would prefer buying into Google.

Alphabet Inc. / Google (GOOG-Q)

August 28, 2019

He buys and sells Tesla. A good trading stock. He treats it as an opportunistic holding. He has no idea right now where it may be going right now. When it comes to autonomous cars, he would prefer buying into Google.

President and Portfolio Manager, Black Swan Dexteritas

Price

$1171.020

Owned

_N/A

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.

Alphabet Inc. / Google (GOOG-Q)

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.

President, Padlock Investment Management

Price

$1167.840

Owned

_N/A

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.

Alphabet Inc. / Google (GOOG-Q)

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.

President, GoodReid Investment Counsel

Price

$1151.290

Owned

Yes

BUY

BUY

August 19, 2019

It is his largest holding. It is a stable growth stock. Nothing has changed since his last show except they have done better after their last results were results. They are growing 20% on the revenue side. They still have great margins and cash on the balance sheet is just going to keep growing. It is cheaper than most consumer products companies.

Alphabet Inc. / Google (GOOG-Q)

August 19, 2019

It is his largest holding. It is a stable growth stock. Nothing has changed since his last show except they have done better after their last results were results. They are growing 20% on the revenue side. They still have great margins and cash on the balance sheet is just going to keep growing. It is cheaper than most consumer products companies.

Head of research, Murray Wealth Group

Price

$1198.450

Owned

Yes

DON'T BUY

DON'T BUY

August 2, 2019

Too much regulatory risk here, because they hold such a huge share of internet share, which would attract anti-trust regulation. He'll wait for any anti-trust investigation to finish first. He'll wait.

Alphabet Inc. / Google (GOOG-Q)

August 2, 2019

Too much regulatory risk here, because they hold such a huge share of internet share, which would attract anti-trust regulation. He'll wait for any anti-trust investigation to finish first. He'll wait.

VP and Portfolio Manager, Dynamic Funds

Price

$1192.900

Owned

No

WEAK BUY

WEAK BUY

August 2, 2019

The best performing FAANG stock in the last quarter. Data accumulation is their bread and butter and this drives ad revenue. Among the 5 stocks, this has the most upside potential. When the market falls, FAANG stocks fall more.

Alphabet Inc. / Google (GOOG-Q)

August 2, 2019

The best performing FAANG stock in the last quarter. Data accumulation is their bread and butter and this drives ad revenue. Among the 5 stocks, this has the most upside potential. When the market falls, FAANG stocks fall more.

President & CEO, Liberty International Investment Management Inc

Price

$1192.900

Owned

No

TOP PICK

TOP PICK

July 22, 2019

His target is $1,350, so it has a long runway. They are best pstioned for digital advertising, but also have the cloud and hardware like the Watch. They are innovative, like developing a miniature radar on your phone. They also have Waymo, leading self-driving cars. (Analysts’ price target is $1321.24)

Alphabet Inc. / Google (GOOG-Q)

July 22, 2019

His target is $1,350, so it has a long runway. They are best pstioned for digital advertising, but also have the cloud and hardware like the Watch. They are innovative, like developing a miniature radar on your phone. They also have Waymo, leading self-driving cars. (Analysts’ price target is $1321.24)

President and Portfolio Manager, Black Swan Dexteritas

Price

$1138.070

Owned

Yes

PAST TOP PICK

PAST TOP PICK

July 15, 2019

(A Top Pick Jun 28/18, Up 3%) There's been a lot of noise about regulating this space and company. GOOG owns such a broad sweep of quality assets, including things like self-driving cars that they haven't monetized yet. They can further monetize all their Youtube users, too. Also, they still attract massive online advertising and generate huge cash flow.

Alphabet Inc. / Google (GOOG-Q)

July 15, 2019

(A Top Pick Jun 28/18, Up 3%) There's been a lot of noise about regulating this space and company. GOOG owns such a broad sweep of quality assets, including things like self-driving cars that they haven't monetized yet. They can further monetize all their Youtube users, too. Also, they still attract massive online advertising and generate huge cash flow.

Chairman, J. Zechner & Assoc

Price

$1150.340

Owned

Yes

BUY WEAKNESS

BUY WEAKNESS

July 10, 2019

You will probably see them shifting more into digital advertising. They have some spending on other opportunities, which he would like to see more disclosure on. The issue today is anti-trust gaining traction in the US. Technically, the stock is consolidating and he believes in management. He would buy this on a dip for the next 12 months.

Alphabet Inc. / Google (GOOG-Q)

July 10, 2019

You will probably see them shifting more into digital advertising. They have some spending on other opportunities, which he would like to see more disclosure on. The issue today is anti-trust gaining traction in the US. Technically, the stock is consolidating and he believes in management. He would buy this on a dip for the next 12 months.

Chief Investment Officer, Equium Capital Management

Price

$1140.480

Owned

Unknown

TOP PICK

TOP PICK

July 8, 2019

The market is over-thinking Google. Anti-trust worries have been priced in already. Revenues will grow nearly 20% annually in coming years and they have a ton of cash in the bank. Internet advertising remains unstoppable. Even if the US courts break up the company, there will be more value in the pasts of Google, like self-driving cars. (Analysts’ price target is $1321.89)

Alphabet Inc. / Google (GOOG-Q)

July 8, 2019

The market is over-thinking Google. Anti-trust worries have been priced in already. Revenues will grow nearly 20% annually in coming years and they have a ton of cash in the bank. Internet advertising remains unstoppable. Even if the US courts break up the company, there will be more value in the pasts of Google, like self-driving cars. (Analysts’ price target is $1321.89)

Head of research, Murray Wealth Group

Price

$1116.350

Owned

Yes

BUY

BUY

June 26, 2019

Bought at $1155, now what? He holds this himself. It is in the sights of the government for security issues. Being big can sometimes put a target on you. Is it bad that a big company creates the best search engine? The long term outlook is very bright with many upcoming initiatives that will contribute to the bottom line. Autonomous driving and other new technology will become mainstream in the next 5-10 years. He would continue to hold it and add to current positions.

Alphabet Inc. / Google (GOOG-Q)

June 26, 2019

Bought at $1155, now what? He holds this himself. It is in the sights of the government for security issues. Being big can sometimes put a target on you. Is it bad that a big company creates the best search engine? The long term outlook is very bright with many upcoming initiatives that will contribute to the bottom line. Autonomous driving and other new technology will become mainstream in the next 5-10 years. He would continue to hold it and add to current positions.

President, GoodReid Investment Counsel

Price

$1079.800

Owned

Yes

BUY WEAKNESS

BUY WEAKNESS

June 25, 2019

One of the largest companies in the world, but there is a political head wind they are facing. Longer term, he believes the ad revenues will grow and this is a world leader in the space. He would look for a pull back to enter into a new holding.

Alphabet Inc. / Google (GOOG-Q)

June 25, 2019

One of the largest companies in the world, but there is a political head wind they are facing. Longer term, he believes the ad revenues will grow and this is a world leader in the space. He would look for a pull back to enter into a new holding.

Chris Stuchberry

Portfolio Manager, Wellington-Altus Private Wealth

Price

$1086.350

Owned

Unknown

HOLD

HOLD

June 21, 2019

A tremendous holding since their IPO. Now, there's a lot of scrutiny in the tech space as the US government investigates the tech giants to clean up YouTube searches. This is a slight caution, but at the end of the day advertisers won't abandon YouTube. Hold.

Alphabet Inc. / Google (GOOG-Q)

June 21, 2019

A tremendous holding since their IPO. Now, there's a lot of scrutiny in the tech space as the US government investigates the tech giants to clean up YouTube searches. This is a slight caution, but at the end of the day advertisers won't abandon YouTube. Hold.

Portfolio Manager, Aston Hill Financial

Price

$1121.880

Owned

Unknown

TOP PICK

TOP PICK

June 14, 2019

Buy on pullbacks. His model price is $861. Everyone is talking about anti-trusts, but anti-trusts take decades to process (IBM, Microsoft, AT&T). He'd like to see this at $1,000 to buy, but the current price is off its $1,300 highs. (Analysts’ price target is $1325.44)

Alphabet Inc. / Google (GOOG-Q)

June 14, 2019

Buy on pullbacks. His model price is $861. Everyone is talking about anti-trusts, but anti-trusts take decades to process (IBM, Microsoft, AT&T). He'd like to see this at $1,000 to buy, but the current price is off its $1,300 highs. (Analysts’ price target is $1325.44)

Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price

$1085.350

Owned

Yes

HOLD

HOLD

June 12, 2019

Anti-trust concerns? This is in his Top 5 companies. It has ad revenues, YouTube, and autonomous driving opportunities. If the company was broken up into the three units, it would not be that big of a disruption. They made $175 billion from ad revenues last year. He thinks the anti-trust issues will lead to greater regulation, but not force them to break it up.

Alphabet Inc. / Google (GOOG-Q)

June 12, 2019

Anti-trust concerns? This is in his Top 5 companies. It has ad revenues, YouTube, and autonomous driving opportunities. If the company was broken up into the three units, it would not be that big of a disruption. They made $175 billion from ad revenues last year. He thinks the anti-trust issues will lead to greater regulation, but not force them to break it up.

President and Portfolio Manager, Black Swan Dexteritas

Price

$1077.030

Owned

Yes

TOP PICK

TOP PICK

June 11, 2019

The pending announcement of a potential investigation creates an interesting entry point. There is still a lot of growth opportunity. It make take years on the regulatory front. With over $100 billion in cash, the equivalent of $150 per share, they will be able to weather any storm. Yield 0%. (Analysts’ price target is $1325.44)

Alphabet Inc. / Google (GOOG-Q)

June 11, 2019

The pending announcement of a potential investigation creates an interesting entry point. There is still a lot of growth opportunity. It make take years on the regulatory front. With over $100 billion in cash, the equivalent of $150 per share, they will be able to weather any storm. Yield 0%. (Analysts’ price target is $1325.44)

Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price

$1078.720

Owned

Yes

PARTIAL SELL

PARTIAL SELL

June 11, 2019

Driverless cars will face an accident then a lawsuit. A risk. The biggest issue is anti-trust, with the US government threatening to break-up the tech giants, because they are monopolizing competition. It could happen; there are precedents. Doesn't hurt to take a bit of of money off the table now, but hold the rest.

Alphabet Inc. / Google (GOOG-Q)

June 11, 2019

Driverless cars will face an accident then a lawsuit. A risk. The biggest issue is anti-trust, with the US government threatening to break-up the tech giants, because they are monopolizing competition. It could happen; there are precedents. Doesn't hurt to take a bit of of money off the table now, but hold the rest.

Vice President and Partner, Campbell Lee & Ross

Price

$1078.720

Owned

Unknown

BUY

BUY

June 7, 2019

He really likes it and bought more today. It's become a consumer staple for everyone--we all use it to search and for maps. Millions use Youtube. Self-driving cars looks interesting. If the US courts break up the courts, he can make money in the break-up value, but he doubts a break-up will happen. We have to see where these government probes about anti-trust will go. An investigation won't necessarily lead to a break-up. Rather, tech companies like Google may be forced to change a way it operates in a specific, narrow way. The threats have been overblown.

Alphabet Inc. / Google (GOOG-Q)

June 7, 2019

He really likes it and bought more today. It's become a consumer staple for everyone--we all use it to search and for maps. Millions use Youtube. Self-driving cars looks interesting. If the US courts break up the courts, he can make money in the break-up value, but he doubts a break-up will happen. We have to see where these government probes about anti-trust will go. An investigation won't necessarily lead to a break-up. Rather, tech companies like Google may be forced to change a way it operates in a specific, narrow way. The threats have been overblown.

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price

$1066.040

Owned

Yes

HOLD

HOLD

June 6, 2019

You need to be in it for the long term. He would be holding it right now. You see all the advertisements on Google. Their cloud platform is not as strong as the other two, however. They have exposure to self driving cars and some healthcare exposure.

Alphabet Inc. / Google (GOOG-Q)

June 6, 2019

You need to be in it for the long term. He would be holding it right now. You see all the advertisements on Google. Their cloud platform is not as strong as the other two, however. They have exposure to self driving cars and some healthcare exposure.

Vice-president and portfolio manager, Davis Rea

Price

$1044.340

Owned

Unknown

COMMENT

COMMENT

June 5, 2019

Pending investigation? The likely regulation of privacy concerns is impacting this space, led by Facebook. This has been coming for a while and it may likely continue to dog these stocks, especially if this becomes politicized. If President Trump decides to make an issue of this, it could become real trouble. He would back away if this is the direction things go. Be very careful. He loves the company and they are doing things correctly. It is just not clear to him if this is the time to reenter.

Alphabet Inc. / Google (GOOG-Q)

June 5, 2019

Pending investigation? The likely regulation of privacy concerns is impacting this space, led by Facebook. This has been coming for a while and it may likely continue to dog these stocks, especially if this becomes politicized. If President Trump decides to make an issue of this, it could become real trouble. He would back away if this is the direction things go. Be very careful. He loves the company and they are doing things correctly. It is just not clear to him if this is the time to reenter.

Chief Investment Officer, Equium Capital Management

Price

$1042.220

Owned

Unknown

PARTIAL SELL

PARTIAL SELL

June 4, 2019

If you own it, definitely take money off. The US has a way of breaking up anything that has more power than the government. After the .com bubble burst, that was the time to find the Googles of the world.

Alphabet Inc. / Google (GOOG-Q)

June 4, 2019

If you own it, definitely take money off. The US has a way of breaking up anything that has more power than the government. After the .com bubble burst, that was the time to find the Googles of the world.

Portfolio Manager, Canaccord Genuity

Price

$1053.050

Owned

Unknown

TOP PICK

TOP PICK

May 30, 2019

He likes the massive research spending. They are very secretive on what they spend money on, but we have heard of other bets. They are in very diverse areas. It is not expensive. He is looking at $54 in growth this year. They are growing near 20% per year. (Analysts’ price target is $1333.74)

Alphabet Inc. / Google (GOOG-Q)

May 30, 2019

He likes the massive research spending. They are very secretive on what they spend money on, but we have heard of other bets. They are in very diverse areas. It is not expensive. He is looking at $54 in growth this year. They are growing near 20% per year. (Analysts’ price target is $1333.74)

President, GoodReid Investment Counsel

Price

$1117.950

Owned

Yes

WAIT

WAIT

May 27, 2019

It is a fine company. It is on his watch list. He does not own it because of his concern with regulatory issues. They have so much share of search that it attracts the attention of regulators. He anticipates the separation of YouTube from Google Search and that would not be good. Wait for some clarity from regulators.

Alphabet Inc. / Google (GOOG-Q)

May 27, 2019

It is a fine company. It is on his watch list. He does not own it because of his concern with regulatory issues. They have so much share of search that it attracts the attention of regulators. He anticipates the separation of YouTube from Google Search and that would not be good. Wait for some clarity from regulators.

VP and Portfolio Manager, Dynamic Funds

Price

$1134.150

Owned

No

BUY

BUY

May 27, 2019

GOOG vs. BABA He'd go with Google. For Alibaba, gross margins have dropped in half. Challenge is that they want to continue to grow, so they have to subsidize the products they sell. For Google, 85% of revenue is still coming from search, but they're expanding what search means to people. Google is leaps and bounds ahead of Siri.

Alphabet Inc. / Google (GOOG-Q)

May 27, 2019

GOOG vs. BABA He'd go with Google. For Alibaba, gross margins have dropped in half. Challenge is that they want to continue to grow, so they have to subsidize the products they sell. For Google, 85% of revenue is still coming from search, but they're expanding what search means to people. Google is leaps and bounds ahead of Siri.

Brett Girard, CPA, CA, CFA

CFO and Portfolio Manager, Liberty International Investment Management

Price

$1134.150

Owned

Unknown

TOP PICK

TOP PICK

May 23, 2019

It is a great growth stock that can outperform the index over the next 5 years. They are taking a lot of their cash flow and investing on new things. He thinks they could pay a dividend. (Analysts’ price target is $1335.46)

Alphabet Inc. / Google (GOOG-Q)

May 23, 2019

It is a great growth stock that can outperform the index over the next 5 years. They are taking a lot of their cash flow and investing on new things. He thinks they could pay a dividend. (Analysts’ price target is $1335.46)

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price

$1140.770

Owned

Yes

COMMENT

COMMENT

May 14, 2019

Will it ever stock split? She can't comment on that, but splitting would make this stock more affordable for retailer investors.

Alphabet Inc. / Google (GOOG-Q)

May 14, 2019

Will it ever stock split? She can't comment on that, but splitting would make this stock more affordable for retailer investors.

Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price

$1120.440

Owned

Unknown

BUY

BUY

May 14, 2019

70% of their business is search, but maps are another good revenue source. He thinks that Google should break out and isn't appreciated as a comglomerate, as the sum of its parts. YouTube isn't discussed enough yet has exciting potential. Google needs to tell its story better, beyond the search and phone.

Alphabet Inc. / Google (GOOG-Q)

May 14, 2019

70% of their business is search, but maps are another good revenue source. He thinks that Google should break out and isn't appreciated as a comglomerate, as the sum of its parts. YouTube isn't discussed enough yet has exciting potential. Google needs to tell its story better, beyond the search and phone.

Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price

$1120.440

Owned

Unknown

WATCH

WATCH

May 9, 2019

We saw a breaking of the trend line. The risk is a lot of what is happening in Europe. It is a great, well run company, but now it has reached far too high. This is not a good time to get into it. Wait for the $1000 level.

Alphabet Inc. / Google (GOOG-Q)

May 9, 2019

We saw a breaking of the trend line. The risk is a lot of what is happening in Europe. It is a great, well run company, but now it has reached far too high. This is not a good time to get into it. Wait for the $1000 level.