Alphabet Inc. / Google
GOOG-Q
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About Alphabet Inc. / Google (GOOG-Q)
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FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.
FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.
(A Top Pick Aug 29/17, Up 17%) A wild ride with these FANG stocks this year. Sometimes they trade on momentum, but eventually value shines through. Google had 35 straight quarters of 20%+ revenue growth at 20x earnings--name another company like that. Hopefully they clean up their office politics. Their investments in self-driving could be huge as well as the connected home. Their Google search and YouTube are crushing it.
(A Top Pick Aug 29/17, Up 17%) A wild ride with these FANG stocks this year. Sometimes they trade on momentum, but eventually value shines through. Google had 35 straight quarters of 20%+ revenue growth at 20x earnings--name another company like that. Hopefully they clean up their office politics. Their investments in self-driving could be huge as well as the connected home. Their Google search and YouTube are crushing it.
He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.
He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.
Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11)
Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11)
(A Top Pick November 10/17 - Up 16%) Still like it. A foundation investment in the technology area. All their metrics are good. Capital spending at $17 billion. They are leading in the autonomous driving. We are all looking and searching. Sounds elementary but it is a great source. Great hold.
(A Top Pick November 10/17 - Up 16%) Still like it. A foundation investment in the technology area. All their metrics are good. Capital spending at $17 billion. They are leading in the autonomous driving. We are all looking and searching. Sounds elementary but it is a great source. Great hold.
He has liked this name for a while as they control so much information over so many devices and for different usages. He thinks the driverless car will happen. The company is generating 18% compound earnings growth on an enormous capital base. Yield 0%. (Analysts’ price target is $1384.89)
He has liked this name for a while as they control so much information over so many devices and for different usages. He thinks the driverless car will happen. The company is generating 18% compound earnings growth on an enormous capital base. Yield 0%. (Analysts’ price target is $1384.89)
He sees it getting higher. It is going to be the next graduate to the $1 trillion dollar club. They have leading market share and global market share. They are very healthy. They have platforms like YouTube and Android that transcend generations. The world is enamored with capturing and analyzing all the data. Pick it up when it gets down to the 200 day moving average.
He sees it getting higher. It is going to be the next graduate to the $1 trillion dollar club. They have leading market share and global market share. They are very healthy. They have platforms like YouTube and Android that transcend generations. The world is enamored with capturing and analyzing all the data. Pick it up when it gets down to the 200 day moving average.
Has fallen asleep in the last months. Dominating the search market. 30 plus quarters of revenue growth and doesn’t see that changing. Valuation is attractive. Balance sheet is solid.
Has fallen asleep in the last months. Dominating the search market. 30 plus quarters of revenue growth and doesn’t see that changing. Valuation is attractive. Balance sheet is solid.
Still seeing upward trend in the 200-day moving average. Higher highs and higher lows. It’s not an expensive stock by any means. Alphabet’s going to be a beneficiary long-term of the shift to digital advertising. A core holding in the space.
Still seeing upward trend in the 200-day moving average. Higher highs and higher lows. It’s not an expensive stock by any means. Alphabet’s going to be a beneficiary long-term of the shift to digital advertising. A core holding in the space.
In the space of digital advertising, she owns Alphabet rather than Facebook. Alphabet is not being hit with as much regulatory interest as Facebook at this point, and it provides a very popular service, the leading search engine, that integrates naturally with the advertising.
In the space of digital advertising, she owns Alphabet rather than Facebook. Alphabet is not being hit with as much regulatory interest as Facebook at this point, and it provides a very popular service, the leading search engine, that integrates naturally with the advertising.
It has been a core holding for him for a long time. They are so dominant in the online advertizing space. It is a great long term hold. You are getting a great, dominant duopoly. Don’t worry about it quarter to quarter.
It has been a core holding for him for a long time. They are so dominant in the online advertizing space. It is a great long term hold. You are getting a great, dominant duopoly. Don’t worry about it quarter to quarter.
They have more cash on the books than many countries, he jokes. They are very innovative and focus a lot on this as part of their plan. Growing at 20% a year, it needs to find ways to invest the cash. Yield 0%. (Analysts’ price target is $1382.19)
They have more cash on the books than many countries, he jokes. They are very innovative and focus a lot on this as part of their plan. Growing at 20% a year, it needs to find ways to invest the cash. Yield 0%. (Analysts’ price target is $1382.19)
If you have a 5 to 10 year timeframe then you could get it. This is a great company that is not exposed to tariffs. They are exposed to regulatory risks, however.
If you have a 5 to 10 year timeframe then you could get it. This is a great company that is not exposed to tariffs. They are exposed to regulatory risks, however.
The go-to name in tech, in online advertising (and better than Facebook). They could monetize assets like Android and YouTube for billions. They have excess cash flow they're putting into areas like self-driving car, Waymo. (no dividend,
Analysts' price target: $1,393.13)
The go-to name in tech, in online advertising (and better than Facebook). They could monetize assets like Android and YouTube for billions. They have excess cash flow they're putting into areas like self-driving car, Waymo. (no dividend,
Analysts' price target: $1,393.13)
Has one of the best balance sheets in the world. Their business model is not slowing down. They have so much going on. Looks real good long term.
Has one of the best balance sheets in the world. Their business model is not slowing down. They have so much going on. Looks real good long term.
AMAZON or GOOGLE? Neither. As a value investor, he can't justify the high valuations of the FANG stocks. Value will become more important in the coming years. Momentum has had its day. These stocks can be vulnerable.
AMAZON or GOOGLE? Neither. As a value investor, he can't justify the high valuations of the FANG stocks. Value will become more important in the coming years. Momentum has had its day. These stocks can be vulnerable.
Valuations have been dropping to a more reasonable level even though growth is very brisk. Revenues grew 26% last year. It is becoming a mature company. Targeted advertising is still nascent, a boon for advertisers, and the transition from traditional advertising models to digit is far from completed. (Analysts’ price target is $1364.89)
Valuations have been dropping to a more reasonable level even though growth is very brisk. Revenues grew 26% last year. It is becoming a mature company. Targeted advertising is still nascent, a boon for advertisers, and the transition from traditional advertising models to digit is far from completed. (Analysts’ price target is $1364.89)
This is the stock they have picked in the large cap tech stock sector. They continue to report very strong numbers. Cloud based business is performing very well. Would wait for a pull back to buy.
This is the stock they have picked in the large cap tech stock sector. They continue to report very strong numbers. Cloud based business is performing very well. Would wait for a pull back to buy.
Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.
Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.
(A Top Pick March November 6/17 - Up 9%) People spend hours on YouTube or pages. A great story. Mobile advertising. What is not to like. They have been smart with their acquisitions.
(A Top Pick March November 6/17 - Up 9%) People spend hours on YouTube or pages. A great story. Mobile advertising. What is not to like. They have been smart with their acquisitions.
(A Top Pick May 28/18 Up 7%) A powerful company that continues to deliver. An 84% percent annualized return thus far, he says. His analyst is neutral today, but he feels it is still a core holding. Revenue grows at 8% a year, earnings growth of 20% a year trading at a 20 times multiple make this a good investment.
(A Top Pick May 28/18 Up 7%) A powerful company that continues to deliver. An 84% percent annualized return thus far, he says. His analyst is neutral today, but he feels it is still a core holding. Revenue grows at 8% a year, earnings growth of 20% a year trading at a 20 times multiple make this a good investment.
Entry point now? The way to think about it is that it’s like a utility. One of their favourite technology investments. When the name is synonymous with the task, that’s a dominant position. Stock has had a great run, but it’s not expensive at 16-17x PE. They’re innovating, investing in all kinds of businesses, they have YouTube which isn’t fully monetized yet. Market pullback is a good time to look at it, but it’s also a difficult market. A great company. You could start a position now and take a very long-term view. Comfortable it’ll be higher in 5-10 years.
Entry point now? The way to think about it is that it’s like a utility. One of their favourite technology investments. When the name is synonymous with the task, that’s a dominant position. Stock has had a great run, but it’s not expensive at 16-17x PE. They’re innovating, investing in all kinds of businesses, they have YouTube which isn’t fully monetized yet. Market pullback is a good time to look at it, but it’s also a difficult market. A great company. You could start a position now and take a very long-term view. Comfortable it’ll be higher in 5-10 years.
Entry point now? The way to think about it is that it’s like a utility. One of their favourite technology investments. When the name is synonymous with the task, that’s a dominant position. Stock has had a great run, but it’s not expensive at 16-17x PE. They’re innovating, investing in all kinds of businesses, they have YouTube which isn’t fully monetized yet. Market pullback is a good time to look at it, but it’s also a difficult market. A great company. You could start a position now and take a very long-term view. Comfortable it’ll be higher in 5-10 years.
Entry point now? The way to think about it is that it’s like a utility. One of their favourite technology investments. When the name is synonymous with the task, that’s a dominant position. Stock has had a great run, but it’s not expensive at 16-17x PE. They’re innovating, investing in all kinds of businesses, they have YouTube which isn’t fully monetized yet. Market pullback is a good time to look at it, but it’s also a difficult market. A great company. You could start a position now and take a very long-term view. Comfortable it’ll be higher in 5-10 years.
(A Top Pick May 14/18, Up 4%) This is a space that continues to grow. He likes that people are coming to their ecosystem.
(A Top Pick May 14/18, Up 4%) This is a space that continues to grow. He likes that people are coming to their ecosystem.
This company is a search engine ad company, but they also have investments in the cloud and AI, where they are a leader. They have 33 quarters of over 20% growth – phenomenal. He likes the company, but says it could be subject to a pullback when the technical cycle peaks.