Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,318.09
75.09 (5.39%)
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
DON'T BUY
DON'T BUY
October 12, 2006
This is trading on the hopes of all the other things it can do. It is using its expensive shares to buy other expensive things. If you don't have the stomach for volatile stocks, keep away from it.
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This is trading on the hopes of all the other things it can do. It is using its expensive shares to buy other expensive things. If you don't have the stomach for volatile stocks, keep away from it.
DON'T BUY
DON'T BUY
September 14, 2006
Caller wondered about Shorting. You have to be a very, very brave person to even think about shorting this. Agrees that the price is very high, but considering the incredible success of the company, too risky.
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Caller wondered about Shorting. You have to be a very, very brave person to even think about shorting this. Agrees that the price is very high, but considering the incredible success of the company, too risky.
DON'T BUY
DON'T BUY
August 10, 2006
Selling at 51 X next year's earnings with earnings growth of 33%. Being driven by advertising but advertising is dependent on economic growth, which is slowing down in the US.
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Selling at 51 X next year's earnings with earnings growth of 33%. Being driven by advertising but advertising is dependent on economic growth, which is slowing down in the US.
SELL
SELL
August 4, 2006
Charity shows three successive tops, each one lower than the last. Could go a lot lower.
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Charity shows three successive tops, each one lower than the last. Could go a lot lower.
SELL
SELL
July 31, 2006
Has had a huge move. The brand name has been carrying it but in the end, he is not sure how long they can dominate the sector.
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Has had a huge move. The brand name has been carrying it but in the end, he is not sure how long they can dominate the sector.
WAIT
WAIT
July 24, 2006
His recent concern is that it made a peak earlier in the year and the chart is now developing a wedge. His sense is that, because he is bearish on the market, he can see a pull back to the $325 area where it would be a Buy.
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His recent concern is that it made a peak earlier in the year and the chart is now developing a wedge. His sense is that, because he is bearish on the market, he can see a pull back to the $325 area where it would be a Buy.
DON'T BUY
DON'T BUY
July 10, 2006
The total value is more than half of Microsoft (MSFT-Q), so to get a 15% return, it would need to be bigger than Microsoft over the next 5 years.
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The total value is more than half of Microsoft (MSFT-Q), so to get a 15% return, it would need to be bigger than Microsoft over the next 5 years.
BUY
BUY
May 9, 2006
Has a fairly strong momentum. It is the leader now in sponsored advertising. The issue is, can this company maintain its growth over several years.
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Has a fairly strong momentum. It is the leader now in sponsored advertising. The issue is, can this company maintain its growth over several years.
TOP PICK
TOP PICK
April 24, 2006
A classic example of a next-generation winner where the numbers are still wrong. Last quarter showed a very heavy upside. The caveat is the funny ownership structure and they don't like talking much as he would like.
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A classic example of a next-generation winner where the numbers are still wrong. Last quarter showed a very heavy upside. The caveat is the funny ownership structure and they don't like talking much as he would like.
HOLD
HOLD
April 20, 2006
Wouldn't buy more at this price.
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Wouldn't buy more at this price.
VAGUE
VAGUE
February 28, 2006
Growth will be slowing in Google, it's seen it's best for a while. He would buy at $200.
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Growth will be slowing in Google, it's seen it's best for a while. He would buy at $200.
DON'T BUY
DON'T BUY
February 15, 2006
Its multiples are too huge for him. He likes to buy stocks with very low multiples before people recognise the quality and the growth of the company.
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Its multiples are too huge for him. He likes to buy stocks with very low multiples before people recognise the quality and the growth of the company.
DON'T BUY
DON'T BUY
February 9, 2006
Changing the nature and the face of entertainment. The stock is too expensive and you have to be careful of what you pay for these things.
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Changing the nature and the face of entertainment. The stock is too expensive and you have to be careful of what you pay for these things.
DON'T BUY
DON'T BUY
February 9, 2006
When you come at this stock from a technologist value oriented perspective, you'll fall off the cliff before you ever get to buy it. Difficult to value it. One of the things it is going to run into is that when you are coming off a small revenue base and moving into a large revenue base, it is difficult to grow.
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When you come at this stock from a technologist value oriented perspective, you'll fall off the cliff before you ever get to buy it. Difficult to value it. One of the things it is going to run into is that when you are coming off a small revenue base and moving into a large revenue base, it is difficult to grow.
BUY WEAKNESS
BUY WEAKNESS
January 18, 2006
The big issue with Yahoo and Google is advertising rates and how much advertising are they going to increase their growth over time compare to how much they are going to take away from print advertising. A little expensive given the current tech sell off. Try to buy lower.
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The big issue with Yahoo and Google is advertising rates and how much advertising are they going to increase their growth over time compare to how much they are going to take away from print advertising. A little expensive given the current tech sell off. Try to buy lower.
DON'T BUY
DON'T BUY
December 22, 2005
To him, this is a crazy buy. It is better to watch from the sidelines. He has been wrong on this. The larger the company is, the more difficult it is for it to grow.
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To him, this is a crazy buy. It is better to watch from the sidelines. He has been wrong on this. The larger the company is, the more difficult it is for it to grow.
COMMENT
COMMENT
November 29, 2005
Q: Is this a good short and when should he cover? A: An extremely expensive stock and he would be scared to short it. They are doing extremely well. Their earnings and sales are rising.
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Q: Is this a good short and when should he cover? A: An extremely expensive stock and he would be scared to short it. They are doing extremely well. Their earnings and sales are rising.
DON'T BUY
DON'T BUY
November 23, 2005
His model price is $117. It has been moving up under the stock price as the earning estimates move up.
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His model price is $117. It has been moving up under the stock price as the earning estimates move up.
WEAK BUY
WEAK BUY
November 14, 2005
Potentially the company might earn $8 next year which is a multiple of 50 X next year's earnings. This makes it one of the most expensive stocks in the market, but it's growing at a prodigious rate. If you own, you have to believe that $8 ie wrong and it's going to be more like $9/10 and hope it will be $11/12 by NOv/06.
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Potentially the company might earn $8 next year which is a multiple of 50 X next year's earnings. This makes it one of the most expensive stocks in the market, but it's growing at a prodigious rate. If you own, you have to believe that $8 ie wrong and it's going to be more like $9/10 and hope it will be $11/12 by NOv/06.
BUY
BUY
November 2, 2005
You have to stomach a lot of volatility to buy this stock. Many aspects of the business are growing very rapidly, so it can compete on lots of lines. This is one of the top tech stocks around. It will be very volatile, so you should only but on a longer term time horizon. From a multiple point of view, it is incredibly expensive.
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You have to stomach a lot of volatility to buy this stock. Many aspects of the business are growing very rapidly, so it can compete on lots of lines. This is one of the top tech stocks around. It will be very volatile, so you should only but on a longer term time horizon. From a multiple point of view, it is incredibly expensive.
BUY
BUY
September 22, 2005
Of any of the internet companies this one looks extremely attractive. The shares are holding extremely well against a relatively weak market over the last 8/10 days. Have a great growth rate.
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Of any of the internet companies this one looks extremely attractive. The shares are holding extremely well against a relatively weak market over the last 8/10 days. Have a great growth rate.
DON'T BUY
DON'T BUY
August 31, 2005
Not earning enough to justify its price. Too expensive. Have a very bright future. Looking to set up partnerships with some large US cities to set up a phone network down the road.
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Not earning enough to justify its price. Too expensive. Have a very bright future. Looking to set up partnerships with some large US cities to set up a phone network down the road.
DON'T BUY
DON'T BUY
August 22, 2005
Management team has done an extraordinary job. Possibility of cash flow and growth is there. It is an $80 billion market cap company which he is not sure is justified. The easy part is done and now they are banging up against the competition. Getting more market share of the internet advertising pie is going to become increasingly challenging.
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Management team has done an extraordinary job. Possibility of cash flow and growth is there. It is an $80 billion market cap company which he is not sure is justified. The easy part is done and now they are banging up against the competition. Getting more market share of the internet advertising pie is going to become increasingly challenging.
DON'T BUY
DON'T BUY
July 13, 2005
A great company and they're getting more and more revenue. However looks too expensive at 92 X next year's earnings.
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A great company and they're getting more and more revenue. However looks too expensive at 92 X next year's earnings.
DON'T BUY
DON'T BUY
June 28, 2005
Present value of free cash flows valuation makes it expensive.
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Present value of free cash flows valuation makes it expensive.
DON'T BUY
DON'T BUY
June 14, 2005
Thinks the tech rally is slowing a little bit. No reason you should be paying 80/90 X earnings on a stock.
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Thinks the tech rally is slowing a little bit. No reason you should be paying 80/90 X earnings on a stock.
COMMENT
COMMENT
June 13, 2005
Caller participated in the options. Has had an interesting run. If he were playing this stock, he would play it with options. There is talk that this stock could go to $350 a share and is going into the S&P 500. If he bought into this scenario, he would buy a $280/290 CALL that expired in July at a cost of about $10/11. If you're right and the stock goes over $300 you double your money on that call.
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Caller participated in the options. Has had an interesting run. If he were playing this stock, he would play it with options. There is talk that this stock could go to $350 a share and is going into the S&P 500. If he bought into this scenario, he would buy a $280/290 CALL that expired in July at a cost of about $10/11. If you're right and the stock goes over $300 you double your money on that call.
DON'T BUY
DON'T BUY
February 4, 2005
In high techs, there was a boom followed by the bust and now we are having the echo. Google and RIM in particular are 2 of the echo stocks that are hanging on. Strictly market leveraged plays. Now at levels where they have no supporting Fair Market Values.
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In high techs, there was a boom followed by the bust and now we are having the echo. Google and RIM in particular are 2 of the echo stocks that are hanging on. Strictly market leveraged plays. Now at levels where they have no supporting Fair Market Values.
VAGUE
VAGUE
February 4, 2005
He is a value investor, so wants to see the cash as soon as possible and the value of the business based on the cash flow. Growing quickly, but it is phenominal the valuation on the company. Not there type of investment.
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He is a value investor, so wants to see the cash as soon as possible and the value of the business based on the cash flow. Growing quickly, but it is phenominal the valuation on the company. Not there type of investment.
DON'T BUY
DON'T BUY
January 26, 2005
Has a lot of growth. Priced for perfection. Too rich for him.
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Has a lot of growth. Priced for perfection. Too rich for him.
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