Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,516.99
10.37 (0.69%)
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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Analysis and Opinions about GOOG-Q

Signal
Opinion
Expert
BUY
BUY
May 4, 2020
He likes it and started buying it. How is advertising to impact Google? They say very little. He expects revenue growth this quarter. He looks to see them improving their capital allocation.
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He likes it and started buying it. How is advertising to impact Google? They say very little. He expects revenue growth this quarter. He looks to see them improving their capital allocation.
COMMENT
COMMENT
April 29, 2020

He does not own FB. He prefers GOOG, which has a stronger financial position and has a better advertising revenue model. Online advertising cuts will impact both of these companies, however. He thinks GOOG will remain profitable going forward.

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He does not own FB. He prefers GOOG, which has a stronger financial position and has a better advertising revenue model. Online advertising cuts will impact both of these companies, however. He thinks GOOG will remain profitable going forward.

PAST TOP PICK
PAST TOP PICK
April 15, 2020
(A Top Pick May 02/19, Up 7%) He liked it when it was depressed following the regulatory resistance it was facing. It trades at 20 times 2021 earnings. It will get through this crisis and their growth will accelerate afterwards. You could still continue to buy.
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(A Top Pick May 02/19, Up 7%) He liked it when it was depressed following the regulatory resistance it was facing. It trades at 20 times 2021 earnings. It will get through this crisis and their growth will accelerate afterwards. You could still continue to buy.
WATCH
WATCH
April 13, 2020
The shorter term risk is the on-line advertising market which will get hit with the economic slowdown. He thinks it is a great story longer term.
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The shorter term risk is the on-line advertising market which will get hit with the economic slowdown. He thinks it is a great story longer term.
WATCH
WATCH
April 7, 2020

He's moved to the sidelines on Google, because ads are their primary revenues. In every recession, ad revenues fall hard. He owns Amazon, which already earns ad revenues. It's early to get exposure to advertising, because ad budgets may get cut in the near term. But if this is a short recession that'll end in the summer, then the market may be looking past the recession already.

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He's moved to the sidelines on Google, because ads are their primary revenues. In every recession, ad revenues fall hard. He owns Amazon, which already earns ad revenues. It's early to get exposure to advertising, because ad budgets may get cut in the near term. But if this is a short recession that'll end in the summer, then the market may be looking past the recession already.

COMMENT
COMMENT
April 1, 2020

GOOG vs MSFT? The challenge with GOOG is that 40-50% ad spend comes from small businesses. He expects small business will be struggling for revenue for the next few months. He would not be a buyer of GOOG. He does not own MSFT, but would prefer them over GOOG. MSFT has a very successful cloud service and he sees Teams being a good add to their revenue right now.

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GOOG vs MSFT? The challenge with GOOG is that 40-50% ad spend comes from small businesses. He expects small business will be struggling for revenue for the next few months. He would not be a buyer of GOOG. He does not own MSFT, but would prefer them over GOOG. MSFT has a very successful cloud service and he sees Teams being a good add to their revenue right now.

COMMENT
COMMENT
March 20, 2020

Holding cash, now what? It is difficult not knowing what the investor's needs are. You really should partner with a professional. Consider taking a wider portfolio approach. Longer term, he likes FB and GOOG. A sector that will benefit over the next decade.

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Holding cash, now what? It is difficult not knowing what the investor's needs are. You really should partner with a professional. Consider taking a wider portfolio approach. Longer term, he likes FB and GOOG. A sector that will benefit over the next decade.

PAST TOP PICK
PAST TOP PICK
March 20, 2020
(A Top Pick Sep 27/19, Down 9%) Still a Top Pick for him. He likes these types of networks that keeps consumers in their "eco-system". It is another way to play AI as well.
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(A Top Pick Sep 27/19, Down 9%) Still a Top Pick for him. He likes these types of networks that keeps consumers in their "eco-system". It is another way to play AI as well.
BUY
BUY
March 20, 2020

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

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TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

TOP PICK
TOP PICK
March 20, 2020
With all the uncertainty in the market, he is a little concerned that advertising revenues may fall for the next while. That said, it is a major driver still in online advertising. Regulatory risk seems to have gone out the window near term. It is hard to punish them right now with all the utility they are bringing to consumers at the moment. Yield 0% (Analysts’ price target is $1570.18)
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With all the uncertainty in the market, he is a little concerned that advertising revenues may fall for the next while. That said, it is a major driver still in online advertising. Regulatory risk seems to have gone out the window near term. It is hard to punish them right now with all the utility they are bringing to consumers at the moment. Yield 0% (Analysts’ price target is $1570.18)
PAST TOP PICK
PAST TOP PICK
March 11, 2020

(A Top Pick May 23/19, Up 9%) He still loves the company and uses their tools everyday. They will be hit as advertisement hits will likely slow -- think travel ads. You could buy on a dip here.

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(A Top Pick May 23/19, Up 9%) He still loves the company and uses their tools everyday. They will be hit as advertisement hits will likely slow -- think travel ads. You could buy on a dip here.

TOP PICK
TOP PICK
March 11, 2020
Use market dislocations to buy the world's best companies. Good growth rate. Global goliath, not going away. No dividend. (Analysts’ price target is $1623.64)
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Use market dislocations to buy the world's best companies. Good growth rate. Global goliath, not going away. No dividend. (Analysts’ price target is $1623.64)
COMMENT
COMMENT
March 5, 2020
Higher valuation name with a significant run. In a decline, you buy a portion. Weight for a high valuation stock is typically 1%. Trim back if it gets to 3-4%.
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Higher valuation name with a significant run. In a decline, you buy a portion. Weight for a high valuation stock is typically 1%. Trim back if it gets to 3-4%.
DON'T BUY
DON'T BUY
February 20, 2020

There are always rumours about GOOG-Q acquiring TESLA. Don't buy GOOG-Q for this. Buy it for their expertise. There is a lot of money sloshing around in the market. There is nothing technically wrong with Google but he would not buy it because it is not seasonally strong.

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There are always rumours about GOOG-Q acquiring TESLA. Don't buy GOOG-Q for this. Buy it for their expertise. There is a lot of money sloshing around in the market. There is nothing technically wrong with Google but he would not buy it because it is not seasonally strong.

PAST TOP PICK
PAST TOP PICK
February 13, 2020
(A Top Pick Feb 13/19, Up 34%) Get their money through online advertising, which is growing. Lots of cash on balance sheet. Valuation high right now, so wait for a pullback.
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(A Top Pick Feb 13/19, Up 34%) Get their money through online advertising, which is growing. Lots of cash on balance sheet. Valuation high right now, so wait for a pullback.
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