Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

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.
More at Wikipedia

Analysis and Opinions about GOOG-Q

Signal
Opinion
Expert
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.

John Zechner
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)
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)
Cameron Hurst
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.
(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.

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.

Kim Bolton
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.

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.

Don Lato
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.
(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.
Gordon Reid
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.
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.
Jamie Murray
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.
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.
David Fingold
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.
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.
David Driscoll
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)
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)
Kim Bolton
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.
(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.
John Zechner
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.
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.
Cameron Hurst
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)
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)
Jamie Murray
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.
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.
Gordon Reid
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.
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
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