Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,317.17
76.01 (5.46%)
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
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.
Show full opinionHide full opinion
(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.
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.

Show full opinionHide full opinion

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.

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.

Show full opinionHide full opinion

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

Unlock Ratings

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.
Show full opinionHide full opinion
(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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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)
Show full opinionHide full opinion
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)
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.
Show full opinionHide full opinion
(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.
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.
Show full opinionHide full opinion
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.
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)
Show full opinionHide full opinion
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)
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
John Kim

Unlock Ratings

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)

Show full opinionHide full opinion

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)

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.
Show full opinionHide full opinion
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.
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)
Show full opinionHide full opinion
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)
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
Ian Fung

Unlock Ratings

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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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)
Show full opinionHide full opinion
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)
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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)
Show full opinionHide full opinion
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)
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.
Show full opinionHide full opinion
Will it ever stock split? She can't comment on that, but splitting would make this stock more affordable for retailer investors.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
BUY WEAKNESS
BUY WEAKNESS
May 6, 2019
Is it too late? He would add to it on dips. We are getting into the law of big numbers where it is difficult to keep growing at the same rate. They also got hit with some big fines. Buy part of your position on weakness and see what happens.
Show full opinionHide full opinion
Is it too late? He would add to it on dips. We are getting into the law of big numbers where it is difficult to keep growing at the same rate. They also got hit with some big fines. Buy part of your position on weakness and see what happens.
Showing 31 to 60 of 516 entries