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
BUY
BUY
February 6, 2019
There are many, many unmonetized opportunities within Google. They just reported 23% growth of revenues, trading at 20x earnings. The market was concerned about operating margins falling short because of R&D. To him, this is not a negative, because GOOGL spends huge amounts on R&D that will pay off in the future. Look at YouTube, which took time to become a moneymaking machine for Google. Don't be impatient.
There are many, many unmonetized opportunities within Google. They just reported 23% growth of revenues, trading at 20x earnings. The market was concerned about operating margins falling short because of R&D. To him, this is not a negative, because GOOGL spends huge amounts on R&D that will pay off in the future. Look at YouTube, which took time to become a moneymaking machine for Google. Don't be impatient.
Gordon Reid
President, GoodReid Investment Counsel
Price
$1122.890
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 4, 2019
(A Top Pick Apr 02/18, Up 12%) Loves it. Has had 36 or 37 quarters of 20%+ growth that nobody has achieved. Buy it--it's cheap. Their operating margin is down YOY, not because of lower sales, but because they are investing in the future like buying property and hiring smart staff.
(A Top Pick Apr 02/18, Up 12%) Loves it. Has had 36 or 37 quarters of 20%+ growth that nobody has achieved. Buy it--it's cheap. Their operating margin is down YOY, not because of lower sales, but because they are investing in the future like buying property and hiring smart staff.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$1141.420
Owned
Yes
TOP PICK
TOP PICK
February 4, 2019
Just reported great numbers after today's close. A great long-term growth story. Strong balance sheet. They are by far the leaders is A.I. and advertising. They're getting healthcare in a major way. They own so much critical infrastrcture (data) that they can turn into good, namely healthcare. Don't worry about short-term earnings--that's noise. (Analysts’ price target is $1347.90)
Just reported great numbers after today's close. A great long-term growth story. Strong balance sheet. They are by far the leaders is A.I. and advertising. They're getting healthcare in a major way. They own so much critical infrastrcture (data) that they can turn into good, namely healthcare. Don't worry about short-term earnings--that's noise. (Analysts’ price target is $1347.90)
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$1141.420
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 25, 2019
(A Top Pick Feb 06/18, Up 2%) Boasts 35 quarters in a row of 20% revenue growth. Online ads will continue to grow, and Google dominates search engines. The Cloud will continue to grow. They invest in hardware, software and healthcare. Perfect balance sheet. Has 20x earnings. One of the greatest companies on Earth.
(A Top Pick Feb 06/18, Up 2%) Boasts 35 quarters in a row of 20% revenue growth. Online ads will continue to grow, and Google dominates search engines. The Cloud will continue to grow. They invest in hardware, software and healthcare. Perfect balance sheet. Has 20x earnings. One of the greatest companies on Earth.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$1101.510
Owned
Yes
TOP PICK
TOP PICK
January 18, 2019
High quality. At current levels, it's now affordable, trading at 20x PE and growing at 16%. They play offence through YouTube, Cloud, Waymo and continue to monetize through improvements in search and product updates. (Analysts’ price target is $1346.82)
High quality. At current levels, it's now affordable, trading at 20x PE and growing at 16%. They play offence through YouTube, Cloud, Waymo and continue to monetize through improvements in search and product updates. (Analysts’ price target is $1346.82)
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$1107.300
Owned
Yes
WAIT
WAIT
January 8, 2019
Regulatory overhang? There are serious concerns with antitrust and privacy laws with this one and in his opinion they are only likely to intensify. Valuation and fundamental growth looks OK. It's got monopoly power. It's investing in all the right business lines. Really likes it long term. Reasonably priced, it's growing, it's in all the right niches, but doesn't recommend buying now, you want to wait until they make new highs.
Regulatory overhang? There are serious concerns with antitrust and privacy laws with this one and in his opinion they are only likely to intensify. Valuation and fundamental growth looks OK. It's got monopoly power. It's investing in all the right business lines. Really likes it long term. Reasonably priced, it's growing, it's in all the right niches, but doesn't recommend buying now, you want to wait until they make new highs.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$1076.280
Owned
Unknown
HOLD
HOLD
December 31, 2018
He has cut back on this position but it is still in a sweet spot in terms of the growth going forward. They have not monetized a lot of their asset such as android. There is money now coming out of this sector. There is money flow risk because it is over owned. Advertizing is generally a pretty cyclical thing. He'd like to see a couple of quarters of earnings. This is one of the last tech stocks he would continue to own. He would still have a position. It is a core name. Maybe not put your full position on.
He has cut back on this position but it is still in a sweet spot in terms of the growth going forward. They have not monetized a lot of their asset such as android. There is money now coming out of this sector. There is money flow risk because it is over owned. Advertizing is generally a pretty cyclical thing. He'd like to see a couple of quarters of earnings. This is one of the last tech stocks he would continue to own. He would still have a position. It is a core name. Maybe not put your full position on.
John Zechner
Chairman, J. Zechner & Assoc
Price
$1035.610
Owned
Yes
BUY
BUY
December 28, 2018
Held support a couple of times last year. Wouldn't mind adding exposure here. Next support level is around $880. Longer term uptrend is intact. Longer term, info tech is an area he likes. Info tech should be one of the outperformers in the next 4-year cycle. It's been on sale the last 3 months.
Held support a couple of times last year. Wouldn't mind adding exposure here. Next support level is around $880. Longer term uptrend is intact. Longer term, info tech is an area he likes. Info tech should be one of the outperformers in the next 4-year cycle. It's been on sale the last 3 months.
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$1046.680
Owned
Unknown
BUY
BUY
December 21, 2018
It has been a long term holding and he is very positive. It trades 18 times next years earnings, which continue to grow at 20% per year. They still dominate the market. Some of their "other bets" will payoff soon. He would buy this as a long term holding.
It has been a long term holding and he is very positive. It trades 18 times next years earnings, which continue to grow at 20% per year. They still dominate the market. Some of their "other bets" will payoff soon. He would buy this as a long term holding.
Don Lato
President, Padlock Investment Management
Price
$979.540
Owned
Yes
BUY
BUY
December 11, 2018
Still buying it during this pullback. Their online advertising, which they dominate, is still growing and they hold a lot of cash so that can finance their growth without taking on a lot of debt. Their self-driving division will launch sometime in 2019 and has good potential. Google is growing their topline by 22% for a few years, which she believes they can sustain.
Still buying it during this pullback. Their online advertising, which they dominate, is still growing and they hold a lot of cash so that can finance their growth without taking on a lot of debt. Their self-driving division will launch sometime in 2019 and has good potential. Google is growing their topline by 22% for a few years, which she believes they can sustain.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$1061.650
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 26, 2018
(A Top Pick Nov 06/17, Up 1%) Tech is over-owned and we'll see continued selling pressure, but he worries less about Google (and MSFT), because it's supported by earnings and growth, driven by the Cloud. Google is still a great story.
(A Top Pick Nov 06/17, Up 1%) Tech is over-owned and we'll see continued selling pressure, but he worries less about Google (and MSFT), because it's supported by earnings and growth, driven by the Cloud. Google is still a great story.
John Zechner
Chairman, J. Zechner & Assoc
Price
$1048.620
Owned
Yes
TOP PICK
TOP PICK
November 14, 2018
#1 in internet search, and owns YouTube and Waymo (self-driving cars). It's pulled back to 23x earnings and still growing revenues in the high-teens %. So it's now cheap. (Analysts’ price target is $1348.97)
#1 in internet search, and owns YouTube and Waymo (self-driving cars). It's pulled back to 23x earnings and still growing revenues in the high-teens %. So it's now cheap. (Analysts’ price target is $1348.97)
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$1054.580
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 9, 2018
(A Top Pick Sep 21/18, Down 8%) They are a market disrupter and in 5-10 years, you won’t care what you paid for this. They have a number of different revenue streams. The current drop in stock value is a significant over reaction. Is trading at a forward multiple of 24X. This is one of the best, safest growth names. He would definitely hang on to this name.
(A Top Pick Sep 21/18, Down 8%) They are a market disrupter and in 5-10 years, you won’t care what you paid for this. They have a number of different revenue streams. The current drop in stock value is a significant over reaction. Is trading at a forward multiple of 24X. This is one of the best, safest growth names. He would definitely hang on to this name.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$1066.150
Owned
Yes
TOP PICK
TOP PICK
November 9, 2018
This is a buy and hold. They are a market disrupter. They are a global presence. They have had 33 straight quarters of 20% growth. The forward P/E is 24X which is very reasonable. Yield = 0% (Analysts’ price target is $1349.36)
This is a buy and hold. They are a market disrupter. They are a global presence. They have had 33 straight quarters of 20% growth. The forward P/E is 24X which is very reasonable. Yield = 0% (Analysts’ price target is $1349.36)
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$1066.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 31, 2018
(A Top Pick Aug 29/18, Down 13%) It is cheap for such a good quality company – trading at only 20 times earnings. They hold $107 billion in cash. Yield 0%
(A Top Pick Aug 29/18, Down 13%) It is cheap for such a good quality company – trading at only 20 times earnings. They hold $107 billion in cash. Yield 0%
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$1090.580
Owned
Yes
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