Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,210.28
23.77 (2.00%)
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

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Opinion
Expert
HOLD
HOLD
June 8, 2018

This company is a search engine ad company, but they also have investments in the cloud and AI, where they are a leader. They have 33 quarters of over 20% growth – phenomenal. He likes the company, but says it could be subject to a pullback when the technical cycle peaks.

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This company is a search engine ad company, but they also have investments in the cloud and AI, where they are a leader. They have 33 quarters of over 20% growth – phenomenal. He likes the company, but says it could be subject to a pullback when the technical cycle peaks.

WAIT
WAIT
June 8, 2018

Bought it a couple of years ago. They’d be buyers below $1100. As the leader in search engines, they’re going to garner digital advertising dollars as advertising budgets move from traditional spaces to online. Other divisions have promising businesses, such as the driverless car unit. They’re in a secular growth area. Expecting growth of high teens for the foreseeable future. Managed topline growth of 20% plus despite their size. Brought in more financial discipline, reasonable valuation, lots of cash on balance sheet.

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Bought it a couple of years ago. They’d be buyers below $1100. As the leader in search engines, they’re going to garner digital advertising dollars as advertising budgets move from traditional spaces to online. Other divisions have promising businesses, such as the driverless car unit. They’re in a secular growth area. Expecting growth of high teens for the foreseeable future. Managed topline growth of 20% plus despite their size. Brought in more financial discipline, reasonable valuation, lots of cash on balance sheet.

PAST TOP PICK
PAST TOP PICK
May 30, 2018

(August 1, 2017, Up 15%) One of his largest holdings. 20% revenue growth. There's a lot of investing in alternative business is the criticism, but it's a solid, core holding.

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(August 1, 2017, Up 15%) One of his largest holdings. 20% revenue growth. There's a lot of investing in alternative business is the criticism, but it's a solid, core holding.

WAIT
WAIT
May 28, 2018

He would probably wait right now. It has moved up in recent months. The PE is too high. Can they sustain the 20+ revenue rate growth? It has accelerated.

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He would probably wait right now. It has moved up in recent months. The PE is too high. Can they sustain the 20+ revenue rate growth? It has accelerated.

TOP PICK
TOP PICK
May 28, 2018

It's an advertising machine. They continue to grow at a 20 clip. It's a core holding. A great value stock. It has a 50% market share in online advertising. (Analysts' price target: $1245.88)

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It's an advertising machine. They continue to grow at a 20 clip. It's a core holding. A great value stock. It has a 50% market share in online advertising. (Analysts' price target: $1245.88)

TOP PICK
TOP PICK
May 14, 2018

Look at the ad spending dollars, greater than TV. We have another great 5 years ahead of us. This is one of the best spots and so it the PE. People go to Google for answers. (Analysts’ target: $1,246.32).

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Look at the ad spending dollars, greater than TV. We have another great 5 years ahead of us. This is one of the best spots and so it the PE. People go to Google for answers. (Analysts’ target: $1,246.32).

BUY
BUY
May 8, 2018

What's your 5-10 year outlook? It's now an attractive entry point given the current pullback in tech stocks. The company continues to grow though operations like cloud services and the driverless car. It's difficult to have a 5-10 year view for any tech company, but she's confident in this stock for the next year. Always be aware of new innovations in this space.

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What's your 5-10 year outlook? It's now an attractive entry point given the current pullback in tech stocks. The company continues to grow though operations like cloud services and the driverless car. It's difficult to have a 5-10 year view for any tech company, but she's confident in this stock for the next year. Always be aware of new innovations in this space.

TOP PICK
TOP PICK
May 2, 2018

They and Facebook own so much online advertising. They've had 32 strauight quarters of 20%+ growth. They have many investments, like Youtube, that they haven't fully milked yet; and Android operates 60% of the world's cellphones (Analysts' price target $1,236.11)

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They and Facebook own so much online advertising. They've had 32 strauight quarters of 20%+ growth. They have many investments, like Youtube, that they haven't fully milked yet; and Android operates 60% of the world's cellphones (Analysts' price target $1,236.11)

COMMENT
COMMENT
May 1, 2018

It doesn't like as good as Amazon or tech peers. It's in danger of seeing lower lows. Hold to see if it breaks above the high-$900s, then buy.

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It doesn't like as good as Amazon or tech peers. It's in danger of seeing lower lows. Hold to see if it breaks above the high-$900s, then buy.

HOLD
HOLD
April 30, 2018

Hold or change to a FANG stock ETF? FNG-N gives you all the Internet plays. It is speculative. We have 6 to 12 months of equity market potential here. Don’t look to it going much beyond the previous highs. It could fall 30-50% in a recession.

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Hold or change to a FANG stock ETF? FNG-N gives you all the Internet plays. It is speculative. We have 6 to 12 months of equity market potential here. Don’t look to it going much beyond the previous highs. It could fall 30-50% in a recession.

BUY
BUY
April 30, 2018

Last week's earnings: everything was good except for the width of their margins. He would definitely buy this for many reasons, such as their progress in AI. The privacy issue hitting a lot of tech stocks won't go anywhere soon, but keep
buying Apple.

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Last week's earnings: everything was good except for the width of their margins. He would definitely buy this for many reasons, such as their progress in AI. The privacy issue hitting a lot of tech stocks won't go anywhere soon, but keep
buying Apple.

BUY WEAKNESS
BUY WEAKNESS
April 25, 2018

His model price is $661. He would see $850 as a screaming buy. It had good earnings yet the stock went down. There may be concern of data collecting and privacy. He has owned it for years and would buy more on a pull back.

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His model price is $661. He would see $850 as a screaming buy. It had good earnings yet the stock went down. There may be concern of data collecting and privacy. He has owned it for years and would buy more on a pull back.

BUY
BUY
April 24, 2018

He likes Google at the present level. If it drops another 5%, he will like it even more. It is showing strong earnings growth. He thinks this is a great business at a reasonable price. If you strip out the cash portion of the price of Google, the stock trades (net of cash) at about 17x earnings. This has a dominant position in online advertising and continues to grow 20% per year, year over year. He sees this as a value stock. This company has spent a lot of R&D money. The public markets haven’t liked this but he thinks that’s the right thing to do.

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He likes Google at the present level. If it drops another 5%, he will like it even more. It is showing strong earnings growth. He thinks this is a great business at a reasonable price. If you strip out the cash portion of the price of Google, the stock trades (net of cash) at about 17x earnings. This has a dominant position in online advertising and continues to grow 20% per year, year over year. He sees this as a value stock. This company has spent a lot of R&D money. The public markets haven’t liked this but he thinks that’s the right thing to do.

HOLD
HOLD
April 20, 2018

He thinks this is a great company. You still have 15-18% growth expectations over the next few years. Issues over Facebook’s privacy policy has him being cautious, but he does not think they are as invasive as Facebook.

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He thinks this is a great company. You still have 15-18% growth expectations over the next few years. Issues over Facebook’s privacy policy has him being cautious, but he does not think they are as invasive as Facebook.

BUY
BUY
April 17, 2018

A terrific business. Huge amounts of dollars are moving from print to online and Google (and Facebook) are largely receiving them. Usage is growing and reach is enormous. Things will continue to go well. Strong cash flow and balance sheet. Through Waymo, Google is a leader in self-driving cars, too. They're spending on R&D so they could spin off more opportunities in the future.

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A terrific business. Huge amounts of dollars are moving from print to online and Google (and Facebook) are largely receiving them. Usage is growing and reach is enormous. Things will continue to go well. Strong cash flow and balance sheet. Through Waymo, Google is a leader in self-driving cars, too. They're spending on R&D so they could spin off more opportunities in the future.

TOP PICK
TOP PICK
April 16, 2018

She's held it for a long while. With the recent pullback, valuations are attractive. They will continue to grow 15-20%. There's still growth in their online advertising and Google already hold a large share of digital ads. Regulatory scrutiny in this sector is a risk, yes. (Analysts' price target $1,275.41)

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She's held it for a long while. With the recent pullback, valuations are attractive. They will continue to grow 15-20%. There's still growth in their online advertising and Google already hold a large share of digital ads. Regulatory scrutiny in this sector is a risk, yes. (Analysts' price target $1,275.41)

PAST TOP PICK
PAST TOP PICK
April 11, 2018

(A Top Pick May 17/17 Up 8%). With Mark Zuckerberg providing testimony lately, there could be future concerns. At present all is well and there is lots of runway for growth. They have posted 32 quarters in a row of 20% revenue growth or more. The fundamental drivers provide unbelievable growth opportunity and he is going to stick with

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(A Top Pick May 17/17 Up 8%). With Mark Zuckerberg providing testimony lately, there could be future concerns. At present all is well and there is lots of runway for growth. They have posted 32 quarters in a row of 20% revenue growth or more. The fundamental drivers provide unbelievable growth opportunity and he is going to stick with

TOP PICK
TOP PICK
April 2, 2018

Trading 20x forward earnings. Have US $80 billion in cash, so likely to buy back stock at a hefty pace. Have oodles of excess capital. Yes, there will be regulation. Their Waymo self-driving division will be the biggest one in this space. (Analysts' price target $1,275.27)

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Trading 20x forward earnings. Have US $80 billion in cash, so likely to buy back stock at a hefty pace. Have oodles of excess capital. Yes, there will be regulation. Their Waymo self-driving division will be the biggest one in this space. (Analysts' price target $1,275.27)

BUY
BUY
March 20, 2018

One of his largest holdings. Not too expensive. Rapidly growing revenue at 15-20%. Benefits from overseas tax repatriation. No debt. A great long-term investment, better than Amazon.

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One of his largest holdings. Not too expensive. Rapidly growing revenue at 15-20%. Benefits from overseas tax repatriation. No debt. A great long-term investment, better than Amazon.

TOP PICK
TOP PICK
March 19, 2018

Has dominant 70% market share of global search and ad revenue which is growing 20% a year. 32 quarters of revenue growth over eight years. But need to get spending under control (in machine learning, autonomous driving and the Cloud, for example). They have scads of cash. (Analysts' target of $1,277)

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Has dominant 70% market share of global search and ad revenue which is growing 20% a year. 32 quarters of revenue growth over eight years. But need to get spending under control (in machine learning, autonomous driving and the Cloud, for example). They have scads of cash. (Analysts' target of $1,277)

PAST TOP PICK
PAST TOP PICK
March 8, 2018

(A Top Pick April 12/17 - Up 34.2%.) Their choice in the internet advertising space. Generates strong organic growth on the top line and also bottom line. Still buyers of the stock.

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(A Top Pick April 12/17 - Up 34.2%.) Their choice in the internet advertising space. Generates strong organic growth on the top line and also bottom line. Still buyers of the stock.

BUY WEAKNESS
BUY WEAKNESS
February 23, 2018

At what level would you put more capital into this? He thinks this is one of the cheaper technology companies. If this pulls back 10% he would buy in. A good growth stock at a cheap price.

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At what level would you put more capital into this? He thinks this is one of the cheaper technology companies. If this pulls back 10% he would buy in. A good growth stock at a cheap price.

BUY
BUY
February 20, 2018

Tons of runway ahead. Google search, Gmail and Youtube make up 80% of their revenue. They are an advertising giant. Would still buy it.

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Tons of runway ahead. Google search, Gmail and Youtube make up 80% of their revenue. They are an advertising giant. Would still buy it.

COMMENT
COMMENT
February 15, 2018

Amazon is growing on the advertising and could be a threat. He would be cautious because of that.

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Amazon is growing on the advertising and could be a threat. He would be cautious because of that.

BUY
BUY
February 13, 2018

Added shares during the pullback as it dropped below 1100. Google still has a long way to run and the parent company has growth potential in many new areas. Grows its top line over 20% annually. Regulatory scrutiny, such as antitrust scrutiny, is the biggest risk for the company.

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Added shares during the pullback as it dropped below 1100. Google still has a long way to run and the parent company has growth potential in many new areas. Grows its top line over 20% annually. Regulatory scrutiny, such as antitrust scrutiny, is the biggest risk for the company.

PAST TOP PICK
PAST TOP PICK
February 8, 2018

(A Top Pick Feb 8/17, Up 24%) It has been a great place to be. Their other areas are a drag, like autonomous driving and so on. It would be nice to see them get the ‘other’ bets’ size down and give more disclosure. They have enormous cash to repatriate.

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(A Top Pick Feb 8/17, Up 24%) It has been a great place to be. Their other areas are a drag, like autonomous driving and so on. It would be nice to see them get the ‘other’ bets’ size down and give more disclosure. They have enormous cash to repatriate.

TOP PICK
TOP PICK
February 6, 2018

32 quarters in a raw for 20% plus revenues growth. Amazing margins. They are killing on digital ads. (Analysts’ price target is $1271.39)

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32 quarters in a raw for 20% plus revenues growth. Amazing margins. They are killing on digital ads. (Analysts’ price target is $1271.39)

BUY
BUY
February 2, 2018

Great company. Ranks it third among the FANGs. Ranks Facebook and Amazon higher. Can't comment in detail about Google's recent tax hit due to U.S. tax reforms, except it's a one-time thing. Don't buy or sell based on deferred taxes.

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Great company. Ranks it third among the FANGs. Ranks Facebook and Amazon higher. Can't comment in detail about Google's recent tax hit due to U.S. tax reforms, except it's a one-time thing. Don't buy or sell based on deferred taxes.

Matt Kacur

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Price
$1119.200
Owned
Unknown
DON'T BUY
DON'T BUY
January 31, 2018

FANG stocks have very expensive valuations, and in many cases, it is indicative of the light stage in the market where the economy is flowing through the higher growth names. They are also the natural fund flows for a lot of ETF's. If we get a correction, the very expensive stocks tend to come under pressure significantly. He recognizes this is a great company, but would tend not to buy it here. As an alternative, consider Infosys Technologies (INFY-N).

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FANG stocks have very expensive valuations, and in many cases, it is indicative of the light stage in the market where the economy is flowing through the higher growth names. They are also the natural fund flows for a lot of ETF's. If we get a correction, the very expensive stocks tend to come under pressure significantly. He recognizes this is a great company, but would tend not to buy it here. As an alternative, consider Infosys Technologies (INFY-N).

PAST TOP PICK
PAST TOP PICK
January 30, 2018

(A Top Pick Jan 26/17. Up 37.38%.) This is a search and social media, and uses different tactics to attract users. It is starting to grow into its multiple. Trading at less than 30X 2018 earnings, so it is not expensive.

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(A Top Pick Jan 26/17. Up 37.38%.) This is a search and social media, and uses different tactics to attract users. It is starting to grow into its multiple. Trading at less than 30X 2018 earnings, so it is not expensive.

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