Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,475.29
7.67 (0.52%)
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
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.
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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)
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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.
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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.
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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)
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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.
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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.
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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.
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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.
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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.
COMMENT
COMMENT
May 3, 2019

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

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FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

TOP PICK
TOP PICK
May 2, 2019
They printed 70% sales growth rate. Worst in 12 quarters. People that are selling are missing the opportunity. Ongoing ways to monetize on search. Growth on cloud business. Modeling 20% growth on a P/E of 21 2020. Very much maybe going to change our lives. (Analysts’ price target is $1336.17)
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They printed 70% sales growth rate. Worst in 12 quarters. People that are selling are missing the opportunity. Ongoing ways to monetize on search. Growth on cloud business. Modeling 20% growth on a P/E of 21 2020. Very much maybe going to change our lives. (Analysts’ price target is $1336.17)
TOP PICK
TOP PICK
April 17, 2019
Big data alone will represent 30% of all data stored in data centers and Google is the leader here. Decently price with a PEG ratio of 1.61. They have great non-advertising revenues streams. A gem. 5.5% position in their portfolio. (Analysts’ price target is $1368.82)
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Big data alone will represent 30% of all data stored in data centers and Google is the leader here. Decently price with a PEG ratio of 1.61. They have great non-advertising revenues streams. A gem. 5.5% position in their portfolio. (Analysts’ price target is $1368.82)
PAST TOP PICK
PAST TOP PICK
April 10, 2019
(A Top Pick Apr 16/18, Up 15%) No dividend. It's all about online advertising which is a secular growth area with room to grow. They are the leading search engine. Also, they'll earn through YouTube, Waymo and a new online gaming platform to be streamed off the cloud. trades at 25X forward earnings. Has $10/share in cash, so good cash flow. They've been growing their topline for 36 straight quarters at 20%. Future possible regulation is its greatest risk, though.
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(A Top Pick Apr 16/18, Up 15%) No dividend. It's all about online advertising which is a secular growth area with room to grow. They are the leading search engine. Also, they'll earn through YouTube, Waymo and a new online gaming platform to be streamed off the cloud. trades at 25X forward earnings. Has $10/share in cash, so good cash flow. They've been growing their topline for 36 straight quarters at 20%. Future possible regulation is its greatest risk, though.
BUY
BUY
April 9, 2019
It bottomed with the market in December and has since seen higher highs and lows. Will test $1,300 and will break out to new all-time highs. A winner.
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It bottomed with the market in December and has since seen higher highs and lows. Will test $1,300 and will break out to new all-time highs. A winner.
TOP PICK
TOP PICK
April 8, 2019
In this new economy we have never seen companies like this and FB-Q. Little cost base and it all flows through to the bottom line. The growth is going to be very good for some time with assets like YouTube and so on. (Analysts’ price target is $1348.57)
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In this new economy we have never seen companies like this and FB-Q. Little cost base and it all flows through to the bottom line. The growth is going to be very good for some time with assets like YouTube and so on. (Analysts’ price target is $1348.57)
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