Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,120.84
15.22 (1.38%)
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
WAIT
WAIT
July 31, 2017

Everybody’s favourite FANG stock, and it has done well. A great company and growing. Recently reported with a beat, and yet investors still made it pull back. It hit resistance at around $1000, and may be in a consolidation period. Based on a technical perspective, he would not be investing in this right now. Wait for it to go through $1000 on strength.

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Everybody’s favourite FANG stock, and it has done well. A great company and growing. Recently reported with a beat, and yet investors still made it pull back. It hit resistance at around $1000, and may be in a consolidation period. Based on a technical perspective, he would not be investing in this right now. Wait for it to go through $1000 on strength.

BUY
BUY
July 20, 2017

A good long term hold. It is a spectacular business. They are at the forefront in terms of using artificial intelligence and big data analytics. They keep re-inventing themselves. He wishes they would pay a dividend.

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A good long term hold. It is a spectacular business. They are at the forefront in terms of using artificial intelligence and big data analytics. They keep re-inventing themselves. He wishes they would pay a dividend.

PAST TOP PICK
PAST TOP PICK
July 12, 2017

(A Top Pick July 12/16. Up 31.18%.) This is her play on the Internet and digital advertising. When it got close to $1000, she took some money off the table. To buy more, she would like to see it pull back to around $900. A great company in terms of revenue growth. They grew their top line over 20% over the last 29 consecutive quarters. Regarding online advertising, she thinks it still has some growth in terms of overall corporate advertising budget, and this company will garner a large share of that.

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(A Top Pick July 12/16. Up 31.18%.) This is her play on the Internet and digital advertising. When it got close to $1000, she took some money off the table. To buy more, she would like to see it pull back to around $900. A great company in terms of revenue growth. They grew their top line over 20% over the last 29 consecutive quarters. Regarding online advertising, she thinks it still has some growth in terms of overall corporate advertising budget, and this company will garner a large share of that.

PAST TOP PICK
PAST TOP PICK
June 29, 2017

(A Top Pick May 19/16. Up 31.1%.) He still likes this but it has been part of the small pull back in the Tech sector. If this starts to fall down to the $900 level, that would be a good entry point.

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(A Top Pick May 19/16. Up 31.1%.) He still likes this but it has been part of the small pull back in the Tech sector. If this starts to fall down to the $900 level, that would be a good entry point.

BUY
BUY
June 21, 2017

(Market Call Minute.) A fantastic franchise. They continue to grow revenue using cash flow into the 20% range. They are monetizing areas that they weren’t years ago.

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(Market Call Minute.) A fantastic franchise. They continue to grow revenue using cash flow into the 20% range. They are monetizing areas that they weren’t years ago.

COMMENT
COMMENT
June 20, 2017

Technology is probably the most important secular long-term theme in the market. This company plays right in the middle of a couple of the key themes, but the most important is Cloud and Search. He sees signs in the near term that some of the more cyclical sectors, like financials and industrials, may be seeing some rotation into those names with a little money coming out of technology. (See Top Picks.)

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Technology is probably the most important secular long-term theme in the market. This company plays right in the middle of a couple of the key themes, but the most important is Cloud and Search. He sees signs in the near term that some of the more cyclical sectors, like financials and industrials, may be seeing some rotation into those names with a little money coming out of technology. (See Top Picks.)

BUY
BUY
June 20, 2017

Everything is going their way. They have huge margins, new business and lots of potential. His target price is $1150-$1200 over the next 12-18 months.

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Everything is going their way. They have huge margins, new business and lots of potential. His target price is $1150-$1200 over the next 12-18 months.

TOP PICK
TOP PICK
June 19, 2017

It is an interesting entry point with the selloff in tech. There are a lot of secular tail winds. A great stock to own long term.

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It is an interesting entry point with the selloff in tech. There are a lot of secular tail winds. A great stock to own long term.

COMMENT
COMMENT
June 19, 2017

Market share in advertising is at about 25%, and he doesn’t believe anybody has had higher than that. Doesn’t know if they can hold onto this, but it is going to be very difficult for them to increase it. He would prefer companies that have lower market share, but more runway, something like Facebook (FB-Q). Facebook also has some non-core businesses, things that have yet to generate a profit.

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Market share in advertising is at about 25%, and he doesn’t believe anybody has had higher than that. Doesn’t know if they can hold onto this, but it is going to be very difficult for them to increase it. He would prefer companies that have lower market share, but more runway, something like Facebook (FB-Q). Facebook also has some non-core businesses, things that have yet to generate a profit.

COMMENT
COMMENT
June 13, 2017

He is quite constructive on this. It is part of the oligopoly on the Cloud space. They have a couple of things going for them along with a headwind that they are fixing. Core ad spending is up almost 20% and they continue to pull in more ad spending. Spending was getting out of control, but are working on that. Valuation is not out of line for the growth you are getting.

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He is quite constructive on this. It is part of the oligopoly on the Cloud space. They have a couple of things going for them along with a headwind that they are fixing. Core ad spending is up almost 20% and they continue to pull in more ad spending. Spending was getting out of control, but are working on that. Valuation is not out of line for the growth you are getting.

STRONG BUY
STRONG BUY
June 6, 2017

Doesn’t think there is a day that goes by when you don’t use Google. They totally dominate Search and is the world leader by far. They are also investing in all these other wacky and interesting things. Totally unappreciated, relatively speaking, but it is a company that is almost a “must own”. There is a lot they can do in terms of monetization with the video and stuff, that they are not yet doing.

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Doesn’t think there is a day that goes by when you don’t use Google. They totally dominate Search and is the world leader by far. They are also investing in all these other wacky and interesting things. Totally unappreciated, relatively speaking, but it is a company that is almost a “must own”. There is a lot they can do in terms of monetization with the video and stuff, that they are not yet doing.

BUY
BUY
June 5, 2017

AAPL-Q vs. GOOGL-Q vs. AMZN-Q. He likes these two as well as AMZN-Q. You could make a case for all three. He owns all three. These guys are changing the world. AAPL has not had an announcement for a while, but will have announcements in the next year. They could pull back a bit, but he would own all three.

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AAPL-Q vs. GOOGL-Q vs. AMZN-Q. He likes these two as well as AMZN-Q. You could make a case for all three. He owns all three. These guys are changing the world. AAPL has not had an announcement for a while, but will have announcements in the next year. They could pull back a bit, but he would own all three.

COMMENT
COMMENT
May 24, 2017

He is very keen on this. They are doing great things. On advertising and search, they are taking away from the incumbents and have lots of things in the hopper. Great balance sheet and a really durable franchise. Going forward, the virtual reality and artificial intelligence are going to be really big components for them.

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He is very keen on this. They are doing great things. On advertising and search, they are taking away from the incumbents and have lots of things in the hopper. Great balance sheet and a really durable franchise. Going forward, the virtual reality and artificial intelligence are going to be really big components for them.

TOP PICK
TOP PICK
May 17, 2017

This is a huge company, and the core advertising is still up 17% year-over-year. 66% of ad spending is still off-line. They are getting more than their fair share and focusing on things that matter, such as machine learning, autonomous driving, AI. (Analysts’ price target is $1050.)

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This is a huge company, and the core advertising is still up 17% year-over-year. 66% of ad spending is still off-line. They are getting more than their fair share and focusing on things that matter, such as machine learning, autonomous driving, AI. (Analysts’ price target is $1050.)

COMMENT
COMMENT
May 17, 2017

Owned since 2009. Sell? That was a fabulous buy. When he has a stock that goes up a lot, he takes some money off the table. Sell enough that your original stake is off the table, so that no matter what happens you can’t lose any money. You also have to look to your portfolio diversification. This should be sold down and diversified into other names.

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Owned since 2009. Sell? That was a fabulous buy. When he has a stock that goes up a lot, he takes some money off the table. Sell enough that your original stake is off the table, so that no matter what happens you can’t lose any money. You also have to look to your portfolio diversification. This should be sold down and diversified into other names.

COMMENT
COMMENT
May 8, 2017

Technically this is in a long upward trend. Hit an all-time high today. This has a history of moving higher in 2 periods; from November right through until January, and from around March through to June. This is a good one to be in right now.

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Technically this is in a long upward trend. Hit an all-time high today. This has a history of moving higher in 2 periods; from November right through until January, and from around March through to June. This is a good one to be in right now.

Don Vialoux

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Price
$958.690
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
April 27, 2017

You must weight political positions with investment data. Policy is forming in the US, but there are truths about economical data that we cannot ignore. The prospects for US investment are hard to ignore. He cannot own this one in his portfolio because it does not pay a dividend. Cloud computing is a story that is playing out and Google is a leading company in this business. It is a pretty good choice to hold. Buy it on weakness.

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You must weight political positions with investment data. Policy is forming in the US, but there are truths about economical data that we cannot ignore. The prospects for US investment are hard to ignore. He cannot own this one in his portfolio because it does not pay a dividend. Cloud computing is a story that is playing out and Google is a leading company in this business. It is a pretty good choice to hold. Buy it on weakness.

BUY
BUY
April 19, 2017

One of the most important themes in this market are the big Internet content companies. The things they have going on in this business are quite remarkable, not to mention their key businesses which are doing remarkably well. This is a theme that investors have to be invested in.

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One of the most important themes in this market are the big Internet content companies. The things they have going on in this business are quite remarkable, not to mention their key businesses which are doing remarkably well. This is a theme that investors have to be invested in.

PAST TOP PICK
PAST TOP PICK
April 19, 2017

(A Top Pick May 13/16. Up 18%.) This is 6% of his portfolio and will remain his biggest holding. There’s $200 billion of advertising that is going to move from old media, mainly TV, to the Internet over the next few years. This is not that expensive. This is still a Buy.

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(A Top Pick May 13/16. Up 18%.) This is 6% of his portfolio and will remain his biggest holding. There’s $200 billion of advertising that is going to move from old media, mainly TV, to the Internet over the next few years. This is not that expensive. This is still a Buy.

TOP PICK
TOP PICK
April 12, 2017

As the largest search engine, it garners a lot of the digital online advertising. She can see very good secular growth in digital advertising. Corporate advertising budgets have about 35% allocated to digital, and sees that increasing over time. They will garner a big share of that because it is the leading search engine. This is not a value stock, but more of a GARP stock, trading at about a 25 forward PE. Has consistently grown its revenue in excess of 25% organically, and a lot of that is falling to the bottom line. Earnings are also growing at a 25% clip. (Analysts’ price target is $1000.)

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As the largest search engine, it garners a lot of the digital online advertising. She can see very good secular growth in digital advertising. Corporate advertising budgets have about 35% allocated to digital, and sees that increasing over time. They will garner a big share of that because it is the leading search engine. This is not a value stock, but more of a GARP stock, trading at about a 25 forward PE. Has consistently grown its revenue in excess of 25% organically, and a lot of that is falling to the bottom line. Earnings are also growing at a 25% clip. (Analysts’ price target is $1000.)

BUY
BUY
April 6, 2017

Last year it was F.A.N.G. Huge market cap and huge performance. After a stellar year you assume you would flat line. But GOOGL-Q has keep on charging ahead. It is surfacing again in an evolved fashion. They have the cash flow, the growth and they know how to monetize. They are not just search. They have translate, music, etc. Services are a small but growing stream. Technically it is working and in a great sector. Mid to high teen levels of growth.

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Last year it was F.A.N.G. Huge market cap and huge performance. After a stellar year you assume you would flat line. But GOOGL-Q has keep on charging ahead. It is surfacing again in an evolved fashion. They have the cash flow, the growth and they know how to monetize. They are not just search. They have translate, music, etc. Services are a small but growing stream. Technically it is working and in a great sector. Mid to high teen levels of growth.

PAST TOP PICK
PAST TOP PICK
April 6, 2017

(A Top Pick Feb 24/16. Up 17%.) This still looks pretty decent in terms of valuation. Trading at 20X forward earnings with a 17% long-term growth rate, giving it a 1.2X PEG ratio. In technology, this looks pretty cheap. Thinks they will continue to do well with mobile ad sales and YouTube sales. Cost controls are also helping them.

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(A Top Pick Feb 24/16. Up 17%.) This still looks pretty decent in terms of valuation. Trading at 20X forward earnings with a 17% long-term growth rate, giving it a 1.2X PEG ratio. In technology, this looks pretty cheap. Thinks they will continue to do well with mobile ad sales and YouTube sales. Cost controls are also helping them.

BUY
BUY
March 30, 2017

One of the cheaper top growth tech names in the US. The management team should come up with some new products at some point.

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One of the cheaper top growth tech names in the US. The management team should come up with some new products at some point.

COMMENT
COMMENT
March 16, 2017

He likes this, and doesn’t find it terribly expensive in terms of the multiple it is trading at, versus their growth. However, his preference would be Facebook (FB-Q). (See Top Picks.)

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He likes this, and doesn’t find it terribly expensive in terms of the multiple it is trading at, versus their growth. However, his preference would be Facebook (FB-Q). (See Top Picks.)

COMMENT
COMMENT
March 16, 2017

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings.

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Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings.

BUY
BUY
March 14, 2017

The only reason he doesn’t own this is that it doesn’t pay a dividend, which is part of his strategy. If you look at share price over the last 10 years, you could essentially have bought it at any point, and seen a nice return over a few years. They are leading in their industry, continuing to innovate and have lots of cash.

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The only reason he doesn’t own this is that it doesn’t pay a dividend, which is part of his strategy. If you look at share price over the last 10 years, you could essentially have bought it at any point, and seen a nice return over a few years. They are leading in their industry, continuing to innovate and have lots of cash.

COMMENT
COMMENT
March 13, 2017

He loves this as a long-term hold. A really solid company. A disruptor in a good way. It has been very, very consistent over the years. Always investing in new ideas.

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He loves this as a long-term hold. A really solid company. A disruptor in a good way. It has been very, very consistent over the years. Always investing in new ideas.

Matt Kacur

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Price
$864.580
Owned
Unknown
COMMENT
COMMENT
March 1, 2017

Alphabet (A) or Alphabet (C)? There is really no difference between these. This one is going to give you more voting rights and is slightly more expensive. He prefers GOOG-Q because it is such a big company, he can’t imagine his votes are going to make a difference.

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Alphabet (A) or Alphabet (C)? There is really no difference between these. This one is going to give you more voting rights and is slightly more expensive. He prefers GOOG-Q because it is such a big company, he can’t imagine his votes are going to make a difference.

John Burke

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Price
$856.750
Owned
Unknown
BUY
BUY
February 27, 2017

Trading at an all-time high, and the only advantage of buying it now is that the Cdn$ is slightly stronger now than a year ago. These companies are onto a big, big trend. 1.5% or a 2% starting position is not a bad idea.

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Trading at an all-time high, and the only advantage of buying it now is that the Cdn$ is slightly stronger now than a year ago. These companies are onto a big, big trend. 1.5% or a 2% starting position is not a bad idea.

PAST TOP PICK
PAST TOP PICK
February 17, 2017

(Top Pick Feb 9/16, Up 20.76%) She still likes it. It has lagged the rally, only up at 4% vs. the market being up 10%. It is the 28th consecutive quarter of organic growth over 20% year over year. That trend of digital advertising is going to continue to grow as only about 35% of advertising budgets are allocated to it. They got a new CFO a couple of years ago who has brought a lot of financial discipline to the company so more growth is dropping to the bottom line. They have been buying back stock even though they don’t yet pay a dividend. They have a lot of cash off shore so policy changes in repatriation of cash will benefit them.

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(Top Pick Feb 9/16, Up 20.76%) She still likes it. It has lagged the rally, only up at 4% vs. the market being up 10%. It is the 28th consecutive quarter of organic growth over 20% year over year. That trend of digital advertising is going to continue to grow as only about 35% of advertising budgets are allocated to it. They got a new CFO a couple of years ago who has brought a lot of financial discipline to the company so more growth is dropping to the bottom line. They have been buying back stock even though they don’t yet pay a dividend. They have a lot of cash off shore so policy changes in repatriation of cash will benefit them.

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