Alphabet Inc. / Google

GOOG-Q

NASDAQ:GOOG

1,431.82
2.90 (0.20%)
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
BUY
BUY
October 29, 2018

He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.

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He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.

TOP PICK
TOP PICK
October 10, 2018

Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11)

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Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11)

PAST TOP PICK
PAST TOP PICK
October 3, 2018

(A Top Pick November 10/17 - Up 16%) Still like it. A foundation investment in the technology area. All their metrics are good. Capital spending at $17 billion. They are leading in the autonomous driving. We are all looking and searching. Sounds elementary but it is a great source. Great hold.

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(A Top Pick November 10/17 - Up 16%) Still like it. A foundation investment in the technology area. All their metrics are good. Capital spending at $17 billion. They are leading in the autonomous driving. We are all looking and searching. Sounds elementary but it is a great source. Great hold.

TOP PICK
TOP PICK
September 21, 2018

He has liked this name for a while as they control so much information over so many devices and for different usages. He thinks the driverless car will happen. The company is generating 18% compound earnings growth on an enormous capital base. Yield 0%. (Analysts’ price target is $1384.89)

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He has liked this name for a while as they control so much information over so many devices and for different usages. He thinks the driverless car will happen. The company is generating 18% compound earnings growth on an enormous capital base. Yield 0%. (Analysts’ price target is $1384.89)

BUY WEAKNESS
BUY WEAKNESS
September 20, 2018

He sees it getting higher. It is going to be the next graduate to the $1 trillion dollar club. They have leading market share and global market share. They are very healthy. They have platforms like YouTube and Android that transcend generations. The world is enamored with capturing and analyzing all the data. Pick it up when it gets down to the 200 day moving average.

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He sees it getting higher. It is going to be the next graduate to the $1 trillion dollar club. They have leading market share and global market share. They are very healthy. They have platforms like YouTube and Android that transcend generations. The world is enamored with capturing and analyzing all the data. Pick it up when it gets down to the 200 day moving average.

BUY
BUY
September 20, 2018

Has fallen asleep in the last months. Dominating the search market. 30 plus quarters of revenue growth and doesn’t see that changing. Valuation is attractive. Balance sheet is solid.

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Has fallen asleep in the last months. Dominating the search market. 30 plus quarters of revenue growth and doesn’t see that changing. Valuation is attractive. Balance sheet is solid.

BUY
BUY
September 12, 2018

Still seeing upward trend in the 200-day moving average. Higher highs and higher lows. It’s not an expensive stock by any means. Alphabet’s going to be a beneficiary long-term of the shift to digital advertising. A core holding in the space.

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Still seeing upward trend in the 200-day moving average. Higher highs and higher lows. It’s not an expensive stock by any means. Alphabet’s going to be a beneficiary long-term of the shift to digital advertising. A core holding in the space.

COMMENT
COMMENT
September 11, 2018

In the space of digital advertising, she owns Alphabet rather than Facebook. Alphabet is not being hit with as much regulatory interest as Facebook at this point, and it provides a very popular service, the leading search engine, that integrates naturally with the advertising.

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In the space of digital advertising, she owns Alphabet rather than Facebook. Alphabet is not being hit with as much regulatory interest as Facebook at this point, and it provides a very popular service, the leading search engine, that integrates naturally with the advertising.

BUY
BUY
September 10, 2018

It has been a core holding for him for a long time. They are so dominant in the online advertizing space. It is a great long term hold. You are getting a great, dominant duopoly. Don’t worry about it quarter to quarter.

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It has been a core holding for him for a long time. They are so dominant in the online advertizing space. It is a great long term hold. You are getting a great, dominant duopoly. Don’t worry about it quarter to quarter.

TOP PICK
TOP PICK
September 5, 2018

They have more cash on the books than many countries, he jokes. They are very innovative and focus a lot on this as part of their plan. Growing at 20% a year, it needs to find ways to invest the cash. Yield 0%. (Analysts’ price target is $1382.19)

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They have more cash on the books than many countries, he jokes. They are very innovative and focus a lot on this as part of their plan. Growing at 20% a year, it needs to find ways to invest the cash. Yield 0%. (Analysts’ price target is $1382.19)

WEAK BUY
WEAK BUY
August 27, 2018

If you have a 5 to 10 year timeframe then you could get it. This is a great company that is not exposed to tariffs. They are exposed to regulatory risks, however.

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If you have a 5 to 10 year timeframe then you could get it. This is a great company that is not exposed to tariffs. They are exposed to regulatory risks, however.

TOP PICK
TOP PICK
August 27, 2018

The go-to name in tech, in online advertising (and better than Facebook). They could monetize assets like Android and YouTube for billions. They have excess cash flow they're putting into areas like self-driving car, Waymo. (no dividend,
Analysts' price target: $1,393.13)

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The go-to name in tech, in online advertising (and better than Facebook). They could monetize assets like Android and YouTube for billions. They have excess cash flow they're putting into areas like self-driving car, Waymo. (no dividend,
Analysts' price target: $1,393.13)

BUY
BUY
August 22, 2018

Has one of the best balance sheets in the world. Their business model is not slowing down. They have so much going on. Looks real good long term.

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Has one of the best balance sheets in the world. Their business model is not slowing down. They have so much going on. Looks real good long term.

DON'T BUY
DON'T BUY
August 22, 2018

AMAZON or GOOGLE? Neither. As a value investor, he can't justify the high valuations of the FANG stocks. Value will become more important in the coming years. Momentum has had its day. These stocks can be vulnerable.

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AMAZON or GOOGLE? Neither. As a value investor, he can't justify the high valuations of the FANG stocks. Value will become more important in the coming years. Momentum has had its day. These stocks can be vulnerable.

TOP PICK
TOP PICK
August 21, 2018

Valuations have been dropping to a more reasonable level even though growth is very brisk. Revenues grew 26% last year. It is becoming a mature company. Targeted advertising is still nascent, a boon for advertisers, and the transition from traditional advertising models to digit is far from completed. (Analysts’ price target is $1364.89)

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Valuations have been dropping to a more reasonable level even though growth is very brisk. Revenues grew 26% last year. It is becoming a mature company. Targeted advertising is still nascent, a boon for advertisers, and the transition from traditional advertising models to digit is far from completed. (Analysts’ price target is $1364.89)

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