Viewing Company Alphabet Inc (C) | StockChase
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Compiling comments that experts make about stocks while on public TV.

Alphabet Inc (C) Stock Symbol: GOOG-Q

Notes:

Search Engine

Definition:

Was formally Google

Last Price Recorded: $692.3600 on 2016-05-03

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Date Signal Expert Opinion Price
2016-04-07 TOP PICK Jon Vialoux

Technology comes into a period of seasonal strength from April all the way through to July. These companies all tend to have a run up higher into their developer conferences. This one’s conference is May 18-May 20. The seasonal strength is between March and July, and the average gain is about 17%, and has been positive in 9 out of the 11 periods. The technicals are still quite positive on this.


Price:
$740.280
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2016-04-04 TOP PICK John Zechner

They own Search and are monetizing exceptionally well. Margins are starting to come higher. They are getting the earnings growth that they have wanted for a long time. Generating free cash flow and redeploying it into very strong acquisitions. On top of that, they own the best and one of the largest operating systems in the world, the Android Operating system. They are giving this away for free right now, but at some time they will monetize this.


Price:
$745.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
Yes
2016-03-28 PAST TOP PICK Barry Schwartz

(A Top Pick Feb 20/15. Up 37.27%.) He is not enthusiastic about buying this at $700 a share, but it is still a wonderful company. They are super-smart.


Price:
$733.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-18 TOP PICK David Burrows

Google is responsible for 64% of all searches done on the Internet.  As traffic grows on the Internet they continue to benefit.  They are in the middle of the shift in the spending in media and are getting the lion’s share of the revenue for advertizing.  Its revenue is accelerating and their margins are improving.  They own YouTube.  He likes defense companies because you never really know what ELSE is in there that can come out and generate revenue later.  Google is the greatest brain child.  It has pulled back 10% but is firmly in an uptrend.


Price:
$697.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-10-27 PAST TOP PICK Don Lato

(A Top Pick Feb 19/15. Up 31.28%.) He continues to like this. The multiple has crept up a little bit over this last year. Earnings have continued to grow. Trading at 20X earnings (17.5 if you strip out the cash). A great company and they dominate the business that they are in.


Price:
$708.490
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-10-15 TOP PICK Hap (Robert) Sneddon FCSI

He is going for the new company, the hold-co.  There are two businesses.  The old legacy stuff is separated, but this has the rest as well.  It has long term upside.  It generates tons of cash.  He is looking forward to their first earnings release.  He took a small position just to see.  He thinks the market will have better visibility and will like it.


Price:
$661.740
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2015-08-26 BUY Gordon Reid

There have been a number of changes to the company in terms of structure. The company will now be called Alphabet, and Google is a division of Alphabet. It is still a company that is involved in Search. They have been successful in monetizing some of their initiatives, most particular YouTube, and have a number of other things that the market is coming to believe will be able to be monetized. Also, have a new CFO that has a more traditional background, and the street likes that. The one thing investors were nervous about was the unpredictability of Google.


Price:
$628.620
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-10 HOLD John Zechner

He would continue to hold this one.  This is a fantastic franchise.  They own search and it is trading at a market multiple.  The growth is there.


Price:
$633.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-06 TOP PICK David Baskin

Disclaimer: His son works as software engineer at Google. Recently, Google's stock had a big jump after they announced their quarterly results. He thinks it is still a very, very interesting stock. Google is a wild card because you don't know what they will do next. They are always coming out with fabulous products, like driverless cars. They are an innovative company with lots of cash. They keep making money on advertising and the search. He is a happy holder of this stock.

 


Price:
$642.680
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2015-08-05 COMMENT John Wilson

A very hard thing to quantify because of risks of Europe and antitrust. A great franchise. The risk you have is that it is so dominant in its category that it gets penalized or broken up or something the way Microsoft (MSFT-Q) did 10-15 years ago. Doesn’t think Europe should do anything in the way of antitrust, and if they don’t it is a great buy.


Price:
$643.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-07 TOP PICK John Zechner

(A Top Pick June 2/14. Down 4.96%.) There has been a lot of negative opinion on this recently, but it reminds him of Microsoft when it was in the mid-$20 and people were saying there was no more growth. This hasn’t even slowed down its earnings growth. The catalyst could be some of their outside assets, such as the Android operating system, which owns 70% of the smart phone market globally. He likes this and thinks it is a great long-term story.


Price:
$525.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-05-25 PAST TOP PICK John Zechner

(A Top Pick June 2/14. Down 2.3%.) Kind of choppy, but they are not doing anything wrong. Hitting their numbers and everything is in place. The reasons to like this company are all still in place. What they own and deliver in Search is so important. Their acquisition strategy is exceptionally strong. Also, the android operating system, which he thinks is the most powerful operating system globally, is certainly the most used. They own it and they are giving it away for free, but this is an asset they are going to monetize as some point in time.


Price:
$540.110
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-30 PAST TOP PICK Gordon Reid

(A Top Pick March 19/14. Down 1.15%.) Very innovative company, but going through a “low” in terms of monetization of new products. They are putting in huge amounts of CapX into new developments. It continues to grow fundamentally at a much better rate than the price might indicate which leads the valuations to come down. This is a solid 15% grower which represents a really good value.


Price:
$552.030
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-18 COMMENT Mohsin Bashir

He likes this business in terms of the scale that it has available to it. Technically speaking, its revenue generation is just advertising. A very well-run, highly technological, well diversified advertising business. The amount of information it has is a huge asset for anybody else who wants to tap into smart marketing.


Price:
$559.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-02-24 TOP PICK Barry Schwartz

One of the best business plans in the world. Advertising is all about a push business. If you want to advertise, you have to spend lots of money, and hopefully people will see it. On the other hand, if people want to look you up, all they have to do is Google you. This is the greatest advertising business model in the world. They make about 95% margin selling keywords. They are using the cash flow to make bets in other areas, which have huge markets such as networking, cable, Google glass, YouTube, etc. They are really under-reporting their earnings because they are investing so much in CapX and R&D. Their earnings would be a lot higher if they weren’t doing that. There is potential for them to start a dividend as well as share buyback.


Price:
$536.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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