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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: $992.8100 on 2017-10-18

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Date Signal Expert Opinion Price
2017-10-06 PAST TOP PICK John Zechner

(A Top Pick Oct 12/16. Up 23.49%.) Still one of the great growth stories. Nobody has better data sources and the ability to get into it than this company. This is a juggernaut that is going to continue to grow good cash flow.


Price:
$978.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 WATCH Don Vialoux

As a high-tech stock, this has very strong seasonality. It does very well from October to January, followed by another sweet spot in the spring. We are currently in the period where the stock normally doesn’t do that well. Once you get to the 2nd week in October, look for the stock to start moving higher.


Price:
$928.530
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-21 PAST TOP PICK David Burrows

(Top Pick Oct 17/16, Up 20%)  It is in the themes of cloud and search.  You really want to own this one.  He has a significant tech weight because there are so many secular themes here. 


Price:
$932.450
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-08-29 TOP PICK Barry Schwartz

This has one of the biggest moats the world has ever seen. Digital advertising continues to see unabated growth. They have a beautiful balance sheet, and continue to generate about $25 billion a year in free cash flow. They already have $140 a share net in cash and other investments. It is inexpensive. (Analysts’ price target is $1,050.)


Price:
$921.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-09 COMMENT Paul Harris, CFA

What is the difference between GOOGL-Q and GOOG-Q? GOOGL is the one that has the voting shares. GOOG-Q is the public vehicle and the one you want to own.


Price:
$922.900
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 TOP PICK Bruce Murray

Revenue is about $100 billion a year. They have very little expenses. There is another $200 billion of TV advertising that will be moving into Internet advertising, and he believes this company will get at least half of that. (Analysts’ price target is $1,050.00. )


Price:
$930.830
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
Yes
2017-06-19 TOP PICK Veeral Khatri

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.


Price:
$957.370
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-06 STRONG BUY John Stephenson

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.


Price:
$976.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-02-14 PAST TOP PICK David Burrows

(A Top Pick Feb 18/16. Up 17.92%.) Technology has been a theme for him all year. This continues to perform really, really well. At that time, the biggest things were the things that were working best. Over the course of the year, he has moved to include mid and smaller cap securities.


Price:
$820.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-13 HOLD John Zechner

It dropped 2 weeks ago, because of the earnings. Some of the investors and analysts took that as a negative. You have to remember that a $45 drop in the stock is pretty small percentage wise. Still one of his favourites. They own “search”, and with Facebook (FB-Q) they own “mobile advertising”, one of the best growth areas out there. They do very smart acquisitions and generate a lot of cash. Still one of the great growth stocks out there. Only trading at about a 20-22 multiple.


Price:
$819.240
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-01-10 COMMENT Bruce Tatters

For US technology, there are a bunch of cross currents for a lot of them. There is a potential big benefit if the US allows repatriation of foreign cash. Some, including this one, would be big recipients. This one continues to grow very, very nicely, both its core business and its YouTube franchise. Has a bunch of businesses that are not generating a lot of profits yet, which at some point could crystallize. A 25% grower trading just over the market multiple at closer to 20X earnings.


Price:
$804.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-14 BUY Keith Richards

This is one of these longer term stocks in which he accepts a bit of a pull back.  It bases, breaks out, bases and breakout again.  The worst case scenario is that it drops to the bottom of its base of about $700.


Price:
$736.080
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-10-28 PAST TOP PICK Hap (Robert) Sneddon FCSI

(Top Pick Oct. 15/15, Up 20.19%) It has an excellent trend but it is rolling over a little bit.  It should stop just below $780.  He is holding it and thinks it will be good long term.  The street likes it.


Price:
$783.610
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Yes
2016-10-17 TOP PICK David Burrows

He looks for secular structural themes that go on whether or not the economy is getting better. This is right in the centre of digital advertising. Digital advertising is still growing very rapidly and taking market share from traditional broadcast media. This is the thousand-pound gorilla. They have growth in many different areas. You don’t pay a lot for some of the “skunk works” operations they’ve got going on in the background, but that could have real value going forward. This has consolidated over the summer and sitting very close to the highs in a market that is not. This area will grow 10% a year going forward, and their growth is accelerating.


Price:
$779.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-10-12 TOP PICK John Zechner

They will monetize Android at some point.  They own the search space.  They know everything about the consumer.  Their mobile platform is growing significantly. 


Price:
$786.140
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
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