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Compiling comments that experts make about stocks while on public TV.

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Google Stock Symbol: GOOG-Q

Notes:Search Engine

Last Price Recorded: $606.2500 on 2015-09-03

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Date Signal Expert Opinion Price
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
2015-02-19 TOP PICK Don Lato

Last year this was a sort of underperformer, but the company’s earnings have continued to grow. Trading at about 16X forward earnings. Still lots of growth ahead of it.


Price:
$542.870
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-11-04 COMMENT Lorne Steinberg

They are doing an amazing job and growing revenues and earnings. They are brilliant individuals. He can’t buy it today because it is too expensive.


Price:
$554.110
Subject:
Deep Value Global Equities
Bias:
CAUTIOUS
Owned:
No
2014-07-10 PAST TOP PICK Zachary Curry

(A Top Pick Aug 21/13. Up 33.32%.) This is the concept of home automation on a bigger scale getting you into a Google product. They develop good products, and are going to be here for the long haul.


Price:
$571.100
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-06-03 BUY on WEAKNESS Christine Poole

She was looking at this one quite closely when it got down to the $520 level. A leader in advertising/media, and they make a lot of money off their users. This is one that she would seriously consider putting in a portfolio. She is hoping for a general market pullback so she could get into this.


Price:
$544.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-06-02 TOP PICK John Zechner

It doesn’t matter if you get the voting or non-voting share.  They own the search market.  They know a lot about their users.  Better growth than anyone else and generating a ton of cash.  The android operating system runs on 80% of the smart phones in the word and they give it away.  If they ever monetize it, it would be tremendous. 


Price:
$553.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-05-30 COMMENT Gordon Reid

An advertising juggernaut. The key to long term success for them is mobility and the ability to capture the attention of people in all places and through all devices. There has been a little bit of controversy over a “volume versus price” argument, what you pay for per click and what you’re volume is. Feels there has been a little bit of overreaction that their margins on the “pay per click” have been falling. Thinks this has been misunderstood. People when they are walking down the street are not going to be as active in terms of spending money, but that doesn’t mean over time they are not going to spend money. He prefers class C voting shares (GOOGL-Q).


Price:
$559.890
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 153 entries
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