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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: $625.6100 on 2015-08-02

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Google Discussions (view only)
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Bloomberg
Date Signal Expert Opinion Price
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
2014-05-20 COMMENT David Driscoll

GOOG-Q or GOOGL-Q? Which stock would you hold, voting or nonvoting? You always want to have a vote, because nonvoting shareholders tend to get brushed aside. In non-voting situations, individuals tend to want to get their hands on the shareholders’ cash and do unreasonable things. Of the tech companies that do not pay a dividend, this is the crème de la crème because the growth is still there. Even though the stock is trading in the $500 range, you are looking at 16X next years earnings so it is still relatively attractive.


Price:
$529.770
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2014-05-13 COMMENT Michael Bowman

Why do voting and non-voting shares trade for different amounts and which is better? Under the symbol GOOG, that is now a non-voting share (but owners have 10 votes per share.). An A share was developed under the symbol GOOGL which allows 1 vote per share. So on one you don’t have a vote and on the other you have 1 vote. Google has said that these 2 shares eventually will trade at the same price. If you are going to buy shares, buy the cheaper one.


Price:
$533.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-06 COMMENT Christine Poole

Google (GOOG-Q) or Amazon (AMZN-Q)? If she had to choose, she would pick this one. It is on her watch list and is waiting for a pullback. Generates earnings so she is able to evaluate in terms of cash flow in terms of EBITDA.


Price:
$515.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-30 BUY Gordon Reid

He did not buy this on the IPO because that was a speculation. It matured and the certainty improved. He would rather pay a much higher price for certainty. This has been a very successful investment for him.


Price:
$526.660
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 149 entries
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