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Google Stock Symbol: GOOG-Q

Notes:Search Engine

Last Price Recorded: 536.1000 on 2014-04-18 01:14:25

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Date Signal Expert Opinion Price
2014-04-15 DON'T BUY Jennifer Radman

Have a slightly cheaper price than the voting shares.  No point in voting shares unless you can influence the vote or something.  It is more the excitement factor and that is not a compelling investment proposition.  She owned it at one point and it hit her valuation.


Price:
$536.440
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-19 TOP PICK Gordon Reid

Has done very well from a price standpoint. Has kept up in terms of fundamentals. Going to earn somewhere in the area of $50 a share this year. Not inexpensive, but growing very nicely at around 20% on both the revenue line and the earnings line. The story here is the mobility aspect.


Price:
$1199.250
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-02-26 PAST TOP PICK Gordon Reid

(Top Pick Feb 5/13, Up 59.35%) The risks going forward are in execution.  Motorola acquisition was a failure.  They recognized it was not a fit and moved away.  Google took YouTube and monetized it to the point it is a huge success.  They are an advertising company and not a technology company.


Price:
$1220.170
Subject:
US EQUITIES
Bias:
BULLISH on MATERIALS
Owned:
Yes
2014-02-18 COMMENT Stuart Hinshelwood

Yahoo (YHOO-Q) versus Google (GOOG-Q)? Google has 60%-70% plus of market share in terms of Search and is clearly the dominant player in the space. On ad based revenue growth, they been able to grow and currently have a new “enhanced campaign” for targeted marketing. If you want to play search, growth in mobile and ad revenues, this is the one to play.


Price:
$1210.880
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2014-02-13 BUY on WEAKNESS Stan Wong

Likes this a lot. Sold his holdings a couple of months ago and it’s a name he would look to get back into. It is currently in overbought territory. 1.1-1.2 peg ratio. Great name long-term going forward. If he could see it back down to $1120 or $1050, that would be better entry points for him.


Price:
$1199.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2014-01-02 BUY Gordon Reid

This company has growth in front of it. More expensive, but it is expensive for a reason.


Price:
$1113.120
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-23 HOLD Barry Schwartz

A wonderful company. A toll road on the Internet. Advertising demand should increase as the economy improves. Online sales are still in its infancy. He prefers Apple (AAPL-Q).


Price:
$1115.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-12-10 HOLD Fabrice Taylor

(Market Call Minute.) Great brand but expensive.


Price:
$1084.660
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-12-10 BUY Christine Hughes

Trading at a reasonable valuation. Good revenues and earnings.


Price:
$1084.660
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2013-12-03 BUY Gordon Reid

(Market Call Minute.) A juggernaut. The more eyeballs they can get, the better. Mobile is great for them. Has been misunderstood in the past because paid clicks have been down. You should be looking at volume, which is the key.


Price:
$1053.260
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-19 PAST TOP PICK Zachary Curry

(A Top Pick Aug 21/12. Up 17.93%.) His outlook on this one came from the way they were changing their advertising model. It is amazing way they are able to say to their customers 1) here’s what you are doing 2) here is what you are now willing to do and 3) here is how you are going to do it. This got a lot more traction than he had expected. Strong balance sheet. Biggest risk would be the innovation risk.


Price:
$1025.204
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-11-11 SELL ON STRENGTH Benj Gallander

(Market Call Minute) Take profits next year to defer taxes.


Price:
$1010.590
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
No
2013-11-01 HOLD Stuart Hinshelwood

Had a significant run in a short period of time. Upside on a reasonable sort of valuation metric is probably $1150-$1200. If you like those odds, then it is fine to Hold. They have the dominant market share in search but some of their enhanced programs seem to be working in bringing in ad revenue. A momentum stock and once the market throws it back out of favour, the stock can easily trade back down.


Price:
$1027.040
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2013-10-28 PAST TOP PICK Ian Ainsworth

(Top Pick Aug 29/12, Up 47.63%) Biggest holding in all his funds. One of the cheapest plays on this new technology.  They should split it but doesn’t know if they will.  Larger server manufacturer in the world, just using them internally.


Price:
$1015.000
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2013-09-19 BUY Stuart Hinshelwood

Apple (AAPL-Q) versus Google (GOOG-Q)? Thinks you can own both of these. Both are good companies. This one gives you good leverage to online advertising. There is the potential of them monetizing the Android system. They come out with innovative products. Big cash balance and there are opportunities for them to grow in the mobile space.


Price:
$898.390
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 134 entries
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