Alphabet (GOOG, GOOGL)

Re: Alphabet (GOOG, GOOGL)

Postby winston » Fri Nov 30, 2018 8:22 am

not vested

Alphabet (GOOG) is down more than 12% since Oct. 1, as its ad revenue growth has slowed, in addition to facing more competition for ad dollars from Amazon. They are also facing headwinds in their cloud business from MSFT gaining market share.

GOOG is caught up in this silly acronym and it gets punished along with Facebook headlines that are specific only to FB. GOOG stock also suffers when Netflix's valuation comes into question.

So this is a clear case of a sentiment crisis in the Google stock price and not its business prospects. Unfortunately, in early October, GOOG needed to hold the $1130 zone but it didn't. Its failure brought in momentum sellers for another 10% dip. And when you look at its year-to-date gains, it is still in the red.

Luckily, this strengthens the fundamental argument for Google stock. GOOG's forward price-to-earnings ratio is now 24 ...

Those who have held on to GOOG stock this long would be making a mistake in selling it now. All the reasons for owning it a few months ago still exist, as nothing in the macro economy changed to materially affect its fundamentals.

Despite the headline fears, investors who buy for the long term will recognize the value that is building in Google stock as its price falls. They all have an entry level in mind and all they need are a few days without new headline risk.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Sat Dec 01, 2018 4:18 pm

not vested

Stock Picks for 2019: Alphabet (GOOGL)

Google Stock Is a Great Long-Term Investment, but Wait to Buy

Tech stocks may be going through a rough patch, but here’s one mega cap Goldman Sachs thinks is still worth buying for 2019.

Trading at ~11x 2019 EV/EBITDA, Alphabet Inc’s (NASDAQ:GOOGL) valuation looks compelling, says Brent Thill (Track Record & Ratings) of Jefferies.

He picks GOOGL as his Franchise Pick i.e. a high conviction stock. This is with a juicy $1,450 price target (37% upside potential).

So what justifies this bullish call?

“The Internet Team remains bullish on Alphabet due to continued expected mobile search growth and a positive stance on YouTube” explains Thill.

Online video is lining up as the biggest online ad growth driver — with GOOGL’s YouTube capable of driving meaningful upside by stealing ad budgets away from television.

Meanwhile, “mobile search has been the number one driver of revenue growth for the past several quarters and the team sees continued opportunity given the ubiquity of smartphones and the important location and contextual signals from mobile devices” writes Thill.

Plus, Alphabet also boasts its fast-growing Google Cloud, and a strong leadership position in both AI and autonomous vehicles. Its Waymo vehicles have driven many millions of miles on public roads more than peers.

Taking a step back, we can see that out of 31 analysts polled recently, 28 are bullish on the stock. This is with a $1,346 average price target (28% upside potential).

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Thu Dec 13, 2018 1:12 pm

not vested

Stocks With the Strongest Balance Sheets: Alphabet (GOOGL)

When investors think of Alphabet, they think of its great assets. Things like YouTube.com and Google.com, along with its Waymo, cloud and advertising divisions.

They also think of the company’s great growth prospects, with analysts forecasting revenue growth of 23% this year and 19% next year.

GOOGL stock currently trades at 23 times forward estimates, which call for $41.75 per share. That’s up almost 30% from fiscal 2017.

Alphabet has more than $106 billion in cash and short-term investments and total long-term debt of just $3.9 billion.

In other words, GOOGL could pay that amount off in a snap and still have more than $100 billion locked away in its vault. The figure is notable given Alphabet’s $750 billion market cap.

Generating more than $21 billion in free cash flow over the last twelve months and with operating margins of roughly 20%, Alphabet has a robust and profitable business.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Thu Dec 13, 2018 8:17 pm

not vested

Stocks to Buy: Alphabet (GOOGL)

The future remains bright according to Morgan Stanley.

“As the dominant player in paid search, Google continues to benefit from secular growth as advertising dollars shift into digital,” the firm’s Brian Nowak (Track Record & Ratings) said.

Most notably, Google also owns YouTube, the leader in online video advertising. Indeed, Novak sees video advertising expanding nearly 25% from 2017 to 2020 to roughly $22 billion in the U.S. alone.

The Street shares this upbeat outlook. With a “strong buy” analyst consensus, the company’s $1,349 average price target speaks of 24% upside potential ahead.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Mon Dec 17, 2018 7:33 pm

not vested

Alphabet

The company (ticker: GOOG), which also owns YouTube, Android, and a cloud-computing business, has defied the law of large numbers. It continues to record quarterly revenue growth of 20% or more, despite a large annual sales base of more than $100 billion.

The stock, now about $1,062, looks reasonably priced at 23 times projected 2019 earnings of $47 a share. The price/earnings ratio overstates Alphabet’s valuation because the company sits on $102 billion of net cash, or about $145 a share.

And Alphabet is losing about $3 a share annually in its Other Bets businesses, which includes Waymo, the leader in autonomous vehicle technology. The losses in Other Bets do not capture the value in the segment. Waymo, which plans to start commercial service later this year, could be worth $50 billion or more, analysts estimate.

RBC Capital Markets analyst Mark Mahaney calls Alphabet an “internet staple” supplanting traditional staples like Coca-Cola (KO) and Procter & Gamble (PG) that have been laggards in the past decade. He and other bullish analysts value the company at about $1,400.

Source: Barron's
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Dec 19, 2018 8:13 am

not vested

High-Quality Stocks Goldman Likes for 2019: Alphabet (GOOG)

High-Quality Attributes: $100 billion-plus in cash and less than $5 billion in debt. Stable earnings growth fundamentals as the backbone of digital search. Healthy long-term drivers through automated driving and AI. 16x cash flow, versus five-year median of 18x cash flow.

At the top of Goldman’s list of high-quality stocks to own in 2019 is internet giant Alphabet (NASDAQ:GOOG,NASDAQ:GOOGL). This pick makes a lot of sense. The financials supporting GOOG stock are clean and healthy. The balance sheet is loaded with cash and has very little debt. Cash flows are huge, and the cash flow multiple is below the five year median by a sizable margin. The valuation is reasonable.

Most importantly, the growth fundamentals underlying GOOG stock are stable. Alphabet is essentially the backbone of the modern internet. Through Google Chrome, Google Search, and Gmail, Alphabet is behind the world’s most used internet services.

An economic slowdown will dilute ad spend some, but it won’t dilute internet usage. As search, Google’s revenues and earnings should remain largely stable even amid slowing economic expansion.

Also, GOOG stock has healthy long-term drivers which will keep investors around during near-term turbulence. Through its self-driving unit Waymo, Alphabet is the leader in the automated driving space.

Moreover, thanks to the company’s robust digital search database, the company has all the resources it needs to be an AI leader.

Overall, GOOG stock has plenty of high quality attributes which should make this stock a relatively safe and defensive pick in 2019.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Dec 19, 2018 12:54 pm

not vested

Alphabet Can Be Bought as It Survives Third Dip Into Bear Market

Buy Alphabet down to its bear market threshold of $1,033.00 for a rebound to my semiannual pivot at $1,101.14.

The first important indicator for Alphabet is to stay above the bear market threshold, which is a share price of $1,033.00.

Longer term, Alphabet should be a winning investment. Investors like their lines of business such as Google's cloud, hardware offerings, search and YouTube.

Baseball's 2019 World Series featured advertisements for the Google Pixel 3 phone, and the YouTube participation in the programming was a hit.

Given these charts and analysis, investors should buy weakness to the bear market threshold of $1,033.00, then to my annual value level of $966.02 and reduce holdings on strength to my semiannual pivot at $1,101.14 and to the 200-day SMA at $1,127.40.


Source: The Street

https://www.thestreet.com/investing/sto ... t-14814254
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Thu Dec 27, 2018 10:58 pm

not vested

Stock Picks for 2019: Alphabet (GOOGL)

Google Stock Is a Great Long-Term Investment, but Wait to Buy

Tech stocks may be going through a rough patch, but here’s one mega cap Goldman Sachs thinks is still worth buying for 2019.

Trading at ~11x 2019 EV/EBITDA, Alphabet Inc’s (NASDAQ:GOOGL) valuation looks compelling, says Brent Thill (Track Record & Ratings) of Jefferies.

He picks GOOGL as his Franchise Pick, i.e., a high conviction stock. This is with a juicy $1,450 price target (37% upside potential).

So what justifies this bullish call?

“The Internet Team remains bullish on Alphabet due to continued expected mobile search growth and a positive stance on YouTube” explains Thill.

Online video is lining up as the biggest online ad growth driver — with GOOGL’s YouTube capable of driving meaningful upside by stealing ad budgets away from television.

Meanwhile, “mobile search has been the number one driver of revenue growth for the past several quarters and the team sees continued opportunity given the ubiquity of smartphones and the important location and contextual signals from mobile devices” writes Thill.

Plus, Alphabet also boasts its fast-growing Google Cloud, and a strong leadership position in both AI and autonomous vehicles. Its Waymo vehicles have driven many millions of miles on public roads more than peers.

Taking a step back, we can see that out of 31 analysts polled recently, 28 are bullish on the stock. This is with a $1,346 average price target (28% upside potential).

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Thu Jan 03, 2019 8:30 am

Google wins U.S. approval for new radar-based motion sensor

by David Shepardson

Project Soli

Google says the sensor can allow users to press an invisible button between the thumb and index fingers or a virtual dial that turns by rubbing a thumb against the index finger.

In a video on its website, Google said a user could operate a smart watch, scroll through music or adjust the volume by simply motioning using the system.

Google added that the radar signal could penetrate fabrics, enabling controls that could work in a pocket or a backpack.

The company says that “even though these controls are virtual, the interactions feel physical and responsive” as feedback is generated by the haptic sensation of fingers touching.

Google says the virtual tools can approximate the precision of natural human hand motion and the sensor can be embedded in wearables, phones, computers and vehicles.



Source: Reuters

https://www.reuters.com/article/us-goog ... ess%201700
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue Feb 05, 2019 2:14 pm

Alphabet (ticker: GOOG, GOOGL)

Google parent company Alphabet is Kelley's top overall internet stock pick.

Kelley says new internet data regulations might actually help Google on a relative basis, as the tech giant has a size and resource advantage over its smaller competitors when it comes to adjusting to new rules.

He says Google still has at least two years of advertising revenue growth in the high teens, and emerging businesses such as Waymo and Google Cloud, should soon start to make meaningful contributions to overall revenue.

Nomura has a "buy" rating and $1,350 price target for GOOGL stock.

Source: US News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118401
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to A to D

Who is online

Users browsing this forum: No registered users and 2 guests

cron