Alphabet (GOOG, GOOGL)

[winston]

not vested

Alphabet Inc (GOOGL) Stock Could Break $1,000 If …

GOOGL dominates the phone market everywhere but the bottom line

By Dana Blankenhorn

If Alphabet were to start monetizing Android, would investors even notice?

Alphabet continues to grow at 20% per year, powered by advertising on its main Search site and YouTube.

The company brings approximately 25 cents of every dollar to the net income line, its balance sheet carries almost no debt, and operating cash flow is ridiculous ($36 billion last year alone, more than twice what it achieved just two years prior).

Source: Investor Place

http://investorplace.com/2017/03/alphab ... Le3b_l96M8

[winston]

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Alphabet Could Be Berkshire’s Next Tech Buy

By Bram de Haas

Buffett and Munger have commented favorably on the company’s competitive position several times. The latest Berkshire shareholder letter indicates Buffett is very knowledgeable about the technology space.

All these factors have led me to speculate on the potential of an Alphabet investment.

The pieces are falling into place.
1. Buffett has been studying tech intensely.
2. Berkshire has made a 180 as far as tech investments go.
3. Buffett and Munger view Alphabet as having an incredibly strong moat.
4. Alphabet’s valuation is at an attractive level given the interest from the value investing greats. Porat is a great addition to the executive suite ,covering up pre-existing weaknesses in the team.
5. Google executives have met with Buffett on multiple occasions and Schmidt talked to him recently.

Source: GuruFocus


http://www.thetradingreport.com/2017/03 ... -tech-buy/

[winston]

not vested

Alphabet (GOOGL)

Like Facebook, one of the main attractions to Alphabet is actually the valuation. Trading at 21.8 times next year’s earnings, shares of Alphabet aren’t priced too expensive.

Analysts expect GOOGL to churn out earnings growth of 17.5% next year, along with 19.3% annual earnings growth over the next five years.

Alphabet’s founders may have paved the way for internet domination. But there’s a new team member to its C-suite that has given GOOGL a much-needed boost. CFO Ruth Porat joined the company in May 2015.

In the year leading up to her hire, shares had been stagnant, returning just 5%. Since her addition, though, the stock is up a whopping 60%.

Does it also seem like a coincidence that Alphabet missed analysts’ estimates on at least six straight quarters prior to her arrival? Since then, Alphabet has topped estimates in five of the past six quarters.

Admittedly, Alphabet’s transparency has been better, making it easier for analysts to form estimates. But this added clarity makes it easier on investors and helps lower volatility. For better or for worse, Alphabet takes some gambles.

For instance, consider Alphabet’s self-driving car unit, Waymo. Porat has not stifled this growth. Rather, she has reigned in expenses and channeled GOOGL’s focus. As a result, the bottom line has improved, without future potential being eliminated.

With a consistent core business in Google and potential upsides in businesses like Waymo, GOOGL stock is attractive. With its dependable growth and a reasonable valuation, it’s even better. At just a hair under all-time highs, though, now may not be the best time to buy.

A retest of its 50-day moving average near $840 and a further decline to its 200-day moving average near $800 would offer better entry opportunities.

Source: Investor Place

[winston]

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Why Alphabet Inc (GOOGL) Stock Is STILL Easy Money

GOOGL is a vending machine that throws off cash like an oil well

By Dana Blankenhorn

The non-voting GOOG shares now have a price-to-earnings ratio of 28.6, which is lower than Microsoft Corporation (NASDAQ:MSFT), lower than Facebook Inc (NASDAQ:FB) and less than half that of Restaurant Brands International Inc (NYSE:QSR), which owns Burger King.

Source: Investor Place

http://investorplace.com/2017/04/alphab ... PCcgdJ96M8

[winston]

not vested

Best Growth Stocks for Retirement: Alphabet (GOOGL)

Along the same lines, I’d mention Microsoft’s rival, Alphabet Inc (NASDAQ:GOOGL).

Although Alphabet has only been in business for less than 20 years, it has already faced multiple competitive challenges and managed to come out stronger every time, making it one of the best growth stocks of the past couple decades.

First it was mobile. As more computing and internet searches moved to smartphones, many analysts worried that Alphabet’s lucrative Google desktop homepage would lose eyeballs to less profitable mobile searches. Well, Alphabet quickly cast those worries aside, proving that mobile could be every bit as valuable to advertisers.

Next came the threat from social media. With Facebook Inc (NASDAQ:FB) emerging as a go-to portal, a lot of investors worried that Google would simply be bypassed altogether. Well, that seems almost silly now.

While Facebook is indeed taking a large chunk of online advertising dollars, Alphabet is the undisputed champion, taking in about 40% of all American online ad spending.

Alphabet trades for about 24 times expected earnings, which isn’t cheap in a strict sense. But for one of the world’s greatest growth engines, it’s not exceptionally pricey, either.

Source: Investor Place

[winston]

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Alphabet Inc (GOOGL) Stock Hits $1,000. Should You Buy?

Alphabet's greatness drove it to the quadruple-digit mark, but GOOGL stock is looking awfully foamy at the moment

By Bret Kenwell

Short-term traders can try buying Alphabet on a pullback toward $960, near the 21-day moving average. They can also try selling into the $1,000 hype.

However, if either trend moves quickly against you, it’s likely best to get out.

Source: Investor Place

http://investorplace.com/2017/06/alphab ... TYLVGh96M8

[winston]

not vested

Why Alphabet Inc (GOOGL) Stock Is No Safe Haven

Alphabet is a great company, but it's overpriced ... and that won't be tenable when the inevitable market pullback comes

By Dana Blankenhorn

At more than $1,000 per share, investors are paying over 32 times earnings for GOOGL stock. Even if Alphabet could maintain its 20% growth rate indefinitely, it would take 20 years to earn that investment back.

The $9 billion fine being threatened by the European Union would represent 10% of its 2016 revenues.

Source: Investor Place

http://investorplace.com/2017/06/why-al ... TtVUmh96M8

[winston]

not vested

Will Alphabet Inc (GOOGL) Stock Finally Get the Pullback It Deserves?

Wait for a more clear-cut opportunity in GOOGL stock

By Bret Kenwell

Analysts expect 19.4% revenue growth this year and a whopping 16.2% growth in 2018.

On the earnings front, expectations (for GAAP) call for growth of 19.4% in 2018 and 18.8% growth annually for the next five years.

Although 24.5x forward estimates isn’t exactly cheap, it’s a far cry from vastly overvalued. Particularly when considering Alphabet’s assets like Google and YouTube.

Shares are up 25% on the year and 33% over the past 12 months. That’s a massive move for an $680 billion company.

At some point, we’ll be able to nab GOOGL stock at an even bigger discount.

Source: Investor Place

http://investorplace.com/2017/06/alphab ... TyQG2h96M8

[winston]

not vested

FANGs to Sell: Alphabet Inc (GOOGL)

Don’t get me wrong, Alphabet is an exciting company with a lot of promise. However, I’d argue that the firm’s near 5% drop last week is not without reason, and investors may want to think twice before scooping it up for what appears to be a bargain price.

The trouble for GOOGL is that the company’s impressive growth track record may not be sustainable in the long-term. Alphabet’s main business is advertising, but the company is running out of space to sell.

Over the last two years, GOOGL has been able to grow its revenue tremendously in large part due to advertising on YouTube and mobile search. However, those two are reaching a saturation point and Alphabet is unlikely to continue rising at the same rate as a result.

Even with the drop, GOOGL stock looks expensive, and the company will need to find a compelling new way to eek out growth in the future before the stock makes its way back into my good books.

Source: Investor Place

[winston]

not vested

Tech Stocks to Buy: Alphabet Inc (GOOG)

Finally, web-search icon Alphabet Inc (NASDAQ:GOOG, NASDAQ:GOOGL) seems like another one of those all-too-obvious (and all-too-volatile) tech stocks to keep in your retirement account, but if you can take a big step back and look at Alphabet — and really, just Google — from a distance you’ll see some compelling factoids.

Here’s the big one: Only once in the past ten years has YOY revenue slumped for GOOG. During that same stretch, operating income growth has been almost as reliable.

The bulk of its revenue is driven by search advertising, and the bulk of that growth is driven by Alphabet constantly finding new ways to generate revenue-bearing searches.

The acquisition of the Android operating system in 2005, for instance, ensured the company would be the most popular middleman for where the internet was headed next … to smartphones.

Odds are good GOOG will be able to leverage its size, and deep pockets, to make sure it’s at the forefront of any future tech evolutions too.

Source: Investor Place