Alphabet (GOOG, GOOGL) 01 (May 08 - Jul 17)

[winston]

Alphabet to give first peek at cost of 'moonshot' bets

BY ANYA GEORGE THARAKAN AND SUPANTHA MUKHERJEE

Source: Reuters

http://www.reuters.com/article/us-alpha ... ningdigest

[winston]

Alphabet profit sends shares up; overtakes Apple in value

BY DEBORAH M. TODD AND ANYA GEORGE THARAKAN

Alphabet said consolidated revenue jumped 17.8 percent to $21.33 billion in the fourth quarter ended Dec. 31, from $18.10 billion a year earlier.

Source: Reuters

http://www.reuters.com/article/us-alpha ... nologyNews

[winston]

not vested

Bear Market Investments, No. 2: Alphabet Inc. (Nasdaq: GOOGL)

In Q4, the company held a 63.9% share of the U.S. search market. Additionally, RBC Capital Markets analysts estimate that Google's YouTube alone will generate $7 billion in revenue in 2016.

Barton expects Google shares to jump when it breaks out those YouTube numbers in Q4 results after Monday's close. Analysts expect GOOGL to earn $8.10 per share, up from $6.88 a year. Revenue is forecast to come in at $20.8 billion, up 15% YOY.

eMarketer estimates Google's net mobile Internet ad revenue will rise to about 70% of total net ad revenue by 2017, up from 50% in 2015. Ahead of the earnings release, Wedbush upped its Google price target from $740 to $800.

At a recent $772.67, GOOGL's $520 billion market cap is quickly approaching that of Apple Inc. (Nasdaq: AAPL), the most valuable company in the world.

GOOGL stock is up almost 44% in the last year, making it No. 2 on our list of best bear market investments for 2016…

Source: Money Morning

[winston]

not vested

Alphabet Q4 Earnings

On the off chance anyone has yet to hear, Alphabet earned $8.67 per share on $21.33 billion in revenue last quarter.

The numbers handily topped consensus estimates of $20.77 billion in sales and a profit of $8.10 per share of GOOGL stock.

The top line was also 18% better than the year-ago top line, and operating earnings were up a whopping 28% on a year-over-year basis.

Other metrics were solid too. Namely, paid clicks grew 31% from Q4-2014’s levels, accelerating the growth rate of paid clicks seen in Q3 (which had accelerated from Q2’s paid click growth rate).

Revenue from paid clicks at Google sites also grew, to the tune of 40%. That’s up from a growth pace of 35% in the previous quarter, and a growth rate of 30% in the quarter before that.

In other words, Alphabet has found a winning formula despite doubts it would be able to do so in a meaningful way anytime in the foreseeable future.

As they say though, what’s good for the goose is good for the gander. If Alphabet has proven consumer interest in tech-driven and e-commerce-driven products and services is still in demand, might it stand to reason other tech stocks are finding similar success?

The answer is yes, and three names come to mind as possibly buy-worthy candidates following solid Q4 earnings beats … even if traders have mostly ignored them.

Source: Investor Place

[winston]

Google’s “Other Bets” Are THE Reason You Want to Own It

by Keith Fitz-Gerald

Gmail just passed 1 billion users last quarter and is the seventh Google service to hit that milestone.

Google, Chrome, Search, YouTube and Gmail, ALL have over 1 billion active users.

Google’s self-driving cars have now driven 1.3 million miles in two prototype cities.

Source: Money Morning

http://totalwealthresearch.com/2016/02/ ... /#deeplink

[winston]

not vested

A-Rated Tech Stocks to Buy: Alphabet Inc (GOOG, GOOGL)

Alphabet (GOOGL, GOOG) is the second most highly valued company on the planet in a tight race with Apple (AAPL). Although its market cap has fallen from the half trillion dollar mark, it is well positioned to recover.

The power behind GOOG at this point is online advertising: It has been the reigning champ in this sector and will continue to be regardless of growing competition. The fact is, the market is continuing to expand, so while other firms are grabbing market share, there’s plenty of growth for everyone.

Also, there’s a big tax case — Intel (INTC) vs. IRS — that looks to be coming to a head soon and may have significant implications regarding how overseas subsidiaries are taxed and how it is reported at the U.S. home office.

Source: Investment House

[winston]

not vested

Alphabet Inc – Google Destinations Could Disrupt Online Travel (GOOG, GOOGL)

Mountain View is rattling the cage of a massive industry. Watch your step, establishment.

By John Divine

Source: Investor Place

http://investorplace.com/2016/03/google ... uDKiJx96M8

[winston]

not vested

A-Rated Tech Stocks to Buy: Alphabet Inc (GOOG, GOOGL)

Alphabet (GOOGL, GOOG) is the second most highly valued company on the planet in a tight race with Apple (AAPL). Although its market cap has fallen from the half trillion dollar mark, it is well positioned to recover.

The power behind GOOG at this point is online advertising: It has been the reigning champ in this sector and will continue to be regardless of growing competition.

The fact is, the market is continuing to expand, so while other firms are grabbing market share, there’s plenty of growth for everyone.

Also, there’s a big tax case — Intel (INTC) vs. IRS — that looks to be coming to a head soon and may have significant implications regarding how overseas subsidiaries are taxed and how it is reported at the U.S. home office.

Source: Investor Place

[winston]

Blue Chips With Big Cash: #3, Alphabet Inc (GOOG, GOOGL)

Cash & Marketable Securities: ~$73 billion

When it comes to blue chips with cash, it’s tough to top Alphabet Inc (GOOG, GOOGL), which has $73 billion in cash and a mere $2 billion in debt.

Alphabet, however, desperately needs to diversify its business. Yes, Google experiments with a lot of things, but at the end of the day, almost all of its revenue is from advertising.

Alphabet does have a venture capital arm, and that’s a smart use of funds. I would expand that portfolio, and like Amazon, I would also suggest a suite of financial services. I mentioned small-business credit, but GOOGL probably has an expertise in analytics, which means it may be easily transposed with underwriting metrics.

Alternatively, Alphabet could just finally buckle and pay a dividend. Even $7 per share every year — a roughly 1% yield to start with — would only account for about $4 billion in payments, and GOOGL generated about $16 billion in free cash flow last year.

Consider this highly unlikely, though, as Alphabet certainly (and fairly) continues to view itself as a growth company.

Source: Investor Place

[winston]

not vested

Apple signs up for Google's cloud services: Re/code

Source: Reuters

http://www.reuters.com/article/us-apple ... nologyNews