Alphabet Inc. Class A (GOOGL)

2,949.80
87.00 3.00
NASDAQ
Prev Close 2,863.10
Open 2,911.93
Day Low/High 2,904.55 / 2,950.62
52 Wk Low/High 1,694.00 / 3,019.33
Volume 1.59M
Exchange NASDAQ
Shares Outstanding 663.76B
Market Cap 1885.11B
P/E Ratio 36.60
Div & Yield N.A. (N.A)

Today's Trades

* I have covered my entire large bond short ( is down by another -$2.80 today) - I plan to reestablish the short on any TLT strength.   * Reduced speculative from large to medium-sized. * Eliminated my large long (the shares have moved from the low ...

Break Up Amazon? What Would That Mean?

Break Up Amazon? What Would That Mean?

I don't expect a break up to be announced anytime soon. If that were to happen, I'll add at least $300 to my target price. No joke.

Zoom's Stunning Growth Shows How Getting the Details Right Can Pay Off

Zoom's Stunning Growth Shows How Getting the Details Right Can Pay Off

Limited switching costs and competition from deep-pocketed tech giants haven't stopped Zoom from significantly outpacing rivals.

Kass: 1968 Redux?

Kass: 1968 Redux?

Nineteen Sixty-Eight was often considered to be one of the most turbulent and traumatic years of the 20th century in the U.S.

2020 Is Looking a Lot Like 1968, Without the Good Music

We are now in one of those times, like 52 years ago in 1968, that we and our children will always remember. Many of us have spent the weekend watching America burning in despair. As I write this missive, an extended portion of I-95 (in Palm Beach) h...

My Tactical Approach and Current Positioning

* I have liquidated a lot of my long positions and have been averaging into Index shorts lately * I worship at the altar of fundamentals and not of price momentum * Monday I will present a more lengthy analysis of my concerns over the balance of 202...

Jim Cramer: This Market's a Long Horse Race

Jim Cramer: This Market's a Long Horse Race

Let's take stock of who's likely to come out ahead in this winner-take-all marathon.

Average Joe Has One Up on the Smart Money, but for How Long?

Average Joe Has One Up on the Smart Money, but for How Long?

Retail investors have been outperforming hedge fund managers and institutions, though the verdict is still out on whether the party will last.

I'm Pivoting Sharply From Growth to Value

* Banks +8% as growth is in the red on the day * Given the overweighting in portfolios, exchange-traded funds and jndexes of Microsoft and FAANG stocks -- a relatively small disintermediation could fuel banks and other value names.  * Sell in May an...

The Pivot?

Predicting a pivot from growth to value after a decade of the contrary is a tough task. But I am focused on the developing possibility. Today (in FANG terms), Facebook is up by one +1%, Amazon is barely higher, Netflix is under pressure, and Alphabe...

Alphabet Could See Higher Prices but Let's Raise Stop Protection Just in Case

Alphabet Could See Higher Prices but Let's Raise Stop Protection Just in Case

GOOGL has made an impressive recovery since the middle of March.

The Fed Has Our Backs, Trading Thoughts, 'Facebook Shops'

The Fed Has Our Backs, Trading Thoughts, 'Facebook Shops'

As State economies begin the slow process of reopening, the Fed is there to support market function. Facebook's latest e-commerce foray has investors cheering.

Playing for Profits With Video Gaming Stocks

Playing for Profits With Video Gaming Stocks

Video gaming has been a beneficiary of the 'stay-at-home' theme during the Covid-19 pandemic.

Google Search Antitrust Charges Would Matter More Than Others for Alphabet

Google Search Antitrust Charges Would Matter More Than Others for Alphabet

Search is still by far Google's most profitable business, and antitrust charges aimed at other parts of Alphabet's empire likely wouldn't have a major profit impact.

Jim Cramer: It's Still Better to Be Safe Than Sorry

Jim Cramer: It's Still Better to Be Safe Than Sorry

Let's step back and look at this market that has abandoned all sorts of safety and went all in on the stocks of companies based on the Fed's words and a promising Moderna study.

Laggards Finally Get Some Love: This One Still Has More Upside

Laggards Finally Get Some Love: This One Still Has More Upside

I would be a buyer of a call spread in this ETF.

Will a Fitbit-Alphabet Merger Actually Happen?

Will a Fitbit-Alphabet Merger Actually Happen?

There are many factors in play and the deal could be scuttled by the Justice Department.

Playing Bullishly... For Now

* The bears' skepticism (and cautious market positioning) coupled with their collective cynicism towards medical and scientific innovation, and the inevitability of the curve's flattening along with an "all in" Fed, have fueled the market recovery f...

Is it Time to Sell FAANG and MSFT?

* I am watching closely for a change in leadership and a pivot from growth to value * A skeptical view of a bifurcated market led by a handful of high growth stocks (FAANG plus MSFT) that have done the market's heavy lifting * Reviewing the attribut...

What This Kind of Volatility Means and the VIX

What This Kind of Volatility Means and the VIX

Keep a close eye on the 'Big 5' stocks.

Tencent's Quarterly Trends Could Be a Sign of Things to Come in the U.S.

Tencent's Quarterly Trends Could Be a Sign of Things to Come in the U.S.

The Chinese tech giant saw gaming, streaming and social media activity spike in Q1. But it also cautioned that activity has been 'normalizing' since March.

Jim Cramer: The Cost of Staying Closed

Jim Cramer: The Cost of Staying Closed

We can't wait for a vaccine, but we can follow logical guidelines for staying as safe as possible, helping us avoid another Great Depression.

The Market Will Have Its Moment of Reckoning

The Market Will Have Its Moment of Reckoning

As we look at why the S&P 500 is stuck in its narrow range, we see every retail investor and trader chase the same basket of names higher, edging closer to a technical point where the market could lose its support.

The Overarching Level of Uncertainty Combines With Shifting and Worrisome Paradigm Shifts

* Big picture changes loom on the investment horizon * Many of these paradigm shifts are disruptive and market unfriendly * There will be some industry winners (healthcare/biotech, internet, packaged foods) but many industry losers (hotels, airlines...

Updating My Triple Net Active vs. Passive Portfolio

Updating My Triple Net Active vs. Passive Portfolio

While this experiment is still inconclusive, it's still nice to see both groups of triple nets outperforming.

Google Position

I unintentionally neglected to post that in a managed account I have a very small position in Alphabet . Mea culpa. Google resides in a taxable account and I have no current plans of selling this small position.

The New York Times Continues Its Long-Term Uptrend

The New York Times Continues Its Long-Term Uptrend

The Old Gray Lady still has a spring in her step.

VIAC and GOOGL Expand Their Distribution Relationship

Besides the earnings beat (which looks clean), the most important factor in the ViacomCBS release is the expanded distribution agreement with Alphabet .   I continue to believe that VIAC is a logical fit with a number of companies - including Google...

Mind Your QQQs in This Market Tug of War

Mind Your QQQs in This Market Tug of War

If one of the 'Big Five' lets go of their side of the rope, this market could turn ugly fast.

Here's a Smart Trade on Smartsheet

Here's a Smart Trade on Smartsheet

SMAR is one of the few names not releasing earnings right now, and appears an attractive play.