Alphabet Inc. Class A (GOOGL)

2,588.01
78.00 2.90
NASDAQ
Prev Close 2,666.15
Open 2,651.87
Day Low/High 2,601.73 / 2,697.31
52 Wk Low/High 1,797.28 / 3,019.33
Volume 2.76M
Exchange NASDAQ
Shares Outstanding 663.76B
Market Cap 1793.71B
P/E Ratio 36.60
Div & Yield N.A. (N.A)
Dell, Cisco and Others Offer Financing as Hardware and Software Deals Slump

Dell, Cisco and Others Offer Financing as Hardware and Software Deals Slump

IT giants are leaning on their balance sheets to convince reluctant customers to make new purchases.

From the Street of Dreams

Deutsche Bank takes price target of from $35 to $22, from $280 to $200 and from $1700 to $1500 - all based on adverse advertising spends over the balance of 2020. I recently sold my entire long positions in FB and GOOGL. I have been adding to TWTR.

The Diamonds Could Be an Investor's Best Friend in This Market

The Diamonds Could Be an Investor's Best Friend in This Market

The S&P 500 is no longer a diversified index.

FANG Removal: I'm Out of Facebook

I sold out the balance of my "growthy" names -- the last one being Facebook today. We know that search term and ads on Alphabet's Google and Facebook have plunged by 20% in the past 30 days. (It's one of the reasons I sold Google as well as a changi...

I Continue to Pivot Out of Growth and Into Value

A reminder that, as of Friday, I am totally out of Alphabet and Amazon - and I have pivoted out of growth into value. I have shorted Apple , which is now priced as a growth stock and is no longer a "value" name. (Apple is my Trade of the Week, short...

One Trade Investors Should Make Monday

One Trade Investors Should Make Monday

It's possible you could wake up to M&A news one day and owning this stock will no longer be an option.

The ETF-ization of U.S. Markets, and My Macro View of Oil

The ETF-ization of U.S. Markets, and My Macro View of Oil

The vast majority of the universe of ETFs are vulnerable to market dislocations.

It's Time to Pivot Out of Growth and Into Value

* I have sold out the balance of my long standing "growth" holdings in Google and Amazon today * And I am adding to my "value" positions in financials and elsewhere As expressed in the chart below, it is clear that the S&P is now more concentrated i...

Tag Ends

Amazon and Alphabet have been reduced to tag ends. I am paying heed to the changing near term reward vs. risk, and the chart below:

Small Sizing

I have moved down to small-sized on both Alphabet and Amazon this morning.

Reducing 2 Stocks

Paring down some more (a small amount) of Amazon (+$65) and Alphabet (+$8) based on deteriorating reward vs. risk over the short term. Amazon is now +$740 from the 2020 low made exactly one month ago!

Alphabet's Charts Are Coming on Strong for Now

Alphabet's Charts Are Coming on Strong for Now

Recent longs might want to book some profits here.

My Tactical Strategy

* Moved to net short this week Yesterday I added a number of trading short rentals (e.g., and ) and peeled off some Alphabet and Amazon  , after taking on a large put position late last week. I start the day net short, but with S&P futures -61 handl...

TSMC, Cadence and Others Benefit as Chip Design Activity Surges

TSMC, Cadence and Others Benefit as Chip Design Activity Surges

With each passing year, the amount of silicon being designed by hardware makers and cloud giants keeps growing.

Peeling Off Some Google

I am taking off some Alphabet now. Still medium-sized. Reduced reward vs. risk is my reason.

Jim Cramer: How to Navigate Through This Tricky Moment

Jim Cramer: How to Navigate Through This Tricky Moment

Tests, masks, contact tracing, anti-virals. Are those too much to ask?

Fading the Move Into Growth

* Shorting selected growth names now With the S&P Index +63 handles and the Nasdaq +245 points, I have shorted at $170.84 and several other more speculative growthy names in the continued move from value to growth. (I already have good exposure in w...

Inflationary Concerns, Banks Report Earnings, Netflix Soars: Market Recon

Inflationary Concerns, Banks Report Earnings, Netflix Soars: Market Recon

I did warn publicly back in another epoch that quantitative easing would lead toward increased consumer level inflation.

Jim Cramer: Now We're Seeing a Work in Progress

Jim Cramer: Now We're Seeing a Work in Progress

As testing expands, drug trials proceed and tech greats are providing a tracking app, I think we're inching toward going back to work -- and further away from going so low again.

The Death of Capitalism

The Death of Capitalism

The seeds of this government takeover of markets were planted more than a decade ago.

New Buy (and Short) Levels

* My revised levels I don't want there to be any ambiguity about the size of my positions or about my buy and short levels as I strive for as much transparency as possible. "When the time comes to buy, you won't want to." --Walter Deemer "When the t...

5 Types of Companies Getting a Boost from Higher Gaming Activity

5 Types of Companies Getting a Boost from Higher Gaming Activity

Everyone from game publishers to chip developers to game-streaming websites appears to be getting a lift.

A Day to Stay Disciplined, Focused and Unemotional

* I reduced my net long exposure today from large to medium-sized * I based my move on the large (+19%) and abrupt 10-day market advance from the lows that has taken the S&P close to its "fair market value" and that had reduced the upside/downside e...

Upside Reward Narrows - Reducing Portfolio Net Long Exposure

In response to the S&P Index approaching my "fair market value" (of 2800), and in light of the magnitude of the move from about 2185 to 2750, I have made the following moves this morning: * I have reduced my very large position to medium-sized * I h...

Jim Cramer: What Stands Out Now? There's an Appetite for Risky Debt

Jim Cramer: What Stands Out Now? There's an Appetite for Risky Debt

It could make the difference if the debt and equity markets remained thawed after a brief period of freezing.

Strong App Store Activity Could Prove a Silver Lining for Apple and Google

Strong App Store Activity Could Prove a Silver Lining for Apple and Google

As Apple and Google respectively deal with softening smartphone and ad demand, mobile app downloads and usage are growing strongly.

De-Risking Your Portfolio

De-Risking Your Portfolio

This advice is absolutely relevant in the current Covid-19 era.

Jim Cramer: Goodbye to a Horrid Quarter

Jim Cramer: Goodbye to a Horrid Quarter

Now that the service economy is pretty much stopped in its tracks, here are promising areas, including technology as manufacturing, to consider.

Top 10

* Financials and Tech dominate my top individual holdings I have been continually buying the weakness in Facebook . The shares have recently moved into my Top 10 individual long holdings. Alphabet and Amazon - two other FANG components - reside in t...

In a Post-Coronavirus World, Put This Lesser-Known Stock on Your List

In a Post-Coronavirus World, Put This Lesser-Known Stock on Your List

Things will be different after Covid-19 and one change will be in how people care about themselves.