Alphabet Inc. Class A (GOOGL)

2,284.25
1.50 0.07
NASDAQ
Prev Close 2,282.75
Day Low/High 2,270.18 / 2,304.09
52 Wk Low/High 1,205.00 / 2,296.00
Exchange NASDAQ
Shares Outstanding 674.14B
Market Cap 1538.89B
P/E Ratio 36.60
Div & Yield N.A. (N.A)

The Pivot From Growth to Value

For emphasis. While value is in the eyes of the beholder, I want to emphasize how sizeable my value bet is today.  While I own and expect to continue to own Alphabet and Amazon "forever" - I am over my skiis in my portfolio's value skew.  Over my sk...

Positions Size

For emphasis.  As mentioned in the Comments Section on Friday and, again, in today's opening missive I am back to medium-sized in Alphabet  - after buying more at $1610 Friday.  And I am small-size in shorts: Zoom , Apple , Carvana , and Square . I ...

Bobbing for Apple Calls

Bobbing for Apple Calls

Notably, Apple's upcoming dividend goes ex next Friday.

Pausing for Thought, Parsing GDP, Laying Out a Game Plan, Sizing Up Big Tech

Pausing for Thought, Parsing GDP, Laying Out a Game Plan, Sizing Up Big Tech

Plus, we check out up the bevy of reasons for this week's negative market behavior.

The Uncertainty of the Election Leaves the Market in Disarray

The Uncertainty of the Election Leaves the Market in Disarray

For the market to regain its footing it needs some clarity.

Now at the Plate, Your Pinch Hitter, Chris Versace

Good morning folks, we have quite an action-packed morning ahead of us here on Friday given the quarterly earnings from Big Tech Thursday night that included Apple , Amazon , Alphabet , Facebook and Twitter plus several S&P 500 constituents reportin...

Jim Cramer: Hey, Congress, Quit Villainizing the Job-Creating Good Guys

Jim Cramer: Hey, Congress, Quit Villainizing the Job-Creating Good Guys

Senate Republicans are wasting precious time crucifying the tech giants that are the standard-bearers of wealth creation in this country.

Tech-nically Speaking, I am Encouraged in the Pivot From Growth to Value

I am emboldened on the pivot to value, after the release (and market response) to the earnings results at Twitter , Apple , Facebook , Alphabet and Amazon .   Google rallied back to +$140 (in after hours), and I have sold my position down to small-s...

The Earnings Floodgates Have Opened, Now Expect Violent Waters

The Earnings Floodgates Have Opened, Now Expect Violent Waters

Big tech reports are landing, and we are in for some rough trading over the next few days.

I Expect Apple Shares to Sell Off Further

* This recent short was my "Trade of the Week" (short) on Monday * I continue to see a pivot from growth to value Apple had a slight beat to expectations, though not as strong relative to consensus that Google and Amazon achieved. Significantly, iPh...

Back of the Envelope on the Important EPS Releases

My panel and presentation just ended, so I will be able to comment briefly about the earnings earnings releases.   To begin with Alphabet's numbers were amazing -- beat on every metric. (I have been consistently adding to this name as recently as ye...

Trades

I was active trading yesterday:  * I took a long rental. * I added to , , , , , , , and longs. * I covered small (still medium-sized), (from large-sized to medium-sized), (still medium-sized) and (still medium-sized) shorts. __________  Long GOOGL (...

Earnings News Will Provide a Respite From Covid and Election Uncertainty

Earnings News Will Provide a Respite From Covid and Election Uncertainty

There is little reason to anticipate a sustained bounce at this point, but there are positive aspects to the price action.

Nasty Mix, Lockdown Anxiety, Measuring the Fears, Super Bowl of Tech Earnings

Nasty Mix, Lockdown Anxiety, Measuring the Fears, Super Bowl of Tech Earnings

In plain speak, they ran for the exits on Wednesday, This week has been a period of intense institutional distribution.

Pinterest, Snap and Microsoft's Reports Point to a Online Advertising Rebound

Pinterest, Snap and Microsoft's Reports Point to a Online Advertising Rebound

E-commerce advertising remains strong, and it looks like brand ad spend rebounded sharply as Q3 progressed.

This Isn't March All Over Again, but It Feels Familiar

This Isn't March All Over Again, but It Feels Familiar

We see some parallels between March and the current market action, but also some major differences.

More Alphabet and Goldman

- I am raising my buy level for Alphabet  from $1450 to $1525 - and I am bidding for more stock.  - Goldman Sachs is back down to my buy level. Bidding for more.      

Looking for Diversification in the eSports Space? Consider Corsair Gaming

Looking for Diversification in the eSports Space? Consider Corsair Gaming

I'd keep my eye on strength outside of earnings, and CRSR has been strong.

For AMD Traders Now, It's Fundamentals Vs. Technicals

For AMD Traders Now, It's Fundamentals Vs. Technicals

I love the Xilinx deal, but the technical picture is a concern and should be followed closely.

Apple's Shares Could Fall If the DOJ Threatens to Change the Profitable Ties Between Google and Apple

"There's a risk, if you play it out, that there actually could be more financial impact to Apple than there is for Google," said Toni Sacconaghi, an analyst for Bernstein. He estimates that Apple's stock could fall as much as 20% if the deal with Go...

The Market Grows Nervous About the Election, Covid-19, Earnings and Stimulus

The Market Grows Nervous About the Election, Covid-19, Earnings and Stimulus

Traders have managed to shake off the headlines up to now, but that is becoming more difficult.

Subscriber Comment of Yesterday (Part Deux)

Neil S • 10 hours ago Based on the reaction of GOOG's stock to being sued, FB investors are probably saying "bring it on". FTC huddling as end to Facebook antitrust probe nears - report The Federal Trade Commission is "huddling privately" to discuss...

Here's the Bottom Line on Tesla

Here's the Bottom Line on Tesla

TSLA has had the premium EV market virtually to itself for 3.5 years and should be printing profits, but it's not.

(Today) I Give the Market a Bad Name

* The technical and fundamental signposts could be spelling near term problems ahead * Yesterday I moved to a medium-sized short exposure - adding to and initiating more short positions * I have a negative short and intermediate term market view  "A...

Jim Cramer: Picking Stocks? Better Listen to Your Kids

Jim Cramer: Picking Stocks? Better Listen to Your Kids

Just take the three most obvious letters in FAANG -- Facebook, Apple, and Netflix -- they were all ideas from my children.

Tweet, Tweet!

* SNAP's extraordinary top line results bode well for Twitter and its shares  I have long felt that Twitter has an unusual platform - one that can not easily be duplicated.  Yesterday, with the great Snap results (SNAP shares were +$6.70 in pre-mark...

Action Jackson

A lot to discuss -- the markets' reasonably large drop from the day's highs, Netflix's  very weak subscriber adds (and $32/share drop in the after hours), Snap's good usage numbers (and its salutary impact on Twitter's shares after the close (up $3/...

Bring on the Breakup of Alphabet

* I would buy more Alphabet if weakness develops * A government breakup will likely take more than five years * That said, a government breakup (which is unlikely) would hasten the realization of Alphabet's value (much higher)  While it is clear tha...

It's 'Active' Vs. 'Passive' and the Winner Is ...

It's 'Active' Vs. 'Passive' and the Winner Is ...

Both, actually. But the one who came out way ahead might surprise you.

5 Thoughts on Apple's iPhone 12 and HomePod Mini Event

5 Thoughts on Apple's iPhone 12 and HomePod Mini Event

While 5G took the spotlight, the iPhone 12 line's camera improvements might ultimately be a bigger draw for many consumers.