Alphabet Inc (GOOG)

Last week's earnings: everything was good except for the width of their margins. He would definitely buy this for many reasons, such as their progress in AI. The privacy issue hitting a lot of tech stocks won't go anywhere soon, but keep
buying Apple.

His model price is $661. He would see $850 as a screaming buy. It had good earnings yet the stock went down. There may be concern of data collecting and privacy. He has owned it for years and would buy more on a pull back.

He likes Google at the present level. If it drops another 5%, he will like it even more. It is showing strong earnings growth. He thinks this is a great business at a reasonable price. If you strip out the cash portion of the price of Google, the stock trades (net of cash) at about 17x earnings. This has a dominant position in online advertising and continues to grow 20% per year, year over year. He sees this as a value stock. This company has spent a lot of R&D money. The public markets haven’t liked this but he thinks that’s the right thing to do.

He thinks this is a great company. You still have 15-18% growth expectations over the next few years. Issues over Facebook’s privacy policy has him being cautious, but he does not think they are as invasive as Facebook.

A terrific business. Huge amounts of dollars are moving from print to online and Google (and Facebook) are largely receiving them. Usage is growing and reach is enormous. Things will continue to go well. Strong cash flow and balance sheet. Through Waymo, Google is a leader in self-driving cars, too. They're spending on R&D so they could spin off more opportunities in the future.

She's held it for a long while. With the recent pullback, valuations are attractive. They will continue to grow 15-20%. There's still growth in their online advertising and Google already hold a large share of digital ads. Regulatory scrutiny in this sector is a risk, yes. (Analysts' price target $1,275.41)

(A Top Pick May 17/17 Up 8%). With Mark Zuckerberg providing testimony lately, there could be future concerns. At present all is well and there is lots of runway for growth. They have posted 32 quarters in a row of 20% revenue growth or more. The fundamental drivers provide unbelievable growth opportunity and he is going to stick with

Trading 20x forward earnings. Have US $80 billion in cash, so likely to buy back stock at a hefty pace. Have oodles of excess capital. Yes, there will be regulation. Their Waymo self-driving division will be the biggest one in this space. (Analysts' price target $1,275.27)

One of his largest holdings. Not too expensive. Rapidly growing revenue at 15-20%. Benefits from overseas tax repatriation. No debt. A great long-term investment, better than Amazon.

Has dominant 70% market share of global search and ad revenue which is growing 20% a year. 32 quarters of revenue growth over eight years. But need to get spending under control (in machine learning, autonomous driving and the Cloud, for example). They have scads of cash. (Analysts' target of $1,277)

(A Top Pick April 12/17 - Up 34.2%.) Their choice in the internet advertising space. Generates strong organic growth on the top line and also bottom line. Still buyers of the stock.

At what level would you put more capital into this? He thinks this is one of the cheaper technology companies. If this pulls back 10% he would buy in. A good growth stock at a cheap price.

Tons of runway ahead. Google search, Gmail and Youtube make up 80% of their revenue. They are an advertising giant. Would still buy it.

Amazon is growing on the advertising and could be a threat. He would be cautious because of that.

Added shares during the pullback as it dropped below 1100. Google still has a long way to run and the parent company has growth potential in many new areas. Grows its top line over 20% annually. Regulatory scrutiny, such as antitrust scrutiny, is the biggest risk for the company.