Alphabet Inc (GOOG)

It's an advertising machine. They continue to grow at a 20 clip. It's a core holding. A great value stock. It has a 50% market share in online advertising. (Analysts' price target: $1245.88)

Look at the ad spending dollars, greater than TV. We have another great 5 years ahead of us. This is one of the best spots and so it the PE. People go to Google for answers. (Analysts’ target: $1,246.32).

What's your 5-10 year outlook? It's now an attractive entry point given the current pullback in tech stocks. The company continues to grow though operations like cloud services and the driverless car. It's difficult to have a 5-10 year view for any tech company, but she's confident in this stock for the next year. Always be aware of new innovations in this space.

They and Facebook own so much online advertising. They've had 32 strauight quarters of 20%+ growth. They have many investments, like Youtube, that they haven't fully milked yet; and Android operates 60% of the world's cellphones (Analysts' price target $1,236.11)

It doesn't like as good as Amazon or tech peers. It's in danger of seeing lower lows. Hold to see if it breaks above the high-$900s, then buy.

Hold or change to a FANG stock ETF? FNG-N gives you all the Internet plays. It is speculative. We have 6 to 12 months of equity market potential here. Don’t look to it going much beyond the previous highs. It could fall 30-50% in a recession.

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.