Alphabet Inc (GOOG)

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.

(A Top Pick Feb 8/17, Up 24%) It has been a great place to be. Their other areas are a drag, like autonomous driving and so on. It would be nice to see them get the ‘other’ bets’ size down and give more disclosure. They have enormous cash to repatriate.

32 quarters in a raw for 20% plus revenues growth. Amazing margins. They are killing on digital ads. (Analysts’ price target is $1271.39)

Great company. Ranks it third among the FANGs. Ranks Facebook and Amazon higher. Can't comment in detail about Google's recent tax hit due to U.S. tax reforms, except it's a one-time thing. Don't buy or sell based on deferred taxes.