Alphabet Inc (GOOG)

(Top Pick Aug 6/15, Up 21.21%) He thinks it is a great company. He likes the recurring revenue from their various products. He also likes that you are buying lottery tickets on all the things they are inventing.

It has tremendous long term growth potential. Even today’s valuation is not all that expensive. They do a god job of getting mobile advertising dollars. They have significant market share in the cloud.

They own digital advertising very well and the search engine is strong. With the Android system they have 75%+ of global mobile devices running on this platform. If they ever monetize that, there would be tremendous value. They kick off huge cash flows. You are getting this for a market multiple.

Earnings are coming up soon, so you need to make a decision on how you feel about their earnings report. Of all the tech stocks, this has lots of growth, well-managed and is relatively cheap. Longer term she likes this.

Digital advertising is one of his favourite themes. There are no competitors that can stack up to this and Facebook (FB-Q).

(Top Pick May 13/16, Up 1.23%) They can monetize YouTube. More money is coming from TVs, Google and YouTube. It is a phenomenal story and they still like it.

Internet names have pulled back in the last few weeks, and are just starting to recover now. This is well positioned for a secular play on Internet online advertising, because they are the leading search engine. They will garner a good portion of the advertising budgets for companies that do that. Online advertising only accounts for about 35% of the overall budget, so she thinks it is going to be continued growth in that category. Attractively valued.

(Market Call Minute) If you have a long term time horizon of 5 to 10 years they are a good company to own.

The only FANG stock he likes, because it is the most profitable and has a wonderful balance sheet, and they dominate the search business. This is one you could definitely buy here. Just keep in mind that the Cdn$ is also down. An attractive entry point.

A wonderful company. The splitting of their divisions was a good thing. Advertising continues to be an important part. The company continues to grow including a shift from desktop to mobile, searches targeting your history experiences, home connectivity, etc. Good valuation.

Best growth in technology. They own the Android operating system and are giving it away for nothing. If you ever monetized that, it would be a huge value for them. What they know about the consumer has so much value. They are positioned better than anybody to get all this growth.

(A Top Pick June 9/15. Up 34.74%.) This is a play on the Internet and online advertising. Online advertising still has a very strong secular growth trend. When looking at online advertising globally, only about 35% of the overall budget is allocated, so there is still a potential of growing at double digits.

He likes to own things that has a secular, long-term tailwind. This company is dominant in advertising, search and in the cloud. These are all high growth areas and will continue to grow. Stock is hanging in particularly well relative to the market.

She finds it is a little pricey. Has been able to consistently hit new highs, but for her, valuations are a concern. Doesn’t see this as a great entry point. Wait until there are some nasty headline risks.

(A Top Pick April 7/16. Down 3.19%.) This tends to do well between March and July. It essentially runs up into developer conferences which happens at this time of year. If it could break out above the upper limit of $800, you could see further upside. There is still a bit of period of seasonal strength left, up to mid-July, which is the end of the summer rally period.