Alphabet Inc (GOOG)

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.

One of the strongest, most innovative companies out there. It is going to be a bit volatile. He believes in the big tech companies right now, which have been undervalued for a long time. Not the growth story it once was, but is considered a core technology holding.

This is great. Not a typical $5 range kind of stock. Volatile, but has been acting very well. If there is any big drop off on an earning’s hit, etc., he would take that as a buying opportunity.

Largest Internet Company globally, specializing in search and advertising. They control 74% of the US Internet search engine market, and nearly 60% of the global search ad revenue. With the YouTube volume growth, increasing mobile ad sales and more cost controls, that should continue to drive the bottom and top lines. Trading pretty cheap at 20X forward earnings. 15% long-term growth rate, gives it a 1.3X PEG, which is pretty good for a large cap technology brand. Added to his position last month in the $705 area. Thinks it can get back up to the $800 level quite easily.

(Top Pick Jul 7/15, Up 36.24%) They continue to grow. It finally had a couple of good quarters. He is comfortable buying it here.

Has strong growth and is monetizing it through ad spending, and is obviously going more digital. They also have their other bets, such as curing aging through Calico. They are getting into the public cloud as well. Also, has 70% market share of Core Search. Growing at 20%. He has a $1000 target on this.

A very difficult stock to get your hands around, because like any high growth stock, it has a 70 P/E ratio. They could come out with profits that are 20%, and yet the stock could go down, because the market was expecting greater growth than that. For him, it is just too dangerous. It is really difficult to beat the market over time, but you can match the market with less risk, by focusing on companies that are more value priced, and this one is definitely not value priced. There are better ideas out there.

The core of their business grew 20%, but it was a miss and disappointed. $.85 of every advertising dollar is going into Google or Facebook (FB-Q). Google is really not competing on any of the enterprise levels. They are really starting to monetize YouTube, which they acquired 10 years ago. The new CFO is very well respected on the financial side. P/E ratio is around 19. They are growing 19%-20% a year right now.

Overall this is a good name. Facebook (FB-Q) and this company are standing ahead of the pack in terms of what they are doing being innovative. Thinks that it will recover after the next week or 2.

A great company and a very good business model. It has been getting more revenue out of the business, keeping costs reasonably in check, and being a little more shareholder oriented.