Alphabet Inc (GOOG)

(A Top Pick March 10/15. Up 26.26%.) Loves the company. Reported excellent earnings. This is one of the juggernauts that you just have to continue to own.

This had a big pull back to $700. Reported a great quarter last week. This is the biggest online search company, and online advertising is a secular growth industry. Thinks it still only represents about 30% of the overall ad-spend when a company looks at their advertising budget, and it should increase over time. With this company’s dominance in search, they will get a larger share of that advertising budget. Thinks earnings can grow in the 18%-20% range for the next few years. Trading at a 20X multiple, and a 1.5 PEG ratio.

Feb 1 is earnings date. It is the first time we get enhanced disclosure. When companies enhance their disclosure, there is a bit of a coming clean and it possibly costs more than people think, but then there is the core business coming clean. You end up seeing a better trajectory for earnings growth. Near term there is some room for an uplift.

(Top Pick Feb 19/15, Up 29.30%) He is still happy with it. It has done very well since the new CFO came in. Facebook keeps stealing advertising revenue from them. They are getting great traction out of YouTube, though.

It is probably one of the best companies in the world, investing in future growth and they have a lot of future investment in the company. It should be great for the next decade. Are they moving away from core competencies with the car and glasses? You want to buy these stocks on pullbacks.

Technology is very attractive as a sector to look at, namely new technology. Valuation is not compelling. It is expensive, but overall it is a good name. This is one to keep an eye on and pick your spot.

(A Top Pick Dec 4/14. Up 34.8%.) Still likes this. Trading at about 25X earnings with a very high double digit growth rate. A 1.4X Peg ratio, which is pretty cheap for a world class name like this. Still sees very good growth and monetization in their mobile and video segment. The new CFO is doing a great job. Probably not a bad spot to start picking away.

(A Top Pick Jan 13/15. Up 47.45%.) Bought this when the stock had not been doing anything. Now they have a new CFO who is a bit more investor friendly. Have started to post good earnings, and she is expecting high double digit earnings. Also, the multiple has expanded. She is waiting for more of a pullback before adding more for new clients. This is the leading search engine which means they are going to attract advertising dollars. Online advertising as a percentage of advertising budgets is still only about 25%-30% of the overall budget, so that can continue to increase shares.

(A Top Pick Jan 9/15. Up 52.45%.) One of the few superstars in the US market last year. This still looks in play. The drive in the market is still technology, which is where the growth has been.

(Top Pick Dec 9/14, Up 43.60%) They are now going to report by segment. The multiple is expanding. They will continue to grow in the teens. She is waiting for a pullback before initiating positions. She thinks online advertising will continue to grow.

This is a great company because they have the spirit of independence. They have now merged that with operating a company with a variety of stakeholders and have brought in a variety of professionals. Innovation is the key. They innovate first and monetize second.

(Top Pick Dec 11/14, Up 40.15%) Investors are still confident that people are searching with Google on their mobiles. They are buying back stock.

He loves it. They are so dominant in their field. They are now isolating the core Google. Then you realize how profitable it is.

(A Top Pick Dec 4/14. Up 41.58%.) He continues to like this. Trading at a pretty decent valuation at 24X forward earnings, with an 18% long-term growth rate. Still sees very healthy growth and monetization in mobile and video. YouTube is looking to obtain streaming rights for movies and TV to compete against Netflix and Amazon. Expects the stock will continue to do well.

(A Top Pick Sept 30/15. Up 19.04%.) There have been some real winners in the Tech sector. This is involved in so many good things. The chart is great.