Alphabet Inc (GOOG)

(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.

(A Top Pick Dec 17/14. Up 50.07%.) This as a tremendous company with so many products coming down the turnpike. It is not just Search, it is all these other things they do, including their capability of going head-to-head with Microsoft’s office productivity products. He could see it going to $1000 a share. He would like to see them have a dividend.

From a long-term perspective, this is a great story. The company separated out from their different divisions making it a lot easier to understand. Also, the Search business is very, very strong and continues to do well. Feels that people are very bullish on the company.

(Top Pick Sep 30/15, Up 19.71%) He is going to keep owning it.

(A Top Pick Oct 21/14. Up 37.53%.) He liked the way they were positioned. Have finally started to deliver on earnings in the past couple of quarters and the multiples increased. People like the restructuring. They own the most powerful smart phone operating system globally, in Android which they are giving away for free.

(A Top Pick Feb 19/15. Up 31.28%.) He continues to like this. The multiple has crept up a little bit over this last year. Earnings have continued to grow. Trading at 20X earnings (17.5 if you strip out the cash). A great company and they dominate the business that they are in.

He is going for the new company, the hold-co. There are two businesses. The old legacy stuff is separated, but this has the rest as well. It has long term upside. It generates tons of cash. He is looking forward to their first earnings release. He took a small position just to see. He thinks the market will have better visibility and will like it.

(Top Pick Nov 19/14, Up 22.75%) It’s now called Alphabet (name change only). This name change tells him that there are so many things inside that they have not monetized. They know so much about you. It does not matter what goes on in China, this one will do well. You may see them spinning off businesses into separate companies.

They are doing a lot of interesting things. The way they restructured their company made a lot of sense. They have lots of cash and a great balance sheet. He thinks they should be paying a dividend.

(Top Pick Sep 30/14, Up 8.17%) They monetized a lot of the initiatives of some years ago. The big thing that is happening is that they are becoming a real company. They respond to their stakeholders. The street is very positive to their management change. They have grown into their stock price. They are reasonably priced. They are growing at 20% still.