Alphabet Inc (GOOG)

Still executing very strongly in all areas. They spent $3.2 billion on net and have a lot of robotic companies. They are weighing in on a lot of the core key businesses. On this pullback alone, he would get the GOOGL-Q shares.

He did not buy this on the IPO because that was a speculation. It matured and the certainty improved. He would rather pay a much higher price for certainty. This has been a very successful investment for him.

They all came off over the last month and a half. Valuation is not that high given what they have. They own the search market. Would add to it if it comes off more.

Have a slightly cheaper price than the voting shares. No point in voting shares unless you can influence the vote or something. It is more the excitement factor and that is not a compelling investment proposition. She owned it at one point and it hit her valuation.

The voting shares. You should always own the voting shares. They don’t want control to fall to someone in the marketplace if one of the top guys dies. A great company.

Currently out of, but a name he would like to be back in. Not a lot of people understand all the moving parts. Growth ratio is great. Nearly 20% earnings growth. GOOGL vs GOOG is the one most people seem to be going with. But they should mostly move in tandem at this point.

They did a stock split and created a ‘C’ class. The ‘A’ is GOOGL and the ‘C’ class is GOOG. ‘A’ are voting, but ‘C’ isn’t. This was issued with the idea of doing acquisitions. The value of the company has not changed, but the number of shares has.

Has done very well from a price standpoint. Has kept up in terms of fundamentals. Going to earn somewhere in the area of $50 a share this year. Not inexpensive, but growing very nicely at around 20% on both the revenue line and the earnings line. The story here is the mobility aspect.

(Top Pick Feb 5/13, Up 59.35%) The risks going forward are in execution. Motorola acquisition was a failure. They recognized it was not a fit and moved away. Google took YouTube and monetized it to the point it is a huge success. They are an advertising company and not a technology company.

Yahoo (YHOO-Q) versus Google (GOOG-Q)? Google has 60%-70% plus of market share in terms of Search and is clearly the dominant player in the space. On ad based revenue growth, they been able to grow and currently have a new “enhanced campaign” for targeted marketing. If you want to play search, growth in mobile and ad revenues, this is the one to play.

Likes this a lot. Sold his holdings a couple of months ago and it’s a name he would look to get back into. It is currently in overbought territory. 1.1-1.2 peg ratio. Great name long-term going forward. If he could see it back down to $1120 or $1050, that would be better entry points for him.

This company has growth in front of it. More expensive, but it is expensive for a reason.

A wonderful company. A toll road on the Internet. Advertising demand should increase as the economy improves. Online sales are still in its infancy. He prefers Apple (AAPL-Q).

(Market Call Minute.) Great brand but expensive.

Trading at a reasonable valuation. Good revenues and earnings.