Alphabet Inc (GOOG)

They have taken ideas that people questioned could be monetized and then did that well, and then expanded into mobility. The market is getting caught up in the metrics of Google. The volume has increased dramatically. They are doing great in mobile. Android was their entry point.

Likes their innovativeness. Employees get to spend 20% of their time on projects that they want to look at. Likes the package of their various projects. Trading at only 15-16 times earnings.

This is one of the great growth stories out there. If it dropped down to the $830 range, he would probably add to his holdings. They are so dominant. Earnings are growing.

Used to own. Likes them in the phone market because they are paid by advertisers. Everything involves how do you get eyes on you. It was trading by 18 times earnings so she got out. Prefers Qualcom for handset investment.

Caller has done well on this. Wants to know if he should take some profits. It would be wise to take some profits. Company has had a great run and has done a really good job of competing against Apple (AAPL-Q). Not trading at an outrageous multiple. Continuing to own, you will do well with it.

His son works there. Has so many things going for it, but it may be the Apple of 2013, where it has a high and then pulls back. Starting to be expensive.

Doesn’t own, but following with great interest. Share price in the last month and a half has been horrendous. Wonderful company. In some respects it is just getting started in terms of advertising dollars and mobile exposure. Have wonderful products. Game changer and an innovator. You can’t go too far wrong buying this company. Valuation is too high for him.

(A Top Pick April 19/12. Up 36.78%.) A tech name that hasn’t really gotten credit until now. Most of its core revenues are from search engine advertising but he feels the market is probably realizing they are diversifying to things like emailing, mapping, instant messaging and Google+ (social media). Trades at 18X forward earnings. 15% long-term growth rate. Still pretty cheap. (Buy on weakness.)

Reasonably priced trading at around 15-16 times earnings. Monetized all the areas that people were worried about. Mobility is really the key for them. Activating somewhere around 1.2 million phones a day. Unbelievable what they are doing with Android. Mobile margins have started to stabilize. Ad revenues are still strong.

Trading at 15X earnings and feels earnings are going to grow at 30% over the next few years. Thinks it is breaking out here and suspects it will continue to do so. Dominant in franchise and Internet searches and is moving into mobile and has the rapid video platform.

(A Top Pick Feb 7/12. Up 23.96%.) Very strong fundamentals. Have a dominant position with the Android software system on mobile phones. Captures about 66% of all search volume globally. Very cheap and still growing at about 15% per year.

Bought this when it dropped down to the $650 range. Has been pretty puzzling long-term in the fact that it has a pretty good growth rate and just hasn’t really made those moves. PE is not too bad. You’re getting a great business and he doesn’t think there is much that is going to usurp their search engine business. This can be treated as a trading stock and when it gets a little bit frothy you can sell and buy when it comes down again.

(Top Pick Dec 14/11, Up 16.61%) A lot of people are concerned with cost per click dropping, but now they are moving to mobile. Revenues and volumes are rising. They are monetizing areas of their business that people said they wouldn’t.

(A Top Pick Oct 18/11. Up 15.67%.)

Trading in Google shares has been suspended after the internet giant released its third-quarter results early by mistake. Google blames financial printing firm RR Donnelley for filing an early draft of the results, which had been expected after the closing bell. Shares in Google were down 9% when trading in the stock was suspended. Shares had fallen as much as 10.5% at one stage. In a statement, Google said: 'Earlier this morning RR Donnelley, the financial printer, informed us that they had filed our draft 8K earnings statement without authorisation... We have ceased trading on Nasdaq while we work to finalise the document. Once it's finalised we will release our earnings, resume trading on Nasdaq and hold our earnings call as normal at 1:30 PST.'