Meta Platforms, Inc. (META)

(A Top Pick April 6/17, Up 22%) Today's news: It's a big issue about how people's data is being used, referring to Russian meddling in the 2016 U.S. election. Is this a data breach? Is this noise? This is tough for FB to defend. Enjoys huge user growth and revenue per user is up 28%. They're killing it, doing everything right. They have $42 billion USD in case to repatriate, so they have enormous cash flow. But he needs to see the smoke clear and wouldn't step in now. Very well set-up for secular growth.

They got two billion monthly users, but the key lies in mobile use which accounts for 85% of searches. They will monetize this well. (Analysts' target of $224.02)

Online advertising and social media. She prefers Alphabet (GOOGL-N). Faces regulatory risks.

In the end they are business and social media is not going away.

(A Top Pick Mar 9/17, Up 33%) Gangbuster advertizing growth. Adverts have gotten much more expensive.

Their revenues are expected to grow 35% this year. Revenue and earnings are going up faster than its share price so it is the cheapest it has ever been. (Analysts’ target: $224).

He does hold it, but it is not one of his favorite holdings. The big concern is that they have been growing through price based growth instead of increased volume and advertising. It can do well for the next few years. It has an attractive free cash flow multiple. He sees them considering a dividend policy being required.

(A Top Pick Feb 13’17, Up 32.08%) They and alphabet together own that segment. This is a reasonable valuation. Their monthly active users peaked last month in the US and turned down so you might want to watch this.

(A Top Pick Mar. 16/17, Up 23%) Owned this for a long time and happy with the returns. Has gotten into trouble from alleged "fake news" but have taken steps to alleviate that. Like their long-term focus with less corporate and advertising and more family-friendly. This will retain their users. Also have lots of applications. Lots of room to grown and monetize their brands.

One of his favourite FANGs. Very strong. User metrics that were recently released didn't hurt stock performance. Is an amazing advertising platform. ROIC is a stunning 24% and it's still rising, which is incredible.

Thought the earnings today were good. One thing people are concerned about is that the number of users in the US was down quarter over quarter, so they're going through a change up in the news feed. Thinks they have a very large opportunity to monetize the space they have. The social media theme is one that has a long way to run.

(A Top Pick Jan 26/17. Up 40.92%.) When you've got 2 billion active users plus, and a higher and higher percentage of your audience is using mobile apps there is more face time, which is a dream from a producers' standpoint, because advertisers want to pay more for that. But still, the advertising business has not caught up with the social media. There is still a long way to go for companies like this.

Her portfolios don't have much that touches the end consumer, just because of how quickly consumers change their minds. Recent surveys showing usage trends seem to be down on the younger age groups. That is always a concern with companies like this, especially when it is trading at its current valuation multiple. If consumers changed how they viewed this company, that could be disastrous for the share price.

(A Top Pick April 19/17. Up 26%.) One of the stocks you have to own. They are capturing market share and growing rapidly. Growing at about 50% per annum.

Great company. Last quarter they had earnings growth of 24%. They are doing all the right things. From a seasonal perspective, Technology are strong from October until January. We’re in a solid pattern here, no resistance up above, this is positive. It’s seasonally strong and technically hasn’t broken down. This is good to go right now.

Trading at a fairly reasonable valuation. Expensive at 30X forward earnings, but not bad considering that they have 1.6 billion eyeballs, in so many ways to continue to monetize. This is the future. There is more to go.