(A Top Pick Jan 18/19, Up 30%) Bought it when the market was too cautious. So many reasons to like this: ongoing revenues from Google search; value creation with Maps and Waymo; ad growth; free cash flow is returning. He see 70% EPS growth at 22x PE. This is better than even MSFT.
She does not own Facebook and is not inclined to. She favours Alphabet instead. She expects regulatory scrutiny to remain for Facebook for some time to come.
Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.
