Alphabet (GOOGL), Microsoft (MSFT), Home Depot (HD) Stock Picks

<p>"Earrings have been just stellar. I mean, you look at Microsoft (MSFT) and Home Depot (HD), and a wide variety of companies across the whole lot of different sectors. They not only are exceptional in their level of growth, but in their persistency they just go quarter after quarter after quarter," says George Seay. He weighs in on growth, cyclical, and international stocks. Finally, he discusses Alphabet (GOOGL). </p><p><br></p>