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Jim Cramer: I've been buying Alphabet/Google for years and have approximately 100% gain on a few hundred shares. The size of the position does not overwhelm my portfolio. Other than protected gains, why should I sell my shares to buy something I am less enthusiastic about?

Jim Cramer: Okay, this is really important. You're playing, basically with the house's money if you sell, say 50 shares. I like playing with the house's money.

Jeff Marks: Sure.

Jim Cramer: Because, then I never sell. I don't have to sell, it's already basically, going to just pay off. I don't like again, this false dichotomy. I want to sell that, maybe buy something that you think is inferior or superior. If you're short of cash and you want to buy another stock, you can feel free to sell any stock. Google we love, I think they can do a lot. Ruth Porat is my friend, she's the CFO. I keep thinking that they'll not be caught up one day into this weeds of tack, maybe it'll be YouTube. But, what I would say is bulls make money, bears make money ... What I said to Dan Schulman from PayPal, sell a little. Book some.

Jeff Marks: Yeah, you could sell a little, but still hold on, because they also have good Cloud opportunity too. The poached the LeBron James of Cloud.

Jim Cramer: Yeah.

Jeff Marks: There was a nice Wall Street Journal article write up on that. I mean, there's a lot of different businesses that they like ... Excuse me, the other bets too. Such as Waymo, Verily, sometimes I feel they're not even in the valuation.

Jim Cramer: I know.

Jeff Marks: Because, of how these long-term drivers into -

Jim Cramer: My wife's friends, there's a guy who's in charge of their health, but not the verily. He's a genius, he ran this thing called Geisinger, it's a healthcare system. You never seen him, but I'm told he's going to have something big in healthcare. This is still early in the process.

How do you play the stocks you buy?

During Jim Cramer's members-only Action Alerts Plus monthly call, a member asked, "I've been buying Alphabet/Google (GOOGL - Get Report) for years and have approximately 100% gain on a few hundred shares. The size of the position does not overwhelm my portfolio. Other than protected gains, why should I sell my shares to buy something I am less enthusiastic about?"

"Okay, this is really important. You're playing, basically with the house's money if you sell, say 50 shares. I like playing with the house's money." said Cramer.

Jeff Marks, senior portfolio analyst for Action Alerts Plus, agreed with Cramer.

"Yeah, you could sell a little, but still hold on, because they also have good Cloud opportunity too. The poached the LeBron James of Cloud."

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