June 22, 2012
The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
Google is our Stock of the Day. First, Android is huge in emerging markets. Unlike the U.S., where carriers like Verizon give subsidies to manufacturers like Apple, there are no subsidies in emerging markets. So cost matters, giving Google an advantage. Second, there's YouTube, which is growing fast and generating lots of revenue. That seems to be a very valuable asset that doesn't get a lot of attention. Google is trading as if those significant trends will contribute nothing in the future, and that's a great opportunity for investors today. That’s why we own shares and recently bought more.
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