September 22, 2012
Up today: Google's incredible potential to own the advertising triple crown of becoming the No. 1 display ad, search, and mobile advertising company in the world. Google is unseating Facebook with regard to display ads right now and continues to feed its virtuous cycle of more data feeding more targeting ads, which feeds better data. While cost-per-click rates have come down, it's being done at the expense of gaining market share in mobile, which spells a long-term win for the company. Andrew believes Google is still a compelling buy today and should continue to dominate for the foreseeable future.
Even though Google may have just topped Facebook at its own game, everyone's love-to-hate company right now isn't out of the race yet. There are still things every investor needs to know about the world's largest social network. We've outlined them in our newest premium research report. There's a lot more to this company than meets the eye, so read up on whether there is anything to "like" about it today, and we'll tell you whether we think Facebook deserves a place in your portfolio. Access your report by clicking here.