Why I Loaded Up on Google

In the following video, Fool analysts Jeremy Phillips and Austin Smith discuss Google (NASDAQ: GOOGL  ) , a stock that both hold in their personal portfolios.

Google's lead in the Internet search market is far beyond what investors see from market leaders in other areas, such as Apple (NASDAQ: AAPL  ) in the mobile market, Jeremy says. And he sees Google ramping up innovation.

Google has the best chance of generating advertising online because it is dominant in search and also has a strong email platform, Jeremy says. That gives the company access to a lot of user information that it can use in directing advertising and measuring its effectiveness.

Google really does own the Internet, Austin says. It has an impenetrable moat that continues to grow.

Jeremy also sees Internet-connected television as an area of future growth for Google, possibly starting as early as this year.

Both analysts see Google as a long-term winner for investors.

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  • Report this Comment On January 06, 2013, at 3:40 PM, TimKnows wrote:

    Hands down Google is a much better investment versus Apple, thanks.

  • Report this Comment On January 06, 2013, at 5:08 PM, deasystems wrote:

    Google's P/E is twice as high as Apple's yet its growth rate and profitability are much lower. In addition, Google is experiencing a continuing decline in cost-per-click rates--a serious fundamental issue for the company's overall profitability.

    Also, the assertion that Google has an "impenetrable moat" is clearly untrue: The search market has many viable competitors with new entrants, e.g. Blekko, appearing regularly.

    The deleterious effects of Google's unfocused direction and undisciplined management will soon be apparent.

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