In this video, Andrew Tonner explains why Google is still a good investment despite its recent run. The most compelling reason is the advertising revenue Google receives from its mobile Android search engine. While mobile advertising isn't as profitable as desktop advertising, Google improved its cost per click by 2% last quarter and may have developed a more lucrative advertising model. Google also is simply a remarkably innovative company with a wide industrial moat. While trading at a fair price today, Google will be hard to disrupt in the future and is likely to reward investors getting in today.

Andrew Tonner has no position in any stocks mentioned. The Motley Fool recommends and owns shares of Google. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.