Motley Fool Money is a one-hour weekly business radio show syndicated to radio stations across America. On our most recent show, host Chris Hill talked with our analysts about some stocks on their radar. You can catch this week's show online at motleyfoolmoney.com. In this lightly edited transcript, the guys share three stocks on their radar.
Chris Hill: Let's talk about the stocks that are on our radar, and Tim Hanson, we'll start with you.
Tim Hanson: You know, we talked about energy a little earlier in the show, and I have been looking at the energy sector recently. One company that has caught my eye that isn't a clear buy yet, but I'm certainly looking at, is Total
Hill: What is the ticker symbol?
Hanson: That is on the New York Stock Exchange, TOT, Total, often pronounced "total," but you need to use your smarmy European accent when saying it.
Hill: All right, James Early?
James Early: You know, Chris, I agree with Tim, that deepwater is the future of drilling, and Total is actually an Income Investor recommendation. I am going to give you one more, ironically based on deepwater drilling, and that is Chevron
Hill: Joe Magyer?
Joe Magyer: Well, I know my heart is warmed to hear that about the eco-projects. (laughter)
Hanson: There's probably a pretty low bar there.
Magyer: I was actually going to go with Exxon, but for the spirit of mixing it up for the listeners, I will go with Google
Hill: I was going to say, not only are you a value guy, you're a cheap person in general.
Magyer: Sure, sure. Thank you.
Early: I am looking at these striped pants that Joe is wearing. Did you get those on sale?
Magyar: I did, deep value.
Hanson: And that was a free shirt and free hat, is that right?
Early: And free iPad, actually. He told us the story, the iPad he got free.
Magyar: I don't even own my own shoes. So the Google story, it is what everyone thinks is this growth stock that doesn't have any sort of moat to it. This is a great business. It's got $30.5 billion in cash. They dominate Internet search. They have 98% of market share of mobile search, which is the next big frontier in computing. They get 2 billion page views a day on YouTube, which they are only just now beginning to monetize. It is crazy to think that YouTube is only five years old, but they are pulling in 2 billion page views a day. There is a lot of optionality there, a lot of room to run.
Total and Chevron are Income Investor selections. Google is a Motley Fool Rule Breakers selection. The Fool owns shares of Google. Try any of our Foolish newsletter services, free for 30 days. The Fool has a disclosure policy that's free, much like Joe's wardrobe.