On Friday's edition of Where the Money Is, Motley Fool financial analysts Matt Koppenheffer and David Hanson took a look at some of The Motley Fool's newsletter services and the formal stock recommendations made there, to tell investors whether or not they agree with the analysts' picks.

In this segment, the guys look at the Rule Breakers service, and the most important characteristics of a stock that give it the Rule Breakers distinction. They then discuss the difference between a stock that is actually overpriced versus a stock that only appears overpriced, and highlight Bank of Internet (NYSE:AX) and Zillow (NASDAQ:ZG) as two stocks from the financial space that may seem expensive at first blush, but are in fact two stocks that the guys see as having a huge growth runway ahead.