The Top Internet Stocks of 2012

This video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker discusses topics around the investing world.

A quarter of the way into 2012, we're already seeing some major winners in the software and services market. Tudou is up 195% on the year thanks to its merger with Youku, while another Chinese company, NetQin, is the second best performer this year. However, what fascinates Eric is that enterprise-themed social-media plays are also soaring. Jive Software is up 69% so far this year, while LinkedIn has seen its own 64% pop. While exuberance around the pending Facebook IPO is surely a cause for these company's success, both of these companies have stronger business models than their social-media peers that rely on advertising. If these companies fall back from their huge gains on the back of any social-media selloff, they're two companies that would be worth investors' attention.

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At the time this article was published Eric Bleeker has no positions in the stocks mentioned above. The Motley Fool owns shares of LinkedIn.Motley Fool newsletter services recommendLinkedIn. Try any of our Foolish newsletter servicesfree for 30 days. We Fools don't all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.

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