Stock of the Day: Google

The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Google is our Stock of the Day. First, Android is huge in emerging markets. Unlike the U.S., where carriers like Verizon give subsidies to manufacturers like Apple, there are no subsidies in emerging markets. So cost matters, giving Google an advantage. Second, there's YouTube, which is growing fast and generating lots of revenue. That seems to be a very valuable asset that doesn't get a lot of attention. Google is trading as if those significant trends will contribute nothing in the future, and that's a great opportunity for investors today. That's why we own shares and recently bought more.

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David Meierowns shares of Apple. John Reeves owns shares of Apple, Google, and Verizon. The Motley Fool owns shares of Apple, Google, and Microsoft. Motley Fool newsletter services recommend Apple, Google, Microsoft, and Yahoo!. Try any of our Foolish newsletter services free for 30 days. We Fools may not 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.

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