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Using it shares of Google are up more than 40% year every year the stock he brand new -- -- stock price David 71.
-- you weren't looking because everybody was watching Google's arch rival Apple's stock plummet.
Got about 20% year every year I didn't notice Google is moving higher but we've been telling you is another question becomes.
With Google pie apple lower will Google continue to dominate it won't happen make some kind of tramp that come back.
Joining me now -- Jeffrey's editor for -- -- my son can't tell us which -- should be in our portfolio hi Jeff.
I I don't an okay job but -- -- a big believer in Google instead apple and that's just because.
I mean if you look at kind of the fun of battles Apple's -- -- had this -- -- reiterating track ground here where for the last three quarters revenues dropped from.
25% growth 18% growth to 11% growth that last stock quarter we just saw the first year over year profit decline in a decade.
So the fundamentals -- on Apple's side Google on the other hand the last recorders grow revenue by 30% or more I think that.
There's just more more growth -- -- -- partially because you know Google is just a giant of online advertising but it's got a couple other things cooking like today we heard about.
You know the paid version of -- to -- -- not win this state is not gonna cure cancer or anything like that at least they're exploring irrelevant.
I think you -- finally when you look at YouTube which has.
So many people jumping -- -- every five seconds is fascinating to see why it's taken a -- but now but the news today was that YouTube announced they would have a bunch of shows that will cost money everything from Sesame Street we have a whole list we could put up.
But here's the question about the paid advertisement it's still -- bread and butter these costs per click.
And in essence their main source of revenue saw -- 4% deep -- here every year in the most recent earnings report that doesn't concern you.
Well it does concern me -- not act like this is.
A sure fire thing right here because apple does have a lot going for it I mean it's it's pretty reasonably valued it's got a hundred billion dollars is going to return capital -- shareholders so it's not like -- a dog and -- the automatic winner here Google has its troubles.
But you know I'm really encouraged by this -- -- 2011 manifesto that Larry Page put -- that said.
They're just gonna put more wood behind fewer and -- so they have.
A focus on the business of trying to figure out new revenue streams in addition to the online advertising but to be more more prudent in what they're doing what they shut down Google Reader they're not.
Throw money around it as many -- -- as they used to and I think they're being more focus and one of those areas is kind of paid contents through YouTube and and also -- had a hardware business it's coming out with some of the Motorola stuff.
On the heels of that acquisition is finally sort of pay dividends I got the nexus line there's this rumor the next phone coming out.
So it's not all Google glass you know there is -- tangible things.
They Google is still at a Wal-Mart one more -- real quickly and annual report it said that last year 860 million dollars came from.
Other projects now I know Google is a huge company that's really only like six -- some percent of revenue but 860 million dollars is not you know but.
But it's not a I mean feat even if it is you know rounding error for Google also there's potential there.
OK so so what we brought up Larry Page for those who don't know of those who probably knows a publisher living under a rock Larry Page was one of the founders along with Sergey Brin.
He and Sergey were running the company than they brought in Eric Schmidt a grown up.
And then Eric recently stepped up to just chairman and these guys came back in fact Larry Page had a a little bit of a rocky start what do you grade him now he looks very strong as a leader does not.
Yes out of me and that's kind of the name of the game here is -- I think leadership wise he he ranks really well and and that's kind of one of the sentiment things around apple they didn't cost me to be a little bit negative and frankly -- traders that I know even -- -- rebounded from 385 just a couple weeks ago upgraded it what do you great Larry what are you -- Tim Cook at apple.
I mean I'd I'd probably get is that Tim Tim -- probably like as -- -- be modest and I don't wanna be too critical he's a huge shoes to fill -- but I mean selling just a cheap iPhone just lower the price going to reduce in the margins even more.
That it got to cut it I mean I think at least Google has its arms around where it needs to be whether or not.
You know YouTube is just skating or the -- is that they never put in the goal I mean that's the reason that that's -- decent question actually relievers.
They -- the hockey analogy and not soccer.
For the Rangers -- Rangers -- sorry they've got to do east West Coast quick last question here.
Last question make it very clear if -- -- -- short circuit to tell me to buy Google at the highs here and not apple in my portfolio.
Yeah I know it's classic you know how to buy -- type of thing but remember if you're underwater apple because you were trading at around five or six I mean.
You you can make I believe you can make your money back fast drinks who will then you are -- an apple I feel like it's up against the ceiling right here you might get to two point 7% dividend but I think there's long term growth potential Google where you'll make more money not that Apple's gonna go bankrupt but I feel like it's about our trade the next eighteen months Geoff -- with -- -- know I.
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