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Motley Fool Hidden Gems Investing

Motley Fool Money: 07.20.2012

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 20 July 2012

⏱️ 39 minutes

🧾️ Download transcript

Summary

Chipotle, Google, IBM,and Microsoft report earnings.  And Yahoo! names a new CEO.  Our analysts discuss those stories and share three stocks on their radar.   Plus,  we talk about the business of bouncing back with Andrew Zolli, author of Resilience:  Why Things Bounce Back.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Everybody needs money. That's why they call it money.

0:08.0

From full global headquarters, this is Motley Fool Money.

0:19.0

Welcome to Motley Fool Money. Thanks for being here.

0:21.0

I'm your host, Chris Hill, and joining me in studio this week.

0:23.0

From Motley Fool Inside Value, Joe Megger.

0:26.0

From Motley Fool Income Investor, James Early,

0:28.0

and for Million Dollar Portfolio, Mr. Charlie Travers.

0:31.0

Gentlemen, could you see it? Hey, Chris.

0:33.0

We've got earnings pollusa this week.

0:35.0

We've got the latest from Microsoft, Chipotle, Intel, IBM, and more.

0:39.0

We'll give you a preview to Facebook's first earnings report that's coming next week.

0:43.0

And as always, we'll give you an inside look at the stocks on our radar.

0:46.0

But we're going to begin with Google.

0:48.0

Shares of Google up this week after quarterly revenue came in 21% higher.

0:53.0

Joe Megger, that's the top line number. What's underneath the surface?

0:57.0

Oh, it's another great quarter. What would you dig into the revenue?

0:59.0

There are two big levers. One is cost per click.

1:02.0

So that's how much revenue Google actually gets every time someone clicks on an ad.

1:06.0

And the other is number of clicks.

1:08.0

Now, number of clicks was up 42%, which is pretty phenomenal.

1:11.0

But the cost per click was actually down 16%.

1:14.0

And the reason is they're getting more clicks from outside the US.

...

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