The search giant's first-quarter results underscored the fact that even with Android's explosive growth, Google's bread and butter remains its still-fast-growing advertising business, says Morningstar's Rick Summer.
The Oakmark manager discusses a value case for Google, his team's three-pronged investment approach, and why capacity is not a major issue for the Oakmark Fund.
Cliffs plus ceilings, the Fed plus tightening, and Google plus regulators are just some of the pairings that caught investors' interest this week.
Five stats from the market and the stories behind them. This week: falling sales for Wal-Mart, rising hopes for Google, and a tremendous jump in Japan.
Firm looked to Google, Food Network, Ticketmaster for inspiration,
Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.
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