Google Pullback Absolutely a ‘Buy’: Stephanie Link

Google’s track record in monetizing the mobile space where Facebook hasn’t yet makes it an exciting stock, Stephanie Link of TheStreet.com said Monday on CNBC.

“I think a lot of money came out of Facebook,” she said on “Fast Money.”

Google Pullback Absolutely a 'Buy': Stephanie Link
Google Pullback Absolutely a 'Buy': Stephanie Link   

“I think people looked at Google, and they’re looking at cost per clicks. They’re looking at their display business, their online video business.

“There’s a lot to get excited about for Google. It’s trading at 11x cash. I know it’s had a nice move — I’m not chasing it right here — but on a pullback I think it absolutely is a ‘buy.’”

For Stephen Weiss of Short Hills Capital, the bigger question was about Apple and whether there would be enough newness in the upcoming iPhone 5 to make users want to upgrade.

Weiss said he was long calls and short puts, “so I’m believing that there is, and that will create the next leg in Apple stock.”

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Trader disclosure: On Sept. 10, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders: Stephanie Link is long AAPL; Stephanie Link is long JPM; Stephanie Link is long CVX; Stephanie Link is long AIG; Josh Brown is long AAPL; Josh Brown is long WFC; Josh Brown is long GDX; Josh Brown is long GLD; Josh Brown is long XLU; Josh Brown is long TLT; Josh Brown is long XLF; Josh Brown is long WMT; Josh Brown is long TGT; Josh Brown is long CVX; Josh Brown is long P; Steve Weiss is long AAPL CALLS; Steve Weiss is long AIG; Steve Weiss is long WLP; Steve Weiss is long QCOM; Steve Weiss is long AMTG; Steve Weiss is long CLNY; Steve Weiss is long M; Steve Weiss is long UGL; Steve Weiss is long MSFT; Steve Weiss is long HK; Steve Weiss is long LCC; Steve Weiss is long VZ; Steve Weiss is long T; Steve Weiss is long VOD; Steve Weiss is long TOT; Steve Weiss is short VALE; Steve Weiss is short AAPL Puts; Steve Grasso is long AET; Steve Grasso is long ASTM; Steve Grasso is long BA; Steve Grasso is long F; Steve Grasso is long LNG; Steve Grasso is long MHY; Steve Grasso is long NVIV; Steve Grasso is long PFE; Steve Grasso is long S;

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