It’s Time to Take Profits in Google: Tech Pro

Google stock might be facing some pressure from Apple going forward, making it a good time to take profits, Darren Chervitz of the Jacob Internet Fund said Tuesday on CNBC.

On “Fast Money,” he said that the elimination of Google Maps from the Apple’s iPhone 5 operating system could mean lower profits for the online search giant.

If Apple continues to exclude Google, it could put downward pressure on the stock, Chervitz said, even as the Android mobile platform continues to gain market share.

“They probably can co-exist, but to be excluded from the Apple platform would be a negative for the company,” he said.

Chervitz’s fund also holds positions in Yahoo and China’s Sina, which he said carries a discount because of of a lack of transparency.

“There’s no way you can fully know what’s going on in those companies,” he said.

Trader disclosure: On Sept. 25, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s “Fast Money” were owned by the “Fast Money” traders: Steve Grasso is long MSFT; Steve Grasso is long P; Steve Grasso is long QQQ ; Steve Grasso is long HPQ; Steve Grasso is long PAY; Steve Grasso is long ZNGA; Steve Grasso is long COH; Steve Grasso is long IP; Steve Grasso is long KSS; Steve Grasso is long VLO; Pete Najarian is long AAPL; Pete Najarian is long C; Pete Najarian is long GS calls; Pete Najarian is long JPM calls; Pete Najarian is long SBUX; Pete Najarian is long FB; Pete Najarian is long MSFT; Karen Finerman is long AAPL; Karen Finerman is long AAPL put spreads; Karen Finerman is short AAPL calls; Karen Finerman is long BAC; Karen Finerman is long JPM; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long MSFT; Karen Finerman is long GOOG; Karen Finerman is long M; Karen Finerman is long MHP; Karen Finerman is long FS; Karen Finerman is long SPY; Karen Finerman is long MDY; Karen Finerman is long KFS; Tim Seymour is long BAC; Tim Seymour is long INTC; Tim Seymour is long SBUX.

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