April 28, 2012
The following video is part of our "Motley Fool Conversations" series, in which consumer-goods editor and analyst Austin Smith and senior technology analyst Eric Bleeker discuss topics around the investing world.
As part of our ongoing series, Eric and Austin discuss a promising dividend payer to invest in and one to back away from. Eric is down on Comcast for a few reasons. He doesn't like that the company recently carried the albatross of being billed "Worst Company in America," but that's not his biggest reason for selling. He believes that tech companies like Microsoft, Apple, and even Intel have the ability to greatly disrupt the cable industry forever. If there's anything we know about tech, it's that change comes fast, and this upset could be just around the corner.
Austin is bullish on Corning. The company is looking dirt cheap these days, pays a nice dividend, and has a fat patent portfolio protecting its most valuable product, Gorilla Glass. Despite being sold off following weak flat-screen TV sales, Corning is still positioned to profit from the explosion of mobile devices in the future.
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