The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
David has a very simple strategy that he wants to share with investors: Buy mobile computing leaders, and sell PC makers. In 2011, 550.9 million smartphones and tablets hit the market, compared to 351.4 million desktops, laptops, and netbooks. And mobile device adoption is still growing very, very quickly. PC makers Dell and Hewlett-Packard may look cheap, but they are cheap for a reason -- because their futures don't look very promising. David doesn't think investors can buy just any company in the mobile space, though. Companies like Research In Motion and Nokia, previous leaders in the space, are behind the mobile curve and won't be able to catch up. Within their 10-Bagger, real-money portfolio, John and David have invested in the leaders: Apple and Google. Not only are both companies at the forefront of mobile trends, their stocks are attractively priced relative to their very bright futures.
If you're one of the thousands of investors riding Apple to spectacular gains, you're doing yourself a disservice by not looking across the whole variety of companies benefiting from the same trends that make Apple the most valuable company in the world. The Motley Fool has just released a free report on mobile called "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that also is a leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.
