The Latest Data for Mobile Investors

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.

Nielsen just released its June data on smartphones. The data seem to support a pretty straightforward investing strategy for mobile: buy Apple and Google. And avoid the rest. Here are the data: Of those who bought a smartphone in June, 54% bought an Android phone and 36% bought an iPhone. That means Research In Motion, Microsoft's Windows Phone, and Nokia basically split the remaining 10%. This shouldn't be surprising. The former group has considerably more content that owners can use, which is putting huge pressure on the latter group. And it's not just about being leaders. Apple and Google generate tons of cash, have billions in the bank, and trade for attractive multiples. Both are great buys today.

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David Meier owns shares of Apple. John Reeves owns shares of Apple and Google. The Motley Fool owns shares of Apple, Google, and Microsoft. Motley Fool newsletter services recommend Apple, Google, Microsoft, and Nokia. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On July 17, 2012, at 8:29 PM, appface wrote:

    This is interesting too: Top 5 Takeover Targets In The Mobile Internet Space

    http://seekingalpha.com/article/713111-top-5-takeover-target...

  • Report this Comment On July 17, 2012, at 9:51 PM, Velek wrote:

    Yeah, I was thinking "Well, duh!" I was looking for some place to express my shock at how the Blackberry was circling the RIM. Wow, they're trying to see the light at the end of the tunnel and get hit with a $150M judgement. Yikes! I'm wondering how Nokia went wrong. It's amazing. From hero to zero in just a few years. Microsoft, of course, tried to get away with an obsolete mobile OS for years after there were superior competitors. Kind of like what Apple did with their desktop OS in the '90s.

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