July 17, 2012
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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