October 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.
A recent article in Barron's highlighted the power that the large smartphone makers wield. It’s a reminder that investors should buy the leaders and ignore the laggards. It's no surprise that Apple users love their Apple products and have very high retention rates. Plus, they are willing to buy additional products. Samsung users are also very happy. Google's Android strategy was a stroke of genius, as adoption rates keep climbing and the company continues to learn about the mobile user. The jury is still out on Motorola, but if anyone can give it a go, Google can. As the market and satisfaction data continues to pour in, the conclusion is clear: Investors should buy the leaders like Apple and Google and ignore laggards like Nokia and Research In Motion. Their time has come and gone. The other thing the data shows is that Microsoft is going to have a very difficult time cracking into the smartphone market with Nokia. The partnership is simply too far behind to make an impact.
Apple is the most influential company in technology and has delivered market-smashing returns. However, maintaining that torrid pace will only get more difficult. If you're looking for a recommendation on how to play Apple, along with continuing updates and guidance on the company whenever news breaks, we've created a brand-new report that details when to buy and sell. To get started, just click here now.