February 15, 2013
Listen to the Battle Royale, a regular feature in our Supernova premium service where Fool co-founder David Gardner pits two stocks against each other. Which one will emerge victorious?
We're giving you a free sneak peek into this segment that was taped in April 2012.
Everyone knows Amazon is the big bad wolf in the retail world right now, but at its sky-high valuation, most investors are worried it's the company's share price that will get knocked down instead of competitors'. We'll tell you what's driving the company's growth, and fill you in on reasons to buy and reasons to sell Amazon
in our new premium report. Our report also has you covered with a full year of free analyst updates to keep you informed as the company's story changes, so click here now
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Max Keeler: NXP Semiconductors (NASDAQ: NXPI ) vs. Amazon.com (NASDAQ: AMZN ) .
David Gardner: Okay, so NXP Semiconductor is a company that actually there's been a lot of Rule Breaker marketing built around NXP because it's a very interesting company that is focused on near-field communications and the opportunity for us to be paying with our cell phones instead of with plastic. I mean it's a large company that does a lot more than just that. And that, by the way, has been an underperforming stock for us in Motley Fool Rule Breakers, so as interesting as it has been as a business; the stock has not really been very kind to us, thus far. But it still is a company that certainly interests us. Just to get a sense of it, we recommended it at 27 last April a year ago; it's down to 24 basically now, and so it's down about 10% with the market about up 10% in that time.
Amazon.com, a company I know and love and so many people own it. Just to be provocative, I'm going to select NXP Semiconductor to go forward in this particular match, and that's because I believe that NXP has been ill treated by the market whereas I think that Amazon has been well treated by the market over the past year. And maybe I just feel a little contrarian in this podcast.
David Gardner: In this podcast, this Fool's Guide to the Galaxy.
Max: I thought that one was going to be in the bag.
David Gardner: Yeah, I know, it is a little crazy, but I'm feeling contrarian today, so let's push NXP Semi forward.