Investor Beat -- Office for the iPad, Finally

The top business stories from Friday's market, for today's Foolish investor.

Mar 28, 2014 at 8:40PM

On Thursday, Microsoft CEO Satya Nadella made the news that was rumored to be true finally official: Microsoft Office is now available on the iPad. Shares of Microsoft were up on the news.

On Friday's Investor Beat, host Chris Hill and Motley Fool analyst Ron Gross discuss the move, which many considered to be long overdue. Ron thinks it was an excellent decision, one that could potentially bring in $1 billion or more in additional revenue. One reason former CEO Steve Ballmer had resisted the move for so long was due to Apple getting a portion of that revenue. Thirty percent of Office 365 subscriptions are made as in-app purchases; but as a win-win for both companies, this may represent a fundamental shift in the way Microsoft approaches crossing platforms to sell software.

Then, Amazon is holding a media event next Wednesday to provide an update on the company's video business. Many reports have indicated that it will be launching a free, ad-supported TV service separate from Amazon Prime. Is this the right move for the company, or does it take away from the Prime service already offered? Chris and Ron take a look at the potential move by Amazon, and what it could do for the company's business. Ron sees room for both the subscription service and the free ad-supported television service, and notes the enormous amount of advertising dollars out there that could be a big win if executed well.

And finally, Perry Ellis International reports earnings next Thursday, and in this segment of Friday's Investor Beat, Motley Fool analyst Ron Gross discusses why he's looking at the stock this week. Shares were crushed when the company reported preliminary earnings a couple of weeks ago, citing similar difficulties to other apparel retailers, including the winter weather this quarter and the overall retail environment. Ron will be watching closely to see where the company actually lands next week.

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Chris Hill owns shares of Ron Gross owns shares of Apple, Microsoft, and Perry Ellis. The Motley Fool recommends, Apple, and Google. The Motley Fool owns shares of, Apple, Google, Microsoft, and Perry Ellis. 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.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't 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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