The following video is part of our "Motley Fool Conversations" series, in which, John Reeves and David Meier discuss topics across the investing world.

In today's edition, they discuss how investors can play the cloud computing trend. Dave offers up three broad strategies with a couple of stock ideas for each. Dave also mentions the ones he is considering for his real-money portfolio.


John Reeves and David Meier own no shares of the companies mentioned here. Motley Fool newsletter services have recommended buying shares of Rackspace Hosting. Try any of our Foolish newsletter services free for 30 days. 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.