The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics around the investing world.
The website PandoDaily reaffirmed something recently that we already know: Nokia is in a death spiral. The author puts forth a very good argument that software is what's killing the company. The Lumia phone is a beauty, and the deal with Microsoft attempts to differentiate it from all of the other phones using Google's Android OS. The problem is, the phones aren't selling. Operating cash flow has declined considerably over the past 12 months as well. And it's about the get worse. John and David still believe that the company to buy in this space is Apple. And that's because the very thing that's killing Nokia is helping Apple: software. Apple not only has great devices, but great content as well. That's a powerful combination. And the stock is very attractive today.
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David Meier owns shares of Apple. John Reeves owns shares of Apple and Google. The Motley Fool owns shares of Apple, Google, and Microsoft. Motley Fool newsletter services recommend Apple, Google, Microsoft, and Nokia. 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.