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.

Amazon.com has been investing heavily in its business, particularly in devices. And there are rumors about an Amazon.com phone coming out. Can Amazon.com beat Apple?

David doesn’t think so, but he’s impressed with the effort nonetheless. Amazon does have lots of content, but it may be wise for it to focus more on its retail platform. There are lots of opportunities for improvement there in terms of profitability. Ultimately, improving profitability might serve shareholders better.

Apple is the most influential company in technology and has delivered market-smashing returns for those lucky enough to invest in the company. However, with the impending release of the iPhone 5 and Apple TV on the horizon, the stakes have never been higher for the company. 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 Apple. To get started, just click here now.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.