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.
PC sales have taken another turn for the worse, declining 8.3% in September. John and David believe mobile computing is here to stay and have three investment ideas to take advantage of the trend. The first is Google. Its Android operating system has positioned the company to be the leader in mobile search. And with acquisition of Motorola, it has the opportunity to create a mobile ecosystem of hardware and content that can compete with Apple. InvenSense is a chip company riding the mobile revolution wave. It sells motion control chips for smartphones and tablets. And as developers create more content to use the chips, adoption rates will increase over time. The last idea is Nuance Communications. This voice-recognition technology company will continue to find its way into more and more devices. Why type when you can talk?
The PC era is ending. Companies like Hewlett-Packard and Dell continue to struggle as the mobile era marches forward. John and David want to make sure their portfolio follows the right trend.
The mobile revolution is still in its infancy. With so many different companies out there, it's not easy to spot potential winners. Fortunately, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution." Inside you'll learn more about an outstanding company that's well positioned to profit from this emerging trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.
David Meier owns shares of InvenSense. John Reeves owns shares of Google. The Motley Fool owns shares of Google and InvenSense. Motley Fool newsletter services recommend Google and Nuance Communications. 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.