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.
John and David have been investing heavily in the mobile computing trend. While already owning shares of Apple and Google, John and David think Qualcomm is looking very attractive today. Qualcomm is best known for its digital communications technology. It designs chips for mobile and smartphones using the ARM Holdings architecture. The company recently expanded its communications offerings after buying Atheros Communications. We live in a connected world, and Qualcomm helps make that happen in a number of ways. There's plenty of competition, from NVIDIA to Broadcom, but the technology giant looks attractive with a strong competitive position in a growing market, a rock-solid balance sheet, and a price-to-free-cash-flow ratio of 20.
The mobile revolution is still in its infancy, but with so many different companies out there it can be daunting to know how to profit in the space. Fortunately, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution." Inside the report, we not only describe why this seismic shift will dwarf any other technology revolution seen before it, but we also highlight a company at the forefront of the trend. Hundreds of thousands have requested access to previous reports. You can access this one today by clicking here -- it's free.
The article A Surprising Winner in Mobile originally appeared on Fool.com.
David Meier has no positions in the stocks mentioned above. John Reeves owns shares of Google. The Motley Fool owns shares of Google and Qualcomm. Motley Fool newsletter services recommend Google and NVIDIA. 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.
Copyright © 1995 - 2012 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.