How to Play the Mobile-Ad Growth Trend

The iPhone 5 launch on Wednesday, Sept. 12, is sure to be the most important event for tech investors this year. The Motley Fool will be hosting a live chat where our top tech analysts will answer your questions and break down what the announcement means for Apple and tech investors everywhere. Be sure to swing by at 12:45 p.m. ET next Wednesday for all your coverage of Apple's next big announcement.

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.

It's clear that the world is going mobile. Over time, advertising dollars will follow, and John and David take a look at some companies that should benefit from this powerful trend. Internet-radio leader Pandora, for one, reported some encouraging numbers recently. More people are using its mobile app, and ad dollars are starting to follow. TripAdvisor is seeing more and more mobile usage, too. So it's clear that the trend is starting to build. Two companies that John and David are researching are Velti and Millenial Media. Velti provides technology and services to help deliver mobile advertising and marketing. Millenial Media operates a mobile technology platform for developers and advertisers. Both companies are promising ways to play the mobile advertising trend.

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David Meier owns shares of Apple. John Reeves and The Motley Fool own shares of Apple and Google. Motley Fool newsletter services recommend Apple and Google. 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.

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