There’s good reason for all of the attention — these picks all represent different phases in the mobile revolution that is reshaping consumer, business and investor behavior.
Microsoft once was the ultimate technology company with its dominant Windows and Office duo, but the post-PC age is slowly eating it alive. Apple currently is a dominant player in mobile, but many are worried it’s a fading star as devices running Android software from Google (GOOG) continue to gain appeal both at home and abroad. And then you have Facebook, which is growing its mobile audience at a breakneck pace and is one of the few players that seems to have a successful strategy when it comes to the ever-changing smartphone and tablet space.
But when do you stop focusing on the narrative and begin focusing on the numbers? Like with Apple and Microsoft, when do you begin to see the massive cash hoards and operating cash flows as undervalued? And with Facebook, when do you see the optimistic narrative as already baked into shares after a big run?
Charles Sizemore, editor of the Sizemore Investment Letter, riffs on AAPL, FB and MSFT in regards to their numbers and narrative.
- Learn more about Charles and his investing strategy. (Sizemore Investment Letter)
- I still think Apple is a bargain and Charles still likes Microsoft. (The Slant)
- Meanwhile, FB stock recently hit all-time highs. (Bloomberg)
Jeff Reeves is the editor of InvestorPlace.com and the author of The Frugal Investor’s Guide to Finding Great Stocks. Write him at firstname.lastname@example.org or follow him on Twitter via @JeffReevesIP. As of this writing, he did not own a position in any of the stocks named here.