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Newoak Capital President Jim Frischling on why companies such as Apple and Motorola that focus on mobility are a great opportunity for investors.
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Time for the -- Virginia like mobility stocks mobile devices what you're saying here.
-- have -- to favorite subject.
That's right I -- the -- the most in the short talk about some concerns about technology but highlighted I like the mobility sector.
And -- apple and Motorola now apple is the institutional darling -- obviously the market but.
They're they're not just a technology company they're now a media company they're devices are second to none and they now get billions to apps music.
Video content I think the integration there integrated model is what really distinguishes them.
-- will help them grow revenues and their customers are incredibly loyal.
See you like apple but what about Motorola I mean that's that's a different.
Ball -- there that have some issues.
It's a different ball of wax to me it's really there's almost a global -- they is trading at a discount -- with Google acquisition price.
I -- I think it's not Apple's biggest competitor it comes to devices right now and I think it's an important strategic acquisition for for Google.
-- into an operating system as result of that I cannot get those little popped to be had it'll get regulatory approval and that they'll be upside there.
Are at a -- -- Sander was talking about commodities from the C media like commodities next year now actually quite a bit particularly the agricultural commodities some I think the theme of the the trendiest.
Population growth and rising incomes and developing countries urbanization health consciousness.
All of these things lead to on the demand side an increase on the supply side he's got.
-- don't really tough allow weather conditions and again this is not a lot of options to -- for secrets to grow more food so the trend is very positive I think it's a good place to put money.
Our -- before you go I gotta give you props on some names that you picked when you were here back in October you've been a great fan of the show and it's it's great to to finish the year with you -- but.
You like McDonald's still like Merck and you're like proctor and gamble if our viewers to listen to you.
If you listen to Jim -- mind you would have made money over the last three months all of these stocks have performed well so I mean that's those are today's chart but you've done wealthy still like.
I really do and then again I talked to the top of the show about -- twelve we're gonna look pretty similar.
To 2011 given some of the challenges facing so the dividend paying theme and -- McDonald's over 30% was a home run.
But again -- commitment to -- distribution channels a great franchise diversification of products.
And I and I think they're they continue to grow and again and I heard when your -- earlier commenting on troubles in Europe and nick McDonald's is doing well at a great price points of don't don't count them out either if Europe is in trouble the other -- again dividend payers defensive great franchises so.
-- today's most exciting picks but I got to tell you I think they'll be performers again -- -- -- Look if you put money in the S&P 500 at beginning of the -- guess what everybody did it Unix and it'd make -- -- Avis and yesterday -- hundred alright.
