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Biggest Risks and Rewards in Telecom

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    Capital Advisors CEO Keith Goddard on investing in the telecom sector.

  • Duration 2:18
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Matter what the verdict everybody about apple Samsung case our next guest says you can spread your risk and potential reward across.

It's hard Telecom sector here this -- keep -- the president CEO capital advisors.

Plus erection you said apple -- story we can actually make another stock play out of -- what does that.

Well one they don't hear talked about -- Microsoft and if you wanna be even more aggressive Nokia.

You know there's avoid being created by the the decline of Blackberry.

That happens becoming -- a very opportune time for this trial because -- -- the whole idea of who owns intellectual property what legal ramifications are there for use in the android system.

Create an opportunity for more of a close controlled system at Microsoft trying to roll out.

You know with regards to know Yemen -- a two dollar and 75 C bulletin dollars and change stock I mean this is one of the biggest you know -- stories.

But stopped stopped stories riot that got socked by investors if you look at the stock overall do you think even in the last three -- public pressure at -- -- buying a home would you buy it up to 78.

Well -- this is what we call and our in our mutual fund to aid in emerging franchises got a primary outcome you're gonna know this fall whether Microsoft is getting traction or not if it does.

Nokia can can go much higher but it's it's all on this launch.

All right you think you get stable owners accelerator growers emerging franchises -- or merging franchise that's how -- how you're breaking up -- investor out of it right here.

But with stable learners it is a Vodafone second largest wireless company in the world.

You would still bite at these levels as the -- is actually had a heck of a run.

-- so you're submitting a 6% yield stock trades at thirteen times earnings.

And it it's a backdoor way to play him to -- Verizon if you like Verizon you should like Vodafone because Vodafone -- 45.

Even though it's up but -- -- 2% a lesser masses are resent on a voter fund that would have this kind of recent jump is or something happening in the emerging market space we don't know that.

Well I I think I wouldn't.

Tied to the dividend really you you've seen a strong move in dividend paying stocks across all industries as an alternative to fixed income and Vodafone -- a stable business with a secure dividend and it is a great place to park some -- that you might otherwise have a treasury bill that now yields nothing.

All right -- we should say you did have apple on that list of the race about it and apparently America not a hundred tot -- top item on our -- I thank -- very much good to have -- react of course all the news happening on apple have to be here.