It’s a Small, Small Handheld World

Posted by Connecting the Dots - Mauldin Economics

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Image 4 20150623 CTD

Image 4 20150623 CTD

Of course, this has huge implications for every part of the Internet food chain.

 

  • Social media connectors: Facebook, Twitter, LinkedIn
     
  • Content providers: Yahoo, Netflix, Google
     
  • Smartphone manufacturers: Apple, Samsung
     
  • E-tailers: Priceline, eBay, Amazon
     
  • Infrastructure: Cisco, Juniper Networks

 

And don’t forget about the Chinese Internet giants either, like Tencent Holdings Ltd. (TCEHY), Baidu, Inc. (BIDU), Rakuten, Inc. (RKUNY), NetEase, Inc. (NTES), Sina Corporation (SINA), Alibaba Group Holding Ltd. (BABA), Weibo Corporation (WB), Ctrip.com International Ltd. (CTRP), and Sohu.com, Inc. (SOHU).

Prediction: I bet the above Chinese stocks will deliver TWICE the gains you can make on the above-listed American Internet kings.

….read entire article HERE