Google (GOOG analysis discuss) along with phone maker HTC on Tuesday released it’s long awaited Apple (AAPL analysis discuss) iPhone competitor called Nexus One.
Many traders are wondering how to play this. Here are some options.
Trade Google GOOG analysis discuss
Trade HTC – TPE:2498 – If your brokerage account allows you to place trades on the Taiwan Stock Exchange
Trade T-Mobile – Rather you can trade it’s parent Deutsche Telekom’s ADR (DT analysis discuss) on the NYSE
One other ideas is to get a list of suppliers to HTC who provide parts for the Nexus One construction
Some component manufacturers I’ve identified in my Google HTC Nexus One Parts List include:
Broadcom Corporation – BRCM analysis discuss
QUALCOMM, Inc. – QCOM analysis discuss
Synaptics, Incorporated – SYNA analysis discuss
Samsung
About Google
Google Inc. maintains an index of Websites and other online content, and makes this information freely available through its search engine to anyone with an Internet connection. The Company’s automated search technology helps people obtain nearly instant access to relevant information from its online index. The Company generates revenue primarily by delivering online advertising. Businesses use its AdWords program to promote their products and services with targeted advertising. In August 2008, the Company sold the search marketing business of Performics, a division of DoubleClick. In September 2008, Google Inc. bought Korea-based blogging software developer Tatter and Company. In September 2009, the Company acquired ReCAPTCHA Inc., a spin-off of Carnegie Mellon University’s Computer Science Department.
President Barack Obama Addresses a joint Congress to discuss healthcare reform
Since the Obama administration began, it was clear that it’s agenda of healthcare reform was not going to die with a whimper and last nights address to the joint congress only makes it more clear [if that's possible] that Americans are going to wind up with some form of sweeping healthcare law. Regardless of the details of the current healthcare bill, whether we like it or not, change is a comin’.
It’s impossible to know with certainty just what the healthcare law will look like by the time it’s enacted. There are some pretty straightforward “truths” already emerging and some big players are jockeying in the nationalized healthcare arena already.
One thing about a nationalized health-care system is for sure. It will need funding, management and audits. If you don’t know already, there is huge money in helping a government take care of itself. One prominent healthcare player and all-around government helper that I found is becoming more attractive the more I look. CGI Group (NYSE:GIB quote analysis) is an IT solutions provider, outsourced by the U.S. government for other operations and already manages billing, auditing and more for the Canadian national healthcare system.
Some of CGI Groups more recent strategic moves along the nationalized healthcare front in the U.S. include expanding operations in D.C and Virginia and acquiring key people from government agencies. CGI Group is already well positioned to win some major contracts within the managed healthcare space.
Another important part of the story is that CGI Group is a profitable company with an already great-looking financial picture around an 8% profit margin on average and little debt.
The truth is that managed health-care is about to become a reality in the U.S. CGI Group is ready to manage any part of what is surely a lucrative opportunity for just such a company.
