What makes a company successful?...

... delivering products and services that are relevant and create impact among consumers.

I combine my expertise as a Marketing executive in a Fortune 500 company and my passion as an investor to find the Companies that I think have "cracked the code" with consumers. Advertising does work. When I see a new product that fits relevant consumer trends, and that is supported with a campaign that I find particularly shrewd and innovative, I know that Company is potentially a great investment.

One of the great investors of all times, Peter Lynch, recommends to "buy what you know". You watch TV, go to the supermarket and walk around everyday. Observe... look around: what you see can make you money in the stock market. Now, let's be clear: a Company is not good just because it advertises. What we have to look for is great products supported with -and enhanced by- great advertising. The principle is simple: if something is good enough to draw your interest, it will be of interest to millions of persons just like you.

It is my goal to share with the reader my findings in the world of marketing which I think will turn into great returns for investors. Profit from it!

Friday, February 11, 2011

Sprint's Competitive Strengths

I believe Sprint (S) has several competitive strengths that define a far more robust competitive position than many might want to give it credit for. Those strengths are a) compelling plans that are well communicated to consumers; b) superior customer service; c) the increasing popularity of Google's (GOOG) Android; and, related to that, d) Sprint’s strong line-up of popular Android phones.

I discuss these strengths in a Seeking Alpha article with the title "Sprint Earnings Preview: Competitive Strengths to Drive Results".

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