Eric,
It is not just Ford (personally, I haven't invested in Ford because of its rather inconsistent dividend record) but a host of the so-called "old economy" companies that stand to gain from the technological advances. I can think of a few right away -- AUD, DBD, FTU, SYY, PG, PEP...
As for all the hype about B2B, I think the real winner will be a company that is "downstream" of all this mania -- GWW. Sure it is a company that has been around for decades, but who cares? At least I don't. I believe in paying for the steak, not for the sizzle. For the same reason, I think WMT will be a bigger internet winner than AMZN, and DIS will be a bigger winner than the AOL/Time-Warner combo. |
