These stocks win with iPhone 5
While Apple doesn't say which companies provide parts for its new flagship gadget, a tear-down reveals some partners.
At the time of this writing, Jim Jubak didn't own shares of any companies mentioned in this post in personal portfolios. The mutual fund he manages, Jubak Global Equity Fund (JUBAX), may or may not own positions in any stock mentioned. The fund did own shares of Apple as of the end of June. For a full list of the stocks in the fund as of the end of the most recent quarter, see the fund's portfolio here.
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Serious issues like drought and the deterioration of the developed world spell opportunity for this industry leader.
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