Archive for June, 2013

I See a Major Tech Boom in the Year’s Second Half

20 | By Michael A. Robinson

If you listen to the market pundits right now, we’re standing on our tiptoes … right at the edge of a cliff.

The U.S. economy is weak and just can’t seem to shift into a higher gear.

Investors are panicked that China – a key to global growth – has an economy that’s slowing dramatically and a banking system that’s poised to explode.

Wall Street is terrified that the U.S. Federal Reserve will stop printing money – removing the catalyst that’s been directly responsible for the greatest bull-market rebound in history.

And we seem to have reached a point where stocks advance one day only to plunge the next – creating a “whipsaw” market with no real potential for profit.

So allow me to make a bold prediction.

Tech stocks are getting ready to stage a major rally through the end of this year.

That means there’s a remarkable profit opportunity for investors who make the right moves now.

And today I’m going to show you the best moves that I see.

The Secret Strategy For Finding
“Hidden” Tech Winners

16 | By Michael A. Robinson

I’m going to share a secret with you today…

I’m going to tell you about a surprising place to find windfall tech profits.

Wall Street refers to them as “special situations.”

You might call them “turnaround plays.”

High-potential tech turnarounds don’t come along that often, and can be tough to find.

But the payoff can be well-worth the search.

So let me start by showing you the four tell-tale signals that can help you find these big-profit stocks.

If the Market Has You Worried, Read This

19 | By Michael A. Robinson

Hard-core sailors and veteran tech investors have one important quality in common.

They understand how to navigate choppy conditions.

That shared insight is something I know about firsthand. You see, I moved to the Bay Area nearly 30 years ago to be closer to the tech-stock mecca of Silicon Valley and to race sail boats.

In recent years, I even found a way to combine those two loves: Though I eventually traced the rigors of racing for the simple joys of cruising, I now manage to go sailing on a regular basis with a couple of tech-investing pros – including one who’s a daily denizen of “the Valley."

During one of our most recent outings – after we traded stories about battling whipping winds and four-foot-and-higher waves – I found that my sailing compatriots agreed with my belief that tech stocks are headed for some choppy seas this summer.

But that doesn’t mean you should stay tied up at the dock.

Over the past several months I’ve told you how to build wealth.

Today I’m going to show you how to keep it …

The “Murderer’s Row” Of High-Tech ETFs

4 | By Michael A. Robinson

You don’t always have to buy a stock to double your money.

Sometimes, an exchange-traded fund (ETF) can pack just as big a wallop.

ETFs with that kind of horsepower don’t come along all that often, which is why you have to pick the right one … at the right time.

And that’s the tech-investing home run that I have for you today – an ETF with actual double-your-money profit potential.

In fact, you’ll be stunned at just how quickly every $1 you invest in this fund will turn into $2 in holdings.

Let me tell you all about it …

The Ultimate Tech Stock “Treasure Map”

6 | By Michael A. Robinson

In a column last week, I introduced you to the “stealth small-cap” – aging-and-slow big-cap tech firms that were rediscovering the fast growth of their small-cap roots … thanks to the newly emergent Cloud Computing trend.

Judging from the comments and correspondence I received, a lot of you were really intrigued by that concept – and by the huge opportunity for profits that the cloud was creating for investors.

In fact, Strategic Tech Investor subscriber Dionisios S. was so intrigued by that column that he asked me to identify some other “stealth-small-cap” profit plays.

What a great question.

The Cloud is such a broad and pervasive area of high tech that it offers us a stunning plethora of profit opportunities.

There are the “obvious” plays, like Amazon.com (NasdaqGS: AMZN) – the e-tailing tour de force that operates the Amazon Web cloud-hosting unit. And there are all kinds of “hidden” specialists – firms that provide everything from the specialized semiconductors used in high-speed servers … to the fiber-optic cables for broadband networks …to the printed circuit boards used in routers.

And that’s just on the hardware side of things.

There’s also the meshed “Software as a Service” or “SaaS” as it’s known in technology parlance.  There you have firms that provide cybersecurity applications as a service, that manage data, that control network traffic, and even offer the cloud-hosting services themselves.

Now you know why the market research firm Forrester says the business of cloud computing is going to grow from about $41 billion in 2011 to $241 billion in 2020.

Because we understand this immense potential, we have an advantage over the rest of the “investment masses.”

Indeed, it’s like we’ve been given a treasure map – that shows us right where the treasure is buried.

Indeed, it’s like we’ve been given a treasure map – that shows us right where the treasure is buried.

This Tech Sector is Hotter Than the U.S. Stock Market

20 | By Michael A. Robinson

Noted tech researcher IDC says that global PC shipments plunged 14% in the first quarter.

That was almost double the 7.7% decline IDC had been expecting, and was also the biggest year-over-year free-fall since the market-intelligence firm started tracking PC shipments 20 years ago.

This wasn’t a one-time event, either: It marked the fourth straight quarter that worldwide PC shipments had fallen.

No wonder the pundits are talking about the “Death of the PC.”

After reading one of these high-tech eulogies, I’m betting that the last thing you want to do is to invest some of your carefully saved capital into any part of the semiconductor sector.

After all, those complex microchips are the “brains” of a computer: So if the PC sector is getting battered, it stands to reason that the chip sector would be getting thrashed, as well – meaning the best move is to stand clear of both.

Don’t make that mistake.

While PC stocks should be relegated to the tech-investor’s version of an isolation ward, semiconductor shares have been on a roll since the start of the year and will continue to be one of the best ways to generate big profits for some time to come.

If you buy the right ones, that is.

And today, I’m going to show you the best way to profit from this entire sector – by investing in this single stock.