Archive for November, 2013
How To Pull The Biggest Profits From The “Shadows” Of Silicon Valley
By Michael A. Robinson
It’s one of the greatest secrets of investing.
It’s a strategy that I developed during my 34 years in Silicon Valley. And it will let you tap into some big, big profits for a modest amount of effort.
In fact, this very cool approach to high-tech investing will uncover a bushel of double-digit winners that your friends, co-workers and others you talk stocks with have no hopes of finding.
Today we’re going to perform a bit of high-tech detective work – peering into the shadows of Silicon Valley for profit opportunities most investors don’t even know exist.
And I’ll even identify the four double-digit profit plays that my sleuthing has already uncovered…
During an appearance on the Fox Business Channel‘s Varney & Co. on Thursday, host Stuart Varney asked me point blank if I was worried about what’s ahead for tech stocks.
You can certainly understand why he’d ask such a question. The health of the U.S. economy continues to be a real worry for many and the growing political mess we know as Washington can only make matters worse.
Against that troubling backdrop the tech-focused Nasdaq Composite Index is up 31% so far this year and 207% from its financial crisis lows of March 2009 – returns that handily trump the respective 22% and 142% gains of the record-setting Dow Jones Industrial Average.
Whispers of “another tech bubble” and “another dot-bomb implosion” have been getting louder, and the excellent and the always-probing Varney wanted to know if I was worried – or perhaps even bearish.
Let me say to you what I said to the Fox viewers.
If you’re running away from the technology sector right now, you’re making the biggest mistake of your investment career.
And in today’s Strategic Tech Investor, I’m going to show you why…
We know the drill: U.S. retailers count on the holiday shopping season for as much as 20% to 40% of their total sales for the year.
And we know that this year won’t be any different.
What we don’t know is how much American consumers are going to spend: Will this season go like gangbusters, or will it just be a bust?
The National Retail Federation (NRF) is expecting a gangbusters holiday season, having just forecasted a record $602 billion in sales, a healthy 3.9% jump from 2012.
But the respected Gallup polling group is expecting a bust, saying that U.S. consumers expect to spend an average $704 each, or about 10% less than during the Christmas season a year ago.
Investors often handicap the major retailers, trying to guess which one will get the biggest share of the holiday shopping bucks.
We’re not going to waste our time with that futile exercise.
You see, we know that the holiday season is also a big time of the year for gadget sales: American consumers are only too happy to drop small fortunes on computers, smartphones and the other consumer-electronic gadgets that are the tangible results of this country’s dominant high-tech sector.
We can predict who those winners will be, and can identify the stocks we believe will zoom as a result.
Today, I’m going out on a limb once again to predict that the tech sector will have a great Christmas overall. And I’ve identified four market leaders who should do well for investors this holiday season.
And in today’s Strategic Tech Investor, we’re going to tell you just who those winners will be …
For the past 20 years, I’ve had regular conversations with one of the nation’s top chemistry experts.
His name is Dr. Robert Fisher and he is a retired chemist who was also a researcher at the University of California, Berkeley for nearly 40 years.
The fact that he’s also my father-in-law shouldn’t dissuade you from hearing about the hellacious profit opportunity he clued me in on over dinner the other night.
It centers around an industry that I myself have been following since the late 1980s when I began writing about the Reagan-era defense buildup.
Gone, of course from that time, is the Soviet Union and the threat of a nuclear holocaust.
But what remains are a whole slew of “Miracle Materials” that scientists were experimenting with to help give the U.S. military a secret edge.
Today, these Miracle Materials touch nearly every aspect of our economy, from smart phones, to electric cars, computers, semi-conductors, consumer electronics and satellite communications.
In fact, they’ve now become so critical to the global economy, they’re ready to unleash a $1 trillion windfall.
And one company stands to benefit tremendously…
It’s a company a lot of people will be familiar with and may even dismiss as boring.
But the truth is, I know about a “special situation” transaction this company is getting ready to engage in… a transaction that could unlock fast returns exceeding 100%… even 200%.
Mutual fund superstar Peter Lynch used to say that individual investors had a big advantage over Wall Street. If you just keep your eyes and ears open, Lynch would write, you’re bound to see big profit opportunities long before the investment-banking boys in New York.
And the biggest opportunities are often right in your own neighborhood.
Lynch knew his business.
For months now, we’ve been talking about a “ground floor” investing opportunity – a whole new business that I believe could triple or more in just the next few years.
Well, just the other night, as my lovely wife and I were strolling to a village restaurant near our home, I ran right into proof that this potential $6 billion industry has already grabbed a big handful of the all-important consumer market – just as we said it would.
This was more than just validation: It tells me this market is evolving even faster than I projected – and says I may have underestimated the overall market potential.
And that’s not all.
My “Peter Lynch moment” the other night served a “Buy” signal trigger on a stock with double-your-money profit potential.
It’s a stock that I’ve been watching for some time. And today I’m going to share the whole story …
For her sake, it’s a good thing Health and Human Services Director Kathleen Sebelius isn’t working in the private sector.
If she did, the former Kansas governor would be out on the street right now. (By the time you read this, she might be.)
Actually, it’s worse than it sounds…