Archive for May, 2015

This “Twofer” Internet Player Leaves the S&P in the Dust

1 | By Michael A. Robinson

There were no fireworks last August – and no one that I know of attempted to declare it a federal holiday – but that month represented an absolutely crucial 20th tech anniversary.

Sometime in August 1994, people started ordering a certain CD, Sting’s Ten Summoners Tales, in a way they never had before – over a secure Internet connection.

Now, more than 20 years later, e-commerce has become such a powerful trend that it’s essentially become background music. Even if you never make online purchases, you know it’s there… humming away.

But thinking of e-commerce that way sells it extremely short.

The e-commerce industry is growing at an annual compound rate of 13% – more than six times faster than the U.S. economy. At that rate, the e-commerce market will rake in $2.4 trillion by 2018.

And I’ve found a perfect way to grab a nice chunk of all that e-commerce growth… and at the same time profit off a wealth of other unstoppable online trends…

Three Reasons Why Carl Icahn Is Wrong About Apple

4 | By Michael A. Robinson

Just try to find a bigger Apple Inc. (Nasdaq: AAPL) bull than me.

I was among the first analysts to put a pre-split target price on the stock of $1,000. (Following last year’s 7-to-1 stock split, that works out to a price of $142.85, just 7.7% above today’s opening price.) And I’ve been helping you find good entry points on Apple stock ever since.

But for me, Apple is not just a way to make money. Sometimes it seems like my whole life depends on Apple products and the Silicon Valley legend’s unique tech “ecosystem.”

So, when I tell you that Carl Icahn’s recent bullish stance on Apple is wrong, I speak from both my head and my heart.

Icahn made waves last week when he said Apple shares are worth $240… right now.

Sure, I’d love to see Apple shares make the 81% gains Icahn is calling for – and they probably eventually will. But in this case, I think the famed corporate raider and activist investor is way off base.

And that’s why today I’m going to give you three reasons why you shouldn’t base any Apple investment decisions on Icahn’s bonkers valuation…

These Robots Can Beat the Market by 100%

3 | By Michael A. Robinson

According to Allied Market Research, by 2020 the global robotics market will reach $82.7 billion, ballooning at a 10% compound rate.

That mammoth grow is being fueled by tech stalwarts like Amazon.com Inc. (Nasdaq: AMZN), Apple Inc. (Nasdaq: AAPL) and Google Inc. (Nasdaq: GOOGL).

My most recent interest in robotics was piqued by a seemingly minor acquisition that Teradyne Inc. (NYSE: TER) just made.

In a time of near-weekly multibillion-dollar deals, Teradyne’s acquisition of a Danish robotics firm for $285 million sounds like small potatoes. But take a look at what that robotics firm is doing:

For Universal Robots, the firm Teradyne bought, sales grew last year by some 70%. And since late 2010, the firm has sold more than 4,000 robots worldwide, increasing sales by 10-fold in the process.

I’ve found a way for us to reap excellent long-term profits from this unstoppable trend – but at a fraction of the cost of any of those giant firms…

Cash in on Amazon Stock’s Amazing Cloud Success for 1/14 the Cost

3 | By Michael A. Robinson

Amazon.com Inc. (Nasdaq: AMZN) made headlines a few days back when it revealed first-quarter cloud sales of $1.56 billion.

That’s a stunning year-over-year gain of 49%. And CEO Jeff Bezos says his company’s cloud-based Amazon Web Services will likely be a $5 billion business this year.

I always recommend that you focus on growth, but in this case, I believe there is more stable way and affordable to play the cloud. After all, Amazon’s profits dipped in the first quarter – and the e-commerce giant’s stock remains a tad volatile.

No doubt, Amazon’s and the overall market’s swings can be unnerving and lead some investors to want to throw in the towel. 

However, you won’t be doing that after you learn more about the upside I see in three of tech’s hottest sectors, including cloud computing, for the rest of the year.

Today I want to you how to play them in ways that will beat the market – and help you sleep at night…

How to Get Annual Returns of 90%

5 | By Michael A. Robinson

When we spoke on Tuesday, I showed you how one of our Million Dollar Tech Portfolio stocks had soared 53% in just a little over two months.

But Repligen Corp. (Nasdaq: RGEN) isn’t the only big winner.

In fact, six of our seven investments in The Million Dollar Tech Portfolio are up – and the other is just a hair below breakeven.

Repligen’s gain was by far the largest — but one other stock is up 22.7% in the period, and another one rallied for profits of 17.9%.

It just proves what I said in that special report: “The road to wealth is paved by tech.”

With that in mind, let’s take a look at how our portfolio is already producing annualized gains of nearly 90%.

And then I’ll show you why I still like these plays for the long haul…

How You Made 53% in Two Months With This Biotech “Pick and Shovel” Play

0 | By Michael A. Robinson

On Thursday, for the second time in six weeks, the shares of one of our “Million Dollar Tech Portfolio” holdings gained more than 16% in a single session. (The first time that occurred was back on March 13.)

Further, the stock is now up more than 53% since I sent you that portfolio on March 6.

Really, this company’s stock is just crushing everything in its path. Since March 6, the Standard & Poor’s 500 Index is down 0.14%.

This all just underscores what I told you when I first introduced “The Million Dollar Tech Portfolio”: If you want to make life-changing gains through your stock portfolio, you simply must invest in technology.

I hope you invested in shares of this company when I first recommended them. But if you didn’t, you may be wondering if it’s not too late to buy shares…

If I still see more upside ahead…

How the UPS Guy Tweaked My Apple Watch Prediction

9 | By Michael A. Robinson

When we spoke back on April 21, I told you the new Apple Watch will be one of the major catalysts that will drive its maker to a $1 trillion market cap.

Well, my own watch finally showed up the evening of May 1, and I’ve been testing it out ever since.

After using it for a few days now, I’ve come to believe that this is a truly great product. If anything, my latest Apple Inc. (Nasdaq: AAPL) share-price predictions were too conservative.

But don’t believe me. After all, I’m a big Apple fan and maybe my enthusiasm is getting the better of me.

Instead, today I’m going to share a conversation I had with one guy who’s literally on the front lines of the Apple’s latest success.

Here’s what he had to say…

When Is It Worth Paying Top Dollar for a Stock?

0 | By Strategic Tech Investor Staff

In the wake of another box-office hit, Avengers: Age of Ultron, Walt Disney Co. (NYSE: DIS) stock is peaking at all-time highs. Over at Fox Business, Michael weighed in on the company’s success and whether Disney stock is still worth buying.

Before he left, Michael also commented on the decision by Panera Bread Co. (Nasdaq: PNRA) to remove more than 150 ingredients from its food in an attempt to go all natural. Is this a PR stunt? Or is Panera tapping into a bigger global trend?

Just watch the video to find out.