Articles About The Tech Sector

36 Reasons Tech Investors Should Watch the Super Bowl This Sunday

1 | By Michael A. Robinson

Many of my friends and colleagues in Silicon Valley are disappointed by the lack of Oakland Raiders or San Francisco 49ers in Sunday’s big game.

But really, even with this community’s two favorite teams missing, Super Bowl 50 could re-brand itself as the Silicon Valley Bowl.

First off, the Denver Broncos and the Carolina Panthers are set to square off in Santa Clara’s Levi’s Stadium, right in the heart of the Valley.

Moreover, CBS Sports is using the edgiest, most innovative camera technology I’ve ever seen to record and broadcast the game.

For instance, the pylon camera makes it Super Bowl debut this year. With these high-resolution cameras – stuffed inside all eight end-zone pylons – fans will get a field-level view of the action in 2K resolution. And the aerial Wildcat camera can travel 25 mph – twice as fast as previous SkyCams – along its web of wires above the field, meaning it can outrun the players.

But I’m most excited about a new replay camera system that gives one of the trends we’ve long been following here a Super Bowl debut.

Sports broadcasting serves as a testing ground and showcase for TV and camera technology – after all, last year’s game was the most-watched show in U.S. television history. And so the debut of this new replay cam tells me that ultra-high-definition television (UHDTV) is primed to become widely adopted by global consumers.

This technology is now so significant that it’s beginning to disrupt the entire TV sector – enough so that UHDTV sets will earn a 50% market share by the end of this decade – making them a $30.4 billion market.

That’s a market that promises to be highly profitable – and so we want to grab a piece of it.

Here’s how we’ll do it…

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The Four Tech IPOs Wall Street Isn’t Telling You About

2 | By Michael A. Robinson

UberAirbnbPinterestSpaceX

If you listened to the mainstream Wall Street media, these are the potential major 2016 initial public offerings you’d be “keeping an eye on.”

You and every other investor…

While we don’t follow the herd here, I do track the tech IPO market.

That’s because IPOs are the primary way in which tech startup investors – venture capitalists, hedge funds and the like – cash out and make their fortune. They’re the lifeblood of Silicon Valley.

Moreover, healthy numbers of IPOs drive a bull market higher because they pull in lots of fresh cash.

Now, the 2015 IPO market was a huge disappointment for investors. Only 169 companies went public last year, raising a combined $30 billion in proceeds. That’s the lowest amount since 2009.

Many high-tech firms postponed their stock debuts last year because they feared the market’s volatility. To me, that means the IPO market is due for a turnaround 2016.

But instead of chasing after “hot” startups that may or may not go public this year – Uber and the rest – today I’m going to reveal the facts about four fast-growing tech firms that almost certainly will make their IPOs in 2016. They’re the sorts of IPOs we can track to assess the market’s health.

These aren’t on Wall Street’s radar… but they’ll now be on yours.

And because the IPO market remains the best way to buy into the next hot growth stock, I’ll show you the smartest way to invest in this very lucrative asset class…

Dear Virginia…

3 | By Michael A. Robinson

Whenever a CEO takes the stage at the Consumer Electronics Show (CES) in Las Vegas, we investors expect them to reveal something meaningful… innovative… in a word – big.

For example, during his CES address earlier this week, Netflix CEO Reed Hastings declared that 2016 would mark "the birth of a new global internet TV network."

And with his firm’s streaming service now in more than 130 countries -Hastings’ enthusiasm is vindicated.

That wasn’t the only "big" announcement we saw at CES.

LG Electronics rolled out a screen that can be… rolled up like a newspaper… Samsung used its time in the spotlight to showcase how its motion controllers are taking virtual reality gaming to the next level… Ford revealed that it’s tripling its fleet of driverless cars this year – and making deals with Amazon and DJI to make its "connected cars" even more innovative.

But there was one CEO whose enthusiasm seemed forced and misplaced.

IBM Corp. CEO Virginia Rometty, during her keynote speech, spoke about Watson, the company’s artificial intelligence process… and unveiled what amounts to a souped-up fitness tracker.

As CEOs at CES tend to do, she assured us this new technology will change the world.

I was unimpressed – and so was Wall Street. This week, shares of IBM fell to five-year lows, off nearly 19% over last six months.

This sudden drop is only the latest bad news for the once-mighty IBM.

And it’s just one reason why I’ve penned a letter to Rometty and offered her a custom-made action plan. If she listens, my plan will rescue IBM by making it the undisputed leader in one of the fastest-growing sectors of the market.

Take a look…

Get Ready for Tech to Crush the Market Again in 2016

0 | By Michael A. Robinson

About a year ago, I predicted that technology would beat the wider market in 2015.

And that’s just what happened.

The tech-centric Nasdaq Composite Index has gained more than 5.5% so far this year, while the S&P 500 Index declined nearly 1%.

That shouldn’t come as a surprise. As I’ve been telling you all year, various “ignition points” continue lining up to create one of the greatest tech-profit cycles of all time.

Driving this cycle is a “convergence” of trends – e-commerce, “software as a service,” online shopping and mobile advertising, to name just a few.

Together, these trends form a “New Internet Economy” worth more than $2.6 trillion.

A select group of big-cap technology players is both driving and riding these fast-moving trends.

Let’s take a close look at these firms, and see how they’re poised to make a ton of money for savvy investors in 2016…

Three More Ways to Profit Playing 2016’s New Internet “Dream Team”

6 | By Michael A. Robinson

Right before Christmas, I told you how you could cash in on the “New Internet Economy,” a market sector worth a combined $2.6 trillion.

We kicked things off with a look at the major trends driving a select group of five big-cap leaders to new heights.

I even revealed two members of this New Internet “Dream Team”Alphabet Inc. (Nasdaq: GOOGL) and Facebook (Nasdaq: FB).

Today I’m keeping my promise to tell you about the other three firms that are poised to hand tech investors steady gains, starting in January.

Each of these all-stars commands a growing slice of e-commerce, mobile transactions and cloud computing.

So let’s drill down and take a look at these other three winners – and why you must have them in your portfolio…

Why 2016 Will Be the Year of the New Internet “Dream Team”

2 | By Michael A. Robinson

This month marks the 20th anniversary of a turning point in the history of technology investing.

Mary Meeker and Chris DePuy were analysts at Morgan Stanley in the fall of 1995 when they issued their landmark Internet Report.In it, they showed how the Web would transform the entire economy while making fortunes for savvy investors.

Because Morgan Stanley was the firm behind the wildly successful Netscape Communications initial public offering, investors clamored for a copy.

Demand was so intense that in December 1995 the Internet Report was officially released in book form and quickly became a best seller.

The Report turned out to be prescient, indeed. It not just foresaw the way the Web would become a high-tech and economic force, but also foreshadowed the Mobile Revolution we’re living through today.

However, one thing Meeker and DePuy didn’t see coming was the rise of what I call theNew Internet “Dream Team”- a quintet of firms that dominate key segments of a market sector worth a combined $2.6 trillion.

And today, I’m going to show you the first two players on this team – and why each is a great foundational play for 2016 and beyond…

Double Your Money Playing “the End of Software as We Know It”

4 | By Michael A. Robinson

Back in 1999, Marc rented a San Francisco apartment with a mission mind.

He wanted to change the way corporations conduct their business.

It’s a familiar story.

After all, thousands and thousands of entrepreneurial techies are still piling into SF apartments every year with big ideas on how to “disrupt” this sector or that sector.

And some of them are very successful.

Just check out what Uber’s done to the cab industry.

Marc’s goal, however, was much bigger than most Silicon Valley dreams.

He wanted to bring on the end of software as we know it.

And he succeeded.

The sector he established, software-as-a service (SaaS), is now a growth machine.

SaaS will hit $32.8 billion in sales in 2016. That’s more than double the sector’s $13.5 billion value just five years ago.

Marc believes his company, in the next few years, will be the first software firm for large enterprises to hit $10 billion in annual sales – meaning it owns a huge chunk of SaaS.

And his company is far from done growing.

As it builds up to that $10 billion, its shares are poised to climb 100% along the way.

Today I’ll show you how it’ll get there – and how you can cash in, too…

If the Strong Dollar Has You Worried, This Is Where to Put Your Money

12 | By Michael A. Robinson

It may sound counterintuitive, but the stronger the U.S. dollar gets, the more investors worry.

That’s because a stronger dollar makes U.S. goods and services more expensive overseas, dampening exports and eating into sales.

And the dollar has certainly gone on a rally this year. As measured by the U.S. Dollar Index, the currency is up 8.5% in 2015 compared with the euro, the yen, the pound and the franc.

A strong dollar is particularly harmful to big-cap global leaders with significant offshore exposure.

But a strong dollar also opens up opportunities.

In an environment like we’re seeing today, smaller firms can outperform their much bigger rivals because they are largely focused on domestic markets.

Today, I want to show you a tech-related investment that takes big advantage of this fact – making it a great hedge against the strong dollar.

Moreover, it’s handily beaten the S&P 500 Index since the bull market began in March 2009.

And right now – it’s priced to move…

Grab This Stock Before It Soars Another 66.5%

11 | By Michael A. Robinson

One of my main aims here is to give you an alternative to the racket that is so much a part of mainstream financial thinking.

And as it happens, not all of the noise emanates from Wall Street.

From time to time the folks in Washington add their feeble voices to the chorus of righteous error and bad advice you’d do well to ignore.

I’m here to help you ignore it – and to replace with it with something better that makes you money.

Today I want to tell you all about one especially odious episode. It’s the tale of how a “concerned” legislature caused the stock of one biotech company to plunge by double digits virtually overnight.

Lucky for us, this story has a happy ending.

Because the company involved has rebounded handily – and is poised for even more growth in the months ahead.

Here’s what you need to know…