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How We’ll Cash in on CES 2015

1 | By Michael A. Robinson

LAS VEGAS – If we had to describe all of the amazing new products and technologies we’ve seen at the Consumer Electronics Show (CES) this week, we’d need 10 of these columns.

Amid all the hype this year, the hugest buzz was about ultra-high-definition TV (UHDTV).


It was all about ultra-high-definition television (UHDTV) at CES 2015.
Samsung‘s 28,000-square-foot pavilion was the largest in Las Vegas this year.

The focus on televisions isn’t surprising for a consumer electronics-focused trade show filled with buyers from major online and big-box retailers. But there’s also a reason for tech investors like you folks to pay attention as well.

According to the Consumer Electronics Association trade group, Americans will be buying 1.43 million UHDTV sets, or roughly 5% of televisions sold nationally, in 2016. That’s a 60-fold increase from 2013, when UHDTVs debuted.

And, of course, there are ways for all of us to profit on all those UHDTVs our fellow Americans will be buying.

So, let’s hit the floor of CES 2015 to find them…

The Future Is Bright

At the LG Electronics Inc. pavilion, we witnessed some of the most lifelike images we’ve ever seen on these new 4K UHDTV displays, as well as on the new organic light-emitting diode (OLED) TVs. These sets had amazingly brilliant and bright colors as well.

Samsung Electronics Co. Ltd. (OTC: SSNLF) is also stepping up in a big way with UHDTV. At the South Korean company’s 28,000-square-foot pavilion – the largest one at CES this year – we were treated to more amazing views.


The UHDTVs from LG Electronics at CES 2015 had the brightest and most brilliant colors
I’ve ever seen on a TV set.

Not to be outdone (except in size), the 25,000-square-foot pavilion for Sony Corp. (NYSE ADR: SNE) boasted (among many other fantastic products) a 4K set the Japanese company calls “The World’s First High-Resolution Audio Compatible TV.”

The rule-of-thumb definition of “high-resolution audio” is any audio quality better than a CD. If you’re an audiophile, like us, you may want to mark down this model number 65X930C – it was that good.

And the way we’re cashing in on all these incredible new TV sets is through longtime Strategic Tech Investor favorite Ambarella Inc. (Nasdaq: AMBA), whose video processors are found in most UHDTVs. If you’ve stuck with Ambarella – also a video chip supplier to CES favorite GoPro Inc. (Nasdaq: GPRO) – since I first recommended it back on Aug. 2, 2013, you’ve made gains of an incredible 259%.

And I think it could still double from where we are now.

That’s why we’re on the hunt at CES for our next triple-digit winners.

Hitting the Road

We naturally couldn’t resist the massive “connected” car area at CES this year.

Cars today are like smartphones with wheels, so it’s no surprise to see so many automakers represented in Las Vegas.

At the Chevrolet booth, we strapped on an Oculus Rift virtual-reality headset and took a tour of OnStar‘s connectivity and safety features.

And at the Ford Motor Co. (NYSE: F) pavilion we took in the Detroit legend’s “Wall of Fame,” filled with Instagram pictures and Twitter messages from hundreds of satisfied Ford owners.

Core Principles

One of the highlights of my trip to CES was the Intel Corp. (Nasdaq: INTC) pavilion.

There we witnessed prominent new-media artist Joshua Davis demonstrate the power of Intel’s RealSense camera. The RealSense camera has state-of-the-art motion capture that lets you create images on a computer screen through hand and body movements.

Intel, one of our 2015 Fast-Growing Picks, unveiled its new Core M processor at CES. Built using 14-nanometer process technology, the Core M is so energy efficient that laptop, tablet and notebook manufacturers can now eliminate the cooling units in those products. That will allow for much lighter, slimmer and more attractive devices.

These unprecedented levels of energy efficiency are a very big deal. We can expect longer battery life and greater graphics and streaming-video performance.

Dell uses the Core M processor in its new XPS 13 Ultrabook.

The device we handled, the Yoga 3 Pro by Lenovo Group Ltd. (OTC: LNVGY), was described to us by one Intel rep as “a laptop when you need it – and a tablet when you want it.” The Yoga 3 Pro had tremendous graphics, and yet felt barely heavier than a magazine. The Yoga 3 Pro is almost 25% slimmer than the Apple MacBook Air, according to Intel.

Intel may be the old man of Silicon Valley – where we’re always looking for the next, next thing – but this veteran company remains a great investment. And that’s why I’ve been recommending it since July 2013.

Since then, we’ve made 53% gains on our shares.

Around the World – and a Guitar Break

In the Paradise Pavilion, we found hundreds of exhibitors from ChinaTaiwanVietnamSouth Korea

As a sign of just how massive China has become in consumer electronics- not just as a contract manufacturer, but as a designer and marketer of technologies, too – we counted 415 exhibits from a single Chinese province – Shenzhen.

And we have a big-time profit possibility in one of those nations to share with you next week. So stay tuned.

After all that searching for such promising investments, it’s sometimes hard to remember that CES is also about fun.


In addition to this wall of 2015 model guitars, Gibson was showing off a slew of high-tech
audio and noise-canceling headphones at CES 2015.

As a life-long guitarist, we were blown away by the cool white building Gibson Guitar Corp. had set up out in the Central Pavilion of Las Vegas Convention Center.

Inside we found walls of new instruments. Naturally, we had to take one down and play a few (loud!) licks.

As I tell you every week, the road to wealth is paved by tech – but I think the road to happiness may just be paved by six strings and a good amp.

Editor’s Note: Strategic Tech Investor Tech Market Analyst William Spencer is assisting with our reports from CES 2015.

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One Response to How We’ll Cash in on CES 2015

  1. Ed Foster Jr. says:

    Michael,
    I am glad you were there to bring back some exciting new investment opportunities and a little jealous that I wasn’t there to check out Gibson’s new offerings. I’m looking forward to your analysis over the next couple of weeks.

    Ed

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