Archive for May, 2015

It’s Time to Take a Ride With High Tech’s New $37 Billion Man

0 | By Michael A. Robinson

I’ve been telling you for a while now about a certain mega-cap company that trades like a small-cap – the kind of action investors dream about.

Well, that “old guard” tech company recently soared like a small-cap again – jumping 10.5% on a single day, following a strong third-quarter earnings report. Microsoft Corp. (Nasdaq: MSFT) soared nearly 10.5% on April 24 following the company’s strong third-quarter earnings report.

While that’s huge jump in share price, it actually understates the significance of the stock’s rally. On that day, this company added a stunning $36.6 billion in value to its shareholders.

Let me put that in perspective.

That one-day move was more than five times the entire market cap of hyper-growth media darling GoPro Inc. (Nasdaq: GPRO).

Wall Street was particularly impressed with this company’s continuing massive growth in the breakout field of cloud computing.

But that’s not all that’s going on.

There’s a second major factor at work – one that will continue to push this company’s shares even higher from here.

Let’s take a look at the company – and that “x factor”…

The Top Three Moves to Make in This $811.8 Billion Market

3 | By Michael A. Robinson

Shares of Pace PLC (OTC: PCMXF) soared more than 33% on April 24.

The reason: The maker of set-top boxes and broadband networking gear agreed to be acquired by industry leader Arris Group Inc. (Nasdaq: ARRS) in a deal worth $2.1 billion.

And on March 30, insurer UnitedHealth Group Inc. (NYSE: UNH) said it was buying Catamaran Corp. (Nasdaq: CTRX), sending shares of the Illinois-based pharmaceutical benefits manager up nearly 25% in one day.

Those huge share-price jumps underscore just how much money there is to make in the merger and acquisition (M&A) market – if you know how to choose the right buyout targets.

I expect to see a lot more M&As through the end of the year. Indeed, a recent report shows that first-quarter global M&A activity reached its highest level since 2007.

With that in mind, today I want to introduce you to three companies that I believe are good Tech Takeover Targets. And I want to show you how to invest in them before they get picked up and their share prices soar.

After all, there’s no money in the M&A market if you wait too long to make your move…