Archive for September, 2015
The odds that we may get a U.S. president who understands that the road to wealth is paved with high tech have increased significantly over the past few weeks.
Of course, I’m talking about Republican presidential candidate Carly Fiorina. As the former CEO of Hewlett-Packard Co. (NYSE: HP), Fiorina hails from Silicon Valley and, therefore, grasps the ever-growing importance of the cloud, Big Data, the Internet of Everything (IoE) and other tech sectors in both our lives and the U.S. economy.
When I first introduced you to Fiorina back in July, I was among the very first investment analysts to suggest this former tech executive should be taken seriously. At the time, she was barely a blip on the national media’s radar screen and was polling in low single digits.
Since then, she’s made a strong name for herself, primarily by shutting down GOP frontrunner Donald Trump during a debate that polls show she won.
And now polls show her tied for third place in the Republican presidential horse race.
And today, I want to show you what Fiorina’s rapid rise means for tech investors like you…
Last week, I responded to your questions asked about tech investing.
But there was one question I decided to save because it deserves its very own conversation. It comes from “Gwynne B,” who describes herself as being 70 years old and an investing “true novice” -and wants to know how to get started as a tech investor
I get this question all the time from everyone from college students to retirees.
And the advice I want to share with you today applies to just about everyone who is just getting started in the stock market – even the very turbulent market we’ve been seeing all year long.
Today I’m going to show you three investments that will do two things.
First, they will help you get started by providing a solid foundation for your portfolio
Second, I believe all three will crush the market over the next several years…
Chinese President Xi Jinping plans to kick off his U.S. visit today with a stop in Seattle where he will meet with top American tech executives.
The list of execs Xi is meeting with includes big names like Microsoft Inc. (Nasdaq: MSFT) CEO Satya Nadella and Apple Inc. (Nasdaq: AAPL) CEO Tim Cook.
The fact that Xi is attending a tech forum today before he meets with the presidenton Thursday perfectly illustrates the importance of the technology sector for the world’s two largest economies.
According to common wisdom among tech analysts and other news commentators, Xi is stopping in Seattle to drum up the tech industry’s support in his efforts rebuild good relations between the two nations. After all, China is – deservedly – receiving a lot of criticism regarding its Internet censorship, cyber-spying, currency manipulations and military adventures in the South China Sea.
But I believe this “noise” misses a much larger point for tech investors…
Despite the bad headlines coming out of the world’s most populous nation, China still boasts one of the globe’s fastest growing economies. And the country’s move to become a more consumer- and tech-focused economy puts e-commerce front and center.
That means, in the long term, if you want to make money in tech, you must aim a portion of your portfolio at Chinese e-commerce.
And today I’m going to tell you about what I think is the best way to play China’s renewed emphasis on e-commerce.
It’s an investment that will pay out big for decades to come…
Back in June, I recommended a stock to you that follows all five “rules” of Your Tech Wealth Blueprint.
Since then, Wall Street’s biggest and baddest have lined up to take pot shots at this unconventional tech play.
However, it’s up nearly 10% year to date, while the broader market is seeing nothing but losses.
Moreover, as one of you pointed out to me, this stock also performs highly on another “score” that many investors use to determine the strength of a firm’s finances.
Today, I’ll introduce you to that reader – and answer all of your best questions about the tech sector and what’s going on in the stock market.
But first, let’s see who exactly this stock “prodigy” is…
Back about a year and a half ago, I told you about a tech leader that would allow you to “laugh at the next big selloff.”
And, well, since then, the market has been no joke. In fact, it’s been absolutely turbulent – including last month’s big sell-off.
The Standard & Poor’s 500 Index is down by roughly 5% so far this year — while the tech stock I recommend back then is at breakeven. That means its shares have crushed the overall market by some 35% since I first recommended it.
And now Wall Street is waking up to the incredible value in this diversified tech play.
Indeed, The Wall Street Journal ran a story Sept. 2 touting one of the main points I made to you some 18 months ago – that this company is one of the nation’s top M&A engines.
So, today I want to let you know which company I’m talking about – and why now is not too late to invest…
After 30-plus years in Silicon Valley, I’ve developed a thick skin.
I need it to keep myself immune from the daily barrage of useless hype that comes out of the Valley’s publicity mills every day.
That’s why I don’t fill your inbox with breathless reports every time Elon Musk burps.
That said, I still get giddy every time the fall Apple Inc. (Nasdaq: AAPL) product announcements come around. After all, Apple is the leader in consumer electronics and operating systems – the biggest and most important tech company in the world
And this year certainly didn’t disappoint.
However, while everyone is distracted by the iDevice King‘s impressive new lineup of hardware – or sharing jokes about the Apple Pencil around the watercooler – it’s what the company has brewing behind the scenes that investors like you should be paying attention to.
It’s going to change the way consumers use Apple products forever.
Let’s take a look…
In fiscal year 2015, the federal budget is $3.8 trillion.
When you look at a number like that, a $133 million award sounds insignificant.
But the focus of that spending – on advanced cybersecurity – that very meaningful to tech investors like you.
On Sept. 1, Uncle Sam issued this “identity theft insurance” contract to privately held ID Experts. It did so to protect the 21.5 million Americans whose personal information was stolen as part of a 2014-’15 cyber-theft at the U.S. Office of Personnel Management.
It’s all part of a massive push – $14 billion in fiscal 2016 alone – by the nation’s leaders to thwart cyber intrusions at federal agencies and other critical places like banks and brokerages.
Of course, not all of these contracts are going to privately held firms or small and risky cybersecurity specialists.
Today I want to show you how to profit from a defense tech leader that recently opened up a new line in federal cybersecurity – a business that’ll be growing at a hefty, steady pace between now and at least 2020.
Most investors don’t even realize it’s a huge player here…
On Tuesday, I showed you why a strong U.S economy should give you confidence about tech investing.
While others get distracted by the noise on Wall Street, we’re staying focused on our long-term objective of building wealth through tech investing.
I also said I’d bring you three stocks that can beat this whipsawed market. And in a moment I’m going to do just that…
But first, let’s me address something no one else in the mainstream media is covering – tech is still performing better than the overall market.
So far this year, the Dow Jones Industrial Average is down nearly 8%, and the Standard & Poor’s 500 Index is off about 5%. By contrast, the Nasdaq Composite is just above breakeven.
Tech will continue to outperform this choppy market.
And these three tech stocks will lead the pack…