Archive for October, 2015
When we talked on TuesdayI told you about three tech leaders whose stocks are quickly rebounding – giving you three solid ways to profit following the market’s recent retreat.
I also promised to reveal a fourth investment that could add to your net worth over the long haul. Today I’m going to make good on that promise.
This investment takes advantage of one of the biggest trends in tech right now – the rapid consolidation of the semiconductor industry.
In fact, a new Dealogic report says that chip firms have announced $100.6 billion in mergers and acquisitions (M&As) so far this year – more than triple the $37.7 billion for all of 2014. And we’ve still two months to go in 2015.
But there’s much more to this story than just dollar volume.
A very important facet of these deals has gone largely unnoticed.
Today I’ll show you a great way to play this historic chip M&A boom using an investment you’ll want to own for the long haul.
And I’ll also tell what that “secret” detail is…
When we spoke last Friday, I showed you how Wall Street is sleeping through a powerful rebound in tech stocks that began Aug. 25.
I said that the tech-centric index gained 8.3% in less than two months and is now showing gains of roughly 3.4% for the year.
I also promised I would follow up with you regarding several stocks that I’m sure are greatly oversold and due for a lucrative rebound.
Today I am keeping that promise.
Each of the stocks you’re about to discover all bounced back within a day of the Nasdaq Composite Index’s rebound.
And each of them hasgone on to beat the Nasdaq by at least 200% during the same period.
And as you’ll see in a moment, these are all stocks riding strong catalysts that will help them continue to beat the overall market over the next three years…
To hear the mainstream financial press tell it, the markets “have fallen and they can’t get up.”
Not only that, but the media would also have you believe you should gather your capital and dash for the sidelines.
Those folks can’t be talking about the same tech markets I follow.
And they’re clearly clueless about what you should do to make money as an investor.
I say that because, since hitting bottom on Aug. 25, the tech-heavy Nasdaq Composite Index has rallied for gains of roughly 8%. That means, in just six weeks, this tech barometer has turned a year-to-date loss into a 3.4% profit.
I’m here to make you money.
That’s why my first piece of advice is, “Always have some money in the market.”
If you don’t, you’ll miss some off-the-chart bargains. Like the ones that are popping up right now during what I call the “hidden tech rebound.”
These opportunities are yours for the taking – if you remain nimble in your approach to making money.
So, today I’m going to show you four tools you can use to turn this hidden tech rebound into gold…
For years the “road to wealth” has been paved by tech, but now technology is much more than that.
High tech – as a culture – has embedded itself permanently into the American psyche. That’s one of the reasons why I say we have passed a “tech tipping point.”
Never before in history has technology – from smartphones to the connected car – become such an indispensable day-by-day component of our lives.
Indeed, because they make the products we need and the profits we target, Silicon Valley CEOs are becoming bona fide celebrities.
For proof, look no further than the hit CBS program The Late Show With Stephen Colbert.
In the first three weeks he was on the air, Colbert hosted three of the biggest high-tech CEOs on his show, which averages 3.2 million viewers. More important, many of those viewers are young people.
With that new level of high-tech validation as background, today I want to show you what these tech CEOs have to say when playing at celebrity.
And I want to reveal a great investment play that will let you crush the market for pennies on the dollar while paying a respectable 1.7% dividend…
With oil back below $50 a barrel, the Chinese economy slowing and the dollar staying strong, this could like a terrible time to invest anywhere near the materials space.
In fact, in the wake of petroleum prices dropping more than 50% in less than a year, deflation now stalks the entire global resource ecosystem.
Sell-offs have tanked the price of gold and silver, along with industrial metals like copper and nickel, and even commodities like cotton.
But there’s one materials play that will allow you to buck that trend.
It’s a “pure play” on metals that is all but guaranteed to return you a double digits thanks to two major catalysts.
First, this company has announced it will soon split into two companies so it can free up its performance unit to achieve much faster growth.
And second, it just scored a $1 billion contract from a world leader in commercial aerospace.
Here’s how to invest in this materials firm before these twin catalysts send its shares soaring…
When we talked last Friday, I emphasized that despite the market’s recent setback, the U.S. economy is in overall good shape.
Turns out I’m not the only one who “gets” the economy’s fundamental strength.
The United States’ 3.9% economic growth is fueling a historic boom in mergers and acquisitions (M&As). In fact, a recent report from Dealogic pegs the value of U.S.-targeted deals so far this year at nearly $1.7 trillion – 45% higher than last year’s pace.
This represents the biggest nine-month period ever for domestic M&As and accounts for fully half of the $3.4 trillion in global deals.
You can credit the robust pace of American M&As to the fact that our economy is expanding while Europe’s stagnates and China’s growth rate cools. Plus, with the Federal Reserve keeping interest rates near zero, companies are finding it cost effective to borrow the capital needed to finance takeovers.
And here’s what’s really exciting…
There’s one tech-related area that’s particularly attractive to investors right now.
And it’s an industry that Wall Street had all but written off just seven months ago.
Today I want to show you how to profit from the current M&A boom by using a tech investment that history says is all but certain to beat the market over the next two years…
The Internet may be a hole that can never be filled.
But that doesn’t stop a legion of content providers from working around the clock to create, design and post the text and images that attempt to fill that hole every day – and that keep us glued to our screens.
And there’s one software company that produces the tools those writers, editors and designers need to create all that content.
This Silicon Valley legend’s share price really took off after it successfully moved away from its old-school method of selling individual products – and instead tied itself to the highly profitable cloud subscription model… where it sells an “ecosystem.”
Now, thanks to a recent “stealth” acquisition, this firm has the opportunity to rope all those content providers into that “ecosystem” almost entirely.
Today, I’ll show you how my longtime readers have already more than doubled their money on this stock.
Then, I’ll show you how this new acquisition will coax even more users to sign up for the company’s cloud subscriptions.
Even better, all those new subscribers means the firm’s stock price will double again in just a couple of years…
When it comes to a down market like the one we’ve been seeing since mid-August, investors like you have to hone their stock-selection skills.
During the third quarter, most stocks sold off, including many tech leaders. The Dow Jones Industrials, S&P 500 and Nasdaq Composite have all spilled more than 8%.
On the other hand, like I showed you back in late August, the U.S. economy itself is in good shape. And the new numbers rolling in still show a growing economy as employers hire more workers and consumers load up on homes and cars.
In other words, this downturn has little to do with the U.S. economy. And that meansthere are plenty of companies – and stocks – that are bucking the market trend.
You just have to know how to peer through the “noise” and pick them.
And today, I’m going to show you five tech leaders that sailed peacefully through the third-quarter sell-off.
All five are still good “Buys”…