Archive for November, 2015
Here’s how “cocktail chatter” at networking events usually goes for me.
“Hi! I’m so-and-so. What do you do?”
“I’m a tech stock analyst.”
“That’s interesting – when is SpaceX going public?”
Yup, Elon Musk’s other baby is the tech stock everyone wants to own but no one can buy.
I get it.
Check it out…
On Nov. 11, United Technologies Corp. (NYSE: UTX) made the kind of announcement investors love to hear.
The defense and high-tech conglomerate said it was more than doubling the size of its current share-repurchase plan, adding another $6 billion to the $4 billion in stock it planned to buy back before 2016.
United Technologies is far from alone. In just the first six months of this year, U.S. firms spent more than a quarter of a trillion dollars on share buybacks.
And federal data shows that corporate buybacks, which have been rising for years now, are likely to grow even more between now and 2020.
The really good news for tech investors is this: Technology companies make up the bulk of firms that are racing to repurchase their stock.
Today I’ll show you an easy way to cashing in on this buyback frenzy.
With it, you can beat the market by more than 30% over the next five years…
To continue reading click here.
On Nov. 11, Alibaba Group Holding Ltd. had the kind of sales success tech investors dream about.
The day in question is Singles Day, China’s biggest shopping day of the year – a kind of reverse Valentine’s Day.
In just the first 90 minutes of that day, the e-commerce leader saw $5 billion in online sales – more than Americans spent on Black Friday and Cyber Monday combined last year.
Mobile commerce was a huge success as well. Looking only at sales generated by its mobile platforms, Alibaba brought in $3.8 billion in the first few hours, beating out 2014’s full-day sales.
As you might expect, the event was a major win for Alibaba at a time when Chinese tech stocks are out of favor on Wall Street.
But Alibaba isn’t the only emerging-market e-commerce firm on the move. In fact, other leaders in the category have recently reported huge sales gains.
There’s an easy way to play this entire red-hot sector for less than one-third the price of Alibaba.
Check it out…
You likely don’t think of coffee as a sexy investment – and certainly not a high-tech one.
I want to challenge that view today by telling you about a coffee company that’s leveraging a mobile app to crush its competitors – and even other retailers.
In fact, more than 9 million people use this app each and every week to purchase this company’s food and beverages with their smartphones. That comes to 20% of sales for a firm that last year had revenue of $16.4 billion.
That means this humble "coffee company" now ranks as a world leader in one of tech’s fastest-growing sectors – mobile commerce.
What’s more, over the past year, this tech-savvy firm has beaten the S&P 500 by a stunning 7,900%.
Today I’ll show you five reasons why this "secret" mobile play will continue to crush the market.
And then I’ll lay out how you can pick up a triple-digit gain with its stock…
Are there any Facebook Inc. (Nasdaq: FB) skeptics left out there?
I doubt it.
But even early this year, the social-networking giant still had plenty of naysayers on Wall Street.
And that was when — on February 27 to be precise – I predicted that Facebook shares would double in value by 2018.
And the stock has gone on a huge rally since that day, when it was trading at just shy of $79.
FB recently closed at $106.50, giving those of you who picked it up at the time a 35.5% gain in little more than eight months.
If that doesn’t sound like much to you, consider this. During that same period, the market-reflecting S&P 500 Index is down by 2.6%.
Of course, after a big run like that, you’re likely wondering if there is any upside left.
Should you get out now? Is it too late to make your "Buy"?
This is what I think…
I hope you followed my advice and stayed in the market last month.
If not, I hope after you see what I have for you today that you’ll get back in.
As we’ve talked about in several recent conversations, I live by the credo “Always have some money invested in tech stocks” – no matter how much “noise” you hear out of Wall Street and Washington.
Otherwise, you’ll miss opportunities to buy winning stocks when they are “on sale.” Worse, you’ll miss taking a big profit from the rebound.
And brand-new market data from Lipper proves this.
The S&P 500 Index rose 8.7% last month. That makes October the single best month for the broad market since October 2011, when the S&P rose 10.9%.
And this all happened in the face of Wall Street’s fears about everything from a rising dollar to China’s slowing growth, to the possibility that the Federal Reserve will raise interest rates by the end of the year.
With that in mind, today I want to review some historic economic numbers.
And then I’ll show you why you should be bullish about tech investing for the rest of 2015…
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…
On Monday, Oct. 27, the world’s biggest name in tech came under selling pressure, falling 3.2%.
The following day the stock of this global leader dropped another 0.6%. All told, the stocklost roughly $33 billion in market value in just two trading sessions.
Predictably, Wall Street went into panic mode. Analysts were either certain that Apple Inc. (Nasdaq: AAPL) would disappoint on earnings, or terrified that iPhone sales had weakened, particularly in China.
They turned out to be wrong on both counts.
After the market closed last Tuesday, Apple released a stellar fourth-quarter earnings statement. The news was better than even I expected – and I’ve been an Apple bull forever.
Apple did more than just turn in a great performance; it turned in record fourth-quarter results.
And the iPhone’s off-the-charts sales in China factored heavily in the results.
This is great news for us, because Apple still has a lot of market-beating upside ahead.