Archive for December, 2015
Right before Christmas, I told you how you could cash in on the “New Internet Economy,” a market sector worth a combined $2.6 trillion.
We kicked things off with a look at the major trends driving a select group of five big-cap leaders to new heights.
I even revealed two members of this New Internet “Dream Team” – Alphabet Inc. (Nasdaq: GOOGL) and Facebook (Nasdaq: FB).
Today I’m keeping my promise to tell you about the other three firms that are poised to hand tech investors steady gains, starting in January.
Each of these all-stars commands a growing slice of e-commerce, mobile transactions and cloud computing.
So let’s drill down and take a look at these other three winners – and why you must have them in your portfolio…
Merry Christmas, everyone.
Before you settle down with your family and loved ones today, I encourage you to take a moment to consider all that you’ve accomplished in the past year.
And to remember to thank everyone who helped you achieve those goals.
I’m talking about all kinds of accomplishments – career, financial, family, personal…
And now I hope you’ll consider some of your goals for 2016.
I’m sure some of them are the sorts of dreams that only smart and lucrative investments can help you reach.
If so, then consider this…
This month marks the 20th anniversary of a turning point in the history of technology investing.
Mary Meeker and Chris DePuy were analysts at Morgan Stanley in the fall of 1995 when they issued their landmark Internet Report.In it, they showed how the Web would transform the entire economy while making fortunes for savvy investors.
Because Morgan Stanley was the firm behind the wildly successful Netscape Communications initial public offering, investors clamored for a copy.
Demand was so intense that in December 1995 the Internet Report was officially released in book form and quickly became a best seller.
The Report turned out to be prescient, indeed. It not just foresaw the way the Web would become a high-tech and economic force, but also foreshadowed the Mobile Revolution we’re living through today.
However, one thing Meeker and DePuy didn’t see coming was the rise of what I call theNew Internet “Dream Team”- a quintet of firms that dominate key segments of a market sector worth a combined $2.6 trillion.
And today, I’m going to show you the first two players on this team – and why each is a great foundational play for 2016 and beyond…
While the stock market was essentially flat this year, tech stocks outperformed – and many key holdings did spectacularly.
Consider that the tech-centric Nasdaq Composite Index has gained more than 5.5% so far this year.
That compares with a decline in the S&P 500 Index of nearly 1%.
Moreover, tech stocks are absolutely dominating the lists of 2015’s best-performing stocks.
I’m talking about companies like Amazon.com Inc. (Nasdaq: AMZN), Facebook Inc. (Nasdaq: FB) and Netflix Inc. (Nasdaq: NFLX) – all of which saw double- or triple-digit gains.
High tech and the life sciences will continue to kill it in 2016.
And today I’ve prepared a special video report on the three tech stocks I think everyone should own in 2016.
Take a look
Over the past two years, I’ve recommended the company as a “Strong Buy” several times – but Apple’s share price has had a rough 2015.
Understandably, you all want to know what’s going on…
And whether I’m still on board with the stock…
In today’s Q&A with you folks, I’ll answer those questions – and a lot more…
Back in 1999, Marc rented a San Francisco apartment with a mission mind.
He wanted to change the way corporations conduct their business.
It’s a familiar story.
After all, thousands and thousands of entrepreneurial techies are still piling into SF apartments every year with big ideas on how to “disrupt” this sector or that sector.
And some of them are very successful.
Just check out what Uber’s done to the cab industry.
Marc’s goal, however, was much bigger than most Silicon Valley dreams.
He wanted to bring on the end of software as we know it.
And he succeeded.
The sector he established, software-as-a service (SaaS), is now a growth machine.
SaaS will hit $32.8 billion in sales in 2016. That’s more than double the sector’s $13.5 billion value just five years ago.
Marc believes his company, in the next few years, will be the first software firm for large enterprises to hit $10 billion in annual sales – meaning it owns a huge chunk of SaaS.
And his company is far from done growing.
As it builds up to that $10 billion, its shares are poised to climb 100% along the way.
Today I’ll show you how it’ll get there – and how you can cash in, too…
It may sound counterintuitive, but the stronger the U.S. dollar gets, the more investors worry.
That’s because a stronger dollar makes U.S. goods and services more expensive overseas, dampening exports and eating into sales.
And the dollar has certainly gone on a rally this year. As measured by the U.S. Dollar Index, the currency is up 8.5% in 2015 compared with the euro, the yen, the pound and the franc.
A strong dollar is particularly harmful to big-cap global leaders with significant offshore exposure.
But a strong dollar also opens up opportunities.
In an environment like we’re seeing today, smaller firms can outperform their much bigger rivals because they are largely focused on domestic markets.
Today, I want to show you a tech-related investment that takes big advantage of this fact – making it a great hedge against the strong dollar.
Moreover, it’s handily beaten the S&P 500 Index since the bull market began in March 2009.
And right now – it’s priced to move…
Instead of fighting the hordes over Thanksgiving weekend – either online or at the mall – I found myself new car shopping.
While I figured my “ski mobile,” a 2005 Acura MDX SUV, could last another two years or so, there I was, steering into a dealership about half an hour from the Robinson household.
And there I saw a brand-new 2016 MDX on the showroom floor.
What can I say? It called to me.
But what does this have to do with tech investing – what I assume you’re here for?
As the salesman showed me such features as integrated Bluetooth, voice-activated navigation and touch-screen “infotainment,” I realized I was shopping for technology as much as I was shopping for a new car.
My inner “gadget geek” kicked in – and I had to take the MDX out for a spin.
And after cruising around and checking out some of the Super Handling advanced driver assistance systems (ADAS), I was hooked – and picked it up.
I’m far from alone. Millions of consumers cite advanced auto technologies as a key reason they’re buying or leasing now.
Today, I’m going to show you how to profit from this massive trend.
No, I’m not recommending Acura (or any other carmaker).
But I’ve found a small, little-known firm whose technology is already in 25 million vehicles on the road today.
And that number’s only going to soar as our cars and trucks advance further…
We often turn to my five rules for tech investing success to see which stocks to buy.
But those same rules will also help you figure out which “turkeys” to avoid.
That’s a critical part of the game. Because in investing, “job one” is to make sure you live to trade another day. So a huge part of your long-term success comes down to not losing money in the first place.
I wanted to talk with you about this today because I’m picking up a ton of online chatter claiming that a certain pharmaceutical stock has become a screaming bargain.
And sure, it sounds like a bottom-feeder’s dream come true. Since its Aug. 5 high, the stock has dropped more than 65%. If it regained just 69% of its previous high, it would double.
But don’t believe the hype.
I ran this stock through the five rules in Your Tech Wealth Blueprint, and what I saw was a deeply troubled company you should stay well away from.
Let me show you why you’ll be glad you avoided this company at all costs…