Archive for March, 2018

Three Ways to Profit Following This Week’s Wild Ride

0 | By Michael A. Robinson

I recently shared a story with you folks here.

A personal story.

I told you how my older daughter, Jordan, a college senior, is working on a school project paper trading a $100,000 portfolio focused heavily on tech stocks.

And that story led to a lesson in moneymaking. In honor of Jordan’s rightful suspicion of anything her “old man” tries to teach her, I dubbed it “The Skeptics’ Guide to Tech Investing.”

Today I’ve got another personal story. This one is about my younger daughter – and it also comes with a lesson.

This lesson requires we do something painful.

We’ve got to take a close look at the past few days’ extremely rocky markets… the down days we’ve seen in the tech-heavy Nasdaq Composite… and the news-driven shellacking served up to the likes of Facebook Inc. (Nasdaq: FB) (privacy concerns), Inc. (Nasdaq: AMZN) (a presidential tweet-storm), and Nvidia Inc. (Nasdaq: NVDA) (the fatal self-driving Uber crash).

But after we do that, we’ll be able to “see through” all the headlines about “tech” dragging down the rest of the market.

There we’ll find three huge profit opportunities that are going to come out of these rocky markets just fine.

Make these moves now

Make These Five Plays – and You’ll Look Like a Whiz After Trade Dispute Settles

1 | By Michael A. Robinson

Say what you will about President Donald Trump – he’s certainly been consistent on China.

During the 2016 campaign, he repeatedly promised to slash our trade deficit with the world’s most populous nation. Last week, he said the goal is to cut that $375 billion yearly shortfall by as much as $100 billion.

This explains three moves he has made recently…

  • The first are the president’s 25% tariffs on imported steel, most of which comes from China. We went over those a couple of weeks ago.
  • The second occurred earlier this month when the White House blocked Singapore-based Broadcom Ltd. (Nasdaq: AVGO)’s proposed $117 billion acquisition of Qualcomm Inc. (Nasdaq: QCOM), the wireless chip leader based in San Diego.
  • Then, late last week, President Trump signed an executive memorandum that would impose retaliatory tariffs on up to $60 billion in Chinese imports in order to punish Beijing for stealing American companies’ intellectual property.

These three big moves have many on Wall Street doubting the wisdom of investing in any Chinese tech stocks in the current climate.

That’s crazy.

First off, all the media “noise” around tariffs and trade ward doesn’t match the reality of the situation… the “signal” – which is that Trump’s tough talk has gotten China and others to the negotiating table.

We’ve already gotten concessions from South Korea – and I bet Beijing will be close behind.

So, while others flee in fear, I’ve identified five Chinese tech leaders that I think will benefit – not despite Trump’s moves… but because of them.

Today I’m going to show you why the time to act is now and how you can make big money doing so

Finding Profits in the One Technology That Can Protect the Pentagon’s Secrets

3 | By Michael A. Robinson

The Pentagon just unveiled a new platform it calls Pathfinder.

No, it’s not a new robotic weapons system… or a new high-tech tank… or even an innovative mapping system.

Instead, this is a program that addresses the Pentagon as a huge bureaucracy, instead of as a fighting force.

Pathfinder is a new program to migrate tons of data, some of it quite sensitive, to the cloud. And the U.S. Department of Defense is contracting with cloud leader Amazon Web Services in a deal that could eventually be worth billions to make it happen.

As you might imagine in this era of cyberattacks, not everyone in Washington is on board with the massive data migration.

They worry that the Pentagon is exposing itself to hackers who may come from China, North Korea, or Russia. After all, black-hat teams tied to those three nations attempt to penetrate our military networks on an almost hourly basis.

Here’s the thing. There’s a relatively new approach out there that offers far more security, not to mention a permanent record of every single transaction involving a military budget totaling more than $750 billion.

It’s a system I call the Milblock.

In a moment, I’ll explain just what I’m talking about.

And then I’ll show you how investing in this field could land you a 10-bagger…

Every Medical Marijuana Company Needs This Technology

3 | By Michael A. Robinson

Medical marijuana is one of the biggest healthcare stories out there right now.

We know that cannabis is a godsend for cancer patients, who use it to control their nausea and increase their appetite following chemotherapy.

Researchers are proving every day that cannabis-based drugs are effective against extreme pain, epilepsy, multiple sclerosis, and other ailments.

Plus, because of marijuana’s effectiveness in the fight against pain, everyone from doctors to law enforcement leaders are looking to use weed to help end the ongoing – and devastating – opioid crisis.

All that means medical marijuana is also one of the best investment opportunities out there.

That’s why I’ve recommended GW Pharmaceuticals PLC (Nasdaq ADR: GWPH) to you again and again.

But when it comes to medical marijuana, there’s a big problem.

Marijuana is probably the least studied cash crop in the world.

Researchers working to discover and refine the medicinal properties of cannabis have been greatly hampered by the Drug Enforcement Agency’s (DEA) classification of the plant as a Schedule 1 drug. That means the federal government deems marijuana as having no accepted medical use, like meth or heroin.

That stance has cut down on the sort of well-funded research that’s needed to usher in the next round of cannabis-based wonder drugs.

But that doesn’t mean no research is happening. After all, GW Pharma and other biotech firms have produced a first round of weed-based drugs.

In fact, there’s a small but growing cottage industry of tiny startups focused on the genetic testing of cannabis to help those biotechs

Some marijuana analytics startups, like Steep Hill, are developing their own gene-sequencing systems – and that’s something very exciting I plan to tell you more about soon.

But most, including Medicinal Genomics, are using state-of-the-art gene-sequencing equipment from the company I want to tell you about today.

This dynamic industry leader is a pioneer in the genetic testing equipment field. And now it’s equipment is crucial for medical marijuana pioneers.

If you got in when I first recommended this stock just a few months ago, you’ve already made nearly 19%.

But thanks to the medical marijuana sector’s interest and several more catalysts I’ll tell you about below, it’s got a lot further to run.

Take a look…

Michael Just Revealed His Two Best Tech Buys

2 | By Strategic Tech Investor Staff

The Trump administration just killed the Broadcom Ltd. (Nasdaq: AVGO)-Qualcomm Inc. (Nasdaq: QCOM) deal – which would have been the largest tech merger ever.

You might think Michael’s best “Buy” in the tech space right now is one or both of those chip giants now that the dust has settled. Instead, his thoughts have turned to the Chinese steel tariffs – and finding companies insulated from the resulting fallout.

After doing his research, he’s turned up two American cloud-based software companies whose products are “immune from all that.” Both keep on reporting higher and higher earnings – and, Michael says, “have a long runway for share-price growth.”

Michael revealed these two picks – his best tech “Buys” right now – last night on CNBC’s Street Signs

Click here to watch.

With or Without Trump’s Tariffs, This Tech Play Is Behind the Rebirth of American Steel

0 | By Michael A. Robinson

President Donald Trump just imposed 25% tariffs on steel imports and 10% import taxes on aluminum.

Those tariffs aren’t ideal – and they could lead to a trade war if Trump’s team isn’t careful.

But the desperate hand-wringing we’re seeing from the Washington and Wall Street crowds is, frankly, unseemly.

The Associated Press says that U.S. steel production is doing just fine, because the economy is now growing at roughly 3% a year.

Trade Partnership, a pro-trade business group, predicts that the tariffs will lead to 146,000 American job losses.

And Ira Shapiro, one of the architects of the North American Free Trade Agreement, told CNBC that President Trump “has done incredible damage to our relationship with Mexico, some to Canada and a lot to the European Union, all of which was not necessary and not desirable.”

There’s a problem here. All this naysaying presents a simplistic – and I would say false – narrative.

According to MarketLine, steel will be an $865 billion global industry by 2020. And we here in the United States are missing out… almost entirely. Of the world’s top 12 steel producers, only one is U.S.-based.

So if we do this the right way – if Trump’s seemingly reckless plan gets everyone rushing to the negotiating table – domestic firms will clearly benefit.

That said, Trump’s tariffs are far from a panacea.

The steel industry is a laggard in part because it hasn’t kept up with the times. And so steelmakers and other metal firms must invest in the innovative digital tech that is transforming so many other industries.

I’m talking about a technology that unites hardware, software, sensors, robotic systems, and more so that steel factories can operate far more profitably.

Today, factory-floor automation technology is worth roughly $109 billion. MarketsandMarkets says that spending in the sector will swell to $153 billion by 2022.

The firm I want to show you today is transforming steel companies – and firms in other hidebound industries – into advanced tech players.

It’s minting cash for its shareholders along the way.

And it’s about to start a second $1 billion share buyback program – so you’ll get paid as you wait for your gains

The Skeptics’ Guide to Tech Investing

0 | By Michael A. Robinson

I believe in learning about investing early.

Really early.

Here’s what I mean…

When my daughter Jordan was in the sixth grade, I had her start trading paper shares and building an investment portfolio.

And for a few years, we talked just about every night around the dinner table about her stocks’ performance – and the “whys” behind that performance… their financials and growth rates.

We even pored over their charts.

We eventually fell out of that practice as Jordan pursued sports, music, and friends (and her smartphone).

But now, as she’s pursued a degree in finance from the University of Portland, we’ve started our chats again. Not every night – but pretty often.

I couldn’t be happier – or prouder.

Recently, in fact, I helped Jordan with her senior project – investing “$100,000” in a virtual portfolio.

It will come as no surprise to you that the first words out of my mouth were, “Jordan, the road to wealth is paved by tech.”

After all, that’s been my mantra here at Strategic Technology Investor since Day 1.

Working together, we came up with a plan to turn that virtual portfolio into at least $1.6 million by the time she turns 61.

It was a good exercise for Jordan… and for me. I had to confront a skeptical audience – all daughters are skeptical of their fathers – and prove my thesis.

With that in mind, I’m going to do that again today – prove to you how and why the road to wealth is paved by tech.

And I’m going to show you a great way to get started on that road

Buy This “Meaty” Play on Blockchain While It’s Still on Sale

0 | By Michael A. Robinson

First Eastman Kodak Co. (NYSE: KODK)… and now Starbucks Corp. (Nasdaq: SBUX).

Indeed, Starbucks Chairman Howard Shultz recently took to the airwaves to let everyone know that his coffee company is getting into the blockchain business.

“I think blockchain technology is probably the rails in which an integrated app at Starbucks will be sitting on top of,” he said during an interview on Fox Business.

Blockchain is the digital and decentralized ledger behind Bitcoin and most other cryptocurrencies. Crypto traders depend on blockchain’s transparency and unchanging nature to record all their transactions. Now industries beyond digital coins and even fintech are exploring how to use the technology. Blockchain is potentially the perfect technology for everything from running global supply chains to keeping track of medical records.

But Schulz didn’t mention any of that.

Three Reasons to “Buy” Microsoft

1 | By Strategic Tech Investor Staff

Are there any “safe” stocks to buy in this volatile atmosphere? Of course there is. And Michael shared a few recently on Chuck Jaffe’s Money Life podcast. We think Michael surprised Chuck with a few of the reasons he likes Microsoft Corp. What do you think?

During their conversation, they went deep on the trading system we use here and at Michael’s premium services. And he did a “speed round” on a few stocks Chuck served up for him… Does Michael “like” Sturm Ruger & Co. following the recent school shooting? Just click here.

The “Right” Stuff: 2018’s Top 5 Tech Dividend Stocks

1 | By Michael A. Robinson

I love being right.

I was right about tech stocks – as a group and on dozens if not hundreds of individual plays as well.

I was right about legal cannabis stocks.

And I’m right on cryptocurrencies and blockchain technology.

But sometimes I love being wrong, too.

Let me explain…

As a longtime Silicon Valley insider with a strong track record of picking the fastest growing stocks in the market, I have shied away from dividend plays.

And I was wrong about that.

Fact is, in “Old Silicon Valley,” dividends were held suspect – shunned even. That’s because fast-growing firms need to send most of their cash flow back into R&D and finding new growth opportunities.

So I felt that when a tech leader started to pay dividends it was a sign that senior management had decided to play it safe rather than advance more breakthrough products.

But all that is quickly changing in the “New Silicon Valley.” That’s because high-tech firms are becoming some of the best dividend stocks to own while still offering lots of new growth.

Today I’m going to show you why that’s true.

Then after that I’ll reveal five ways you can play this new trend in order to pile up both share-price gains and dividend cash…