It’s time for me to sound like a broken record once again.
But I just can’t bite my tongue.
See, at the beginning of the year I was one of the few analysts to defy Wall Street with two conclusions:
- There would be no recession this year.
- Instead, the U.S. economy will resume a growth rate that most of the rest of the world can only dream about.
We recently found out that GDP expanded by 3.2% in the first quarter, extending the economy’s historic expansion.
And we now know that in April the jobs market was the best we’ve seen since 1969. That’s the year Led Zeppelin released its first record with the hit single, “Good Times Bad Times.”
Clearly, we are living in the former… And there’s even more good news.
Fact is, inflation remains tame because productivity is on a roll. The U.S. Labor Department just said productivity gains in the first quarter were the best we’ve seen in more than eight years.
Today, I’m going to show you how you can ride this trend with what I call the “Productivity Supercharger.”
It’s a stock that is set to crush the market over the next several years…
Bringing the Efficiency
Now then, the productivity numbers are very good news for the markets in general, and also for tech stocks.
That’s because higher output per worker without huge increases in wages means the economy still has plenty of steam ahead, without a significant risk of triggering inflation.
And that means Wall Street now expects the Federal Reserve to remain dovish this year. If inflation is under control in a fast-moving economy, there’s very little risk the central bankers will really ramp up interest rates.
For tech investors, this is particularly good news. After all, companies across the board have been adding tech platforms that bring in new growth, while also making workers more efficient.
This is a trend I identified for members of my Nova-X Report monthly newsletter. And they’ve already scored 100% gains.
In fact, we were way out in front of Wall Street when we invested in a company that I call the Productivity Supercharger. Its core mission is to help companies and their teams become far more efficient.
And that’s our mission at the Nova-X Report – to spot tech winners before Wall Street wakes up to the great story embedded in the company’s market-crushing performance.
To be fair to my paid members, I can’t reveal the name and ticker symbol. But it remains an open holding in our portfolio, and I see plenty of upside ahead.
Let me walk you through the reasons why I say that. And show you how you can still profit by it all…
The Team Builder
Here’s the remarkable thing about this firm. Ever since it opened for business, it has never had a sales force. Its core set of products are that good. They just sell themselves.
Simply put, an ever-expanding roster of very happy clients have been the best kind of advertising a firm can buy. And those 144,000 clients are using the firm’s broad suite of collaboration tools to help teams bring new projects to market at lightning speed.
Here’s how that works. Clients put together teams to come up with a new product or service idea. From there, they hand it off to another team that develops the concept and assesses the market. After that, yet another team builds out prototypes, before handing it off to the production team, and then on to the sales team.
At every stage, these clients turn to the Productivity Supercharger for the next level of teamwork software.
Let me be clear. When this firm first started, it had only built out a core project collaboration toolset.
Yet over the years, through internal efforts and smart tuck-in acquisitions, the firm has developed an unmatched broad suite of tools that makes it practically impossible for rivals to keep up.
Let’s take a quick look at some of the tools that have been brought in recently by acquiring best-of-breed upstarts:
- In January 2017, our Productivity Supercharger bought one of the world’s fastest growing project management services firms that had a focus on enterprise messaging (EM).
- This past September, the firm acquired the leading software provider that is used by engineers to quickly learn about software and website outages.
- And in March, our software dominator bought a firm that helps brings together the teamwork happening across an organization into an all-encompassing view that connects strategy, work, and outcomes.
Here’s what else that growing platform enables: a much larger target market. At its core, the firm serves a total potential market of 23 million software customers.
Yet the newer software tools that have been rolled out has bumped up the firm’s market to 100 million technical team members worldwide.
By targeting a growing market with an expanding tool set, our Productivity Supercharger has managed to boost sales at a 41% yearly clip over the past five years.
Looked at another way, we’re talking about a firm that had $215 million in revenue in 2014, but that should have $1.5 billion in sales by next year.
That kind of growth has lit a fire under this stock, enabling Nova-X readers to take a free trade. When one of our holdings has doubled in value, we lock in profits on half our stake.
By doing so, we get all our original capital back. From here on out, we’re playing on the house’s money.
A Winning Portfolio
By the time most firms get to be billion-dollar firms, growth becomes much harder to achieve. But I’m confident that this firm can keep growing at a 30-40% yearly pace, setting up another double in as little as three years.
That’s because it has a proven knack for smart new software rollouts, products so good they sell themselves. It also has a target market that has been expanding by leaps and bounds in the past few years.
And we’re just getting started in the Nova-X portfolio. Fact is, we own a growing array of stocks with gains that are far larger than our Productivity Supercharger.
If you’re not ready for thus low-priced paid service, then check back here, as we always share tips and strategies on the road to wealth that is high tech investing…
And before I go, I want to introduce you to my Money Morning colleague, the renowned pattern trader Tom Gentile. See, Tom has a new system he’s calling Alpha-9 that deploys elements of a super-computer, artificial intelligence and quant trading algorithm to deliver what he calls “Double-Your-Money” trades, every single day of the week the market is open.
Cheers and good investing,
Michael A. Robinson