Archive for January, 2021
At first glance, this would seem to be a terrible time to invest in law enforcement technology.
After all, officials in several cities have joined the movement to defund police departments.
Consider that Austin, TX, and Los Angeles, CA have recently cut more than $143 million from their police budgets. Minneapolis has moved to slash a more modest $8 million.
Here’s the thing. As cities cut police budgets and either furlough officers or see them resign, police officers will still carry on with their everyday work.
And that actually plays to the advantage of a law-enforcement tech leader that is pioneering cloud computing for police.
The firm also sells non-lethal weapons and body cameras
that fit right in with the current environment and is set to double its earnings in less than two years…
Streaming media was one of the biggest success stories of 2020. You’ve can see what I’ve already had to say about it
, here , and here . Now, that trend is shaping up to carry right on through 2021. here
Walt Disney Co.’s (NYSE:
) Disney Plus gained almost 90 million subscribers in less than a year and became a platform to release its newest movies. DIS
Netflix Inc. (NASDAQ: NFLX) added over 25 million subscribers in the first half of the year, and multiple new platforms launched including Peacock, NBCUniversal’s (NASDAQ: CMCSA) streaming platform, and HBO Max.
A few weeks back, an unknown burglar broke into my younger daughter Kendall’s apartment while she was sleeping in her bedroom.
I sure wish that she could have had the new security drone camera from smart-home firm Ring.
It’s set up to fly for security sweeps and then dock itself when not needed. As a dad who is a security freak, this sounds very appealing to me.
Unfortunately, the device won’t be available until early next year.
That said, it still shows you just how fast drone technology is moving in a market growing at 20.5% a year and headed to a value of $43 billion by 2024.
We’re seeing drones used for deliveries of goods and medical supplies, corporate and national security surveillance, and tactical deployments for soldiers.
Today, I want to show you a great pure play on the market.
It just made a key merger that deepens the product line and is on a path to double earnings in 3.5 years…
In 2020, the FAANG companies stood out as major leaders in the economy, crushing the broader market, but they aren’t the only places to look for moneymaking opportunities in 2021. Zoom Video Communications Inc. (ZM) did well this year, but right now it seems more like a wait-and-see. I’m also interested in Twilio Inc. (TWLO) and The Trade Desk Inc. (TTD). Not only that, but I predict that, as we move into the second half of 2021, we’ll be seeing even more strength from the economy. In particular, I’m expecting e-Commerce, fintech, and the cloud to be critical sectors for investment.
The legal case against
Facebook Inc. ( FB ) is gaining steam, and demonstrating just what a huge deal, and an opportunity, the social media sector is right now.
At this point, we now have the federal government and 46 states seeking to have the world’s most successful social network break itself up.
The idea is to have the Silicon Valley giant with 2.3 billion active monthly users divest itself of the wildly popular apps Instagram and WhatsApp.
To make that happen, though, the Federal Trade Commission (FTC) and the states must meet the high standard of clearly proving that Facebook
Here’s the thing, though; As tech investors, we don’t have to decide who’s right or wrong, or whether that will happen or not.
Our mission is to profit from the social media market that is worth at least $100 billion.
If you follow the suggestion I’m making today, you’ll capture the entire sector in one investment that is doubling the market’s return…
For anyone who doubts that high tech is now driving the American economy, I have one word for you – COVID.
Never before in our history have we seen basically the entire country go on lockdown.
Not even in the Great Depression did nearly every hotel, restaurant, factory, office building, and retail store close
in a heartbeat.
No wonder Wall Street freaked out and sent the S&P 500 down 34% between February 19 and March 22.
Turns out America had an ace up its sleeve, a big one – high tech.
It drove the economy’s historic rebound with 7.4% GDP growth in the third quarter.
That puts three key enabling technologies front and center. All three crushed the market in 2020.
Make no mistake. They will boost a strong recovery in 2021, particularly in the second half of the year.
Earlier this week, I spoke with you about how to plan ahead to take maximum advantage of the opportunities that these technologies and others will create in the coming year.
Now today, I want to show you exactly why these technologies will lead the market higher next year and reveal a great way to play each one of them…