Archive for April, 2021

The Fight Against Cybercrime Is Creating a New $304 Billion Sector

0 | By Michael A. Robinson

The FBI is on the move, accessing hundreds of private computers and related networks. The idea might make civil libertarians foam at the mouth, but they’re doing the country a favor that it seriously needs.

That’s because this move is a crucial step towards stopping the threat of a vicious new hack dubbed Hafnium.

Hafnium is bedeviling thousands of companies throughout the US. This is the latest in a string of hacks pushing the value of the cybersecurity market to $304 billion by 2027.

In fact, the email services firm Mimecast Ltd. claims that as many as 61% of companies experienced ransomware attacks in 2020, and almost 80% of organizations were harmed by a lack of cybersecurity preparation.

With that in mind, today I want to let you in on a relatively new cyber investment that is perfectly positioned to cash in on this rising industry…

A Profit Opportunity 7 Years in the Making (The Real Reason Microsoft Acquired Nuance for $16 Billion)

0 | By Michael A. Robinson

On April 25, 2014, I introduced you to Cortana, a voice-based, AI-powered digital assistant from Microsoft Corp. (MSFT).

I wanted you to see the trend that was forming with AI voice assistants, I’ve recommended MSFT several times as a great long-term report.

A conversation we had nearly seven years ago to the day turned out to be very prescient.

My advice that day would have made you 244.6%, doubling the S&P 500 over the period.

Mind you, I have recommended Microsoft several times as a great long-term tech and continue to do so.

But in our chat that day, I told you that if you really wanted to cash in on the bright future for voice-recognition technology, you should invest in Nuance Communications Inc. (NUAN).

Fast forward to today, and it turns out Microsoft finally saw what I saw. Mr. Softee (a nickname given to the tech giant way back when) recently announced it was buying Nuance for $16 billion.

The move gives Microsoft a huge leap into voice-based medical tech in a market growing 20% annually.

Let me show you just how far this merger could take Microsoft…

Here’s What I’m Watching In Cryptocurrency

0 | By Michael A. Robinson

In spite of some recent pullback, the past year has been absolutely incredible for Bitcoin. The thing is, with Bitcoin still leading the entire cryptocurrency sector, the news is good for this entire field of digital assets. I expect that, as we move forward, we’ll see not only massive upside for cryptocurrency but the blockchain technology that underpins it. But when it comes to claiming a stake, I wouldn’t focus on Coinbase, with its frustrating user experience and poor stock performance post-IPO. Instead, there’s another company that makes it almost effortless to buy a position in leading cryptocurrencies, and three more players I’m looking at in the blockchain industry.

Should You Buy the Largest SPAC Deal to Hit the Market

0 | By Alex Kagin

Last week we saw the largest SPAC deal to hit the market, and it could be great timing. While the entire SPAC market has had a major pullback, it looks like we have gotten close to bottoming out and the average SPAC premium is at 3.0%, while the median is at -0.8%, the lowest since November last year according to Accelerate Shares.

Buy This Company to Beat Big Venture Capital at Its Own Game

0 | By Michael A. Robinson

When we spoke on April 16, I shared how it’s hard for retail investors to make money by jumping on a hot new IPO right as it begins trading.

The biggest gains are made years in advance by savvy venture capitalists (VCs) who fund the company’s growth.

Like the one that recently invested $2.8 billion in a logistics technology firm (more on that in a moment).

But I have something for you that can even the playing field; a tech giant that you can buy now that also operates a great VC fund itself.

This is still a move well worth making.

Let me show you why it beat the broad market by 164.9% with plenty of upside ahead…

Everyone Is Wrong Once Again About Teledoc – Here’s How We’re Turning Those Mistakes Into Our Gains

0 | By Michael A. Robinson

On August 25, 2020, I said that there was a fire sale you as a savvy tech investor could take advantage of with Teledoc Health Inc. (TDOC).

Wall Street analysts were worried about Teledoc buying Livongo Health Inc. (LVGO) and the $18.5 billion price tag. But I know this was a big move that would add to TDOC’s lead in the shift to telemedicine.

Livongo makes devices that allow healthcare providers to remotely monitor health metrics such as blood pressure, blood sugar, weight, even behavioral health. Together they allow physicians and nurses to speak to patients remotely while having the most up-to-date information on their health.

I made it clear back then that I expected Teledoc Health Inc. (TDOC) to bounce back and beat the market.

From the day shares hit a bottom on November 10 to its recent high on February 19, TDOC zoomed some 69.6%.

Over that period, it crushed the S&P 500 by a stunning 640%.

Now, history is repeating itself, and this massive profit opportunity is coming back around. The stock is grossly oversold once again, and I see a similar setup in the making as the firm disrupts the $1.3 trillion medical market.

Here’s the thing.

According to a survey from The Harris Poll, 65% of consumers surveyed plan to use telehealth services more often after the pandemic, putting paid to Wall Street’s ridiculous notion that we’re just itching to go back to the doctor’s office.

This is still a move well worth making.

Let me show you what’s really going on and how you can clean up from Wall Street’s mistake…

“Coinbase IPO” – What You Need to Know and How to Play It

0 | By Michael A. Robinson

With the Coinbase stock offering scheduled for April 14, investors will soon have a new way to get some exposure to the red-hot cryptocurrency markets.

The best-known U.S.-based cryptocurrency exchange, Coinbase, has 56 million users across 100 countries and reported $1.3 billion in revenue last year.

Coinbase Global Inc. (NASDAQ: COIN) will be the first big crypto company to have a U.S. stock offering and will fire the starting gun for many more to follow. Think of how LinkedIn’s IPO in 2011 opened the door for a wave of social media IPOs over the next several years.

That Coinbase is leading the way is no surprise to me. I’ve had it on my crypto IPO watchlist since 2014. In 2017, I named Coinbase the frontrunner in the race to be the first big crypto IPO.

Read more

Playboy Hits All-Time High, Grab Goes Public, and a Possible New Rule For Warrants

0 | By Michael A. Robinson

This week has been an interesting one for SPACs as we got some big announcements, SEC commentary, and saw Playboy Group Inc. (Nasdaq: PLBY) reach all-time highs after being added to Hedgeye’s best idea list.

Merging with a SPAC in October 2020 and trading under the symbol PLBY this past February, the stock price is up more than 300%.

Hedgeye sees massive upside, projecting Playboy Enterprises could be a $10 billion company from its current $1.5 billion market cap.

Realizing that it had to be more than a magazine, the company is in the midst of a major transformation as they make the brand more relevant to younger consumers; operating in the sexual wellness, style & apparel, and the beauty & grooming markets could help them continue to grow.

Playboy now even has a real-money casino game on Android

The Real Way to Get Rich From IPOs (1 Move to Make Right Now)

0 | By Michael A. Robinson

Just as important as what to buy is what not to buy – like DoorDash Inc. (DASH).

On December 9, 2002, it raised a whopping $3.4 billion as the stock began trading at a roughly 9.5% premium to its estimated IPO range of $90 to $95.

That gave the nation’s largest provider of food delivery services a market cap of $38.2 billion.

Then came the roller coaster ride. In less than a month, the stock price dropped roughly 26%. It rebounded sharply on January 5, rising 43.5% in just 9 days.

Folks started chasing those gains, buying high, but then were forced to sell low.

Over the next 10 weeks, DASH fell by nearly 39.5%.

At the end of all of these twists and turns, anyone who bought DASH at the IPO has nothing to show for it…other than hurt feelings and a nearly 20% loss.

I’m sharing the cautionary tale with you today because I believe we’ll see a lot more IPOs roll out in the weeks ahead. There’s no doubt that there will be a lot to avoid.

But there will be some that can make you money.

And I found a way for you to own the best of the best because they have to meet certain criteria to be included in this investment opportunity.

To make sure you avoid DASH-style turbulence but can still capitalize on the right companies to own, I’m taking all the guesswork out of everything for you.

Through this one move to make