Archive for June, 2021
Nowadays, it seems like everytime you open a newspaper, there’s another major cyber attack.
When JBS, the world’s largest meat packer, fell victim to a massive ransomware hack the White House confirmed it was courtesy of our “good friends” in Russia. With its computer networks under assault, JBS was forced to shut down its five largest beef processing plants, hurting food supplies.
This hack was just one of the many examples of recent “ransomware” attacks -whereby hackers breach a victim’s computers, encrypt them so the victim can’t access their files, and then demand a ransom payment to reverse the encryption. What’s more, Microsoft Corp. (MSFT) said Russian hackers have staged cyberattacks on more than 150 government agencies and other organizations around the world.
And who could possibly forget the Colonial Pipeline attack from early May. Colonial carries 45% of the East Coast’s fuel supply, so when Russian-based hackers from the DarkSide criminal group forced the company to close the system down, there was panic buying of gasoline across the East Coast.
Keeping track of the major hacks can just about make your head spin. It’s no wonder the cyber security sector is growing at more than 10% a year and is worth $180 billion.
Let me show you just how indispensable, and potentially profitable, this company really is…
No matter how tempting it might seem. Tech investors need to avoid making a huge mistake this summer.
We are anticipating a steady wave of IPO news over the next several months. You can expect Wall Street’s hype machine to be backing them in full force, but falling for the hoopla could lose you a lot of money.
Wall Street bankers note that firms going public in the US could bring in a cool $40 billion -a remarkable record for the summer months.
Let me explain. If you’ve followed along with me for even a short time then you know I generally tell retail investors to avoid initial public offerings (IPOs) at the open and I stand by that.
Fortunately, I have identified a unique leader with deep expertise in financing Silicon Valley startups that later go public.
We’re talking 30,000 pre-IPO firms to date with more on the way and the company just reported a 293% earnings gain.
Let me show you why this is a great way to invest in new tech firms with a stock set to have a big run…
After all the trouble that Covid caused for the med-tech sector, one innovative leader is on its way to coming back better than ever. Nothing proves that better than their recent beat-and-raise quarter.
For the March quarter, the firm earned $3.52 per share, up 31% and crushing forecasts. Analysts had expected per-share profits of $2.64, or 25 less than the actual results.
With the Covid recovery underway, the company raised guidance for the full year. It now expects growth in robotic procedures of as much as 26% for all of 2021, compared with Wall Street’s 18% forecast.
This medtech firm specializes in sophisticated gear for robotic surgeries, during Covid, a huge amount of the $1.1 trillion US healthcare market was focused on treating coronavirus cases.
That meant that elective surgeries for the fiscal year ended in March were pretty much out the window, and the companies that target them fell out of favor.
But now, all of that is in the rearview mirror.
Instead, this company just reminded tech investors of the great value proposition here by easily beating Wall Street forecasts.
With that news as a spark, the stock jumped 9.9% in a single session on May 21. It’s now back in a nice uptrend.
Let me show you why this good news means this company is just getting started…
At this point, we’re seeing clearly that fears of tech growth being stopped by inflation were seriously exaggerated. By now, those concerns are already priced into the market. In fact, the way I see it, tech companies are even better prepared to handle pressure in the market than other consumer goods companies. And not only that, over the last 30 years, tech growth has proven that it can turn much bigger profits than value investing. A few tech companies in particular that I’m keeping an eye on are especially great prospects when it comes to the amazing growth that tech can offer.
On July 20th, if everything goes as planned Jeff Bezos will go to space on the first passenger flight of Blue Origin, the privately held company that he founded.
He’ll be adding to a list of bragging rights that includes being one of the richest people on earth.
It also includes founding Amazon, laying the groundwork for the global e-commerce economy now worth more than $10 trillion, and giving rise to the $305 billion global cloud computing market by renting out spare servers.
More importantly, he’s going to be giving us an enormous chance for massive profits in the space travel industry.
I believe this flight will be a big catalyst for the coming era of space travel expected to be worth $800 billion in roughly the next decade.
Today, I’m going to reveal a great way to cash in on this new industry with a stock that has is roughly doubling the market’s returns…
Coming up next month, we’re about to have a golden opportunity to see a key aspect of my investing philosophy in action.
Just because Wall Street might panic after catching a scrap of bad news doesn’t change the fundamental outlook of an investment.
There’s no better time to keep than in mind than right now, with a firm I’ve been keeping my eye on about to report earnings.
That report is giving us a chance to repeat a big win that I called back on July 26 of 2019, when I brought you a medtech leader that I still believed in, even when their stock had just gotten throttled.
Bear in mind, I made that call the day after the company lost more than 25% of its value in a single session. I still believed in them then, and I was right. Since then, they’ve offered a potential 191% return.
Over the years, I’ve found that out-of-favor tech stocks can present huge buying opportunities because, after 37 years of experience in Silicon Valley, I know the lay of the land
And now, with their earnings report coming up next month, let me show you five very important reasons why I still believe in this company just as much as ever…
The coronavirus crisis showed us all the hazards of relying on a lengthy supply chain like you would find in today’s construction sites. Having crews scrambling to find lumber, copper wire, and lighting supplies is a massive risk.
That’s why the tech-centric field of modular construction is an unstoppable trend. I even mentioned it when we spoke last September 22.
Now, if anything, the field’s yearly growth rate of 6.5% is bound to accelerate.
Even before the recent shutdowns and supply bottlenecks, Grand View Research forecast the field to be worth $178.4 billion by 2025.
The field is so potentially lucrative that the world’s most legendary investor is staking a claim.
That’s right, none other than Warren Buffett is backing modular construction.
A startup owned by Buffett’s Berkshire Hathaway Inc. wants to make construction more like assembling automobiles, the main thrust of this sector.
The thing is, it will be impossible to achieve that goal without cutting-edge software. With that in mind, today I want to show you a great software leader who has a pole position in this field.
They just expanded their arsenal of products with a savvy merger that adds $1.7 billion to their addressable market. And they have triple-digit earnings growth on pace to double in 2.5 years.
Let me show you just how indispensable, and potentially profitable, this company really is…
There’s even more money to be made from a conversation you and I had back on March 30.
At the time, I told you the saga of Cathie Wood. She’s a brilliant fund manager running some of the best tech ETFs available in the market today.
But as I noted on that day, she has received a barrage of negative publicity because her funds are heavily out of favor.
After all, one of her ETFs, the ARK Next Generation Internet ETF has fallen 31% since it sold off starting on February 16. The thing is, that’s not the fund I want to talk to you about today.
But, for us savvy tech investors, this pullback is very good news indeed.
Here at Strategic Tech Investor, we know that having the courage to go against the grain means you can really smoke Wall Street.
Here’s the thing; Wood recently launched an ETF focused on the new industry of space exploration that will be worth $20 billion by 2030.
With Wood’s amazing track record as our guide, let me show you why this new ETF could gain more than 335% from here…
Wall Street thinks that the end of the pandemic will shift focus away from online sales. They’re dead wrong, and their mistake is giving us an excellent moneymaking opportunity.
I mean, on paper, their assumption makes some sense.
After all, millions of us have been on lockdown for more than a year and But while that may cause an uptick in revenue at physical retailers, I believe this will be a short-term bounce.
The future of retailing belongs to e-commerce. And that’s particularly true of the niche market for handmade goods that has shifted online with huge momentum behind it.
And even if you don’t think about it very often, that’s a market with a global value of $718 billion, according to forecasters at IMARC.
And I’ve found the tech firm with a unique way of capturing this lucrative niche.
Even better, the firm just reported a whopping quarterly earnings increase: a 900% jump in per-share profits.
Let me show you why there’s still so much upside ahead…
Whatever you do, don’t underestimate Lisa Su.
That’s exactly what Wall Street did when the veteran chip executive became the CEO of a storied Silicon Valley firm a little less than seven years ago.
Today, it’s a far different story. Wall Street now sings Su’s praises.
When Su’s appointment was announced on October 11, 2014, the stock went exactly nowhere.
Even worse, over the next nine months, the stock was off by more than 30%.
On the surface, you can see why. The company she was about to helm was bleeding cash and losing money.
There were rumors all over the Valley that one of the world’s more important chip firms would soon seek bankruptcy protection.
The reason: in 2012 alone, Su’s company lost more than $1 billion.
But now, Under Su, the stock has gone from $2.62 to a recent close of $75.50.
Per-share profits are doubling every 11 months.
Let me show you why there’s still plenty of upsides ahead…