Archive for August, 2021

Here’s How to Take Advantage of the $9 Trillion ETF Boom

0 | By Michael A. Robinson

Exchange-Traded Funds (ETFs) are a vital foundation to any tech portfolio. In one fell swoop, you can invest in broad tech sectors without having to pick the winners from the losers.

Data compiled by Morningstar shows that so far this year, the total value of global ETFs comes in at nearly $9 trillion.

To put that in context, by mid-August, net inflows hit $736.5 billion, nearly beating the total for all of 2020.

Even my daughter’s 22-year-old friends are aware of the value of ETFs. So, if want to know about some great tech ETFs, you’ve come to the right place.

Today, I will give you the detail of three tech-savvy ETFs to own for the long haul…

Buy This One Company to Bypass the Chip Shortage

0 | By Michael A. Robinson

With the ongoing shortage, it’s been “chips this” and “semiconductors that.” Believe me, I understand if you’re burnt out, but we’re here to make money on this $430 billion industry.

Today, I’m going to tell you about a tech firm that’s virtually an ETF because of its wide-ranging services. And unlike the chip manufacturers we’ve discussed before, they’re fab-less, or factory-less. In other words, they operate on the highly lucrative theoretical side of the chip industry and save millions on overhead.

Think of electronics as like a great rock band. All the players have to play the right parts at the right time and this is what the company does. Keeping with this metaphor, SITM is basically Jerry Garcia. No flash. Just pure rock and roll.

Based on their own humbly conservative estimate, SiTime (nasdaq: SITM) has a total market worth of $8 billion. Their chips can be found in everything from smartphones to missiles. Their rather arcane solutions like network synchronizers, oscillators and clock generators have applications in platforms like Internet of Things, 5G, automated driving, high-end missiles and industrial applications. I’m talking about 250 distinct applications and they’re looking to expand that number to 500 and even 1,000.

Most recently, SITM saw a stunning 429% quarterly EPS growth and are projecting profit gains of 400% on the back of a 100% increase in sales. Again, that’s coming from the highly prudent analysts at SiTime.

In the Summer of Big Tech, There Are Still Hidden Gems to Find

0 | By Michael A. Robinson

This is the summer of big tech, and at this point, the broader market is starting to catch on to that. The irony is that big tech companies can beat formal expectations and not see much of a jump to their stock prices. They just get too much scrutiny to pull off an upset that really wows the market. To see a real sudden jump, the quarterly results need to be a surprise. To cash in on this kind of surprise, you have to be in the right place at the right time, and it takes a strong investment thesis to maximize your chances of being there. I talk about just that on Chuck Jaffe’s radio show.

The Next Great Chip Company Is Where You’d Least Expect It

0 | By Alex Kagin

For anyone that follows Tesla, every time they hold an event, they know the world is watching. Last week’s AI Day was no different. They didn’t introduce a new car or even announce updates to its current line, but that didn’t matter. Instead, they announced to the world, they are much more than an electric car company.

Make the Best Post-Pandemic Big Data Play

0 | By Michael A. Robinson

One of the least talked about lessons from the pandemic has been the importance of good data.

After all, the federal Centers for Disease Control and the majority of states were making their decisions about mask mandates and re-openings based on statistics that were made available to the public.

And then there’s the mountain of data compiled by a group of researchers in Finland led by geneticist Andrea Ganna. Over the last 15 months, he’s compiled statistics pulled from more than 3,300 researchers in 25 countries. We’re talking stats about millions of people, including more than 125,000 Covid-19 patients.

All of which brings me around to one of my favorite tech-investing topics – cashing in on the Big Data sector that will be worth at least $229.4 billion in the next couple of years.

The company I have in mind for you is a leader in the field and recently scored an 80% growth in earnings and has plenty of upside ahead…

Topping Zoom Is Just the Beginning for This Workplace Software

0 | By Michael A. Robinson

Even in the midst of a historic bull market, a 22% stock price jump is remarkable.

Bear in mind, I’m not talking about for a quarter or a month. And not even for a week for that matter.

That’s how much the stock of a leading provider of online collaboration and team management tools jumped in a single session back on July 30.

Now then, some of you may be thinking, “Michael, you’re always telling us to invest for the long haul. Why are you talking about a single day’s jump?”

Fair question. Simple answer: that one-day spike underscored the massive trend of shifting from standard software sales to a cloud-based subscription model that builds in recurring sales and profits.

As a result, this aggressive, growth centric firm has quietly become a standout in a field that will soon be worth $13.5 billion.

In fact, it’s doing so well that, since the start of 2021, it’s managed to grow by over 40% overall while Zoom, the big workplace software legend of 2020, has lost value.

Buy Microsoft for a Fraction of the Cost

0 | By Alex Kagin

Everyone loves Microsoft and its latest earnings report shows why it deserves a spot in everyone’s portfolio. Revenue came in at $46.2 billion an increase of 21% year over year and net income was $16.5 billion an increase of 47% year-over-year. Even more impressive is that those two numbers don’t tell the whole story as older products like Windows are not seeing any growth at all, hiding big growth divisions. Azure, its cloud product grew 51% year-over-year and several other businesses saw similar growth profiles.

Microsoft is really firing on all cylinders and that’s why I want to tell you about a company you can buy for less than $10 that is riding Microsoft’s coattails…

Cryptocurrency May Solve the World’s (And Your) Money Problem

0 | By Michael A. Robinson

After nearly 26 years of marriage, I can say point blank that my wife and I get along great.

We pretty much have the same core values. Except in one case: she never carries cash and I never leave the house without several hundred dollars in my wallet.

She greatly prefers to pay for everything digitally or with plastic.

She is far from alone. A new report from the Federal Reserve shows that last year Americans made a whopping 63% of their payments with some form of card.

No wonder the US credit and debit card market is valued at $3.1 trillion.

I’ve identified a key backend supplier poised to profit handsomely from this unstoppable trend. And, this storied leader processed $1 billion in cryptocurrencies in the first six months of this year.

Let me show you why it’s one of the reasons the stock should keep beating the broad market by 62.5%…

Vaccine Profits Will Only Grow From Here, and You Can Claim a Piece of Them

0 | By Michael A. Robinson

Delta Variant on the Rise

Please don’t think I’m being flip. Even my friends who had both doses of the FDA approved vaccine have experienced breakthrough cases.

I’m sharing this with you not to cause alarm but to alert you to a great way to invest in the $753 billion biotech sector.

You may have heard about a key medical panel advising the US government has already called for Covid booster shots for some segments of the population after this first wave of vaccinations.

What’s more, biotech executives are now proposing to use gene-based vaccines to fight the seasonal flu. Before the pandemic, roughly 45% of the US population got flu shots every year. Doubtless, now with greater awareness of the risks, that number will grow.

More people protecting themselves against infectious diseases is great for the world and even better for a biotech leader that pioneered the entire genetic approach that received approval for a Covid vaccine in record time.

The firm recently crushed Wall Street forecasts on the back of a stunning sales increase of 6,400% with still more upside ahead…

This Company Will Do for Game Night What Netflix Did for Television

0 | By Michael A. Robinson

Netflix Inc. (NFLX) is a perfect example of a disruptive tech success story. The company’s name is practically synonymous with how we watch television these days, and its rise to prominence has kickstarted an entire new sector for entertainment that is overshadowing its traditional counterpart.

Netflix currently boasts over 200 million subscribers worldwide, equal in number to about 2/3 of the American population. Pew Research claims that only 56% of Americans claim to watch satellite or cable T.V. as of this year. That’s not even factoring in the market share held by Netflix’s competitors in the industry that they created.

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