Archive for October, 2021
Amazon’s growth is slowing. According to research firm eMarketer, Amazon has 40.4% of the $908 billion U.S. e-commerce market.
But that’s up from 39.8% last year – an increase of just 0.6 percentage points.
No wonder Amazon stock is up only 1.6% so far this year.
We need to look elsewhere for e-commerce growth.
Lucky for us, a company that is more widely known for electronic documents has quietly become an e-commerce powerhouse.
It’s all because of a platform called Magento. No, it’s not the name of a sci-fi character. It’s actually a massive win for the company I have in mind.
In fact, it’s a win so massive that it has helped this Silicon Valley leader crush Amazon by 900% so far this year, with plenty of upside ahead…
In March 2020, the market took a hit, but anyone who thought that was a good reason to sit on the sidelines ended up missing one of the biggest comebacks in history. But, when the market looks choppy, it can be hard to find a really impressive chart.
Last Friday, I mentioned that they posted an impressive five-year gain of 2,254%, but there’s still plenty of upside ahead, and now is still a great time to claim a stake in the gains still to come.
Back on June 17, the stock did a 10-to-1 stock split. That brought the share price down below $100 a share, opening up investment to a new class of younger, more price-sensitive investors.
We have good empirical data to show this should result in another bull run for the market. Both Tesla Inc. (TSLA) and Apple Inc. (AAPL) both posted big wins for investors after splitting their stocks.
That’s why one of the reasons why I’m predicting two more doubles for TTD in the next three years…
Facebook is a tragic prospect for a high-tech investor right now. On one hand, it’s a digital juggernaut, and on the other, it’s fallen under intense congressional scrutiny, which has caused its stock price to drop roughly 15%
This scrutiny was based on whistleblower comments around the allegations that the company knew that its Instagram app posed a serious mental health challenge for teenage girls. Not only that but there have also been reports of a slowed rollout of several upcoming products according to the Wall Street Journal.
But with how big the digital advertising space is, and we are talking triple-digit billions, we definitely want to be invested in this industry.
Fortunately, we have the opportunity to invest in a digital ad leader that gives us a broad play on the entire sector and that has crushed Facebook’s returns over the last five years by a whopping 1,317%.
Unlike Facebook, it’s a company that is in no way mired in controversy. In fact, most investors have never even heard of it despite top-tier management and excellent operations.
This digital ad firm has actually grown enough in just five years to have turned a stake of $25,000 into $588,500, with gains of no less than 2,254%.
While this one example of growth may be in the past, the basic idea still applies to the future.
Today, let me show you why this is a better investment than Facebook and how it will double two more times in less than three years…
Over the last two years, companies have kicked the process of moving information onto the cloud into high gear.
It’s a procedure that they consider absolutely vital for staying up to date and competitive, and we can find the proof in a metric that might seem easy to overlook: how much they’re willing to pay the employees in charge of the process.
A recent survey by the executive recruiting firm Robert Half shows that salaries for chief information officers (CIOs), who are often in charge of digital transformations, will rise to an average of $260,250 next year.
This news also comes on the heels of a report by Gartner that global enterprise IT spending is expected to hit $4.2 trillion by the end of the year. That’s up 8.6% from 2020.
And I’ve identified a leader in the field that just nearly doubled its quarterly earnings, a metric which share price often follows.
Let me show you why I still see so much upside ahead…
We are now living in a world where it’s easier than ever before for employees to switch between working at the office and working from home, and wherever else that they choose.
Just like I told you about back on September 10, there’s a whole new world of tools out there to make it possible.
Many are even using the digital tools to start their own companies. Make no mistake, this also is a huge trend.
The rollout of the true driverless car is only a few years away, and companies who don’t want to miss out are pouring billions into the space.
And now, that includes retailers who are climbing aboard to get a leg up on the competition.
Walmart Inc. (WMT) recently said it plans to begin testing autonomous vehicle deliveries in Austin, TX, Miami, and Washington, DC.
The nation’s largest store chain is doing so in partnership with Ford Motor Co. (F) and Argo AI, a self-driving tech startup.
And the news comes on the heels of an announcement from Waymo, the Google-backed autonomous car firm, saying it plans to add its driverless ride-hailing service in San Francisco, its second market after Phoenix.
With all of this growing interest and the money that comes with it, it’s no wonder Allied Market Research says the field will grow 39.4% a year through 2026 when it will be worth $556 Billion.
And I’ve identified a key supply firm making the entire sector possible. This is why it’s not surprising to me that many analysts have earnings doubling from 2020 to 2022 and share price targets over 50% higher than its current price.
In fact, I think we could go even higher than that, and I’ll explain why…
When it comes to keeping healthy, calcium can be both friend and foe.
Like we constantly hear from health officials, our bodies need it to reinforce the structures of our teeth and bones, and it’s a part of keeping our body chemistry working efficiently.
But there’s also a downside to calcium; it can impede the circulatory system, and get in the way of some of the miraculous new high-tech procedures that can offer an alternative to open-heart surgery.
I’ve already found a medical innovator that is solving this problem. Not only do they have an $8 billion market to focus on, but their shares are beating the S&P 500 by 531%, or five times over.
And I’d like to show you why I see it going even further up…