Archive for December, 2021

Your 2022 Action Plan

0 | By Michael A. Robinson

When you read about my plans for New Year’s Eve, some of you may think I’m a little bit boring.

After all, my wife and I have no plans to party. And it’s not because we’re afraid of contracting Omicron.

It’s something far more fundamental, a move that gives me an edge on Wall Street and millions of Main Street investors as well.

At six o’clock tonight, Tracy and I will once again engage in our favorite annual ritual.

It’s where we have a glass of wine and a fireside chat in which we review how well we did against our annual action plan, including the one I write for our investments.

Indeed, without a written action plan, it’s easy to fall prey to all the confusing headlines out there, of which there will be no shortage in 2022.

And it’s why today, in the first of two parts, I want to set you up for a profitable 2022. I’m going to show you how to write your own Investment Action Plan.

If you follow my lead here, you can crush the market’s historic returns with breakout tech leaders.

Let me show you what I mean…

This One Company is Taking Data to a Whole New Level

0 | By Michael A. Robinson

As different as they may be as individuals, there’s one thing the nearly 5 billion people who are online these days have in common.

They’re all data broadcasters.

Let me explain. Every time any of us goes online to shop or do research we generate a wide range of information about our searches, locations, buying habits, and much more.

Turns out some privately held companies hope to let consumers cash in on the roughly 2.5 quintillion bytes of data created every single day. That’s the number 2.5 followed by 18 zeroes.

And while I applaud these entrepreneurs, I don’t see this really paying off for the average tech investor. We’re talking a few hundred dollars a year at best.

I believe you’d do much better to invest in a tech leader that has a unique hook in big data, a market on pace to be worth $103 billion by 2027.

Let me show you why this company has over doubled the return of the S&P 500 over the last year…

Stabilizing Markets Headed into 2022

0 | By Michael A. Robinson

It looks like the markets have somewhat stabilized after the Federal Reserve commentary regarding tapering and interest rates. We are keeping it light for the last week and watching how high growth tech stocks perform before we go into the new year, especially with the Omicron variant. Many stocks are down 20-40% from highs, and the new year could setup some good buys for us.

This Beaten-Up Tech Stock is Now a Buy

0 | By Michael A. Robinson

It is no surprise that the markets are displaying volatility. Inflation is the worst it has been in years, the federal research has announced that it will start to raise interest rates next year, a new covid variant has caused stocks to sell off once again.

While the Nasdaq Composite is still within 10% of all-time highs, the broader tech market is really telling us a different story. According to a recent article in Forbes, If you take the Nasdaq Composite and exclude the Nasdaq 100 companies, the unweighted average distance from the 52-week high on December 17th was 43%. That is a big drop when you look at it compared to the broader index.

A big part of this is because companies like Apple, Microsoft, Google, and other mega-caps have an outsized weighting on the index and have held up quite well as they become a flight to safety.

What this means is that some great tech stocks have been pulled down with the broader market and thrown out with the bath water and that’s exactly what I want to look at today.

After going through hundreds of stocks that are doing 20,30,40 and even 50%, I’ve found one were quarterly revenue has accelerated in 2021 vs 2020 and its customers continue to spend more as they continue to be customers…

After Major Pressure, We Finally Saw a Winning Day in The Market

0 | By Michael A. Robinson

After several losing sessions, we have seen signs of life in the market. Small caps have suffered extreme difficulties previously, but now they are outperforming the greater market on average. While it’s too soon to say what will happen next, and what this means for the big picture, it’s good to see after mand of the most successful tech stocks of the pandemic, as well as cryptocurrencies, have faced such serious pressure. Between historic GDP growth, inflation, upcoming earnings, and the Fed could all push things in different directions. I wouldn’t stay out of the market and risk missing a good rebound, but this is a time to plan ahead, consider the long haul, make smaller trades, and avoid chasing the market.

This Company Has the Answer for A Chip-Starved Economy

0 | By Michael A. Robinson

The global chip shortage has created a major obstacle to the sales of new cars, which are running about 22% below pre-pandemic levels, according to Federal Reserve data.

This is causing serious pain to major automakers, and the good folks at Ford Motor Co. are learning right now that pain is a great teacher.

No Wonder Ford wants more control over its own destiny, and in order to get it, they recently entered into a strategic pact with chip producer Global Foundries Inc. (GFS).

The companies didn’t provide estimates of the financial value of the alliance. But industry analysts say it could easily be several billion.

That news was followed a week later on November 24 that Samsung Electronics will invest $17 billion in a new Texas chip factory.

I believe these two announcements prove the massive potential investment behind the global chip boom has years to run.

And I’ve identified a great chip supply firm that stands to gain from semiconductor sales across the board.

Let me show you why it’s set to double earnings in just a little over three years…

Fed Taper, Log4j, and more Semi’s

0 | By Michael A. Robinson

The markets went from red to solidly green last week after the Fed announced steps to wind down its Covid-era stimulus policies and curb surging inflation. That was unfortunately reversed the very next day as markets went red right from the open. It looks like rising interest rates fears could keep many high-growth tech stocks from clawing back big losses.

The Next Computing Paradigm Starts Now

0 | By Michael A. Robinson

It’s not every day that Amazon launches or acquires a new business, but when they do, it has a good chance of scaling into a business that makes millions, if not billions of dollars. Not only that, but it makes the entire business stronger.

Just look at Amazon’s creation of Amazon Web services (AWS), which brought in almost $50 billion in revenue in 2020, or successful acquisitions such as Zappos, Audible, or Whole Foods. There is also Prime Video and Music, which helps them maintain over 90% customer retention. That is hugely impressive given their scale.

The fact is, Amazon knows how to target the right sectors and businesses and that is why I’m so excited by one of the newest businesses that Amazon has launched, targeting an industry that is forecasted to reach $1 trillion by 2035 according to McKinsey.

“Going Digital” Continues to be Vital in The Modern Economy, And This Company Makes It Easy

0 | By Michael A. Robinson

As a recovering part-time musician, I know a lot about the disconnect between the analog and digital worlds. A whole collection of songs that I originally recorded on analog media are now basically stuck that way.

You see, I still have dozens of reel-to-reel tapes of the early songs I wrote in the late ’80s to the early 2000s, and to go “fully digital,” I would have to hire a sound engineer whose an expert on digitizing these files.

Many thousands of firms throughout the global economy are facing a problem very similar to this one. See, as crazy as it sounds, there are lots of companies out there who have not made a full digital transformation, and drastically need help in order to do so.

All of this explains why IDC says spending on this field of IT services will hit $6.8 trillion between the base year of 2020 and 2023.

And I’ve identified a leader in the field that is set to double its earnings in roughly 2.5 years…

Retail Sales Numbers, the Chip Shortage and DeFi

0 | By Strategic Tech Investor Staff

The big question is; will Black Friday sales give a big enough boost to beat U.S. retail sales numbers that come out on Wednesday. There is definitely a possibility that this number looks good as supply chain issues have pushed consumers to buy products early to prepare for the holidays. We also once again expect a significant amount of volatility as more details emerge regarding the Omicron variant and inflation fears remain at the back of people’s minds.