Archive for January, 2022

The Fed, Big Tech Earnings and CHIPS for America

0 | By Michael A. Robinson

What a week we just had with the Fed coming out hawkish and based on the weekly performance of the Nasdaq you would have never guessed that Microsoft and Apple both released impressive earnings. Azure, Microsoft’s cloud business, grew 46% YoY and Apple service business did $19.5B in revenue, up 24% YoY. This is huge growth for companies’ worth over a trillion dollars and once again shows that quality tech is a great place to invest. This week is equally important with Google earnings on Monday, Facebook on Tuesday, and Amazon on Wednesday. If we see strength in the major cloud divisions from Google and Amazon, it could really set a positive tone for the rest of earnings season.

What’s Next for Netflix?

0 | By Michael A. Robinson

Netflix is a company that made history in part because of the role it played in making traditional video rentals a thing of the past, but no tech company can coast on its past successes forever. Any company that doesn’t keep innovating will fall behind. In the case of Netflix, their growth is being hampered by an influx of new competitors who are all looking to take a bite out of their market share. It’s not as hard to start a streaming service as it used to be, and new players in the sector are all looking to make gains at the expense of Netflix, the company that is synonymous with video streaming. I’m not counting Netflix out yet, but they will need a strategy to stay competitive. That’s why I’m talking about just what moves could save Netflix’s spot in digital content streaming.

This Company Brought Us COVID Vaccines, Now They Can Double Your Money in Less than Three Years

0 | By Michael A. Robinson

The pharmaceuticals industry has made huge strides forward in the last few years. Look at what MRNA has done. It’s allowed us to develop vaccines against the novel coronavirus in a previously unheard-of timeframe of less than one year.

Now a major pharma player has made a new acquisition a new space in order to continue diversifying their business.

Many investors might not think about cannabis when thinking about cutting-edge biotech, but that’s exactly where this Big Pharma industry leader is looking.

That’s why they recently agreed to pay some $6.7 billion for a company with a leading drug candidate that includes the use of cannabinoids.

And since we’re no ordinary investors, we know very well that overlooked opportunities like this one are often where the most impressive profits can be found.

I believe this merger shows exactly how the drug giant I have in mind for you today manages to stay on the leading edge of medical science.

The company also has a track record of successful drug partnerships including one that resulted in the breakthrough Covid vaccine I just mentioned a moment ago, as well as a new treatment pill designed to help revolutionize the fight against the global pandemic.

No wonder the company’s stock has been tripling the overall market’s returns.

Let me show you just how this storied firm stays competitive, and how they can make money for you…

Squid Game Didn’t Save Netflix and Upcoming Tech Earnings

0 | By Michael A. Robinson

Squid Game was not able to save Netflix from a disappointing earnings report which caused the stock to sell off roughly 20% overnight. A big part of the reason was lower than expected guidance and a fading idea that they can continue to stay cash-flow-positive post-pandemic. This week we have Apple Inc. (AAPL) and Microsoft Corp. (MSFT) reporting earnings which will be a much bigger indicator on broader tech for the quarter.

Everything from Smartphones to Cars Will Need This Company’s Sensors

0 | By Michael A. Robinson

I can say from experience that there’s one good thing about being forgetful; I usually get at least five minutes of movement a day just looking for stuff I’ve misplaced.

Luckily, technology is there to aid me when I really need it. We were running late for dinner recently when I couldn’t find my car keys.

Not to worry. I had just the tech device I needed – my Apple AirTag which located my keys and announced it with a loud ring.

Turns out millions of us are turning to what’s known as ultra-wide-band (UWB) wireless technology to find our keys and wallets, even unlock our cars.

And I have found a great way to play the UWB market forecast to grow by 19.6% a year through 2025.

It’s a stock that, since we talked about it last July, has more than quadrupled the S&P 500’s historic run.

Let me show you why I see even more upside going forward…

Congress’s New Military Budget Is Giving Us a High-Tech Opportunity

0 | By Michael A. Robinson

The Pentagon and the US defense industry recently scored a massive budget victory that has largely flown under the radar.

And what really makes it noteworthy is the fact that, in such a deeply divided nation, such a big increase in defense spending garnered amazing bipartisan support.

The roughly $778 billion defense authorization act cleared the House last month with a lopsided vote in which a stunning 360 members voted yes as opposed to 70 nos.

That’s a 5-to-1 ratio in favor of supporting the nation’s fighting forces and defense contractors.

And in the Senate, the measure was even more lopsided. It passed 88-to-11 for a 7-to-1 margin of victory.

The votes come as we see a growing realization that the US faces rising geopolitical and military threats for an ascendant China and Russia and must.

And I’ve identified a contractor that’s positioned to benefit from the 5% Pentagon budget increase that goes along with this new bill.

The firm more than doubled the market’s returns last year and has more upside ahead…

Inflation and The Refreshed Semiconductor Market

0 | By Michael A. Robinson

Last week we got a lot of news. We saw Inflation rise 7% over the past year, the highest since 1982, a million cases a day of Covid, and a very impressive earnings report from Taiwan Semiconductor that shows again why we are focusing on high-quality stocks. We’ve talked about the semiconductor industry a lot recently and given how the business is starting to shift from a secular market to a cyclical one, semis could be in favor for a while. We’re watching Seagate Technology Holdings Plc (STX) and ASML Holding N.V. (ASML) earnings this week to see the follow-through. If they report strong earnings, it could be a good sign for the rest of the industry.

This Company’s Tech Makes Cloud Computing Possible

0 | By Michael A. Robinson

While millions of investors were making New Year’s resolutions like losing weight or exercising more, a Silicon Valley leader was quietly planning for massive earnings growth in 2022.

This leader in data-driven cloud computing is predicting that its sales this year will rise 30% to $3.7 billion – despite Covid headwinds.

And it’s not stopping there. By 2025, demand for computer networking could push its sales up to $5 billion, up another 35% in three years.

Here’s the thing; As aggressive as this plan sounds, it leaves out two other big catalysts that could really propel the stock this year.

The company I have in mind not only raised forecasts after an earnings beat but it also recently split the stock 4-to-1. Not only that, but it announced a $1 billion share buyback.

No wonder the stock is more than tripling the broader market’s returns.

Let me show you why there’s still so much upside ahead…

Double Your Money in Three Years with This New Digital Pharmacy

0 | By Michael A. Robinson

When we spoke back on November 9, I told you what I’m calling the “autonomous world” is advancing at warp speed.

From self-driving delivery pods to automated factory lines, we’re seeing technology rollout that basically runs itself.

Today, I want to talk to you about another dimension of this new paradigm, autonomous pharmacies.

These automated systems can have a huge impact on an expensive and deadly medical problem.

Some 40% of all hospital admissions each year in the US alone are caused by adverse drug events, nearly all from legally prescribed drugs.

The med-tech firm I have in mind for you is a leader in a sector ResearchandMarkets says will more than double in the next five years to $35.5 billion.

No wonder this firm’s stock gained some 54% over the past year.

Let me show you why it’s poised to double earnings, with stock price likely to follow, in just under three years…