Omicron, The Metaverse and Market Volatility

0 | By Michael A. Robinson

I hope that everyone had a great holiday. Investors are wrestling with the uncertain impact of the Omicron variant and what it means for the global economy. On top of that, rising rates divided the market with the Dow climbing and the Nasdaq falling. We would not be a buyer ahead of most tech earnings and are only buying into strength. Broadcom reports earnings on the 9th and if they report a beat like Marvell Technology Inc. (MRVL) did last week, the semiconductor market could be in for a good quarter. Core inflation numbers are also being reported on Friday with a consensus estimate of 4.9%, which could push pressure on the Fed to raise interest rates. If that is the case, it will be key to focus on tech stocks with strong growth stories and profits.

Click here to continue reading

My Favorite Play On a $223 Billion Solar Sector

0 | By Michael A. Robinson

You really can’t blame the executives at security firm ADT Inc. for wanting to jump into one of the hottest tech-related sectors around, solar power.

And the timing of its November 9 decision to purchase privately-held Sunpro Solar for about $825 million came at a particularly good time.

ADT made the move just six weeks after the trade group the Solar Energy Industries Association (SEIA) reported a whopping 45% yearly increase in total solar power for the second quarter, the last period for full data.

I believe this proves what I have been saying about the Zero Carbon Economy – it’s an unstoppable force with massive investment potential, and solar is set to play a big role in it all.

But that doesn’t mean that I see ADT and Sunpro as the best way to play it.

Instead, I want to introduce you to a great tech firm that offers us a broad play on the entire solar panel market and is set to double its earnings in as little as 18 months…