We know the drill: U.S. retailers count on the holiday shopping season for as much as 20% to 40% of their total sales for the year.
And we know that this year won’t be any different.
What we don’t know is how much American consumers are going to spend: Will this season go like gangbusters, or will it just be a bust?
The National Retail Federation (NRF) is expecting a gangbusters holiday season, having just forecasted a record $602 billion in sales, a healthy 3.9% jump from 2012.
But the respected Gallup polling group is expecting a bust, saying that U.S. consumers expect to spend an average $704 each, or about 10% less than during the Christmas season a year ago.
Investors often handicap the major retailers, trying to guess which one will get the biggest share of the holiday shopping bucks.
We’re not going to waste our time with that futile exercise.
You see, we know that the holiday season is also a big time of the year for gadget sales: American consumers are only too happy to drop small fortunes on computers, smartphones and the other consumer-electronic gadgets that are the tangible results of this country’s dominant high-tech sector.
We can predict who those winners will be, and can identify the stocks we believe will zoom as a result.
Today, I’m going out on a limb once again to predict that the tech sector will have a great Christmas overall. And I’ve identified four market leaders who should do well for investors this holiday season.
And in today’s Strategic Tech Investor, we’re going to tell you just who those winners will be …
For the past 20 years, I’ve had regular conversations with one of the nation’s top chemistry experts.
His name is Dr. Robert Fisher and he is a retired chemist who was also a researcher at the University of California, Berkeley for nearly 40 years.
The fact that he’s also my father-in-law shouldn’t dissuade you from hearing about the hellacious profit opportunity he clued me in on over dinner the other night.
It centers around an industry that I myself have been following since the late 1980s when I began writing about the Reagan-era defense buildup.
Gone, of course from that time, is the Soviet Union and the threat of a nuclear holocaust.
But what remains are a whole slew of “Miracle Materials” that scientists were experimenting with to help give the U.S. military a secret edge.
Today, these Miracle Materials touch nearly every aspect of our economy, from smart phones, to electric cars, computers, semi-conductors, consumer electronics and satellite communications.
In fact, they’ve now become so critical to the global economy, they’re ready to unleash a $1 trillion windfall.
And one company stands to benefit tremendously…
It’s a company a lot of people will be familiar with and may even dismiss as boring.
But the truth is, I know about a “special situation” transaction this company is getting ready to engage in… a transaction that could unlock fast returns exceeding 100%… even 200%.
For her sake, it’s a good thing Health and Human Services Director Kathleen Sebelius isn’t working in the private sector.
If she did, the former Kansas governor would be out on the street right now. (By the time you read this, she might be.)
Actually, it’s worse than it sounds…
I have such an intense enthusiasm for Apple Inc. (NasdaqGS: AAPL), that my collection of the company’s products sounds a lot like the lyrics of a famous Christmas song: Five iPhones, four wireless routers, three MacBooks, two Apple TVs and one pair of iPads.
And while my love for the company’s products is great, and would certainly be a factor, I can assure you that my analysis of the profit potential posed by Apple’s stock will be like any other recommendation I make – completely objective.
But with a polarizing “cult” stock like Apple, that’s clearly not a claim that every analyst can make. You see, when I compare the current bull and bear stock-price predictions for Apple, I feel as if I’m reading about two completely different companies.
With Apple, it seems, there’s no middle ground.
This intense disagreement is actually one of the factors that have been holding down Apple’s share price. Coming, as it does, on such a high-profile stock, the tug-of-war between the opposing camps plays out in the headlines each day. And it’s causing so much confusion – and outright frustration – that most potential Apple investors are sticking to the sidelines, and are choosing to ignore the stock altogether.
That’s unfortunate … because this stock is actually one of the most intriguing profit plays that I see right now – a big-name brand in turnaround mode, and a tech stock that poses less-than-average risk.
And as profit opportunities go, this is a big one.
I see two major catalysts here that are perfectly positioned to drive the stock higher.
Indeed, this has the double-your-money profit potential that we target for you here at the Strategic Tech Investor.
And when this stock rallies, the folks who listened to the bears will realize they’d been suckered.
And we don’t want you to be part of the crowd that misses this trip.