Friday Charts: Amazon, Oil and the World’s Fastest Wireless Network
Today, I’m serving up more evidence to support my bold claim that Amazon.com Inc.’s (AMZN) acquisition of Whole Foods Market, Inc. (WFM) is all about data, not overpriced organic vegetables. Then it’s on to a cautionary tale from the tape in the energy sector. I’m also serving up proof why now is the ideal time to start positioning your portfolio to profit from the multitrillion-dollar buildout of the next-generation of wireless communications networks.
Newton’s Curse Puts Investors at Risk
The laws of gravity apply themselves to the financial market just as they do in the physical world. And it’s the fear of that eventual decline that keeps investors up at night. Today, senior analyst Jonathan Rodriguez will run through one of the best weapons at an investor’s disposal to defend against shocks.
“Cheat Code” to Riches: The Best Way to Profit from the Semiconductor Industry
FactSet notes that earnings for the semiconductor industry are expected to grow by 40% in the second quarter. However, semiconductor names aren’t cheap by any means. The benchmark Philadelphia Semiconductor Index is currently trading at 29 times trailing earnings — a 55% premium to the Nasdaq Composite Index. But I’ve got a way to play incredible upside in chips without the hefty surcharge.
Food & Beverage
The Whole Foods Secret Nobody’s Telling
The truth might hurt, but Amazon is on track to turn Whole Foods into a tech company. Find out why in today’s article. Also, in other news, the retail carnage continues. An activist hedge fund just disclosed a large stake in the owner of Saks Fifth Avenue. The activists are already calling for Saks to go private. Is the arrival of an activist bullish for the company?
A Strange Trail of Breadcrumbs
Is it possible that major insider purchases can be viewed bearishly? I asked my senior analyst, Martin Hutchinson, to tackle the merits of insider buying/selling. As it turns out, transactions must be measured on a case-by-case basis.
The Digital Garden of Good and Evil
Emerging technologies that seemed like a fantasy a decade ago are fast-becoming a reality today. In the process, enormous amounts of wealth are being created. Clearly, then, as investors, we can’t afford to miss out on this historic wealth grab, right? Or can we? Perhaps it’s time to raise some serious questions about morality and tech.
FANG-tasy vs. Reality
The recent volatility in the tech sector should act as reality check — underscoring the importance of diversifying your portfolio. So I asked senior analyst Martin Hutchinson to provide a quick rundown on the best way to approach diversification.
EPA Ruling Spawns Black Market for Refrigerators
The EPA’s global ban on the popular refrigerant R22 is sending its prices through the roof. And as senior analyst Jonathan Rodriguez notes below, R22’s steep climb means huge profits for this small-cap firm…
Microcap Superstar’s Identity Crisis
What happens when a videogame company tries to break into an entirely different market? And more importantly, what do you do as an investor? Check out Martin Hutchinson’s analysis on rebalancing now to find out…
Microcap Driller Hits Major Milestone
With so many bullish forces at their back, uplisters tend to greatly outperform the market. In fact, they’re so mouthwatering that I asked my senior analyst, Martin Hutchinson, to drill down on uplisters. If your portfolio doesn’t include at least one uplister, you’re potentially costing yourself thousands.
Tech Trends: 355 Reasons Why This Will Change Everything
Each summer, venture capitalist Mary Meeker offers up her equivalent of the president’s State of the Union address. Her annual Internet Trends report is all slides. This year’s chart stack checks in at a staggering 355 slides — up 67% from last year. Each year, we distill it down to the most compelling and insightful charts. Consider it our public service.
Food & Beverage
The Most Critical Question All Americans Are Asking
Restaurants have endured painfully slumping sales over the last year — with no end in sight. But as senior analyst Jonathan Rodriguez points out, one smart food services company just made a huge pivot that could line investors’ pockets with profits.