“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.
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.
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.
Cord Cutters Stunned by TV Company’s Comeback
Cable customers are cutting the cord in droves and advertisers’ fat ad dollars have shifted dramatically in favor of mobile devices. But as senior analyst Jonathan Rodriguez notes in today’s article, one left-for-dead cable services firm has made a shocking reversal. And it stands to make investors a killing.
“State of the Internet” in 3 Charts
Venture capitalist Mary Meeker’s annual Internet Trends report is an absolute must-read. So it’s become a tradition of ours to distill it down to the five or six most compelling and insightful charts each year. Here are the first three…
Tesla Killer Has Unfair Superpowers
Data suggest that spinoffs can possess superpowers that cause them to outperform their parent by wide margins. So I asked my senior analyst Martin Hutchinson to drill down on the subject.
STOCK WARS: Revenge of the Tech
The market’s strongest sector by far — technology — fell 3% in the week after Trump’s election, while the S&P 500 rose 2%. But as this earnings season — the first of Trump’s presidency — has proved so far to investors, it doesn’t always pay to jump the gun…
Conspiracy-Buster Edition – The Deep State
British Prime Minister Theresa May’s Snap Election on June 8 is ready to decide Brexit’s fate. But the results could also trigger a massive one-day gain using something we call “Churchill’s Ladder.”