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The NexGen Trend in Startups

Apr 25, 2018

I had the privilege of attending a conference this week in Austin that focused on women and investing. The title was as expected, Women Investing in Women, and it was put on by the FUND Conference. It was not really about investing in stocks, but it definitely tied in to our focus on emerging trends and our changing world, so I wanted to talk this week about what I learned and how it could ultimately affect our investing. The conference focused on women putting money into privately owned companies led by other women. My biggest takeaway from the conference was that women-led companies are definitely the hot trend in startups. Continue Reading…

MB is More Than Just a Health Fad – It Has the Cloud

Apr 20, 2018

If there is one business model Wall Street loves, it is cloud-based software-as-a-service (SaaS). Well, let me introduce you to MINDBODY (MB), which fits that description to a tee. This company is a leading cloud-based provider of management software and payment platforms for the health and wellness industry. MB really does it all, basically allowing wellness facilities to run their entire businesses via the cloud. The company’s platform is a one-stop shop for small and mid-sized companies, offering everything from marketing, scheduling, data management, inventory, sales processing and more. Continue Reading…

The Coming Wave of the Next Generation

Apr 18, 2018

One mega-trend that investors simply can’t afford to ignore is the millennials. It literally doesn’t get more “next generation” than that! You’ve probably heard plenty about this group, and it might not all have been good. Millennials tend to get a bad rap for being entitled, dependent on their parents and tech-obsessed. But this group is also resourceful, creative and entrepreneurial-minded. After all, these are the people who made blogging into a more lucrative career than banking! Any investor who dismisses the importance of millennials to the economy and the stock market is crazy. Continue Reading…

Can the eSports Boom Offset Crypto Headwinds for NVDA, AMD?

Apr 13, 2018

World economic growth remains solid, earnings for the S&P 500 are expected to grow an incredible 17.2% this year and even despite a correction, the stock market still favors the bulls. There’s no question this is the kind of environment to be invested in. A lot of industries are on fire right now, but I’m keeping a particularly close eye on eSports. This new world of online gaming is the fastest-growing segment within the larger sports and video game sector. It’s an area I follow closely, especially as its market is expected to increase 38% this year to $905 million. There are several ways to play this growing trend. Continue Reading…

Making Money On, Well, Money

Apr 11, 2018

The next earnings season gets rolling in just a couple of days, and it’s a big one. For decades, Alcoa (AA) was the unofficial leadoff hitter of each quarterly reporting season, but that company changed its schedule a year ago and now the financials are first up. Healthy financials are a must for a healthy market, so let’s take a look at what to expect and where the biggest profit potential is. (Hint: It’s not where Wall Street is looking.) If you follow the financial news at all, you know there’s an obsession with interest rates. As interest they increase, banks make more money on what they lend, which in turn boosts the bottom line. Continue Reading…

What is Fair Value for QCOM?

Apr 08, 2018

There are several different ways to value a company, but not everyone always agrees on the same one. That’s what leads to day-to-day volatility. Some analysts will consider a stock a great value while others will think it’s overvalued. It’s not always easy to be on the right side of the investment, and for a company like Qualcomm (QCOM) it’s even more difficult. QCOM is a world leader in the next generation of mobile technologies, and it’s been in the headlines recently as a result of Broadcom’s (AVGO) failed takeover attempt of it. Also clouding its potential valuation is its recent purchase of NXP Semiconductor (NXPI). Continue Reading…

Why I’m Staying Away from SPOT

Apr 06, 2018

It’s safe to say we are squarely in the next generation of music delivery, as the digital age means we can take it with us or stream it over the internet wherever we are. This is good for business, as some of the biggest tech names around offer streaming music, including Apple (AAPL), Amazon (AMZN) and Alphabet (GOOGL). Pandora (P) is also well-known, and the largest of them all, Spotify (SPOT), just went public on Tuesday, April 3. When NexGen leaders go public, I take notice. In this case, I’m a customer of SPOT and like the service very much, but I won’t be going anywhere near the stock. Continue Reading…

The Newest NexGen Sensation

Apr 04, 2018

In today’s connected world, you can literally become an overnight success more easily than at any time in human history. Think about videos that go viral after someone posts them on YouTube, Facebook, Twitter or Instagram. Even television news shows now have segments devoted to viral videos. The same is true of many NexGen mega-trends, including video gaming and eSports. A video game called Fortnite is getting most of the buzz in the videogame industry right now. It wasn’t literally an overnight sensation, but it has quickly become a phenomenon as a game that appeals to the both the hard-core gamers as well as the mainstream. Continue Reading…

BABA is Ready to Hit New Highs

Mar 31, 2018

Not many stocks can climb 70% in a year and still have upside potential, but Alibaba (BABA) is anything but average. The largest internet company in the world and e-commerce leader of China has its hands in most of the high-growth technology sectors around the globe, making it a stock you want to hold for the long term. The stock has held up well amid the recent pullbacks, and based on its current valuation BABA is poised for a breakout in the coming weeks. Given the increased volatility, there is a chance that it will hit $170 again before the next attempt beings, but that’s exactly why I recommend taking a longer-term approach. Continue Reading…

Best Stocks for 2018 Update: BR Outperforms the Broad Market

Mar 29, 2018

The first quarter has been a roller coaster for the market, with the broad indices suffering two corrections after having gone nearly two years without a pullback of 10%. The S&P 500 is down about 2% so far this year, but I’m pleased to report that my pick in the Best Stocks for 2018 contest has bucked the overall trend. Broadridge Financial (BR), through its technology, provides investor communications and other solutions to the financial sector. It’s one of the pioneers in its industry and stands to benefit greatly as blockchain changes the way financial business is conducted. Continue Reading…
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