These chip makers could be a lot more valuable in the next five years
Aug 31, 2021Good morning!
The S&P 500 will put together a 7th straight winning month if the index can close higher today. This will be the single longest winning streak since December 2017 and the S&P’s 9th positive month in the past 10 months!
Here’s my plan.
1 – Why energy and financials are at the top of my list right now
Many investors are caught between a rock and a hard place. Covid scared ‘em outta the markets and they’ve never gotten back in. Many feared that the “other” shoe would drop, the Fed would screw up, or the economy would choke. Yet, the exact opposite is true.
FOMO is next.
I’ve showcased JPMorgan Chase (JPM) since it was in the low $90’s; it closed at $160 yesterday, up 60.14% YTD.
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I’ve got another choice that could be an even better story in September’s issue of One Bar Ahead™.
It’s a household name with one of the most innovative alternative energy investment portfolios on the planet and a juicy dividend to boot. If you know what that is, awesome! If not … act now, invest better.
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2 – Slowing growth is only part of Zoom’s problem
Just yesterday morning I told you (again) that Zoom would likely put in good numbers then drop as the reopening trade continues to fade. The only reason the damage is not worse is that delta variants are giving it support. Companies that help the world “stay out” are where you and your money want to be.
Microsoft’s Teams presents a serious challenge and, not for nothing, it’s a far better stock, too!
3 - Hoodwinked
Robinhood drops as SEC says that PFOF could be banned. At the same time, there’s news that PayPal may be contemplating a stock trading platform. The company’s stock isn’t worth the paper it’s printed on IMHO.
4 – LEO may be Apple’s biggest win yet!
News broke yesterday that Apple’s new iPhone 13 could have satellite capability and the stock took off like a shot on reports like this one from the Verge.
I mentioned the same thing during a presentation back in 2019 when I caught a whiff that Apple may have a top-secret team working on satellite based Internet. Bloomberg picked up on the story that year, too.
End running mobile carriers is the real game here – and always has been.
5 – These chip makers could be a lot more valuable in the next five years
Chinese equity firm Wise Road Capital wants to buy Magnachip for $1.4 billion and the US Treasury Department says the transaction, if allowed, is a national security risk. I agree entirely.
Makes me think that Intel, TSM and AMD could be a whole lot more valuable in the years ahead.
Bottom Line
People tell me frequently that they want lots of money and that’s great. The problem is they don’t have the right attitude about earning it so they wind up cheating themselves out of achieving great results.
YOU are worth it but you’ve got to make investments that are (worth it) too!
I’ll be with you every step of the way.
Make it a great day, as always.
Keith
PS: The September issue of One Bar Ahead™ comes out Friday. As always, it’s filled with my latest actionable investment ideas and worth your immediate attention. This month I’m sharing a household name making surprising investments in nuclear fusion and a tech company that could help “future proof” your money. I’ve also got an educational look at how you can boost your profit potential with broker speak, and why thinking like a naval aviator can make you a better investor. Get access now!
