“We can’t keep them on hand. They come in and they go right out. Customers keep calling for more too.” That’s what a mid-level manager of the largest electronics parts suppliers in the world told me two days ago. His company ships all the tiny parts from processors to antenna that make smartphones and everything…
DetailsIs oil really going back to $100? One of the world’s most knowledgeable and connected oil analysts thinks so. The most read article on Bloomberg today was Oil Guru Who Called 2014 Slump Sees a Return to $100 Crude. The article features the analysis of Gary Ross, founder of PIRA Energy Group. Ross has seen…
DetailsExchange Traded Funds (ETFs) are terrible investments for most people. I know that goes against conventional wisdom and everything you’ve ever read about them. For a number of reasons you’ll see below, ETFs are not and will never be the solution to most investors problems. I’ve said that for years and have been proven right…
Details“While I believe the longer-term move continues to be bullish [for the dollar], there is likely to be a retracement in the coming months to establish a new stable price platform from which future gains can be made.” That’s what I wrote about the U.S. Dollar Index (DXY) back in February. It’s still playing out…
DetailsThere’s a hidden danger in biotech stocks few investors can see right now. The danger is very real and will cause a lot investors to miss out on one of the best investment opportunities you can find the next few years. But if you identify this danger now and learn specifically how to protect yourself…
Details“Is McDonald’s Giving Up on Growth?” That was the title of a research report back in early 2006. McDonald’s had just spun off it’s relatively small (500 locations) Chipotle Mexican Grill (CMG) division into a stand-alone company. The conclusion to the report was McDonald’s was giving up on growth. Almost a decade later, I must…
DetailsThe unveiling of the Apple Watch was underwhelming. Most people just didn’t care. It wasn’t revolutionary like the iPod and iPad. Estimates of Apple Watch sales aren’t good either.. It’s all a distraction though. Apple’s next big growth opportunity isn’t watches. It’s something much bigger and Apple’s going head to head with Google and other…
DetailsThe market is trying to tell you something very important, but few investors will notice it. This week was a huge week. Not because of Greece, China, Puerto Rico or anything like that though. Those were the headline-makers. The real news there’s something big coming — and you should buy it — are buried much…
DetailsLast week we talked about the booming demand for mobile data. The numbers are astronomical. We’re looking at trillions of dollars. The fortunes made from it all will be astronomical. You see it playing out every day. Just yesterday Comcast (CMCKA) announced is going mobile too. The cable giant will be making its content available…
DetailsIf there’s one thing you learn about successful investing it’s that picking the right stocks is not the most important part of it all. This may seem a bit strange coming from me. As the editor of the Oakes Momentum Report, I’ve spent over a decade refining a system to pick winning stocks. But picking…
DetailsDear Profit Alert reader, I would love nothing more than to talk more about the coming data explosion today. It’s going to be right up there with cloud computing, smartphones, and all the other major tech trends. All of which have made fortunes for investors who jumped on and rode them to the top. Also,…
DetailsAbout a year and a half ago I got cable TV for the first time in over a decade. There was only one reason. NBC Sports inked a deal to broadcast English Premier League soccer games and invested heavily in production to make the quality just as good as watching from a pub in Newcastle.…
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