Editor’s Note: As Chief Investment Strategist of Total Wealth, Shah believes in making his track record of recommendations easily accessible to all readers within seconds – and that’s why he’s compiled an Archives page.
Regardless of what the media says, this holiday season will be a bust for many traditional retailers.
Anyone dependent on international trade or third-party shipping will suffer from every supply hiccup from factory to sales floor – labor shortages, container shortages, rising shipping costs…
Oct 25, 2021
Any company with a stake in international shipping has gotten pummeled this month – and rightly so.
Despite claims that retail will see an incredible holiday season full of sales, it has become increasingly clear to us investors that demand has outpaced supply for almost every product on the market. Shelves are clearing out and wishful thinking isn’t going to move products from ports and warehouses to the sales floor any faster.
Which is why I’m watching companies that are doing more than just sit, wait, and hope. Companies that are planning strategically for the long-term to lock in profits for themselves and their shareholders.
There have been droves of podcasts, TV shows, and even movies that have chronicled the downfall of the “$47 Billion Unicorn” during its last attempt to go public in 2019.
If you’ve read the news recently, you know that China is unwinding.
On top of the worsening Evergrande situation, President Xi Jinping has been cracking down on Chinese tech companies utilized by the U.S., which would be bad news for companies reliant on Chinese and Taiwanese semiconductors.
As I mentioned yesterday, semiconductor demand is rising and it won’t stop any time soon. The resulting shortage has created massive backorders for all tech from PCs to washing machines – and many investment opportunities for us.
Oct 18, 2021
Semiconductors… A piece of tech people hardly knew or cared about before there suddenly weren’t enough to go around. The consequences of this short have rippled through the tech industry, from smart phones to LEDs lightbulbs, but none were hit harder than computer manufacturers.
The persistence of the work from home movement has increased demand for PCs and desktops, resulting in a flood of orders placed with hardware makers already struggling to keep up. As backlogs grow, vendors aren’t expecting to catch up until mid-2022 at the earliest.
And even then, demand for PCs and the semiconductors that make them possible could continue to grow until the end of this decade. If that comes to pass, the semiconductor industry could double, reaching a revenue between $500 billion to $1 trillion.
Oil, gas, coal… the whole fossil fuels industry has jumped to new heights this week.
And those heights are only going to get higher, so now is the time for us to dive into the best energy plays to grab before winter hits.
The green revolution is, sadly, not today’s reality.
The media would have you believe otherwise.
Yet that idea fooled even the biggest Wall Street traders and hedge funds in recent weeks.
The energy crisis in Europe and Asia has newsrooms scrambling to bring new oil and gas stories to the front page. But in this fossil fuel frenzy, they’re overshadowing an incredible opportunity with natural gas that could double your investment by next year.
Oct 11, 2021
Stagflation fears came to a head last week only to ease up going into the start of today’s trading session – and I am not surprised.
Just as I noted in last week’s stagflation piece: we are seeing inflation, but the economy certainly isn’t stagnating.
In fact, the first company I’m watching this week is a great example of the U.S.’s continued growth. Ford Motor Company (NYSE:F) has sold 9,150 electric vehicles over the month of September, which is a 91.6% increase when compared in last September.
Oct 08, 2021
Corporate scandals come and go – and while they don’t always stick, the stock almost always flounders.
In the last several weeks, we’ve seen a parade of formal hearings concerning Facebook (Nasdaq:FB) knowingly harming it’s 2.89 billion users for the sake of profits. Now, I won’t pass judgement on FB because my opinion on their past practices doesn’t matter.
What does matter is that the subsequent landslide of negative attention triggered a sell-off. And that presents us with an opportunity.
Facebook is the kind of company that will take this scandal on the chin, make a few changes, and get right back in the fray making off-the-chart profits. Its stock may never be this cheap again, so I developed a suggested investment plan for you to get yourself a strong FB position.
You’ll get that and more in this week’s Buy, Sell, or Hold.
Unless you lived and worked back in the 1970s – or, like me, were at least old enough to see and process what was going on around you – you’re probably only marginally aware of an economic malady known as “stagflation.”
It’s an odd manifestation – a living contradiction – and a pretty miserable one, at that.
The term “stagflation” is an amalgamation of “stagnation” and “inflation” – and describes an environment where prices are zooming in the face of zero growth.
But before this time period I’m referring to, stagflation was little more than an academic theory that wasn’t believed possible in any real-world scenarios.
Just think about it: Inflation usually shows up in a sizzling economy, where vast numbers of consumers have scads of cash to throw around – and where the inventory of items on store shelves are dwarfed by the number of people seeking to buy them. But stagflation manifests itself as a nightmarish one-two punch: Soaring price levels when consumers can least afford them, thanks to stuck-in-neutral job growth, treading-water corporate profits – and no catalysts in sight that might jumpstart economic growth.
I was a teenager in the 1970s – and had yet to launch my investing career – when the First Edition of Stagflation showed up in the real world. Even so, I read about it, saw it on TV, and was frankly sick of it and miserable because of it. It impacted me, and my family, and my friends’ families, and most of America.
I want to show you how this nightmarish scenario got started – and for good reason: Many so-called “experts” believe the seeds of stagflation have been sown again here in the American economy. They see a reprise of that miserable, stagflationary decade we had to live through half a century ago. And they say its unstoppable.
I’m here today to tell you the real story. With facts, not fear.
And I’m even going to share the single-best stock I see.
Investors jumping on the AfterPay and Affirm hype-trains are making a big mistake. It will be years before either of these Wall Street darlings is profitable, even with their partnerships with Target, Walmart, and other retailers.
The retail landscape, moving into the holiday season, is setting up to be grimmer than ever…
Everything from electronics to shoelaces (yes, shoelaces) are hard to come by because of supply bottlenecks in China and California, and factory closures around the globe. Now, anyone and everyone touching the industries that are wholly reliant on global supply chains have been knocked down – and retail is feeling it more than others.
Over the last month, we’ve seen…
- NIKE Inc. (NKE) drop 11%
- Bed Bath and Beyond Inc. (BBBY) drop 40%
- And Helen of Troy Limited (HELE) drop 5%
But that’s the very reason why I am watching these companies. They’re trading at a steep discount compared to what they will be in the coming months…
The could be a take that makes you mad, but it has to be said: Tesla is done and if you have stakes in their stock, it’s time to sell.
Sure, it’s had a great run… But there are newer, better electric vehicle companies with cheaper stocks, including one the EPA rated with a range 100 miles further than top-of-the-line Teslas
It’s a steal at $25 and it won’t stay cheap for long – they’re delivering vehicles starting TODAY.
Sep 28, 2021
This inflation higher than J. Powell expected, the Fed’s tapering soon coming to an ending, and hiking interest rates on the horizon, Wall Street investors are placing bets on the markets – but they’re putting their money in all the wrong places.
The simply way to play this is to short treasuries. That’s what they’re doing. But the profits, too, will be “simple.”