Editor’s Note: As Chief Investment Strategist of Total Wealth, Keith 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. Here you’ll find links to every Total Wealth article Keith has published since Total Wealth’s creation on October 2, 2014, posted in reverse chronological order.
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Did you see the investing opportunity in the Golden Globe Awards last Sunday?
Not many investors did. It was easy to miss.
It wasn’t the dazzling fashion on the red carpet or the celebrities congratulating each other. What really struck me was a huge signal for money-making in our Technology trend.
Technology is easily our fastest-moving “Unstoppable Trend” – and the one with the most “sub-trends” and offshoots. We’re already doing great on one of those: Human Augmentation. Our target there is tiny Ekso Bionics Holdings Inc. (NYSE:EKSO), which quickly doubled and is still up more than 40% since I released my first report on it – with much more upside ahead.
But what I saw Sunday was a very pronounced shift in a Technology sub-trend that is going to be one of the biggest opportunities of the next 5-10 years. Billions of dollars are getting sucked out of one industry and into a new one.
- Sadly, though, most investors are going to make two mistakes: They’ll try to hold onto the past (and previous winners) rather than acknowledge the shift; or,
- If they do recognize it, they’ll plow their money into choices where the potential upside is limited because it’s already “baked in,” as the expression goes.
Holiday markets tend to slow up a bit, and this week is proving to be no exception, so I thought we’d change things up a bit by diving into the mailbag and tackling a few of the fabulous questions you’ve asked recently.
Of course, as is our way around here, I’ll follow each answer with some actionable investment advice you can put to work right now as well as specific recommendations for your consideration.
Let’s get rolling with three questions related to our “Unstoppable Global Trends” that are very much in the news right now… Energy, Technology, and Warfare.
Q: Will oil ever come back and is now the time to buy the big oil refiners? ~ Hank T.
A: Yes, global demand will ensure that. The only question is when, and that depends entirely on how much longer the Saudis want to play games. Worldwide demand is growing tremendously, and energy itself is going to see some $48 trillion worth of spending by 2035, according to the IEA and other estimates. (I think that figure is low, by the way, for reasons I’ll cover in an upcoming column.)
But I don’t believe that the big oil refiners are the way to go.
The smarter play would be going for the integrated midstream producers, explorers, and pipelines like Apache Corp. (NYSE:APE) or Northern Oil & Gas Inc. (NYSEMKT:NOG). The former has a really clean balance sheet and will likely to be a big beneficiary of the consolidation that’s now under way because of cheap oil, while the latter has hedged contracts at $90/barrel even though oil has now dropped to $55/barrel.
If you are really up for an adventure and potentially some dynamite returns consider the Open Joint Stock Company Gazprom (OTC:OGZPY). It’s the world’s largest natural gas extractor, has a lock on Europe, and is trading at perhaps the world’s smallest multiple of 1.73. Any shift going from terrible to less bad with regard to Putin is going to send this stock soaring.
Now – an update on our War, Terrorism & Ugliness stock…
Earlier this week we talked about the secret I wish everybody knew when it comes to market timing, and took a look at one of the most valuable Total Wealth tools of all – the Put/Call Ratio. We covered actions you can take right now to maximize your returns.
I also promised you a look at one great trade in particular involving a current social media darling. Today I’d like to keep that promise.
If you’ve been with me for a while, you already know I don’t like social media stocks. They’re not hooked into our unstoppable trends (nope, not even Technology). Their products are “nice to have” instead of “need to have.” And most of them have no real way to make money.
But that’s the thing about tactics…
If you have the right trading tactics, you can squeeze profit out of any stock. Even ones you don’t like.
In this case, I think betting on one stock’s failure may be far more profitable than betting on its success.
I know that this may seem un-American or somehow unethical, but shorting a stock – that is, betting on its decline – is a killer tactic and can be a fabulously profitable tactic used to build your wealth.
That’s a tactic we’ve talked about, but if you’re not familiar with shorting, don’t worry. I’ve got you covered with a special sidebar in a few minutes. So let’s get back to the meat and potatoes.
Here’s the thinking and here’s why #ShortingTwitter is the only social media play I like right now…
One of the great things about Total Wealth is that we’re going to have the opportunity to revisit everything from our trends to our tactics and even the companies I recommend – beginning today.
There’s a lot happening with Ekso Bionics Inc. (OTC:EKSO), our “Human Augmentation” frontrunner. And I’d like to bring you up to speed on the latest developments.
First, the fact that a lot is happening is, in and of itself, a great thing.
Over the years I’ve seen a lot of potentially great companies get off to a good start, but then fall flat because “nothing happened.” These companies don’t set out to fail; it’s just that they haven’t got the management, the funding, and, most importantly, the client base needed to succeed.
Ekso, on the other hand, has all three, which means the company is moving forward.
You’ve got to see what else they’ve been up to…
A lot of investment analysts rely on company websites and investor relations to do their research. Very few leave their “ivory towers.”
I’m a little different.
I believe boots on the ground are the only way to go. That’s why I’ve traveled to more countries than I can count, to personally visit the companies I recommend. Some names you would know and some you’ve never heard of (yet). I talk to founders, CEOs, accountants, factory workers, and truck drivers. To be honest, I can get a little pushy sometimes. I poke around their warehouses, play with their equipment, sample their products, dig through their books, and (politely) interrogate their employees.
I’m relentless with these guys – so much so that I got dubbed “the Indiana Jones of investing.” That made me laugh, but the way I see it, it’s simply my duty to you.
So I was pretty excited about my recent visit Ekso Bionics Holdings Inc. (OTC:EKSO) to dig up the details on our unstoppable “human augmentation” trend.
But I never thought I’d witness this…
Most investors operate in “set it and forget it” mode. They buy a stock and then just let it ride.
That’s a mistake.
Either the markets will change over time, in which case you’ve got to re-evaluate your objectives, or – as is frequently the case with small, innovative companies – the company itself changes, in which case you’ve got to adapt your tactics to stay ahead and on the path to profits.
I bring this up because the latter is where we are today with Ekso Bionics Holdings Inc. (OTC:EKSO), the little company we’re targeting as part of the Human Augmentation trend.
On Thursday, October 2, Ekso announced that it was selected by Boston Dynamics, which is a part of Google Inc. (NasdaqGS:GOOG), to continue developing defense-related technologies for the DARPA Warrior Web Task A project. This is great because it’s an extension of a previous collaboration – and important validation that Ekso is on the right track.
Given the stock’s strong response last week (and today) and the potential for more media excitement around the extended contract with Google and other projects just like it that are undoubtedly on the drawing board, I think you’re going to want to adapt your tactics to stay ahead of other investors on the path to profits.
Here’s what to do…
Welcome to Total Wealth and thanks for being part of the family. I’m thrilled you’re a part of this.
Today I’d like to focus on the central reason we’re spending time together – spotting and investing in unstoppable, global, trillion-dollar trends.
For all the complicated stuff going on around us right now… ISIS, Ebola, the Hong Kong riots, central banking madness… the world is actually a pretty simple place when it comes to your money. And we’re going to navigate that together.
I say that because, if you look through history, it becomes very clear that humanity has always been and will always be driven by the six key trends on this list.
Of course, there are offshoots and micro-trends (like the Human Augmentation trend I covered in my report out yesterday). There are even counter-trends.
But I believe every dollar you’ll make in the next 10 years comes back to one of these six things…
I just released my first Unstoppable Trend report, How to Tap into a $17 Billion Trend for Just $1 A Share. It’s exclusively for Total Wealth members, and I wanted to get it into your hands immediately. Follow the link at the bottom to download this never-before-seen report.
And take notes…
This trend carries some of the highest profit potential I’ve ever seen in 33 years in the markets – and almost nobody’s even aware of it yet. That’s why I’m so excited to reveal the one tiny company at the cutting-edge of this industry that could multiply early investors’ money 21x in the coming years.
Yet as profitable as this technology will be, it’s just one of six Unstoppable Trends I’m tracking right now.
Here’s some of what we’ll be exploring…
Mar 25, 2014
I didn’t think it would happen, but Fed Chairman Ben Bernanke up and did “it” a few minutes ago. He announced the “Fed taper” – the Fed will cut its bond buying by $10 billion a month (to $75 billion) …