If you've been riding along with me for any length of time, you know I get really revved up whenever I talk about the "Mobile Wave" in technology.
The truth is, I can't help it: I look at the forecasts, calculate all the money that can be made, and end up feeling as jazzed as can be about the windfall profits we can reap from this transformational trend.
And I'm not the only one who's feeling this technology-fueled ebullience: The folks over at Amazon.com are clearly experiencing the same adrenalin-driven affliction.
Amazon, you see, is coming out with its own smartphone.
And not just any smartphone. Amazon's entry into smartphone derby is going to be one cool mobile device - highlighted by a 3D screen that will display photos so realistically that you'll want to just reach out and touch them.
Why in the world, you might ask, is an "e-tailer" entering the wireless-phone business?
Just look at the numbers.
Apple Bond Offering is Proof It'll Do Anything to Avoid Taxes
The record $17 billion Apple bond offering this week will do more than just placate shareholders eager to get some benefit from the company's $144.7 billion in cash.
It will help Apple Inc. (Nasdaq: AAPL) avoid paying taxes, a feat that the Cupertino, CA tech giant has elevated to a high art.
The company has kept the bulk of its cash - some $102 billion - in overseas accounts to avoid paying the 35% corporate tax rate here in the United States.
Borrowing money to fund its plans for dividend increases and stock buybacks allows Apple to reward its shareholders without repatriating those foreign profits and paying U.S. taxes.
Better yet, the interest Apple will pay out in its bonds is tax deductible, which will reduce the company's tax bill even more.
It's all so elegantly devious - and perfectly legal.
Apple Stock is Up After Earnings – But Are Gains Here to Stay?
Apple stock was up 5% in after-hours trading Tuesday when its earnings report turned out to be better than expected - but, not great.
Everyone was bracing for the worst when Apple Inc. (Nasdaq: AAPL) released second-quarter earnings Tuesday after the close. The big question was just how bad things were going to be.
The answer turned out to be... not so awful. The iPhone maker surprised Wall Street with better than expected numbers, mostly because expectations were so low.
However, as expected, forward guidance was glum.
Apple: Cash or Trash?
With Apple Inc. (Nasdaq: AAPL) off nearly 50% from its $705.07 a share high set last September, many investors want to know if it's a buy.
Not in my book. Here's why:
1. The company has held on to its premium pricing strategy for too long. Going out on price as it has recently with iPhones, for example, is the death knell of competitive differentiation. Businesses that engage in price wars have a very difficult time climbing back up the proverbial ladder.
2. The present management team is having trouble fulfilling the late Steve Jobs' vision, and execution appears to be stumbling. The Maps thing, for instance, was an unmitigated disaster and shattered Apple's image of invincibility. The public noticed.
Dumping Apple Stock for Google: How Investors Could Get Burned
The trend has some wondering if investors are consciously moving their money from one tech giant to the other.
"There's a lot of money that likes the tech sector, and I think Google has kind of taken over from Apple," Eric Kuby, chief investment officer at North Star Investment Management, told Reuters.
Looking at the charts, it's clear that Google stock is now enjoying the kind of momentum that Apple had for years, while sentiment toward AAPL almost couldn't get any more bearish.
Since Apple stock hit its all-time high of $705.07 in September, it has plunged 40% and lost more than $260 billion in market capitalization. AAPL is down more than 20% year to date.
Google hit several new highs recently, and poked briefly above $840 in early trading Wednesday. Google stock is up 48% from its mid-June low last year, and up 17.5% so far this year.
And at least two analysts recently put a $1,000 price target on GOOG, reminiscent of last year when analysts were rushing to put a $1,000 price target on Apple.
"The bulls are in Google's camp, and the bears are in Apple's camp at the moment," Neil Mawston, the executive director of Strategy Analytics, told CNBC.com, which speculated that Google could be replacing Apple as the dominant tech giant, as Apple supplanted Microsoft Corp. (Nasdaq: MSFT) in the past decade.
But any Apple investors who haven't already dumped shares in favor of jumping on the Google stock bandwagon might want to think twice before doing so now.
How to Double Your Money in the "New Space Race"
The New Space Race is still in its very early stages but a particular small-cap maker of rocket engines is already generating an amazing amount of thrust.
Here's the thing. While the stocks of the major U.S. aerospace ventures have generated miniscule returns over the past year, shares of this California firm have soared by nearly 105%.
And that's just a start.
Indeed, the shares of this company experienced a 6% surge in a single day last week when billionaire investor Mario Gabelli told viewers of the popular CNBC Squawk Box program that this company's shares could double from here.
Apple iWatch, Google Glass First Shots in New Clash of Tech Giants
Coming less than a year after Google unveiled its Google Glass Web-connected eyeglasses, reports that an Apple "iWatch" is in the works emphatically confirm that the battle is now joined for dominance over the next wave of tech - wearable computing.
According to the reports, Apple Inc. (Nasdaq: AAPL) has 100 people working on an iWatch users would wear on their wrists, but that would have many of the same capabilities as an iPhone.
But wearable computers could enable new uses, particularly in the area of healthcare, while perhaps providing the spark to encourage some promising technologies that have yet to catch on, like contactless payments.
Four of the biggest names in tech - Apple, Google Inc. (Nasdaq: GOOG), Sony Corp. (NYSE ADR: SNE) and Microsoft Corp. (Nasdaq: MSFT) - either are selling, have announced, or are known to be working on wearable computing ideas.
Four Ways to Play the "Cure" for the Flu
We've all seen the headlines.
The flu has made its annual visit to the U.S., reacquainting itself with your kids, spouse, parents, friends and co-workers.
But this strain has been especially nasty, resulting in shortages of the very vaccines that might have moderated its effects.
One of my colleagues here - an editor with a young son - finally got his just last week - only because he stubbornly went to the same Rite-Aid every single morning for an entire week.
I'm sure you have similar stories you could share.
When you think about it, this year's flu season illustrates one of the great ironies of our time.
Although advances in medical technology have enabled us to create the vaccines that so far have kept the yearly viral visit in check, the reality is that those advances have been leapfrogged by global travel, an advancement that makes a pandemic more likely than ever before.
Fortunately, there is an answer - an innovation worthy of the Era of Radical Change, and one that savvy investors can play for windfall profits. I'm going to show you four ways to grab those profits for yourself.
But first we need to really understand the challenge at hand.
Let me show you what I mean.
The Tech Play That's Better Than the "Next Google"
I probably spend more time than anyone searching for hot young startups that will make money for my readers - even as the companies themselves change the world around us.
I'm talking about firms like Google Inc. (Nasdaq: GOOG), which in nine years has grown from a newly public company into a Web search, digital advertising, and online video juggernaut with a market value of $230 billion (and a stock price of $705 a share).
But I'm going to let you in on a secret that I've learned from my three decades in Silicon Valley.
You don't always have to find the "next Google" to make big money.
In the near term you can reap windfall profits by searching for the beaten-down tech stocks that the institutional players seem only too happy to ignore.
Those laggards are often hidden gems ... can come roaring back ... and turn the market on its ear when they do.
Get in the Ground Floor of This $1 Trillion Industry
How many times have you studied the stock charts of Google Inc. (Nasdaq: GOOG), Apple Inc. (Nasdaq: AAPL) or Amazon.com (Nasdaq: AMZN) - and wished you could travel back in time to become an early stage investor in just those sorts of king-making companies?
We can't, of course, but I can offer the next best thing: I can tell you about the brand-new industry where the next stock like this will likely come from.
I'm talking about 3D printing.
Folks who've been following my work know that I've been predicting this sector's emergence for some time. Back in March, I told readers of our sister newsletter Money Morning that 3D printing was a $1 trillion industry in the making. In October, in a note to all of you, I followed up with a roundup report on the newest breakthroughs.
In every piece I've written, my key message was always the same: 3D printing will give tech investors the next real shot at windfall profits.
It's already playing out just as I predicted. But even I was surprised at how much money investors made off this segment last year.