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Over the last couple of weeks, we've gone over what the tech landscape will look like in 2015.
Today, I want to show you which one Tech Wealth Secret will be your most important tech investing principle for the New Year.
First, I'm going to use this rule to illuminate three leading tech companies.
Then, if you use this rule correctly, you'll be quickly fattening your tech portfolio…
Go for Growth
Like I've been saying the past couple of weeks, I see plenty of growth ahead for technology and the U.S. economy through at least 2015. Consider that U.S. industrial production in November rose 5.1% from the same month in 2013.
Also in November, the economy added 321,000 jobs. That means, for most of 2014, we've seen employment grow at more than 200,000 jobs per month, putting the nation on track for the strongest job growth since 1999.
And that's why Rule No. 4 of my five-part Tech Wealth Secrets will be crucial for your investing success in the New Year. Rule No. 4 says to "focus on growth."
More than any other sector in the economy today, high tech offers us the best chance of finding quality growth firms that consistently beat the market.
To show you just how dramatic an impact higher growth can have on tech stocks – and your wealth – let's take a look at three high-profit examples.
2015 Fast-Growing Pick No. 1: Avago Technologies
Let's start with Avago Technologies Ltd. (Nasdaq: AVGO), a Singapore-based chipmaker focused on two key growth sectors.
The company makes chips that speed up data centers used for cloud computing. It's also a key supplier for the iPhone 6 from Apple Inc. (Nasdaq: AAPL).
No wonder Avago topped analysts' forecasts when it reported its fiscal fourth-quarter results on Dec. 4, sending shares up more than 8% that day.
Avago reported earnings per share (EPS) of $1.99, ahead of the Street's expectation by $0.31.
In the days after that beat, Avago gave up some gains as the entire market came under pressure. But the growth trend is in its favor – over the past two years, Avago has beaten on earnings or raised forecasts several times, driving shares up 200% in the period.
Earnings growth is so key in this climate that even big-cap leaders can find their stocks in an uptrend when profits surge.
About the Author
Michael A. Robinson is a 36-year Silicon Valley veteran and one of the top tech and biotech financial analysts working today. That's because, as a consultant, senior adviser, and board member for Silicon Valley venture capital firms, Michael enjoys privileged access to pioneering CEOs, scientists, and high-profile players. And he brings this entire world of Silicon Valley "insiders" right to you...
- He was one of five people involved in early meetings for the $160 billion "cloud" computing phenomenon.
- He was there as Lee Iacocca and Roger Smith, the CEOs of Chrysler and GM, led the robotics revolution that saved the U.S. automotive industry.
- As cyber-security was becoming a focus of national security, Michael was with Dave DeWalt, the CEO of McAfee, right before Intel acquired his company for $7.8 billion.
This all means the entire world is constantly seeking Michael's insight.
In addition to being a regular guest and panelist on CNBC and Fox Business, he is also a Pulitzer Prize-nominated writer and reporter. His first book Overdrawn: The Bailout of American Savings warned people about the coming financial collapse - years before the word "bailout" became a household word.
Silicon Valley defense publications vie for his analysis. He's worked for Defense Media Network and Signal Magazine, as well as The New York Times, American Enterprise, and The Wall Street Journal.
And even with decades of experience, Michael believes there has never been a moment in time quite like this.
Right now, medical breakthroughs that once took years to develop are moving at a record speed. And that means we are going to see highly lucrative biotech investment opportunities come in fast and furious.
To help you navigate the historic opportunity in biotech, Michael launched the Bio-Tech Profit Alliance.
His other publications include: Strategic Tech Investor, The Nova-X Report, Bio-Technology Profit Alliance and Nexus-9 Network.