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We're just two days away from what will almost certainly be a massive e-commerce haul.
At an estimated $25 billion, this one-day event is worth more than what Americans spend on Black Friday and Cyber Monday, two of the nation's biggest shopping events.
I'm talking about Singles' Day, an unofficial Chinese holiday that began in 1993 to address the hundreds of millions of unmarried people.
And in the last several years, Nov. 11 has become a de facto shopping holiday sponsored by web giant Alibaba Group Holding Ltd. (Nasdaq: BABA).
Now, most tech analysts would be suggesting you capitalize on this by investing in Alibaba or another Chinese web giant.
But here at Strategic Tech Investor, we go way beyond the headlines to give you analysis you won't find anywhere else.
That's why today, I want to show you a way to invest in the much larger global e-commerce trend, one that is worth $9.6 trillion in the United States alone.
This American "quiet giant" generates $600 million in cash every year – which goes right back into investors' pockets.
It's the landlord to the entire web.
And it just got the go-ahead to raise rents.
That means its shares are set to soar – and crush the overall market.
Check it out…
This Dot-Com Boom Isn't Going Bust
Let's clear something up right off the bat. The term "dot-com" still carries a very negative connotation for a lot of investors.
After all, it was the "dot-com" crash that wrecked the Nasdaq Composite back in March 2000. Before hitting bottom, the tech-centric index lost up to 90% of its value.
Since then, technology – and, therefore, the Nasdaq – has more than made up for it. Silicon Valley has become the single biggest driving force in wealth creation and the stock market's historic advance since March 2009.
And yes, the ".com" suffix has played a big role in it all. Think of a major U.S. company that doesn't have a web address ending in .com… or about the thousands of investors who made a killing over the last 20 years from Amazon.com Inc. (Nasdaq: AMZN).
Almost 20 years ago to the day, Amazon closed at $21.29. It recently reached a high of $2,039.51, for a total return of 9,479%.
Even traditional retailers are cashing in on the value of having a dot-com address for online shopping. In this year's second quarter, Walmart Inc. (NYSE: WMT), the world's largest brick-and-mortar store chain, crushed its earnings after online sales jumped 40% in a single year.
Tech Billionaire’s Next Big Bet: Bill Gates just invested millions into a technology that’s about to transform medicine as we know it. Now an imminent announcement could ignite a 28,700% revenue surge for one tiny $6 million company. Don’t miss this…
As exciting as those two examples are, they're just small pieces of the overall value of web-based buying and selling.
Consider that iGillottResearch Inc. says web transactions account for roughly half the nation's gross domestic product (GDP).
Not only that, but the research firm is predicting a 65% growth in the value of U.S. web transactions through 2022. During that period, the value will rise from $9.6 trillion yearly to $14 trillion.
Clearly, this is a massive trend that savvy tech investors ought to be targeting.
The $20 Billion Quiet Giant
And you can do that by investing in a supplier firm that, until recently, most investors had heard very little about. Then again, this is a $20 billion market-cap company that is largely off Wall Street's radar.
Here's why I say it's a "Quiet Giant."
Despite the firm's size and its growing global impact on the web economy, it garners coverage from just five Wall Street analysts. By contrast, 41 analysts follow Amazon.
But I believe all that's about to change.
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About the Author
Michael A. Robinson is one of the top financial analysts working today. His book "Overdrawn: The Bailout of American Savings" was a prescient look at the anatomy of the nation's S&L crisis, long before the word "bailout" became part of our daily lexicon. He's a Pulitzer Prize-nominated writer and reporter, lauded by the Columbia Journalism Review for his aggressive style. His 30-year track record as a leading tech analyst has garnered him rave reviews, too. Today he is the editor of the monthly tech investing newsletter Nova-X Report as well as Radical Technology Profits, where he covers truly radical technologies – ones that have the power to sweep across the globe and change the very fabric of our lives – and profit opportunities they give rise to. He also explores "what's next" in the tech investing world at Strategic Tech Investor.
Tags: tech stocks