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A Year From Now, You'll Be Sorry If You Don't Buy These Tech Stocks

When it comes to tech stocks, Michael Robinson sure can pick "em.

Michael is an author and former journalist who runs our Radical Technology Profits trading service. Back in early June – not long after he joined the Money Map Press panel of experts – Michael told Private Briefing subscribers to snap up shares of eBay Inc. (Nasdaq: EBAY) and invest in Web.com Group Inc. (Nasdaq: WWWW).

I know from the notes that you've sent me that many of you acted on Michael's recommendations. And I'm sure you're glad you did – given that both stocks have been nice winners.

eBay's shares are up nearly 38%, and some analysts believe the stock – recently at $56 – could hit $65 (an additional gain of 16%) before the current run ends.

And Web.com's share-price surge is just getting started.

Indeed, Web.com shares soared nearly 12.5% on Friday after the Jacksonville, Fla.-based Internet-services firm's fourth-quarter results came in well above expectations. Web.com said its adjusted net income (which excludes "one-timers" and other special items) rose to $22.7 million, or 45 cents a share, in the just-concluded fourth-quarter from $12.2 million, or 28 cents a share, in the prior fiscal year's fourth quarter.

Adjusted revenue rose to $126.2 million in the recently concluded fourth quarter, a 31% jump from the adjusted revenue of $96.5 million reported in the year-ago fourth quarter.

Both the top- and bottom-line results thrashed estimates. Analysts had expected earnings of 42 cents a share on revenue of $125.21 million.

The company said that its subscriber base topped 3 million at the end of the year.

"It was an awesome performance," Michael told me late Friday. "You're starting to see Web.com deliver on the potential that we outlined back in June. Rest assured, we'll continue to watch this for our readers."

Web.com shares were up 12.5% to $18.12/share Friday afternoon, and have now gained nearly 16% from where Michael recommended them late last spring.

After an upside earnings surprise like that, you can bet that Wall Street will crank up its target prices on Web.com's shares.

Prior to the earnings surprise, analysts had a consensus target price of $21.82 on the stock. That's 39% above where Michael recommended it and is about 20% above where the stock was trading late Friday.

One analyst actually had a target price of $27 on the stock – which is 49% higher than its trading price Friday, and would represent a 72% gain from where Michael made his "Buy" call.

FBR Capital Markets analyst David Hilal expects business growth to continue into next year.

"As the upsell efforts move more subscribers from the commodity bucket to value-added services, we expect this to drive revenue acceleration in 2013 and double-digit growth in 2014," Hilal wrote in a research note.

And Web.com CEO David Brown told analysts during a conference call that he's expecting earnings to grow at a "mid-teens to 20%" pace during the current fiscal year. The company expects adjusted-net income of 44 cents to 46 cents in the current quarter – in line with analyst expectations of 45 cents.

Accuray Update: Although I'm technically not supposed to offer real-time "Sell" alerts as part of Private Briefing (that was the deal I struck so I could provide you with picks from our top services at the current low price), Chief Investment Strategist Keith Fitz-Gerald and I cheated a bit back on Jan. 8 when we warned that radiosurgery innovator Accuray Inc. (Nasdaq: ARAY) was likely to be "dead money" for some time to come.

A dilutive round of financing and disappointing results caused investors to eviscerate the stock, which has fallen 16% from its Jan. 7 closing price of $5.25 a share.

This underscores, yet again, why we're such big proponents of "trailing stops." Keith recommended the stock to Private Briefing readers back on Jan. 13, 2012. Within four months, it had soared as much as 72%. Now it's actually down 6%.

"Seven Best Investments for 2013" Update: Speaking of great calls by Keith, have you checked out CommTouch Inc. (Nasdaq: CTCH)? The Internet-security stock was part of our Feb. 4 special research report "The Seven Investments You Have to Make in 2013."

The stock gained 6.94% on Friday, capping off a week that saw it gain 22%.

To create the report – now an annual offering here at Private Briefing – I went to each of our experts and asked for their favorite investment play for the 12 months to come. Two of the five profit plays contained in the 2012 report doubled or more in price.

And while there's certainly no guarantee that could happen again, the report does contain some of our best thinking here at Money Map Press. It's free … something extra we do for you as a display of gratitude for being such a great audience throughout the year.

So if you haven't claimed your copy, make sure you do so by clicking here.

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