Our 5G share basket helps provide exposure to 21 stocks related to 5G technologies. Jeff Brown's Near Future Report teases: "Which of These Three Stocks Could Create the Worlds First Trillionaire?" Friday File: Buying Growth, Selling Mistakes a Wild Week in the Real Money Portfolio. The counting is almost over now. I am a new Bee and wondering if anyone has an opinion on Luke Lango- Editor, Hypergrowth Investing. What are the five six stocks hinted at in "Webinar" ads for Wyatt's Million Dollar Portfolio? Regardless of its nominal float, my investment will double when the companys market value doubles. What's being hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle? Let us know with a comment below thanks for reading! Always nice to see my stocks in your portfolio. In my opinion this is one of the biggest sham / scams there ever was! Here's the way the world looks to me right now: The combination of a highly emotional Supreme Court fight, the failure of the government to agree on more stimulus/rescue money, and the way all that plays into the upcoming election and the virulent "end of the world" posturing we'll . However they should gain from upgrades to Telco and Utility grids/5g etc. Links to outside information and information share are welcome, soliciting is forbidden -- Stock Gumshoe cannot serve as an exchange for buying, selling or trading information beyond what you post in your comments for public view. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone. Overall, we believe that new royalty growth drivers will more than offset the decline in royalties from the 5G smartphone supplier switch.. So many to choose from. Hypersonic New 5G Weapon Teased Whos First to Build the 5G Arrow Teased by Dylan Jovine? AQB is actively traded with options expirations out to Dec 21. I also believe it was actually one of your articles that led me towards such an awesome investment. They recommend holding positions for 3-5 years. One is public and suppose to have patents galore on components needed in 5G devices. They tell us the size and rough valuation, .tiny $1.66 billion market cap I was surprised to see this company only trading at 4.3x sales. Thanks for all that you do for us and particularly for digging this one out. I did subscribe to a service and I was refunded ( actual money). I have yet to see anything from them which cannot be discerned with a modicum of DD, however CEVA follows the Fool premise of long plays and seems like a safe investment given their history. Any ideas on Michael Robinsons 20 5G stocks to get now own AMT (towers, think 5G) and PLD (logistic) both are up there with the best REITs. I simply would like to reiterate that I believe GILT is well poised to continue growth in the years to come in the 5g/satcom sec. EVEN if they are successful at growing super high revenue (legal) herb crops like basil, which at high end yields, and high end prices, can gross somewhere > $500K per acre, it is not likely! For Motley fool's Next-Gen Supercycle, they are about to release 5G stock with 608 million revenue, targeting 128x growt Dennis1926, the 5G "Master Key" stock is the ticker: GILT Rule Breakers: Next-Gen Supercycle , Village Farms International (VFF.TO VFFIF), https://www.businesswire.com/news/home/20210113005967/en/Veeva-Becomes-First-Public-Company-to-Convert-to-a-Public-Benefit-Corporation, Motley Fool Rule Breakers: Next-Gen Supercycle, Motley Fool Extreme Opportunities: Next-Gen Supercycle. With 12-month growth of 76%, QCOM stock is among the 5G stocks to watch in 2021. It holds an "A" in Trade Grade, Peer Grade, Buy & Hold Grade, and Industry Rank. 2-Stock Advisor More than 10 billion CEVA-powered chips have shipped to date for a wide range of diverse end markets.. It got a little bit lost in the shuffle with the pandemic and the explosion of SPACs and space stocks and sports gambling and all kinds of other sexycool ideas, but its still out there. High-end portfolio service from the Motley Fool, recommends an allocated portfolio of stocks around a theme (mostly "5G" in this case), and provides commentary and updates on those stocks, regular rebalancing/reranking of the portfolio, and occasional additions of new stocks. Yes, CEVA has certainly been around. There are free interviews with CEO of important companies or companies that they recommend. Its a 5G device maker whose part will be in almost every new 5G phone, worldwide. companies before they find their target, we They started production at their first tank farm but could not distribute because of the pandemic and gave it away. I frankly like the idea of renting the land/greenhouses to the farmers rather than being the farmer .. maybe tech will change the dynamics, but you still need people and are at the mercy of weather (even if indoors greenhouses can have problems) .. organic produce is expensive for a reason .. more about buying some new service for $2000. I absolutely love the work you do. I also worked out which company was the 81c stock. Formerly called "Extreme Opportunities," this service is now under the Fool's, Fool pitch for Next-Gen Supercycle service says "Nearly 300 million cars currently have this stocks technology integrated into their systems; and just about every major automaker is coveting this stocks software!". The pitch is for their Next-Gen Supercycle service, which is one of the many premium-priced, no refunds upgrade services ($1,999/yr) that the Fool has been launching willy-nilly in recent years it used . Thats not really a match yet, either, their first facility, in Morehead, KY, (an area that was desperately in need of economic development when I built Habitat for Humanity houses there 25 years ago, and it sounds like it remains so), has a 60-acre growing area (all tomatoes, 720,000 plants, first planting was back in October and the first harvest should be on Kroger shelves now). The street expects TSM's revenue to surge at a five-year CAGR of 19.7%. They always reveal two or three of the stocks that are part of the service. MicroVision Inc. To trade on our 5G share basket, you can open a live account or demo account. If you pay $1,399 or $4,999 or whatever (nonrefundable, naturally) to learn about a secret stock, then once you read the secret report and get your tip, your brain is not going to want you to decide its a dumb stock idea. They define a. They dont really care which service you subscribe to, they care about how many dollars come in the front door and the dollars that cant leave are the best. Point is, that many people ( including me, helas for my ethics) subscribe, get the name of the stocks and then ask for a refund. It is not clear to me how that applies to these existing companies. I thought options did better in volatility, which is why I wanted to recheck the price, & consider. Fool is teasing a stock that will soar with the release of Apples 5G iPhone and I think I found it. Agree Martin. the guidance they gave in that earnings call last week, it was being teased as one of the 5G (or 15G, he said) stocks by George Gilder, https://www.stockgumshoe.com/reviews/the-foundation-alliance/, https://www.gurufocus.com/stock/CEVA/summary, Motley Fool Rule Breakers: Next-Gen Supercycle. Rather than focusing on telecoms, though, some of the highest growth opportunities are in companies involved in network construction and chips that enable 5G connectivity. This stock is situated in the unique Agtech industry, concentrating in large-scale controlled indoor farms and while it made $25 million last year, their team predicts a $6.71 billion dollar market, and that's just based off one of their core targeted opportunities." Yes, $25 X 268 is $6.7 billion. 877 cash now. .but I just had to leave a thumbs up when I was done laughing. Latest Navellier Growth Investor ad says "Our Expert Reveals ONE Under-the-Radar 5G Company That Is Storming to an Early Lead in this $12.3 Trillion Opportunity." I have to admit I hope that they are successful, but it is fraught with peril. What other clues do we get about this one? Its not just a 5G stockits a 5G stock with what Jason calls a really attractive business model that sports 89% gross margins. Here are some clues from their ad: Elon Musks Worst Nightmare Unprepared for Tesla Killer, sez Casey Research, Responses to Questions and Selected News Items, Whats Caseys Tiny $10 5G Master Key Stock? A lot of us users from the latest fool 10x service are feeling the heat as well. Existing LEO satellites will provide some backhaul to allow for better service in areas without fiber connections Hi, Travis. Brown gives plenty of clues which I will begin researching if there is no info here. Two items demanding super-premium prices! We also see continued progress for our China-based customer, who has recently regained good momentum in low cost smartphones for emerging markets, and has also recently launched its first CEVA-powered 5G chip in China. Thanks Travis for what you do !! (And you should read that transcript if youre interested in the stock, it gives the companys basic outlook on where they stand right now.). Has anyone been able to unravel TMFs latest teaser about their 5G event? I got an email today that got my attention. The company is in fine shape, given their high gross margins and relatively low operating expenses, so they dont have any need for capital they have about $130 million in cash and no debt. As a novice, I used to think that Jeff Brown was some investing genius, now I think hes just another self-hyping conman. What are those Real Estate Trailblazers recommendations? 5G Supercycle - An Investor Guide to Apple's Next Must Have Device The Motley Fool Member Services If you have seen an advertisement about our report titled '5G Supercycle - An Investor Guide. Here are our final clues. By clicking any link on this page you are giving your consent for us to set cookies. And apparently the 5G bit was not an editing error, because they throw this in: Its hard for me to overstate how rare it is that you get a stock thats this smallwith the Next-Gen Supercycle team estimating this company be a part of the $17 Trillion 5G growth opportunityand perfectly positioned to help feed the world. Buyer Beware! By clicking any link on this page you are giving your consent for us to set cookies. With 5G networks still not available broadly, especially in the US, it is not clear when this next smartphone 5G supercycle will begin in earnest. Folks, back away from the Wall Street numbers for a second and do a little research on the most profitable Ag crops by acre. Essentially, the throughput of 5G means that you can have a small robot with the brain of a supercomputer. Apparently the world did not end, and now we begin the campaign for the next election everyone raise their hand who wants to vote for austerity and deficit reduction and lower spending and higher taxes and delayed Social Security [], A new focus on 5G in the Real Money Portfolio, plus a few updates on Starbucks, Altius and NVIDIA. The stock has generally been upgraded by analysts over the past week or so, following the very strong earnings report presumably because of the record high royalty revenue that gives some hope of a boost in scalability (since royalties are typically based on volume). Its not the same as buying a pair of shoes, you dont like them, you ask for a refund, you send them back. I think its important to remember that the MF endorses investing vs trading. What I want to know is the name of the stock that the former user of CEVA switched to. So, Id like to know what they are going to grow that is going to yield $1MM per acre per year. February 23, 2021 / Travis Johnson, Stock Gumshoe Fool's "Small-Cap 5G Stock Targets 40X Potential" . I watched many of Jeff Brown's presentations, All of them the same with his pitch man. Manwards Pre-IPO Opportunity of our Lifetimes, Convergence company taking over Biotech Whats Jeff Browns Small Cap Company Using AI To Discover Drugs?. This stock is exclusive it hasnt received a formal recommendation anywhere else at The Motley Fool.. Get the details on this unknown stock now. Heres the quote from CEO Gideon Wertheizer from their quarterly press release last week: We are very pleased to end the year with another excellent quarter, in both licensing and royalties. Really digging this site. One would think after these results that they would have determined that their Option picks have even worse results than their stock and ETF picks. TMUS stock holds the most 5G wireless spectrum among U.S. service providers. So if youre look at price/sales, its really at more like 60X sales right now. Im pretty sure we havent looked at that Next-Gen Supercycle product from the Fool yet, but its basically the same idea as their other Extreme Opportunities services they offer up a set portfolio that has already been recommended, with updates along the way as they add new stocks to it, rebalance the portfolio, and cover the updates to those stories, and, unlike the entry level Motley Fool stuff its nonrefundable (and pricey, the on sale offer is currently $1,399 for the first year and will auto-renew, retail price is $1,999). This one is actually one of their new recommendations. Technology evolution takes some time, even discrete upgrades like 4G to 5G, but its clearly coming so whats the stock the Motley Fools are touting as a play on that? Slower 4G and WiFi-type communication networks would work fine for these facilities even if they are implementing Internet of Things sensors for their water, lighting and control systems, and being a hair faster or with lower latency with 5G presumably isnt going to matter much for a tomato that takes a few months to grow and ripen. 4-Rule Breakers But even with 40% revenue growth last year and expectations for similar top-line growth this year, and a profitable marijuana business on the side, that stock is valued at only about 4X trailing sales. A global commodities supercycle is defined as a synchronised and sustained price increase lasting more than five years, such as the one that occurred in the early 2000s and concluded with the 2008 financial crisis. Learn how your comment data is processed. Companies like AppHarvest utilize everything from connected networks and cloud services to sensors and artificial intelligence in order to drive larger and more sustainable crop yields.. Symbol is SV and is trading at $9.95 right now. Our licensing business continues to be solid with growing opportunities in 5G, Wi-Fi 6, TWS earbuds and automotive, as Gideon earlier elaborated earlier. I have been getting these emails the past week or so, authored by Keith Kohl. Mencken who said 'No-one ever lost money underestimating the taste of the American Public? YET. No. So anyway, it seems this is really an Agtech play, not a 5G one and its not technically a recommendation from the Motley Fool service theyre adding, its a radar stock from their Extreme Opportunity: Next-Gen Supercycle portfolio service ($1,399 for the first year, no refunds) which I guess basically means that its a watchlist idea that they think you should vet, not necessarily buy just yet. It was a good, not great service, but my own personal picks (which have consistently beat the market) were doing better and I have no interest in paying for a service that pulls down my average. And these seven 5G stocks to buy now for growth are the quiet forces behind the macro move to next gen telecom.. Thanks for all the hard work and great reading! I bought their service for $99/yr. (Also teased as "America's 5G Landlord"), The Complete Investor promises "gains of up to 2,247%" in selling Leeb's special report "The 5G Fix: How To Profit From The $5 Stock That Fixes 5Gs Fatal Flaw". 5-Everlasting Portfolio. Altuchers StarNet Two Investments to Profit from Jeff Bezos Big Bet. Im not a real estate person, but it seems to me these places screamed to me to be repurposed. And analysts say it has "home-run potential." Yet this 5G superstock trades for only $7 a share. On the surface, their fourth quarter was relatively weak, with both GAAP and non-GAAP revenue and earnings below where they were in 2019, but it was WAY better than analysts had been predicting so the stock surged on earnings day last week though it has since given up those gains. Brown sounds great and I understand a bit about the technology, but when I see $2000 to subscribe, my spidey sense starts tingling. That would mean admitting that you just purchased something without thinking. As 5G adoption increases, the demand for smartphones, high-performance, automotive, and internet-of-things chips will rise. We are forecasting total revenue to be just over $106 million $106 million for 2021 with growth in both royalties and licensing. Yeah, I work for a large player in the 5G market, and this lines right up with the whole 5G ethos. It doesn't. First up would be all those abandoned mall buildings from e-commerce take-over and now even more business buildings vacant due to the Covid-19 scourge. Would love your thoughts, please comment. Of course, the market cap might be far different by the time we get to 2025 maybe theyll sell more shares along the way, maybe the stock price will rise or fall in a meaningful way. "), Anyone learn what Jeff Browns top three 5G stocks are? how many growth cycles per year does your cousin achieve? Buy back in while its low? The challenge is in figuring out whether theyll be able to grow again and to get back to consistent profitability (theyve been a publicly traded company for more than 20 years, and have only failed to make a profit in three of those years). Don't follow DLR Do you mean Dave Forest, maybe? However, investors shouldn't overlook five other Apple suppliers that should benefit from brisk sales of the iPhone 12. Anyways, curious on your thoughts here. Appreciate if you could share. Motley Fool Extreme Opportunities: Next-Gen Supercycle. Over time it has worked out reasonably well, heres how CEVA (blue) has stacked up over the past 18 years or so compared to the Nasdaq 100 (QQQ, in orange) and the iShares Semiconductor ETF (SOXX, red): The growth is not looking particularly overwhelming, heres an excerpt of the guidance they gave in that earnings call last week which sounds qualitatively good, but represents only 6% revenue growth (perhaps just because theyre being a bit conservative on the royalty forecast): Now for the guidance, we expect 2021 to be another growth year for CEVA as the momentum in our business continues. Whats Kohls Intel of quantum computing? Skyworks Solutions ( SWKS 0.77% . Nevertheless, the real reason Brown brings out a 5G phone is to talk about the business making the much talked about RF semiconductor chip inside the phone that offers it that 5G capability. This is why now looks like a good time to go long Cirrus stock. AppHarvest is one of their radar stocks for the service. QRVO Skyworks Solutions, manufactures semiconductors for use in radio frequency systems and components such as switches and amplifiers. Motley Fools One of Our Best Stocks Many Investors Probably Havent Heard of Yet!, Fools Undervalued 5G stock with 268X growth potential, Fools Small-Cap 5G Stock Targets 40X Potential, Motley Fool Extreme Opportunities: Next-Gen Supercycle, Motley Fool Rule Breakers: Next-Gen Supercycle. I estimate that by the end of 2021, when. . Interested in the digital generation? #1 Play of the Psychedelic Medicine Revolution Whats up with Chris Woods Next Pot Stocks Tease? The more info, the better, right? Checking in on some of our ugly marijuana-related positions this week plus thoughts on PW, 5G and more What's being hinted at in the latest ads for Motley Fool Rule Breakers? Is it Peter Pan pixie dust? For more information, read our disclaimer and privacy policy. PEG ratio <1, Price close to Book, Pays Divy, low EV/EBITDA. Take Care Travis, The other 4 have been an improvement to my overall portfolio so I have been happy that I subscribed to them and I plan to continue subscribing to various Motley Fool subscriptions in the future unless I get so good that I dont need the help anymore. [], I went scrounging around trying to find an infrastructure play at a compelling value. This is a quote from the bitcoin exchange guide. Motley fool 5g stock pick And have identified one under-the-radar California company that's cleverly positioned itself to dominate the 5G industry with its unique business model and technology. Did I say its ILLIQUID? I will be doing some further research into these names. I'd love to know any of these. https://www.gurufocus.com/stock/CEVA/summary. The biggest driver is sales volume for wireless products that pay royalties or license fees for CEVAs IP, particularly in Bluetooth and WiFi. Formerly called "Extreme Opportunities," this service is now under the Fool's, Fool pitch for Next-Gen Supercycle service says "Nearly 300 million cars currently have this stocks technology integrated into their systems; and just about every major automaker is coveting this stocks software!". This site uses Akismet to reduce spam. We concluded 21 licensing agreements, including a strategic and comprehensive agreement with a top tier smartphone OEM who will develop a range of CEVA-based connectivity chips to serve its smartphone and wireless accessories product lines. I think Ubiquiti is one of the tech companies that designs and manufacturers the small 5G signal transmitters that will Got lots out of it. Netflix itself is a "ticking time bomb". I enjoy those videos, being a member of Stock Advisor, though I never buy the service. https://www.fool.com/vip/investor-alert/tmf-2101-no1-tech-investment-event == Today, The Motley Fool will peel back the curtain on what weve identified as the No. soliciting is forbidden -- Stock Gumshoe cannot serve as an exchange for buying, selling or trading information beyond what you post in your comments for public view. Investors left 2019 with hopes of a 5G "supercycle" in stocks, which was largely halted by the disruption brought on by the Covid-19 pandemic. As well as would like to state that I believe they would be a perfect M&A target for VZ, T, or even Apple or AMZN. Interestingly enough, my father bought plug and bldp on Fool recommendations a few years ago. Formerly called Extreme Opportunities, this service is now under the Fools Rule Breakers brand. I love stockgumshoe.They do a great job of dissecting these money hungry news letters! Image source: Apple. Am I missing something fantastic in this story, or being too optimistic? But most of the stocks in that service are well known names. I read that several CEVA suits just sold off some shares recently. As another commenter said, my bet would also be on Disney. Will Trumps 5G Lockdown benefit the FIRST 5G Turbo Stock' Navellier Recommends? Of course there are always some losers but I am up 134% overall. July 26, 2021 / Travis Johnson, Stock Gumshoe . Teased as Could Skyrocket After January 31. The full year was pretty strong, at least on the top line, with revenue up 15% (non-GAAP income was up 2-3%). Said the average cell phone uses one filter but 5G will need 24 to filter out interferences. Stick with Msft and leave NOK for the sharks? So theres some intrinsic logic to the business model, and its a reassuringly real-world business compared to a lot of tech startups, even if its a bit on the expensive side its really about deciding how much you want to pay for early leadership as a public company in this space, their impressive management team and their plans, and whatever brand value they can build through the appeal of their produce, like that first crop of branded tomaties, and their B Corp bona fides. There are thousands of folks that are turning food waste into black gold. It just occurred to me, maybe they are going to be growing ammunition or computer chips. Humpty Dumpty would be reading Motley Fool out loud to Alice, who would be wide eyed and ready to invest! I really Just a wild guess, but it may be etherium or bitcoin. Take the usual MF pop and run. Although my subscription just ran new teaser pitch from PM for his new service Secret Portfolio. Jon - just like used car salesmen that can make a really good living (even in a really small town) shitting people over Travis, have you got a chance to think about this teaser? They also do call out the big sales boom last year in several products that helped to drive revenue growth, so growing demand for things like 5G base stations, smart TVs and laptops all helped CEVA last year. Havent looked at the specifics, but insider selling is not generally a reliable signal for stock that will go down insider buying is a positive signal, but selling, on average, is pretty neutral. Jeff Brown Stock Pick For 2020 - Is Jeff Brown Real Not just phones or tablets, [], I just listened to a Jeff Brown webinar on 5g technology. This is true whether my investment was recorded as 10,000 shares at $1, or 100 shares at $100, or 1/100th share at $1 million (corresponding to floats of 10 billion, 100 million, and 10,000 shares). The top 5G stocks to buy in 2023 5G is the fifth generation of wireless networking technology. Hence, TSM is rated a "Strong Buy" in our POWR Ratings system. The REPORT, 5G SUPER STOCKS REPORT" is in the EXPONENTIAL TECH INVESTOR package. He talked about filters needed for 5G everything. Another aspect or possible use of abandoned buildings is to develop worm farming facilities. The 5G Stock That Practically NOBODY Knows About. This isn't news - 5G stocks have been on investors' radars for quite some time. This is not a tease published today as the 2000 gold price is a forecast. That sounds pretty decent, though I dont know what the standards in this industry might be, and well see if they make that if they can build all their facilities out on those terms, using their $465 million in cash (well, $280 million after buying that first one and buying a robotics/AI company just recently), that would probably mean a return of $50-60 million a year in EBITDA which means that at $1.6 billion, were valuing this company as if the cash will all be profitably deployed, without leverage, and well pay 26X EBITDA for that cash flow. : Former Telecom Insider Reveals This Is the Only 5G Stock You Need to Own. If you've subscribed to Motley Fool Rule Breakers: Next-Gen Supercycle, please click the stars below to indicate your rating for this newsletter, and please share any other feedback about your experience using the comment box below. By end of day Thursday, Ceragon stock was up 3.59% to US$2.31, but one analyst expects the company's share price to reach US$3.50 in the next 12 months. I would not buy until I see how it does over the next several weeks. Of the 5, the only one I asked for a refund on was the Everlasting. ", A few new additions in the Real Money Portfolio, Project 5X is still gung-ho about this microcap that has "made the biggest computing breakthrough since silicon computer chips! what is the spacing between plants that your cousin uses? I know his total worth & not close to smaller acres company here & No he doesnt make close to $M an acre. That's the upshot of a new report out of investment bank Needham this week, as its analysts report back from the just-ended Consumer. For more information, read our disclaimer and privacy policy. Checking in on a bunch of Real Money Portfolio newsmakers including MGM, NFDA, COR, PINC, IQ and many more plus two new names on the watchlist, What's being pitched by Sniper Report as a play on the "new $12 trillion tech race? I recently drove through middle America and was stunned by all the abandoned shopping malls (and also abandoned building Yeah, I work for a large player in the 5G market, and this lines right up with the whole 5G ethos.