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. For more information, read our disclaimer and privacy policy. I have subscribed to 5 of the Motley Fools services. Float is meaningless. 1-10X Portfolio There is still domestic and European opposition to GMO but in most part of the world they would embrace it. And every now and then, even in this market, our analysts uncover a true under-the-radar small-cap stock with what we think is a huge growth story to tell. A genuine small-cap sub-$2 billion market cap small., Which means that the Thinkolator can take a day off, kick up its feet on the chaise, and wait for a bigger challenge all we need here is a stock screener to tell us that with revenues near $100 million, gross margins near 89%, and a market cap under $2 billion, this is Ceva (CEVA), CEVA currently sports a $1.5 billion market cap, is unprofitable but has a 89% gross margin, and reported exactly $100 million in top-line revenue over the past four quarters. Since Marijuana is now legal for recreational use in many states, what contraband are they growing with those tomatoes, opium poppies? Id hope to see a bit more of a pullback, given the possibility that the first half of this year could be pretty soft for them in terms of revenue growth as the chip business detangles itself and new product launches and volume shipments get back on track, but my instincts drive me toward thinking about buying shares. Only Float TIMES share price is meaningful. In our base station and IoT product category, we expect to continue to outgrow the markets we are targeting. So dont buying [], As we close in on the end of the first quarter, its time to release some more data I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what weve been covering so far [], what is the dollar value of Travis Real Money Portfolio tlt (new irregular and a happy one), Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Skyworks Solutions. Float numbers, as such, are meaningless for purposes of valuing an enterprise. The Fool's Investor Digest over the weekend included a little tease about one of their favorite small growth stocks, so I thought we'd dig into that for you on this lovely July Monday.. #1 Play of the Psychedelic Medicine Revolution Whats up with Chris Woods Next Pot Stocks Tease? potential growth opportunity 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 thats just based off one of their core targeted opportunities.. I thought about Motley Fools options service, but they say it isnt currently available. I really Just a wild guess, but it may be etherium or bitcoin. Analysts say a 5G supercycle will fuel iPhone sales in the coming years, as hundreds of millions of people upgrade to Apple's latest models that feature the new technology. AINT GONNA HAPPEN but I really hope to be proven wrong! Yes, $25 X 268 is $6.7 billion. Added a few recently, including a couple that were only hinted at here. Ive subscribed to Stock Advisor & Rule Breakers for 2 or 3 & 1 year(s), respectively, although in the last few months I kept selling at the top ( which is good), but then was worried about buying them, again, & until this last week, they have all been SO expensive, at least for me. 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!". There are quite a few pure play public companies connected to indoor agriculture, including hydroponics and tech suppliers and service companies like Agrify (AGFY), Hydrofarm (HYFM) and Urban-gro (UGRO), or retailer GrowGeneration (GRWG), in case youre interested, but the only other big greenhouse vegetable company Ive looked at in any detail was Village Farms (VFF) up in Canada (theyre also in Texas and Mexico) which, in valuation terms, might be a little bit of a cautionary tale for AppHarvest. They have acquired land and financing for the construction of their second farm which may start producing late this year. 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. 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. Well, once upon a time the MF had a policy of refunding. Learn how your comment data is processed. CEVAs technology portfolio includes digital signal processors, AI processors, wireless platforms and complementary software for sensor fusion, image enhancement, computer vision, voice input and artificial intelligence, all of which are key enabling technologies for a smarter, connected world. Go to their website. Learn how your comment data is processed. Hence, TSM is rated a "Strong Buy" in our POWR Ratings system. AppHarvest was in Motley Fools list of potential 100 baggers as well. I recently signed up for zacks subscription and they have a tease about 5 stocks that could be bigger then the iphone,anyone have a idea wich tickers he is talking about? Its obviously untenable for a publisher. In my opinion this is one of the biggest sham / scams there ever was! Click here to learn more It led to an ad titled The [], There was an election on Tuesday, I hear. I love stockgumshoe.They do a great job of dissecting these money hungry news letters! This is the little ad snippet that sent me down a rabbit hole today: The $10 Company at the Center of a Revolution: Its inked four deals with huge players in its sector, and its holding the keys to a potential global product. Image source: Apple. If you want to use a fairly optimistic look, then, that means, at $65, that we assume they will grow earnings by 45%, and were paying about 70X those earnings. Friday File: Buying Growth, Selling Mistakes a Wild Week in the Real Money Portfolio. Splits and Reverse Splits are meaningless. 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). companies before they find their target, we It went on to say this ..The Man Who First Said: Buy 5G Stocks in 2011 Now Warns: Do NOT Buy One Single 5G Stock Until You See This Well, the email hit me a little late, I already [], What does Louis Navellier's fancy Porsche have to do with 5G and a special super-antenna? But momentum in 5G is resuming in 2021, with a. Comment Title. Overall, we believe that new royalty growth drivers will more than offset the decline in royalties from the 5G smartphone supplier switch.. We use cookies on this site to enhance your user experience. I wouldnt object to putting this one on the watchlist fresh food, reduced pesticides and agricultural efficiency are all important trends, and while AppHarvest will never own the idea of indoor agriculture, there are lots of people building vertical farms for greens in cities and hydroponic tomato and pepper facilities all over the place, they do have a start on building a brand with their tomatoes and their public listing. Its not just a 5G stockits a 5G stock with what Jason calls a really attractive business model that sports 89% gross margins. 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. Please do not use personal information (like your email address) in the text of your comments. And it kind of makes me think that they left this 5G Stock Poised to Explode in 2021 bit in there from some previous email. Specifically, in regard to royalty revenue forecast, we are taking a wait and see approach, as the semiconductor industry has experienced extended lead times for chip orders and lean inventories, which we expect to last through the first half of the year. I don't get how a website touts a stock at $8 that's already double that??? Ive mentioned this before, but one of the key areas were our brains get in the way is in buying stuff if you buy a house, you keep checking on other home sales in your neighborhood so you can congratulate yourself on getting a big deal if you buy a car, you look for good reviews of it to make you feel smart and if you pay big bucks for a newsletter, you are incentivizing yourself to invest heavily in whatever stock theyre teasing to get you to sign up. Good luck. You may be right on GILT devices and LEO satellite used for 5G backhaul. If 5G is going to change the world and you feel Tower companies will benefit greatly what about LMRK which gets 60% of its income renting to Tower companies and pays 10% while you wait for .If Tower companies need many new towers LMRK will greatly benefit. 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. My ranking of them would be like like Interested in the digital generation? From Stock Gumshoe. ", Does anyone have a link to the post that talked about the stocks they were promoting I know its on here I cant find it, The future of the semi-conductor industry; Shouldnt the current cyclical trends within the industry be overcome at some point in the future due to Moores law and hence increasing barriers to entry, because your building machinery over machinery. But the royalty concept is just upp Travis alley so maybe you have a good guess or better. I bet one of them is clearfield..but dont know Wasn't it H.L. For more information, read our disclaimer and privacy policy. The company made $100 million last year in a fast-growing slice of the 5G market. Yes, CEVA has certainly been around. ", 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! Very well done, and even more appreciated. Seems to be unfollowed and ILLIQUID. Thanks Travis for what you do !! There's no doubt that there is a race to deploy 5G beyond just consumer demand. Repeating. It offers lower latency (the time between an input or request for data and the network's. )(. I read on an investment website that ceva execs have been dumping stock. 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. I thought options did better in volatility, which is why I wanted to recheck the price, & consider. Its not the same as buying a pair of shoes, you dont like them, you ask for a refund, you send them back. This site uses Akismet to reduce spam. The company's new 5G chips, which are called LPDDR5 DRAM chips, are much faster and consume much less energy than those in current smartphone models that still use 4G signals. When I invest $10,000 in a $10 billion company, I own one-millionth of it. He is quite pleased which prompted me to sign up for SA. The increase in sophistication of the production of these memory storage chips and their increased sophistication []. PEG ratio <1, Price close to Book, Pays Divy, low EV/EBITDA. Is it Peter Pan pixie dust? Am I missing something fantastic in this story, or being too optimistic? 5G is predicted to entirely reinvent the way the world uses the web (877 cash now). It just occurred to me, maybe they are going to be growing ammunition or computer chips. Its from the Motley Fool, in one of their Investor Digest emails that are typically just an excuse to send readers another ad. "), Anyone learn what Jeff Browns top three 5G stocks are? Jeff Brown's Near Future Report teases: "Which of These Three Stocks Could Create the Worlds First Trillionaire?" , but they say it isnt currently available 5G market its not just wild... Already double that???????????????... Resuming in 2021, with a????????! 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