Торговые идеи для американского рынка акций на 2018 год

Сегодня наткнулся случайно на бесплатную раздачу свежей торговой идеи от http://investorplace.com, доступной лишь для премиум подписчиков за баксы. Едва успел попасть в число счастливчиков :) Возможно для кого-то будет интересна данная информация. Идеи, конечно же, рассчитаны на среднесрок и долгосрок.

Ссыль на инфу http://investorplace.com/tech-stocks-triple/?atg_id=121395736&atg_sid=A0A518&atg_sid_pay#.Wa4Yr7KrSM8 (возможно, что ссыль временная)

На всякий случай копирую сюда инфу. Переведете сами :)

But automation has really come into its own in the last several years, and TER stock has seized its moment. Its purchase of Universal Robots a few years ago catapulted Teradyne into the 21st century and made it a lead player in collaborative robotics technology.

In a nutshell, these are low-cost robots that are used in conjunction with production workers — helping with packing, assembly, gluing and polishing. You can understand how this is a fast-growing segment of the economy at large. But if you want to see what it means for Teradyne in particular, look at its robots segment, which saw revenues spike almost 120% in the latest quarter!

Industrial automation is undoubtedly the way of the future. And with Teradyne coming into its own lately, it is at the center of that trend. Organic growth is impressive, with double-digit revenue expansion forecast this year and an even better 25% jump in EPS.

However, the medium-term potential of robotics could be dwarfed by a big-ticket buyout from larger industrial players like Siemens AG (OTCMKTS:SIEGY) or Rockwell Automation (NYSE:ROK) that would send shares skyrocketing

Совет: покупать ниже $36

But it’s more than just momentum that matters.

For starters, BABA stock is the main e-commerce player in China, and the Chinese economy remains healthy. Though a barrage of negative press has caused many investors to sour on the region, remember that a slowing growth rate does not mean the end of growth. Sure, 10% GDP expansion would be better … but given the rest of the world, a 6% clip is pretty darn nice!

This means citizens transitioning to the middle class and entering the online world will help power Alibaba’s growth far into the future. That shows up constantly in the company’s growth rate, which includes a stunning 46% revenue growth forecast this year and another 33% next year. On top of that, earnings per share will jump more than 31% in 2017 and almost 33% in 2018!

This is where the numbers get interesting, because that big profit potential and revenue growth has fueled aggressive acquisitions. Alibaba has a very long-term vision and made a bold investment in microblogging platform Weibo Corp (ADR) (NASDAQ:WB) – a Chinese version of Twitter Inc (NYSE:TWTR). Unlike TWTR, Weibo crushed first-quarter 2017 estimates, and remains a Wall Street darling that has seen its share price double in the past 12 months.

The time is perfect to buy BABA stock, since it has a dominant share in the growing e-commerce space and continues to make bold bets on the future.

Shares are already up 80% in the past 52 weeks and rising steadily with little downside volatility. Fast-growing Alibaba could very well triple in the next few years.

Совет: покупать ниже $165

Yes, that Blackberry Ltd. (NASDAQ:BBRY). While the company is a ghost of its former glory on the smartphone front, it’s important to remember that the intellectual property and enterprise software potential of this once-dominant tech stock is still quite promising.

And given that Wall Street has deeply discounted BBRY stock, that may be the perfect time for aggressive investors to pile in.

The new incarnation of BlackBerry is engaged mainly in software instead of hardware, and its longstanding reputation for the most secure platform out there has made it particularly attractive lately in the age of hacking and malware. This cybersecurity function and enterprise potential makes it attractive both as an acquisition target and as a standalone enterprise.

Thanks to hard decisions and restructuring, Blackberry is on track to return to profitability this fiscal year. And while revenue is expected to be flat next year, that’s at more than $900 million, while the company sits on a cash cushion of over $2.2 billion – so let’s not hear uninformed talk of how BlackBerry is going under.

Shares gapped up more than 50% a few months back on hopes that the new company would make a name for itself in an age of cybersecurity and increasingly connected devices. Blackberry also has a pretty decent track record of topping Wall Street forecasts in the past year or so, and a few more beats on the bottom line could propel BBRY stock much higher in the next 12 to 24 months.

It may never get back to its old glory, but a buy in under $11 a share could very well result in a tripler for savvy investors.

Совет: покупать ниже $11 PS. Правда отказ компанией в этом году от производства телефонов одноименной торговой марки меня очень смущает.

FireEye Inc. Another security play worth a look is one-time momentum darling FireEye Inc (NASDAQ:FEYE). Shares are still roughly 80% below their peak of $80 immediately after a late 2013 IPO, but that just means early investors were overenthusiastic and current investors are too pessimistic.

That adds up to a big opportunity for those who buy now and plot a tripler in FEYE.

Amid constant hacking concerns for corporate America and the U.S. government, cybersecurity will be a hot topic for some time. And hot topics always lead to big M&A targets, particularly among private equity firms. With a valuation that’s still under $3 billion, this is a pretty digestible play for the big boys out there like Cisco Systems, Inc. (NASDAQ:CSCO) and Intel Corporation (NASDAQ:INTC) that have a focus on security software these days.

Private equity is sitting on record cash right now, and FireEye has constantly been mentioned by the big players in the space. FEYE could easily be worth at least $30 a share when you bake in a buyout premium. But even if acquisition rumors don’t bear out in the short-term, FireEye is making big strides to prove its standalone power. In Q1, for instance, 86% of its revenue was derived from subscription and service sales – theoretically recurring revenue that sets a great foundation for FEYE stock.

The company admittedly is not yet profitable. But it has a nice cash cushion and plenty of will to succeed, making it a higher-risk but high-reward investment in the tech sector.

Совет: покупать ниже $16

What’s not to like about Amazon.com, Inc. (NASDAQ:AMZN)? This is a company that started out with goals of being the world’s largest bookstore, then became the electronics discounter of choice for American consumers and is now the gold standard of streaming video and cloud computing.

But it’s not just the narrative here that’s impressive. Amazon is growing its top line at more than 20% this fiscal year, and is forecast to see another 20% growth in 2018 as well. For a company booking $135 billion in sales as of fiscal 2016, that’s an amazing feat.

Then there’s the acquisition of Whole Foods Market, Inc. (NASDAQ:WFM) in an effort to expand its offerings further. What interests me most isn’t just the opportunity created by a fresh foods footprint, but also the addition of 1 million square feet in warehouse space – a more than 30% bump to the existing infrastructure of AMZN. That will go a long way toward making same-day delivery of everything Amazon offers a more realistic and efficient enterprise.

What’s more, while reports continue to show Amazon has a dominant foothold in e-commerce – roughly half of the current market in an environment when online sales grew almost 16% last year — Amazon is looking beyond e-commerce for that growth.

Take Amazon Web Services, AMZN’s cloud product that saw 43% top-line growth in Q1 and 47% growth in operating income from the segment. And once again, like e-commerce, this is an arm that is currently dominant but also enjoying a massive tailwind from organic growth in the cloud computing space.

Or take its Prime membership as a revenue stream. The company said in its 2016 10-K that it generated $6.4 billion in revenue from “retail subscription services” – namely Prime. At $99 a pop, that’s almost 65 million members and growing – which approaches the 86.7 million Costco Wholesale Corporation (NASDAQ:COST) cardholders, but easily surpasses the actual cash flow generated by COST since the warehouse chain typically charges $60 annually.

That’s just the here and now, too. There’s Emmy-winning TV shows, continued innovation with Alexa and plenty of other efforts that don’t contribute to the bottom line now but hold big promise long-term.

No wonder some analysts are wondering whether fast-growing Amazon could give Apple Inc. (NASDAQ:AAPL) and Google parent Alphabet Inc (NASDAQ:GOOGL) competition in the race to be the first $1 trillion company – meaning big time gains from here.

Совет: покупать ниже $1050


Square Inc (NYSE:SQ) shares have already added a huge amount since January, and remain on the move. Resistance is melting, and bears are running scared as the company keeps setting all-time highs.

With revenue growth of more than 26% this year and another 27% projected next year, there are obvious reasons why.

The mobile payments company is like other tech stocks on this list in that it has a great brand and dominant share in a segment of the economy that is enjoying brisk organic growth. From food trucks to fundraisers to traditional merchants, Square technology continues to connect with people looking to process transactions on the go in this digital age.

Beyond that, Square is already looking around the corner. After making a bold move into prepaid cards as an effort to get closer to people’s bank accounts instead of being just a payment processor, Square is reportedly pursuing a consumer lending business that might offer traditional credit and loans.

This is the future of finance. And while big banks are tempting because of the current regulatory environment allowing a temporary bump in profits, consider what a hands-off regulatory environment would do over the coming years to a fast-growing disruptor like Square.

The sky is the limit for this company if it plays its cards right, and the momentum we have seen in the past year or so hints that a 200% return is imminently possible.

Совет: покупать ниже $27,5


Never heard of  Vuzix Corporation (NASDAQ:VUZI)? You’re not alone. This U.S.-based hardware company is a meager $140 million market cap and is thinly traded at just 160,000 shares per day.

However, with a primary focus on augmented reality, it could be the breakout tech pick your portfolio is looking for.

Some experts estimated augmented-reality tech will outpace virtual reality in terms of commercial units sold, with the potential market of 20 million commercial AR headsets in the market by 2021. Vuzix is tailor-made to ride this trend with its M300 smart glasses available globally and well-received by many early adopters in the tech space.

There will always be detractors who mock augmented reality after the early struggles of Alphabet Inc (NASDAQ:GOOGL) and its Google Glass device. And others will say that a money-losing gadget company of this size is a long-shot that isn’t right for the typical investor portfolio.

I’ll admit that VUZI is an aggressive play. But if you adhere to the buy-below price and keep a long-term perspective, then it is highly likely that this tech will not only see widespread adoption, but that a bigger player like Google or Facebook Inc (NASDAQ:FB) will snatch up Vuzi at the first glimmers of momentum to consolidate their grip on the emerging virtual-reality and augmented-reality space.

With shares comfortably under $10, that makes a tripler very possible here.

Совет: покупать ниже $7,8

Cirrus Logic, Inc. (NASDAQ:CRUS) is an audio technology company that serves a range of industries including automakers and mobile gadget companies. This includes noise cancellation technology and voice-controlled interfaces for consumer technology.

Founded in 1984, Cirrus Logic has nearly 2,500 patents (and counting) on its best-in-class hardware and software. And considering it boasts existing relationships with gadget giant Apple Inc. (NASDAQ:AAPL), it clearly has a respected pedigree.

Of course, with a heavy reliance on Apple to keep its revenue humming, many investors worry Cirrus Logic is a risky play. After all, losing a contract with the Cupertino, California-based giant would cause sales to dry up in a hurry. However, CRUS has increasingly diversified away from Apple-related revenue – including a big win to get one of its chips on the Samsung Galaxy 8 recently. Beyond that, Cirrus is pushing into midrange smartphones across the board as higher-end hardware is becoming standard even on “entry-level” devices.

The downside risk is very real for Cirrus if it gets completely cut out of the new iPhone ecosystem in 2017, but frankly I don’t think that’s likely. Instead, risk-averse investors are likely discounting the stock right now until they have confirmation … and once the “all’s well” sounds, it’s off to the races.

That means now is an ideal time to get into CRUS stock under $70 a share and ride the relief rally along with sustained momentum driven by sales growth into 2018 and beyond.

Совет: покупать ниже $70

Often when you run across small-cap tech stocks, you have to pay a big premium for growth. But savvy investors don’t just chase highflying names, but also extreme values among small-cap stocks in the sector.

That’s what Meet Group Inc (NASDAQ:MEET) offers. Via its MeetMe website and app that go by the same name, Meet Group helps connect people and businesses with one another based on location. That sounds like a go-to segment to be in right now given the push for geolocation in every sector from retail to information technology, right?

The challenge is that Meet Group debuted a bit early, in 2011 before the mobile promise was fully understood and while investors were about to go “risk off” because of the European debt crisis. In the intervening years, sexier platforms like Facebook and Twitter and Snapchat have sucked all the oxygen out of the room, and this tiny $400 million company has been all but forgotten.

But quietly, the fundamentals of MEET have been improving impressively. Right now, Meet Group is tracking a whopping 70% revenue growth in 2017 – and unlike other small-cap tech stocks, will post plenty of actual profits.

Yet despite this impressive narrative, MEET shares are trading at a mere forward P/E of about 8! That’s if you act while the stock is still under my buy-below price.

Совет: покупать ниже $5.9

Our last company is often considered a healthcare play, but its high-tech diagnostic platform makes it a shoo-in for this tech list.  Accelerate Diagnostics, Inc. (NASDAQ:AXDX) is on the cutting edge of patient diagnostics, with its world-class testing software and digital microscopes. The company also is part of the artificial intelligence conversation with its fully automated lab techniques that process blood samples without any human interaction – or human error – to help medical professionals make the most accurate diagnosis.

 Yes, this is a company with healthcare applications. But a quick look at Accelerate’s website will show you its products and technology are definitively part of a high-tech future.

 Like many healthcare startups, Accelerate is not yet profitable. But its revenue ramp is impressive as sales have grown pretty close to exponentially – from just a few thousand bucks per quarter last year to a few million bucks in fiscal 2017 and projected revenue of over $70 million in fiscal 2018!

This is one of those companies that you want to be in on the ground floor with, since it is at the convergence of many positive factors – disruptive technology, hyped-up trends like artificial intelligence and a demographic certainty of aging baby boomers requiring more care and more sophistication in their treatments. No wonder Accelerate roughly doubled from June 2016 to June 2017, and no wonder analysts expect this momentum to keep up in 2018.

Совет: покупать ниже $31