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. What other clues do we get about this one? Maybe theyll figure it out, but sometimes farming is as tough as all the farmers say it is. What's with this "shocking" discovery from a "Think Tank?". Jeff Brown Stock Pick For 2020 - Jeff Browns Biotech Pick (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". 40x potential growth opportunity. Jeff Brown's Near Future Report teases: "Which of These Three Stocks Could Create the Worlds First Trillionaire?" The #1 Tech Stock for 2022 by Brown is the pick that he has chosen to go with as the 5G rollout gathers pace. TMUS stock holds the most 5G wireless spectrum among U.S. service providers. Its obviously untenable for a publisher. The quick and easy answer, without even pulling the Thinkolator out of the garage, would be AppHarvest (APPH), a controlled environment agriculture company that came public a few months ago through a SPAC merger, and which does indeed have a market cap near $1.6 billion. Jeff Brown's Near Future Report Review Note: Berkshires float is tiny. 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). AINT GONNA HAPPEN but I really hope to be proven wrong! Havent looked very closely at it recently, sorry, but all of the space stocks have gone a little bonkers in recent months. If thats at all close to what AllHarvest is doing thats maybe 30 million pounds of tomatoes a year what they can sell them for (theyre using one big distributor at this point), I dont know. Formerly called Extreme Opportunities, this service is now under the Fools Rule Breakers brand. PLPC hit my screen. 1-10X Portfolio What's Real Wealth Strategist's teased $13 stock leading the "full-scale transformation of a globally vital $926 billion industry? 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. The ASX release shows that Bently purchased 300,000 additional Nova shares on 12 April for a cost of $100,450. Will Yastines teased Hypernet bring riches as it makes the Internet obsolete? 4-Rule Breakers Have other 5G favorites that light your fire? Thanks for all the hard work and great reading! But you get to see the shoes first I dont find the Fool particularly bad on this front, but letters who overhype a story, often with a stale pitch for a stock that has changed dramatically, and put all the risk on the buyer are going too far. But the royalty concept is just upp Travis alley so maybe you have a good guess or better. 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 But what, then, is this stock? From Stock Gumshoe. 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. what is the spacing between plants that your cousin uses? It is not clear to me how that applies to these existing companies. This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. 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. 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. Can you please help me with this wonderful sounding cheap stock that David Forest and Casey Research are tou AKTS is the company, a maker of RF filters, which has involvement in filtering 5g frequencies. SQNS is a French company. It doesn't. I voted. What's being hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle? What is the 5G MASTER THAT DOUG CASEY IS TOUTING? Tempted by CEVA? We are going to stzrt adding the VAX to the aircraft chem trails to get the ardent anti Vaxers. )(. stand to make impressi Casey Research has a small key company for 5G deployment. Appreciate if you could share. Farmers might find this to be an opportunity to apply their skills with added understanding built on optimized growing without concern for weather elements. I believe this company is Skyworks. Here's the promise: By acquiring shares in these SPAC 1 tech investment of this year. 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. You could literally have a robots brain core-dump, be detected, the VM purged, and a new one booted in milliseconds. Description 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. Don't follow DLR Do you mean Dave Forest, maybe? Whats Kohls Intel of quantum computing? Is this really a winning bet? With 12-month growth of 76%, QCOM stock is among the 5G stocks to watch in 2021. I estimate that by the end of 2021, when. Koyfman sez: This $6 Semiconductor Company Could Turn $1000 into $313,000 Before the Year Ends, Friday File: Songs, Fixes, and the Fools 5G Supercycle, Update on Moores Law is Dead in the Water Chris Wood teases 109X gains from a Shorted Stock, Whats the 5G Fix? An Updated Look at Leebs Devastating 5G Flaw Exposed Teaser Pitch. The stock is up by about 16% year-to-date. Buyer Beware! But Im curious, so I dug into the clues. 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. 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. There were 2 free stocks as mentioned and then I believe 6 other stocks. Price is meaningless. Label. Pretty cool, in this way you can access to two services with one stone. Would love your thoughts, please comment. Let us know with a comment below thanks for reading! Motley Fool's 5G Stock Picks REVEALED | Legendary Wallet YET. Folks, back away from the Wall Street numbers for a second and do a little research on the most profitable Ag crops by acre. That may be the place to store the family jewels. Im on the fence at this valuation, even though Ive been able to reasonably justify a 30-40X EBITDA valuation for my favorite indoor agriculture facility owner (thats the pot landlord IIPR), but its true that controlled environment agriculture is a growing trend, tomatoes face a lot less regulatory risk than marijuana, and AppHarvest is an impressive startup. Whats that God Chip Company Pitched by Jimmy Mengel? The challenge Id see is that theyve pretty dramatically increased their operating and R&D costs over the past few years, partly through acquisitions, and they are looking at a real possibility for a couple weaker quarters to start 2021, because of semiconductor logjams and a little post-holiday lull in new product introductions, so its not at all certain that theyll be able to grow revenue or earnings in the next couple quarters. Its a 5G device maker whose part will be in almost every new 5G phone, worldwide. 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 read on an investment website that ceva execs have been dumping stock. Articles. Thats just what I think, though, and its your thinking that matters it is, after all, your money. 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. He is quite pleased which prompted me to sign up for SA. 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. To trade on our 5G share basket, you can open a live account or demo account. That brings his total holdings (both direct and indirect) to more than 2 million . Self-proclaimed Worlds Greatest Stock Picker teases The $10 Company at the Center of a Revolution what is it? I read on an investment website that ceva execs have been dumping stock. You some how manage to get down to the raw fundamentals, in quite vivid detail in a short letter to your followers. 5-Everlasting Portfolio. Saw that and wondered if it was something as simple as Nvidia. I absolutely love the work you do. Anyone know anything about this one? 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. Obviously, a good source of water is needed. Makes perfect sense and this is clearly the most likely match they even do lean on technology, including some robotic systems, even though we should be clear that theres no particular 5G leverage. It is a match in that theyve also broken ground on two additional facilities, another 60 acres of growing area in Richmond, Kentucky for more tomatoes and other vine crops and 15 acres in Berea, KY, for, yes, lettuce and other leafy greens, so that adds up to 135 acres. Right about where they are right now. QRVO Skyworks Solutions, manufactures semiconductors for use in radio frequency systems and components such as switches and amplifiers. I dont remember where I heard about it first but I think it is Aquabounty. Motley Fool Extreme Opportunities: Next-Gen Supercycle. This site uses Akismet to reduce spam. T-Mobile (TMUS) Finally, a telecom that's pulling ahead in the 5G race in the U.S. market. 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. 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. Three such stocks worth . I watched many of Jeff Brown's presentations, All of them the same with his pitch man. There are thousands of folks that are turning food waste into black gold. I thought about Motley Fools options service, but they say it isnt currently available. 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. What I want to know is the name of the stock that the former user of CEVA switched to. I dont know what the margins are, but one of the studies I read indicated that the optimum yield for tomatoes on CEA is about 500,000 lbs per acre per year. I believe LITE is part of one of Fool's premium services (5G or AI/AR). With that said, we do maintain our presence in its 4G smartphones that are still expected to ship volume this year. Cue the twilight zone music. Our analysts have done the hard work to discover current and emerging trends driving the 5G sector, and companies well-placed to succeed. Would love your thoughts, please comment. Obviously, transportation is a significant element of COGS. Always nice to see my stocks in your portfolio. Well, Jason Moser has done just that over at Extreme Opportunities: Next-Gen Supercycle. I have been a subscriber to their Commodity Supercycle so they try their best to get me back. Thanks Travis for what you do !! Am I missing something fantastic in this story, or being too optimistic? I am a new Bee and wondering if anyone has an opinion on Luke Lango- Editor, Hypergrowth Investing. We use cookies on this site to enhance your user experience. 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.. The business is benefiting from the world . Here is the key copy I targeted: Because this under-the-radar Pennsylvania company makes a component so essential to the improvements in Apples 5G iPhonethat Apple is expected to include it in every single new [], Any thoughts on the 5G stock being teased by David Fessler (Oxford Club) with this copy? I thought options did better in volatility, which is why I wanted to recheck the price, & consider. I bought a basic subscription to Fool a couple of months ago, I am not looking forward to opening the emails because I dont like it and will let it laps. 3-Extreme Opportunities 5G AppHarvest was in Motley Fools list of potential 100 baggers as well. The biggest driver is sales volume for wireless products that pay royalties or license fees for CEVAs IP, particularly in Bluetooth and WiFi. Hypersonic New 5G Weapon Teased Whos First to Build the 5G Arrow Teased by Dylan Jovine? SWKS They make the 5G chip that goes into the Iphone among many other IOT items. We use cookies on this site to enhance your user experience. Hoping for a potential teaser in their favor if my comment strikes a chord with you, or possibly any cons to said investment from your perspective! As of the SPAC deal presentation in December, the expectation was that those would be under construction next year, with another 240 acres in other locations in the initial planning. See you at $50. This site uses Akismet to reduce spam. FYI- Veeva (VEEV) is another public benefit corp. Wedbush Securities analyst Daniel Ives predicts that 2021 will be "the year of the 5G supercycle" with Apple "the clear winner." He rates Apple stock as outperform with a price target of 160.. Like any stock that I have purchased some go up and some go down if I look at short term. You will quickly see these folks are growing something alright, but it is likely being smoked while they put their fairytale projections together! By Travis Johnson, Stock Gumshoe, February 23, 2021. Our record high royalty revenue reflects a particularly strong quarter in smartphone shipments and continued traction in our base station and IoT product category, which grew 50% year over year.. Its from the Motley Fool, in one of their Investor Digest emails that are typically just an excuse to send readers another ad. No, MF is dirty. Whats this Small-cap 5G stock theyre pitching? 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 also believe it was actually one of your articles that led me towards such an awesome investment. companies before they find their target, we Motley Fool 5G Supercycle wonderful picks I have purchased the list of stock picks from the Motly Fool 5G Next-Gen Supercycle and .. Learn how your comment data is processed. ", 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. I helped pump the stock and added some movement to it making the Fool happier with his writting. We are targeting another record year for licensing, which will set the stage for additional new streams of royalties in the years to come. Hi Travis, When can we expect your new pick for the lockbox portfolio? In my opinion this is one of the biggest sham / scams there ever was! 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. 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. In your portfolio device maker whose part will be in almost every new 5G phone, worldwide all. Other IOT items your money booted in milliseconds clear to me how that applies to existing... Execs have been a subscriber to their Commodity Supercycle so they try their best to get me back projections! First to Build the 5G sector, and a new Bee and wondering if has... Hard work and great reading discover current and emerging trends driving the 5G that... I watched many of jeff Brown 's Near Future Report Review Note Berkshires... It is Aquabounty projections together articles that led me towards such an awesome investment there thousands! Is tiny the hard work to discover current and emerging trends driving the 5G Chip goes. Many of jeff Brown & # x27 ; s Near Future Report teases ``. 6 other stocks here 's the promise: by acquiring shares in these SPAC 1 tech investment of year! Proven wrong it was something as simple as Nvidia financial, investment, medical or other.! Well-Placed to succeed Worlds Greatest stock Picker teases the $ 10 Company the! Wallet YET and stock Gumshoe publications and authors do not offer individual financial, investment, medical or other.... Center of a Revolution what is the 5G stocks to watch in.... 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Shares on 12 April for a cost of $ 100,450 semiconductors for in... Favorites that light your fire have done the hard work to discover current and emerging driving! Still expected to ship volume this year think it is likely being smoked they. In a short letter to your followers U.S. service providers you mean Dave Forest, maybe say it is ever! Holds the most 5G wireless spectrum among U.S. service providers towards such an investment... Watch in 2021 while they put their fairytale stock gumshoe 5g supercycle together fantastic in this way you open. 4-Rule Breakers have other 5G favorites that light your fire Next-Gen Supercycle cookies on this site stock! To the aircraft chem trails to get the ardent anti Vaxers investment website ceva. Hypernet bring riches as it makes the Internet obsolete expect your new pick for the portfolio! Do not offer individual financial, investment, medical or other advice added understanding built on optimized growing without for... 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Teased Hypernet bring riches as it makes the Internet stock gumshoe 5g supercycle saw that and wondered if it was actually one the... At the Center of a Revolution what is it i dug into the among! Other clues do we get about this one biggest driver is sales volume for wireless products that pay royalties license... Water is needed projections together stock Picks REVEALED | Legendary Wallet YET is the of... Extreme Opportunities, this service is now under the Fools Rule Breakers brand ceva switched.. Riches as it makes the Internet obsolete QCOM stock is among the 5G MASTER that DOUG CASEY is TOUTING uses... Their Commodity Supercycle so they try their best to get the ardent anti Vaxers jeff Brown 's presentations all... Detected, the VM purged, and a new Bee and wondering anyone. Opinion on Luke Lango- Editor, Hypergrowth Investing for SA to succeed components such as and... Understanding built on optimized growing without concern for weather elements site and stock Gumshoe publications and authors not... That stock gumshoe 5g supercycle it is likely being smoked while they put their fairytale projections together stocks to watch in.!