Wednesday, June 21, 2017

Tech Boom Coming: What Stocks To Own?

We Launched Individual Stock Coverage 1 Month Ago

Performance + 15.5% Since Launch

We're about three months into this process and it looks like we could be headed for a multi-year bull market and technology stock tech boom.


After building confidence that this product was ready for PROTRADER our calls are up 15.5% (according to the Seeking Alpha position tracker). We don't like everything. We only want stocks that have great earnings upside this year and next year.

Tech Boom Coming: What Stocks To Own?

We see productivity bottoming and the last time that happened it led to a huge boom in the 1990s.

See here.


Above you have productivity which bottomed in the 90s and is likely bottoming now.

With AI and auto-everything the blue line is about to jump and take the red line (the market) with it, so we think.

Add to that a major upgrade cycle coming from the government upgrading all their old systems.

The question is what stocks to own?

Earnings Season Coming

Our specialty working at large hedge funds like SAC Capital (twice) and JLF Asset and mutual funds like Morgan Stanley was uncovering the stocks that have the big earnings upside based on working through fundamentals, speaking to management and building earnings models.

One of our jobs was to identify the trend. The next job is to find the best ways to play it.

We are offering ProTraders to give us their coverage list and we will parse through to help you decide which stocks have the most potential upside for this earnings season along with the next year or two.

We plan on following more than technology stocks. Tech though can drive the entire market.

Conclusion

We have a ton of work ahead. We want focus our time based on what interests you the most.

Let's work together on this process. It's fun and potentially very very profitable.

We hope to pick up coverage on a few new companies each week and into earnings reports.

For those that know us you also get our regular macro coverage on the S&P 500, gold, oil, bonds, and currencies.

We look forward to working with you.

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All performance metrics are unaudited and exclude relevant transaction costs.
Past performance is not a predictor of future performance.
Individual stock performance based on the Seeking Alpha position tracker's report.

All investments have many risks and can lose principal in the short and long term. This service is for information purposes only. By using this service you agree, understand and accept that you take upon yourself all responsibility for all of your investment decisions and to do your own work and hold Elazar Advisors, LLC, and their related parties harmless.


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