I voted. And I get at least 3 emails a day and usu. 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. Hey Travis. The full year was pretty strong, at least on the top line, with revenue up 15% (non-GAAP income was up 2-3%). February 23, 2021 / Travis Johnson, Stock Gumshoe Motley Fool Rule Breakers: Next-Gen Supercycle 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 . The Destruction of Telecom was the header. My cousin with 4 yr degree in Ag farms 1,400 acres. 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. By clicking any link on this page you are giving your consent for us to set cookies. Anyways, curious on your thoughts here. Please do not use personal information (like your email address) in the text of your comments. What's being hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle? But the royalty concept is just upp Travis alley so maybe you have a good guess or better. I dont remember where I heard about it first but I think it is Aquabounty. There's no doubt that there is a race to deploy 5G beyond just consumer demand. Ive never heard of a treasurer advocating this.). February 23, 2021 / Travis Johnson, Stock Gumshoe Fool's "Small-Cap 5G Stock Targets 40X Potential" . The ASX release shows that Bently purchased 300,000 additional Nova shares on 12 April for a cost of $100,450. 877 cash now. As a novice, I used to think that Jeff Brown was some investing genius, now I think hes just another self-hyping conman. Not just phones or tablets, [], I just listened to a Jeff Brown webinar on 5g technology. You some how manage to get down to the raw fundamentals, in quite vivid detail in a short letter to your followers. 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. 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. You cant get to those dreamed-of 2025 numbers that so many SPAC deals are based on if you dont build the foundation of that growth today, and APPH is not building. For free. Overall, we believe that new royalty growth drivers will more than offset the decline in royalties from the 5G smartphone supplier switch.. According to Ceragon CEO Ira Palti, the company expects the 5G push to drive overall growth in 2020. What's Ian King touting as "The Company Leading the $12 Trillion 5G Revolution? Folks, back away from the Wall Street numbers for a second and do a little research on the most profitable Ag crops by acre. 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. What is the 5G MASTER THAT DOUG CASEY IS TOUTING? I will be doing some further research into these names. Verizon Communications Inc. (ticker: VZ) Precedence Research estimates that the global 5G services market, which includes Verizon, could hit $1.87 trillion by 2030, up from $64.54 billion in 2021 . They always reveal two or three of the stocks that are part of the service. Id have to understand all of this better CEA has been a pretty big business in the US for years, mostly in big family owned businesses, and a dramatically larger one in the Netherlands, Spain and Israel, it definitely can work. Jeff Brown Stock Pick For 2020 - Is Jeff Brown Real Skyworks Solutions ( SWKS 0.77% . I bought their service for $99/yr. As an advisor subscriber waiting for the emails to stop at EOY, I just couldnt bring myself to research another Fool re-re-re-recommendation. Yikes, the overpriced SPACs are falling right and left now APPH is down below the $10 SPAC price for the first time, which is symbolic but a fairly powerful indicator of investor sentiment. 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. Formerly called Extreme Opportunities, this service is now under the Fools Rule Breakers brand. Three such stocks worth . Who's being teased by Total Wealth Insider as the "gatekeeper" for the "new golden age of technology? By Travis Johnson, Stock Gumshoe, April 15, 2021. It may not be your key to riches but it will give you solid exposure to 5G if you are looking for some. He talked about filters needed for 5G everything. But Im curious, so I dug into the clues. I helped pump the stock and added some movement to it making the Fool happier with his writting. I know when I bought 500 SHOP it also had a tiny float of 30 mill shares at the time. Theyve often talked about wanting to expand into vegetables and such, beyond just marijuana, but I suspect theyve hit the reality that pot growers are way more interested in paying high rents than tomato growers are. They might provide a second generation use as a protected productive space to support any kind of plant worthy of consideration. Perhaps AppHarvest has better facilities or will be more efficient than Village Farms, and its definitely planning more aggressive expansion but Village Farms is also more diversified and has been doing this for longer, and their tomatoes will probably cost about the same as AppHarvests in the store. 5G could be the key growth driver for "tech" stocks in 2020. 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. They define a. Invisible Fiber and a $150,000 windfall from Weird New Antennas Whats Jeff Brown at Bonner talking about? And with it comes a demand potential that could make you forget all about Apple tech and instead think about non-GMO apples (and other foods) this company will farm for mankind.. Would love your thoughts, please comment. Mencken who said 'No-one ever lost money underestimating the taste of the American Public? I recently drove through middle America and was stunned by all the abandoned shopping malls (and also abandoned buildings). With 12-month growth of 76%, QCOM stock is among the 5G stocks to watch in 2021. Well, Jason Moser has done just that over at Extreme Opportunities: Next-Gen Supercycle. 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. AppHarvest was in Motley Fools list of potential 100 baggers as well. The Motley Fool made its name by finding transformative stocks targeting huge growth. I hate to encourage this kind of online behavior . 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. I love stockgumshoe.They do a great job of dissecting these money hungry news letters! Would love your thoughts, please comment. (Nonetheless, if market behavior demonstrated that a float sweet spot truly existed, then rational companies would exploit it by splitting or reverse splitting to target that float value. If theyre good picks, people are likely to try the free ones and then pay for the others when they get good results, because they want to go from good results to amazing results. 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 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). Good luck. You may be right on GILT devices and LEO satellite used for 5G backhaul. Thats not really true anymore, they buy both to make money and to try to signal optimism to other investors, but still, steady insider selling, particularly at smaller companies or tech companies where shares are a large part of compensation, is not unusual, and insiders are generally not any better at picking the top in shares to sell than anyone else. Please do not use personal information (like your email address) in the text of your comments. Image source: Apple. CEVAs latest earnings call transcript was posted. This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. And if you want a little confirmation, the Motley Fool disclosures indicate that they did not recommend the stock a few months ago, but they did recommend it as of about a week ago, when CEVAs latest earnings call transcript was posted. I think its important to remember that the MF endorses investing vs trading. 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. I know his total worth & not close to smaller acres company here & No he doesnt make close to $M an acre. Its not the same as buying a pair of shoes, you dont like them, you ask for a refund, you send them back. Only Float TIMES share price is meaningful. July 26, 2021 / Travis Johnson, Stock Gumshoe . 2-Stock Advisor If he could hed convert it to greenhouses & pay for water & lighting which ca be very expensive instead of using Rain & Sunlight. 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. 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? 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. Its not just a 5G stockits a 5G stock with what Jason calls a really attractive business model that sports 89% gross margins. Obviously, transportation is a significant element of COGS. Splits and Reverse Splits are meaningless. 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.. Micron stock price i joined motley fool -one of their promotions -all ever got out of them was trying to sell some wonderful service if you want to give them some money be my guest. DeHaemers Spatial Computing Pitch Which Stocks are Teased? Ha! Anyone know what company this is? 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? 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 .. Like the internet in the 1990s eCommerce in the 2000s and the smartphone over the past decade, we [], Ads for Strategic Tech Investor say you must "Discover the Details Before a MAJOR December 10 February 24 Event That Could Send Shares Skyrocketing". Hopefully, these will go up soon, but who can tell? 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. 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. At that volume you have to have a huge wholesale network to distribute that volume quickly while fresh, you will be selling at WHOLESALE (and not the high end retail prices), and there has to be enough demand. The revenue per acre claim seems absurd at roughly $250-$300K per acre. more about buying some new service for $2000. 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? 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!". : Former Telecom Insider Reveals This Is the Only 5G Stock You Need to Own. Thanks for the modern update. Click here to learn more It led to an ad titled The [], There was an election on Tuesday, I hear. I read that several CEVA suits just sold off some shares recently. So thats what weve got for you today not a super challenging stock to find, but a tough valuation to get your head around after that big surge the shares enjoyed in January. Jeff Brown's Near Future Report Review A super cycle is a period of elevated sales, and for Apple such cycles often represent a year of iPhone sales that don't taper off like they normally do. I agree that controlled indoor agriculture is a very large potential market over time, really headlined by marijuana at this point, at least in the eyes of investors, but likely to become a bigger deal for food crops as well but its not 5G thats going to make it a large market, its water usage and efficiency and land use and import reduction and food quality that drive the bus. Stock Gumshoe also includes a bi-yearly and yearly update of how the stocks .. Here are some clues from their ad: .but I just had to leave a thumbs up when I was done laughing. Whats Jason Stutmans $7 iPhone Killer Stock? Ahh. Symbol is SV and is trading at $9.95 right now. AppHarvest says that the reliability and dramatically higher yield (30X higher) of indoor farming justify the costs of these facilities, as does the control of water (using 90% less than conventional farms) and chemicals and lower likelihood of contamination (no pests inside = no pesticides, and being inside also means e coli or other contamination is less likely). Earnings just came out and EPS dropped so everyone freaked and the price went from around $2.20 to $1.81 in a couple days as the news slowly leaked. Point is, that many people ( including me, helas for my ethics) subscribe, get the name of the stocks and then ask for a refund. Of course there are always some losers but I am up 134% overall. I bet one of them is clearfield..but dont know Wasn't it H.L. 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. Thanks Trevor for your reasonable and fairly priced service that I was able to sign up for without any scammy emails! 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. ", Todays spiel for the Thinkolator is from Ian King, who is selling his Automatic Fortunes newsletter ($79/yr) with the promise that, among other things, hell reveal two stocks in special reports about to be headed your way: The $5 Stock Leading the 5G Revolution; and The Driverless Car Race Is Here: Grab Over 100% Gains []. Yes, $25 X 268 is $6.7 billion. Am I missing something fantastic in this story, or being too optimistic? PLPC hit my screen. many thanx, for your timely dissection of the FOOLS, 5G, Supercycle teaser !! 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. Whats this Small-cap 5G stock theyre pitching? If youve 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.