Timing & trends

This Could Be The Best Christmas Gift Ever

Ugly Xmas 3The sounds of Christmas – carols being sung, maybe the crackling of a log on the fire and the oh so familiar – “not another sweater” “oh, great a tie” – “a gift certificate…how did you know.”
 
We’ve all be down that long, lonely road in search of the perfect Christmas gift. And if you are anything like me – let’s just say we’ve come up short. 
 
The Good News
 
I’ve got an idea that could put you in the Gift Givers Hall of Fame  – but first a little background. If you had bought just a hundred shares of any of the stocks recommended at last year’s World Outlook Financial Conference for a loved one – spouse, son, daughter, niece, nephew, friend –  look at what would have happened.
 
We recommended Viemed Healthcare at $2.41 at the WOFC – today it trades at $5.87…up 143%. 
 
Boyd Group – recommended at the WOFC at $61– today $118…up 93% – (Boyd was first recommended at under $20 at the 2013 Outlook Conference, so anyone you bought that for at the time probably has a statue of you in their living room.)
 
Sylogist – recommended at the WOFC at $8.60 – today $13.25… up 54%
 
Parex Resources – recommended at the WOFC at $18.27– hit a high of $26.78 – up 56%
 
In case you haven’t experienced it yourself. If you want to see someone’s face light up – give them 100 shares of a stock and look at their expression when it goes up 20%, 30%, 50%…over 100%.  It beats the old gift certificate every time.  Better yet, for some people the stock market becomes a new hobby.
 
And by the way, there were a lot more winners recommended at last year’s World Outlook Financial Conference. In fact, I can’t think of a single stock recommendation that didn’t go up.
 
The official WOFC Small Cap Portfolio was up 79%. Incredible but let me make perfectly clear that doesn’t happen every year. However, in the 10 years since we released the first portfolio it has never failed to deliver double digit gains.
 
Of course, past performance is no guarantee of future results but I like our chances given that I choose our speakers based on their track record. And on that score the group of headliners including Martin Armstrong, Keystone Financial’s Ryan Irvine, BP Global’s Paul Beatty, Timers Digest Market Timer of the Year Mark Lebovit, and Josef Schachter, is one of the best I’ve seen …anywhere.  A bold statement but their results speak for themselves.
 
I have to add that the results I just mentioned don’t include the incredible profits in the marijuana sector, which was first recommended by Mark Leibovit and Jim Dines at the World Outlook in 2014 – over three years before virtually anyone else in the business.  People who acted on the advice and invested in the marijuana sector anytime between 2014 and 2016 made an absolute killing.
 
By the way, this year’s conference will have a special session on cannabis and where to invest as we enter the second phase after legalization.
 
The Point
 
Given I spend an inordinate amount of time, along with Grant and everyone else at High Performance Events, planning and putting on the Outlook Conference it’s hardly a surprise that I hope you come.
 
And I’m sincere when I say it makes a terrific Christmas gift.  One that could impact someone’s financial well being for years to come. Even better if you come with them and share the experience.  I’ve had plenty of people come up over the years to say they’ve absolutely loved coming with friends or family. It’s a special weekend – bring someone – you can even go the extra mile and buy them 100 shares of one of the recommendations you like.
 
And hey – it is the 21st century. So if your prospective gift recipient absolutely can’t be there in person? Buy them a subscription to the online streaming video archive. All our speakers in HD, available at any time, with unlimited access. Like NetFlix for your finances! 

In the meantime – I hope you have a terrific holiday season.
 
Sincerely, 

Mike, 
Host of Money Talks

Conference Details

When: Friday afternoon and evening, February 1st and all day Saturday, February 2nd, 2019
Where: Westin Bayshore Conference Centre, Vancouver BC
To Book Your Ticket:  CLICK HERE or go to moneytalks.net

P.S.  –   We Just Made Christmas Gift Buying Really Easy
 
As you know I am hugely interested in educating our younger generations and to that end we have a special offer – if you buy a ticket – you can bring a student absolutely free.   The only thing we ask is you to let us know ahead of time, which you can do when you purchase your ticket. We have a limited number set aside and we want to be able to accommodate you.

The Latest Trends In Alcohol: Panel Sees Rise In Hard Seltzer, Spirits

gnt

Macquarie’s Caroline Levy provided clients with an outline of some of the key trends a panel of experts sees ahead for the alcohol market. 

The sell-side firm recently hosted a panel of beer and cannabis experts including beer-guru Harry Schuhmacher, founder of Beer Business Daily; Emily Pennington, editor of Wine & Spirits Daily; and Harrison Phillips, cannabis industry financial advisor…. CLICK for complete article

SPECIAL REPORTS from Cannabis Business Conference

With “Investing in Cannabis” as the kick-off theme for the 2019 World Outlook Financial Conference in February, we took up Mark Leibovit on his suggestion that we attend the MJ Biz Con in Las Vegas last week. With the help of Tess Woods and the MJ Biz Conference media team we’ve produce a fantastic series of 9 MoneyTalks exclusive interviews – all of which are shared below.

This podcast-only series provides exceptional insights into the booming industry, identifies trends and opportunities for investors, and introduces some of exciting Canadian listed companies and their leaders.

You can subscribe to the MoneyTalks with Michael Campbell podcast on iTunes, Google Podcast or via Omny. Enjoy!

 

 

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Are You Ready for the Third Wave?

Microwave

Market cycles tend to happen in waves, and technology companies have become a bigger and bigger part of recent market waves.  Since about 1989, many tech companies have pushed their way into the top ranked firms in terms of capitalization, profits, and investment success.  In the early days, it was just IBM and Microsoft.  As internet developments matured there was much more success spread around, with the likes of Bing, Amazon, and Yahoo joining in.  This was the First Wave, and it gave us the internet boom of the 1990’s and those wild boom and bust investments in the technology sector.

The first wave was exciting – a time of over-the-top speculation, but the innovations eventually caught on with consumers, in a very big way, and profits started to roll in, also in a very big way.  This paved the way for a second wave.

The iPhone was the catalyst and poster child for the Second Wave, as tech companies are all striving to greatly improve their communication networks and the convenience of being constantly “in touch”.  There are also great efforts being made for information to be more convenient, more personal, and more manageable.  Making sense of all the available data is a huge challenge, as there has been a gigantic tidal wave of data produced recently.  IBM estimates that 90% of the data in the world has been produced in the last 2 years, so how do we figure out what to read, what to believe, what to trust?

A part of the solution is to make the data more personal, so that systems get to know you, and vice versa.  Examples include:

  • NEST thermostats that learn when you are home or away, and what temperature you’re comfortable with when you are home
  • Music systems like SPOTIFY and PANDORA that learn your listening preferences and help you discover new music you will probably like
  • Trip planning websites that learn your travel adventure interests and devise specific trip plans just for you
  • GOOGLE Home and Amazon Alexa / Echo devices that interact personally with you and make efforts to help you through your busy day

And then there are all those APPS that help us to manage our day, like UBER , LYFT, Weather Channel, or communicate with others via Snapchat, Instagram, Twitter etc.  All are trying to lessen the effort and worry about everyday tasks, although there is a growing concern about the surrendering, stealing, and mismanagement of such a large amount of our personal information – advertisers, scammers, and governments want more of it every day.  When technology does its job well, users benefit in that they spend less time managing tasks and chores and spend more time doing things they really like.  As the Second Wave matures, innovations come along that assist and support us in decision making, critical thinking (information discernment), and time management.  The Second Wave brings us a plethora of helpers that ease our everyday lives with small and useful touches.

So what about the next wave – The Third Wave? We are now seeing this wave starting to form.  Each wave starts with an innovative catalyst, leading to more innovation, speculation, and investment opportunities.  There will be winners and losers along the way, but when the wave breaks, huge profits will be made by those who have the best information and analysis.  A possible catalyst for starting this Third Wave is Augmented Reality (AR), with innovations that could transcend the iPhone and all Smartphones, making them obsolete.  AR is different than Virtual Reality (VR) in that AR overlays graphics and images on top of the real world around you, something like the Pokemon Go game that became wildly popular on Smartphones a few years ago.  AR is also the technology that fighter pilots use for the Heads-Up-Displays (HUD) in the cockpit of their jet fighters.  If you put advanced AR capability into a pair of glasses, with voice, gesture, or eye movement controls, then every current Smartphone capability could be accomplished with a pair of glasses.  Google glasses first appeared in 2013 and the project morphed into Google Glass Enterprise in 2017.  Recently, a highly valued private company, Magic Leap, released an AR headset called Magic Leap One. These are first generation devices and have yet to achieve significant consumer adoption. Much like waves One and Two, Third Wave innovations can sound like science fiction, but we tend to always underestimate the speed of progress and the depth of amazing ideas and devices that are bound to change our lives.

The Trend Disruptors team analyzes new technologies and identifies the companies that stand out in terms of investment potential.  These companies may be large or small.  The best and most promising generate Trend Disruptors Premium recommendations.  We are watching a broad range of companies and technologies, all striving to disrupt specific market segments and/or be part of the next wave.

Let Trend Disruptors be your guide to the future, as we continue to identify technology investment opportunities that can lead to financial success. Subscribe today for just $599.95  $399.95, a $200 savings. Click Here to subscribe at this special rate.

Another Canadian Oil Company Flees for the US

Oil Drilling

Here is a great editorial by Ted Morton, former Minister of Energy and Finance for Alberta. His article discusses how continued poor government policy will have huge negative impact on our economy. It’s another example that money and jobs are easily transferrable in today’s competitive market. The Oil and Gas sector is the largest economic engine in Canada and by almost two to one compared to the auto sector and we continue to kill it. If we don’t wake up soon, we are all in for a world of hurt.  – Craig Burrows CEO, TriView Capital Ltd.

Encana’s announcement last week that it was acquiring Texas-based Newfield Exploration may be good news for the Calgary-based company, but it is not good news for Canada. It is the most recent chapter in an unfolding story of capital flight from the Canadian energy sector. First the big internationals, and now Canadian-based firms like Encana, are moving their operations…Click here for full article.

 

Kudos to This Mainstream Media Outlet

Nearly two years in – millions of words – a distinct agenda – easy to get lost.  Finally someone in the mainstream media explains what’s missing in the Russia Probe. Check mark to the Wall Street Journal editorial board. ~ MC

Burying the Other Russia Story

schiffAdam Schiff will shut down the probe that found FBI abuses

Arguably the most important power at stake in Tuesday’s election was Congressional oversight, and the most important change may be Adam Schiff at the House Intelligence Committee. The Democrat says his top priority is re-opening the Trump-Russia collusion probe, but more important may be his intention to stop investigating how the FBI and Justice Department abused their power in 2016. So let’s walk through what we’ve learned to date.

Credit for knowing anything at all goes to Intel Chairman Devin Nunes and more recently a joint investigation by Reps. Bob Goodlatte (Judiciary) and Trey Gowdy (Oversight). Over 18 months of reviewing tens of thousands of documents and interviewing every relevant witness, no Senate or House Committee has unearthed evidence that the Trump campaign colluded with Russia to win the presidential election. If Special Counsel Robert Mueller has found more, he hasn’t made it public.

Potomac Watch Podcast

But House investigators have uncovered details of a Democratic scheme to prod the FBI to investigate the Trump campaign. We now know that the Hillary Clinton campaign and the Democratic National Committee hired Fusion GPS, which hired an intelligence-gun-for-hire, Christopher Steele, to write a “dossier” on Donald Trump’s supposed links to Russia.

Mr. Steele fed that document to the FBI, even as he secretly alerted the media to the FBI probe that Team Clinton had helped to initiate. Fusion, the oppo-research firm, was also supplying its dossier info to senior Justice Department official Bruce Ohr, whose wife, Nellie, worked for Fusion.

House investigators have also documented the FBI’s lack of judgment in using the dossier to obtain a Foreign Intelligence Surveillance Act (FISA) warrant against former Trump aide Carter Page. The four FISA warrants against Mr. Page show that the FBI relied almost exclusively on the unproven Clinton-financed accusations, as well as a news story that was also ginned up by Mr. Steele.

The FBI told the FISA court that Mr. Steele was “credible,” despite Mr. Steele having admitted to Mr. Ohr that he passionately opposed a Trump Presidency. The FBI also failed to tell the FISA court about the Clinton campaign’s tie to the dossier.

This abuse of the FBI’s surveillance powers took place as part of a counterintelligence investigation into a presidential campaign—which the FBI also hid from Congress. Such an investigation is unprecedented in post-J. Edgar Hoover American politics, and it included running informants into the Trump campaign, obtaining surveillance warrants, and using national security letters, which are secret subpoenas to obtain phone records and documents.

Mr. Nunes and his colleagues also found that officials in Barack Obama’s White House “unmasked” Trump campaign officials to learn about their conversations with foreigners; that FBI officials exhibited anti-Trump bias in text messages; and that the FBI team that interviewed then Trump National Security Adviser Michael Flynn reported that they did not think Mr. Flynn had lied about his Russian contacts. Mr. Mueller still squeezed Mr. Flynn to cop a guilty plea.

All of this information had to be gathered despite relentless opposition from Democrats and their media contacts. Liberal groups ginned up a phony ethics complaint against Mr. Nunes, derailing his committee leadership for months. Much of the media became Mr. Schiff’s scribes rather than independent reporters. Meanwhile, the FBI and Justice continue to stonewall Congress, defying subpoenas and hiding names and information behind heavy redactions.

There is still much more the public deserves to know. This includes how and when the FBI’s Trump investigation began, the extent of FBI surveillance, and the role of Obama officials and foreigners such as Joseph Mifsud, a Maltese academic who in spring 2016 supposedly told Trump campaign adviser George Papadopoulos that Russia held damaging Clinton emails. When he takes over the committee, Mr. Schiff will stop asking these questions and bless the FBI-Justice refusal to cooperate.

Senate Republicans could continue to dig next year, but Mr. Mueller seems uninterested. Attorney General Jeff Sessions in March asked Utah U.S. Attorney John Huber to look into FBI misconduct, but there has been little public reporting of what he is finding, if he is even still looking. Justice Inspector General Michael Horowitz is investigating, though that report is likely to take many more months.

***

All of which puts an additional onus on Mr. Trump to declassify key FBI and Justice documents sought by Mr. Nunes and other House investigators before Mr. Schiff buries the truth. A few weeks ago Mr. Trump decided to release important documents, only to renege under pressure from Deputy AG Rod Rosenstein and members of the intelligence community.

Mr. Sessions resigned this week and perhaps Mr. Rosenstein will as well. Meantime, Mr. Trump should revisit his decision and help Mr. Nunes and House Republicans finish the job in the lame duck session of revealing the truth about the misuse of U.S. intelligence and the FISA court in a presidential election.