Account Information

  • My Account

    Manage all your subscriptions, update your address, email preferences and change your password.

  • Help Center

    Get answers to common service questions, ask the analyst or contact our customer service department.

  • My Stock Talk Profile

    Update your stock talk name and/or picture.



Close

Getting Started

By Jim Pearce on December 16, 2013

This being the inaugural issue of Smart Tech Investor, we humbly suggest you save it to your vault in the event that it is one day viewed with the same value as a Honus Wagner baseball card or early Batman comic book.  Perhaps those expectations are more than a bit lofty, in which case we will settle for helping you make enough money from our investment recommendations to buy that boat you’ve always had your eye on, or send your kids to college without you (or them) having to take on a mountain of debt.

And since this is the first time we have unveiled our portfolio recommendations, there is no Portfolio Update to report at this time so we are showing the initial recommendations instead.  However, future issues of STI will summarize all revisions to our portfolios that have occurred since the previous issue.  Of course, our weekly publication, Smart Tech 50 Weekly Movers, will also include any changes that have taken place between each of those issues as well. 

This month’s In Focus article identifies Apple (Nasdaq: AAPL) as the one tech stock to own in 2014.  We realize it is not a particularly daring choice, but we believe it is perfectly positioned to move forward while many other tech stocks suffer the inevitable consequences of gross overvaluation.  Unlike 2013, which was a great year for virtually all but the worst tech stocks (see BlackBerry), next year will witness an equal number of winners and losers with far differing results.

However, our Sector Spotlight article may surprise you, as two of the disk drive manufacturers make it onto our initial buy list.  It’s not a sexy business, but it is a very profitable business as demand for cloud storage escalates at a pace far outstripping supply.  Our methodology heavily favors businesses that generate huge amounts of cash flow that are independent of advertising revenue or social trends, and both of these companies fit that bill very nicely.

Stock Talk — Post a comment Comment Guidelines

Our Stock Talk section is reserved for productive dialogue pertaining to the content and portfolio recommendations of this service. We reserve the right to remove any comments we feel do not benefit other readers. If you have a general investment comment not related to this article, please post to our Stock Talk page. If you have a personal question about your subscription or need technical help, please contact our customer service team. And if you have any success stories to share with our analysts, they’re always happy to hear them. Note that we may use your kind words in our promotional materials. Thank you.

You must be logged in to post to Stock Talk OR create an account.

Create a new Investing Daily account

  • - OR -

* Investing Daily will use any information you provide in a manner consistent with our Privacy Policy. Your email address is used for account verification and will remain private.

Stock Talk

  1. avatar
    Michael Sessions Reply December 18, 2013 at 1:04 AM EDT

    Howdy…welcome to the riot.

    Is Smart Tech 50 Weekly Movers a free companion weekly update report such as the other Wealth Society reports have?

    If so, please enroll me or tell me how to do it myself.

    Many thanks, Michael A. Sessions

    • Jim Pearce
      Jim Pearce Reply December 18, 2013 at 9:46 AM EDT

      Michael,

      As a Wealth Society member you will automatically receive Smart Tech 50 when published via Wealth Society Confidential so there is nothing else you need to do to receive it, and it is of course included at no additional charge to your membership. In addition, you can also go to this website and download all current and past issues of STI and ST50 Weekly Movers anytime you like. The first issue of ST50 Weekly Movers will be this Monday so look for it in that afternoon’s edition of Wealth Society Confidential. Thank you.

      Jim

      P.S. As someone who started out as a stockbroker in 1983 I have come to enjoy the “riot”, probably not a good sign of my mental health but it keeps me young! 🙂