I'm thinking of stocks for investment/research purposes. I've played around with a few ideas and they seem to have worked more or less thus far. I came across an article '3 5G Stocks to Buy Right Now' and their stock picks in semi-conductors and 5 G technology is of interest to some of the things I'm working on. When experts make recommendations (disclaimer: I'm not one so go ask an expert! 👀) I like to put them on my watch list if they provide insight into socio-economic platforms. 5G and advanced telecommunications isn't going away so I look for companies that have long term staying power that are likely able to adjust and change as technology advances.
One could invest up and down a supply chain. I'm thinking of the idea of pack investing where companies can invest up and down a supply chain to quickly build an advanced cluster that can compete on the global market (Each has a financial investment to engaged in new investments). Putting the right people in the right place and then feeding them with resources that fit within their natural entrepreneurial abilities is a great combination for innovation. If done well, a cluster could reach development synergy where ROI encourages nature reinvestment and new investment from a global perspective (i.e. smaller versions of Detroit automotive or San Diego pharmaceuticals).
I suspect those who are first in investors are likely to reap the rewards as long as they are willing to accept the start-up risk (If they are already investing in start-ups it makes sense to do so in a network of start-ups that can draw resources from each other). Once synergy is created more risk-averse institutional investors get involved and push companies to mature beyond their "start-up" status. Angel investors often lead to IPO (if not part of a larger corporate investment) and further wealth generation. As we develop large scale communications abilities we will see some coordinated investments occur through natural self interest.
Technology and global communications is going to be increasingly important for advanced technology and robotics.
The article's picks (Duberstein, Feb 7, 2021)....
Lam Research (NASDAQ:LRCX) -Semi conductor business.
Applied Materials (AMAT)-Creates semi conductor equipment.
Ichor Holdings (ICHR)-Semi conductor sub systems.
You can learn about semi-conductors HERE.
My two picks are.....
Ciena Corp (CIEN). A write up I did about it HERE.- Telecommunications networking equipment and software services supplier.
Ericsson (ERIC) -Provides telecommunications equipment mobile and fixed networks worldwide.
Duberstein, B. (Feb. 7th, 2021). '3 5G Stocks to Buy Right Now". The Motely Fool. Retrieved https://www.fool.com/investing/2021/02/07/3-5g-stocks-to-buy-right-now/
No comments:
Post a Comment