110116 PRL Transcript
Profits Unlimited Weekly Podcast November 1, 2016
Profit From the Internet of Things Today Hello. This is Paul Mampilly for Profits Unlimited. This week I’m going to open with some examples of technology, Internet of Things technology that is going on right now. The reason I’m bringing this up is I want you to understand that what we’re investing in is happening right now. It’s not for 15 or 20 years from now. It’s happening right now. It’s unfolding in front of our very eyes. For example, about a month ago Uber, which is a company that you might know from using the app on a smartphone, released this first generation of a self-driving taxi in the city of Pittsburgh. If you are in Pittsburgh, you can use the Uber app and you can call a self-driving tax. This is a taxi or car that is being driven by a computer. Essentially a moving robot that can navigate itself, drive itself, stop for pedestrians, change lanes, know where it’s going, without a human being doing anything. Extraordinary. Absolutely extraordinary. The other technology development I want to point to you happened earlier this year when Daimler, which is a German company that makes Mercedes Benz cars. They also make trucks. They released their version of a self-driving truck. And this self-driving truck was released in Nevada and was driven on the roads in a convoy. And everything worked exactly as it should. The progress of self-driving trucks is running ahead of self-driving cars. And you are likely to see that technology on the road in commercial scale in the next three to five years. The benefits of self-driving trucks are immense. They’re safer. You don’t need a truck driver at the wheel at all times. Not many people want that lifestyle. Self-driving trucks can run 24 hours a day. Which means you can get your stuff quicker. Because trucks drives themselves at a steady speed they use less fuel. So the benefits of these technologies are immense. The benefit of a self-driving car, the safety factor alone is about 90%, which means that self-driving cars make far fewer mistakes than people driving them. One last technological example, which is that the mining industry is at the forefront of implementing the Internet of Things. They have been using robotic trucks for almost eight years now. We’re now in third generation or maybe even fourth generation of these trucks. They’re used to unload ore and dirt. And the efficiency of these trucks is extraordinary. I mean these trucks can work 24 hours a day. They don’t need breaks. They’re safer. There’s no human fatigue factor. A mining truck would normally need over that timeframe five different people to run it. But the robotic truck doesn’t need that.
www.verbalink.com
Page 1 of 4
The reason I bring all this up is really to make a point to you. And I want to just tell you a quick story to make my point. If you read me, whether in Profits Unlimited, I also every Thursday write on the Sovereign Investor Daily e-letter. And I often write about the Internet of Things. So if you want to read more generalized commentary, you can read what I write every Thursday at the Sovereign Investor Daily. You know that my father is my hero. And the reason he’s my hero is because of what he did when he was presented an opportunity. And that was when he was in his late 30s, I might have been 4 or 5 years old, he got this opportunity to go to Dubai when Dubai was nothing. Nobody had heard of it. Nobody even thought it was an opportunity. But they had found oil and he saw it as a way potentially of getting out of the poverty in India. Getting out of a dead end job in India. And it offered him a life and a lifestyle that if it worked out was something he would never get. And he grabbed that opportunity with both hands. And it’s the reason why he was successful and it's the reason why I’m here. The Internet of Things and the kinds of big trends we’re going to bring you in Profits Unlimited are these kinds of opportunities. Life-changing opportunities that if you grab with both your hands, they can change your life. Perhaps you want to buy a bigger house or a nicer car. You want to afford a college education for your children. You want to take your parents on the trip of a lifetime. Or there is something that you desperately want to do. The opportunities I lay out for you in the stocks starting with our very first issue with IBM and then with GE and Qorvo, Auto Desk, Rockwell Automation. In our last issue, our triple-bonus trading issue where I presented three phenomenal stocks with enormous upside. All of which can make you incredibly wealthy. Upside of 100%, 200%, 300% among all our stocks. Well, it’s all for nothing if you are simply reading our issues and are not taking action. I would tell you that you need to read our issues, read my trading manual and then get invested. The Internet of Things is the opportunity of a lifetime. To become wealthy. To get rich. To have much more than what you have today. Please, don’t miss it. Quickly, I want to mention things going on in our portfolio. There’s quite a bit going on. If you track the stocks in our portfolio you know that in the news GE made a deal with a company called Baker Hughes. Baker Hughes is a major company in the oil services business. And GE has combined its oil services business with Baker Hughes. In effect to put its operating system, that I wrote to you about in our issue, into oil rigs. Into oil services machinery. It’s a massive deal. And a great deal for GE. And it’s going to revolutionize the oil services business. And GE’s going to be at the forefront of it and it is going to be absolutely fantastic for GE. Which is already an incredible stock. That technology that it owns, the predix operating system, which I believe is going to be the equivalent of the Microsoft Windows of the industrial Internet of Things, is absolutely going to power that stock and run it higher. If you don’t own it already, go ahead and buy it. Don’t miss out on your chance to own the stock.
www.verbalink.com
Page 2 of 4
IBM, after its earnings, announced additional good news for us. They’re going to buy back another 3 billion dollars’ worth of stocks. If you remember from the issue, I told you that Warren Buffet owns about 9% of IBM. The company has been reducing the number of shares to the point where I believe that once everyone else figures out what I’ve told you in the issue, which is that IBM is going to be the leader in artificial intelligence from its Watson platform, there simply won’t be shares in the market. Those shares are cornered. When the big money comes to buy, IBM stock is going to soar. Once again, IBM is below my buy up to price. Go ahead and buy it now if you don’t own it. Another stock that I want to tell you about is Teradyne. Teradyne was a recommendation in the current issue. We own it because it has control of a technology called co-bots. Cobots are robots that can work with human beings and other robots simultaneously. Teradyne owns this business. Through a division called Universal Robotics. This division is growing by 50% or more. And on the day that we released our issue Teradyne reported its results. And Teradyne stock ran up 13%. Which is absolutely fantastic. Now the reason I want to bring this up is that I know that for some of you that you find when a stock goes up it scares you. It shouldn’t. Remember, our going up in the system is based on understanding that when our stocks are going up it’s because people demand it because they can see that the value of the company is going up. So don’t be afraid to buy Teradyne. It's an incredible stock with phenomenal upside that is absolutely capable of getting you rich through the Internet of Things. So it is still below our buy up to price. Go ahead and buy Teradyne. Don’t be afraid to own it. Finally, I want to mention a company that isn’t in our portfolio. Not in our formal portfolio. But it’s a company that I know many of you own because you write to me about it. It’s STMicroelectronics. It was the focus of a special report that you got with your subscription. When we wrote that report, STMicroelectronics stock was at $5.40. Today it’s over $9.25. Almost 70% higher. Seventy percent higher. And that’s just the beginning. In that report, if you read it, and you would know this, I told you that I believed that STMicroelectronics could go past its all-time high of $54.00. That’s a long way from where it is today at $9.00. You can still buy STMicroelectronics and make money. For sure it will not be a straight line up. There will be volatility. But the upside in STMicroelectronics is huge. And once again I want to tell you not to be afraid to go own it. The Internet of Things is this massive incredible technology that is going to generate winners just like STMicroelectronics, which in five months is up 70%. Where will it be in one year or two years? Remember, it’s an incredible technology this Internet of Things. And the companies that are involved in it sit right now at the point where you can generate massive gains from owning them. Now I’m going to quickly try and answer a couple of questions so that this podcast is not too long. A reader wanted to know if I could provide a rating for what stocks are more
www.verbalink.com
Page 3 of 4
desirable among the companies I recommended versus the others. And I can tell you right now that all of our stocks are incredible buys with phenomenal upside. Incredible buys with phenomenal upside. And if you want a way to determine if you should put money into a stock or not here is what you should. Simply go and look up the market capitalization of the company. The market capitalization of the company. Which is the overall value of the company. And the reason I’m telling you to do this is because in general a smaller company has the chance to grow faster. That’s just mathematically how it goes. A company that is today worth 500 million, to get to 1 billion, well, that’s a double. But the $500 million company could get to $5 billion and now you’ve made 10 times your money. A company that is larger, like IBM or GE which are among the largest two companies that are in our portfolio, even if it doubled it might go from $200 billion to $400 billion. But it’s harder for IBM or GE to go up 10 times. So if you want to determine which companies you should pick between if you don’t have the funds to own all our companies, pick the ones that have lower market capitalizations. That is what I would tell you. Thank you for listening. Thank you for writing in to give me your comments about the podcast. Until next week, this is Paul Mampilly for Profits Unlimited.
www.verbalink.com
Page 4 of 4
Profit From the Internet of Things Today Hello. This is Paul Mampilly for Profits Unlimited. This week I’m going to open with some examples of technology, Internet of Things technology that is going on right now. The reason I’m bringing this up is I want you to understand that what we’re investing in is happening right now. It’s not for 15 or 20 years from now. It’s happening right now. It’s unfolding in front of our very eyes. For example, about a month ago Uber, which is a company that you might know from using the app on a smartphone, released this first generation of a self-driving taxi in the city of Pittsburgh. If you are in Pittsburgh, you can use the Uber app and you can call a self-driving tax. This is a taxi or car that is being driven by a computer. Essentially a moving robot that can navigate itself, drive itself, stop for pedestrians, change lanes, know where it’s going, without a human being doing anything. Extraordinary. Absolutely extraordinary. The other technology development I want to point to you happened earlier this year when Daimler, which is a German company that makes Mercedes Benz cars. They also make trucks. They released their version of a self-driving truck. And this self-driving truck was released in Nevada and was driven on the roads in a convoy. And everything worked exactly as it should. The progress of self-driving trucks is running ahead of self-driving cars. And you are likely to see that technology on the road in commercial scale in the next three to five years. The benefits of self-driving trucks are immense. They’re safer. You don’t need a truck driver at the wheel at all times. Not many people want that lifestyle. Self-driving trucks can run 24 hours a day. Which means you can get your stuff quicker. Because trucks drives themselves at a steady speed they use less fuel. So the benefits of these technologies are immense. The benefit of a self-driving car, the safety factor alone is about 90%, which means that self-driving cars make far fewer mistakes than people driving them. One last technological example, which is that the mining industry is at the forefront of implementing the Internet of Things. They have been using robotic trucks for almost eight years now. We’re now in third generation or maybe even fourth generation of these trucks. They’re used to unload ore and dirt. And the efficiency of these trucks is extraordinary. I mean these trucks can work 24 hours a day. They don’t need breaks. They’re safer. There’s no human fatigue factor. A mining truck would normally need over that timeframe five different people to run it. But the robotic truck doesn’t need that.
www.verbalink.com
Page 1 of 4
The reason I bring all this up is really to make a point to you. And I want to just tell you a quick story to make my point. If you read me, whether in Profits Unlimited, I also every Thursday write on the Sovereign Investor Daily e-letter. And I often write about the Internet of Things. So if you want to read more generalized commentary, you can read what I write every Thursday at the Sovereign Investor Daily. You know that my father is my hero. And the reason he’s my hero is because of what he did when he was presented an opportunity. And that was when he was in his late 30s, I might have been 4 or 5 years old, he got this opportunity to go to Dubai when Dubai was nothing. Nobody had heard of it. Nobody even thought it was an opportunity. But they had found oil and he saw it as a way potentially of getting out of the poverty in India. Getting out of a dead end job in India. And it offered him a life and a lifestyle that if it worked out was something he would never get. And he grabbed that opportunity with both hands. And it’s the reason why he was successful and it's the reason why I’m here. The Internet of Things and the kinds of big trends we’re going to bring you in Profits Unlimited are these kinds of opportunities. Life-changing opportunities that if you grab with both your hands, they can change your life. Perhaps you want to buy a bigger house or a nicer car. You want to afford a college education for your children. You want to take your parents on the trip of a lifetime. Or there is something that you desperately want to do. The opportunities I lay out for you in the stocks starting with our very first issue with IBM and then with GE and Qorvo, Auto Desk, Rockwell Automation. In our last issue, our triple-bonus trading issue where I presented three phenomenal stocks with enormous upside. All of which can make you incredibly wealthy. Upside of 100%, 200%, 300% among all our stocks. Well, it’s all for nothing if you are simply reading our issues and are not taking action. I would tell you that you need to read our issues, read my trading manual and then get invested. The Internet of Things is the opportunity of a lifetime. To become wealthy. To get rich. To have much more than what you have today. Please, don’t miss it. Quickly, I want to mention things going on in our portfolio. There’s quite a bit going on. If you track the stocks in our portfolio you know that in the news GE made a deal with a company called Baker Hughes. Baker Hughes is a major company in the oil services business. And GE has combined its oil services business with Baker Hughes. In effect to put its operating system, that I wrote to you about in our issue, into oil rigs. Into oil services machinery. It’s a massive deal. And a great deal for GE. And it’s going to revolutionize the oil services business. And GE’s going to be at the forefront of it and it is going to be absolutely fantastic for GE. Which is already an incredible stock. That technology that it owns, the predix operating system, which I believe is going to be the equivalent of the Microsoft Windows of the industrial Internet of Things, is absolutely going to power that stock and run it higher. If you don’t own it already, go ahead and buy it. Don’t miss out on your chance to own the stock.
www.verbalink.com
Page 2 of 4
IBM, after its earnings, announced additional good news for us. They’re going to buy back another 3 billion dollars’ worth of stocks. If you remember from the issue, I told you that Warren Buffet owns about 9% of IBM. The company has been reducing the number of shares to the point where I believe that once everyone else figures out what I’ve told you in the issue, which is that IBM is going to be the leader in artificial intelligence from its Watson platform, there simply won’t be shares in the market. Those shares are cornered. When the big money comes to buy, IBM stock is going to soar. Once again, IBM is below my buy up to price. Go ahead and buy it now if you don’t own it. Another stock that I want to tell you about is Teradyne. Teradyne was a recommendation in the current issue. We own it because it has control of a technology called co-bots. Cobots are robots that can work with human beings and other robots simultaneously. Teradyne owns this business. Through a division called Universal Robotics. This division is growing by 50% or more. And on the day that we released our issue Teradyne reported its results. And Teradyne stock ran up 13%. Which is absolutely fantastic. Now the reason I want to bring this up is that I know that for some of you that you find when a stock goes up it scares you. It shouldn’t. Remember, our going up in the system is based on understanding that when our stocks are going up it’s because people demand it because they can see that the value of the company is going up. So don’t be afraid to buy Teradyne. It's an incredible stock with phenomenal upside that is absolutely capable of getting you rich through the Internet of Things. So it is still below our buy up to price. Go ahead and buy Teradyne. Don’t be afraid to own it. Finally, I want to mention a company that isn’t in our portfolio. Not in our formal portfolio. But it’s a company that I know many of you own because you write to me about it. It’s STMicroelectronics. It was the focus of a special report that you got with your subscription. When we wrote that report, STMicroelectronics stock was at $5.40. Today it’s over $9.25. Almost 70% higher. Seventy percent higher. And that’s just the beginning. In that report, if you read it, and you would know this, I told you that I believed that STMicroelectronics could go past its all-time high of $54.00. That’s a long way from where it is today at $9.00. You can still buy STMicroelectronics and make money. For sure it will not be a straight line up. There will be volatility. But the upside in STMicroelectronics is huge. And once again I want to tell you not to be afraid to go own it. The Internet of Things is this massive incredible technology that is going to generate winners just like STMicroelectronics, which in five months is up 70%. Where will it be in one year or two years? Remember, it’s an incredible technology this Internet of Things. And the companies that are involved in it sit right now at the point where you can generate massive gains from owning them. Now I’m going to quickly try and answer a couple of questions so that this podcast is not too long. A reader wanted to know if I could provide a rating for what stocks are more
www.verbalink.com
Page 3 of 4
desirable among the companies I recommended versus the others. And I can tell you right now that all of our stocks are incredible buys with phenomenal upside. Incredible buys with phenomenal upside. And if you want a way to determine if you should put money into a stock or not here is what you should. Simply go and look up the market capitalization of the company. The market capitalization of the company. Which is the overall value of the company. And the reason I’m telling you to do this is because in general a smaller company has the chance to grow faster. That’s just mathematically how it goes. A company that is today worth 500 million, to get to 1 billion, well, that’s a double. But the $500 million company could get to $5 billion and now you’ve made 10 times your money. A company that is larger, like IBM or GE which are among the largest two companies that are in our portfolio, even if it doubled it might go from $200 billion to $400 billion. But it’s harder for IBM or GE to go up 10 times. So if you want to determine which companies you should pick between if you don’t have the funds to own all our companies, pick the ones that have lower market capitalizations. That is what I would tell you. Thank you for listening. Thank you for writing in to give me your comments about the podcast. Until next week, this is Paul Mampilly for Profits Unlimited.
www.verbalink.com
Page 4 of 4
