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| | | Friday, July 22, 2016 | Issue #2851 | |
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The Most Important Stocks in the World Matthew Carr, Emerging Trends Strategist, The Oxford Club
 We are living in the age of digital Darwinism.
Consumers have fully embraced the web. To survive, businesses must now adapt to - and adopt - new technologies.
They must incorporate what I call the "three C's." (That's connectivity, content and community.) Otherwise, they're sure to die.
I've already shown you how this trend is affecting brick-and-mortars like Macy's (NYSE: M) and Nordstrom (NYSE: JWN). In the recent quarter, physical shops saw year-over-year sales growth of just 2.7%. Meanwhile, sales growth for internet-based retailers was a whopping 14.7%.
And last week I explained how the three C's led to the rise of Pokémon Go. The wildly popular mobile app has boosted Nintendo (OTC: NTDOY) shares by more than 100%.
But today I want to focus on an even bigger opportunity.
I'm talking about investing in the companies that are enabling this massive shift.
As a tech investor, I've been focusing on this sector for years. This week, I | "Consumers have fully embraced the web. To survive, businesses must now adapt to - and adopt - new technologies." | |
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watched as it scored another victory...
Shares of Microsoft (Nasdaq: MSFT) leapt 5.3% on Wednesday, setting a new 52-week high. It was the company's biggest one-day move in nearly a year.
The jump was the result of Microsoft handily beating fourth quarter earnings expectations. And that was thanks largely to the cloud.
Revenue from the company's Azure cloud computing platform increased 102% year over year. Overall usage doubled.
But this is just the beginning.
By 2018, Morgan Stanley believes 30% of Microsoft's revenue will come from cloud products.
It's inevitable. As consumers demand greater access to goods and services - wherever they are - businesses will need to increase their use of cloud services.
Huge Dividend Cuts!
2016 may be the year of the dividend cut.
It started late last year with energy companies like Kinder Morgan, which cut 74%... and Marathon Oil, which cut 76%.
But it's hitting companies outside energy as well, like Wynn Resorts, which made a 67% dividend cut, and CenturyLink, which cut its dividend 25%.
So which companies could be next on the chopping block? There's a tool you can use to help you find out. Just type in the company name. Here's how you can access it today. | |
For example, Facebook (Nasdaq: FB) and Netflix (Nasdaq: NFLX) rely heavily on the cloud. They lean on this technology to supply you with content.
Wearable devices like Fitbit (NYSE: FIT)... smartphone apps... mobile payments... games... online shopping...
They all rely on the cloud.
Think of it as a massive ecosystem that consumers and businesses alike now live in.
Investors would be wise to focus on the companies that keep it all spinning.
Obviously Microsoft is a major player. In terms of market share, it trails only salesforce.com (NYSE: CRM) and Amazon.com (Nasdaq: AMZN).
Here's the deal, though... despite Microsoft's stature, its shares are up less than 1% year to date.
That's why, for the biggest possible return, I'm targeting companies that aren't so diversified - businesses that are almost fully dependent on the cloud.
Year to date, here's how my cloud-centric recommendations have performed for my paid subscribers:
As you can see, one of my trading services, The VIPER Alert, focuses almost exclusively on cloud-centric technology companies. One of my biggest winners, Gigamon (NYSE: GIMO), is up more than 70% this year.
I expect even greater things ahead.
Over the next five years, the global cloud computing market is projected to have a 30% compound annual growth rate. That means it will be a $270 billion industry by 2020.
This is a sector that every investor should follow closely. It is quickly becoming the backbone of our global economy.
Good investing,
Matthew
P.S. There's a reason why my VIPER System keeps pointing me toward cloud computing stocks; these companies tend to hit all five of the qualifications I look for when determining if a company is about to blast off. If you follow these same guidelines, I'm confident your nest egg will benefit greatly. To learn more about how my system works - and how it could earn you as much as $70,000 starting today - click here.
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In today's edition of Investment U Plus, we're looking at one of Matthew's favorite picks in the cloud computing space. It's a company that just added a record number of new customers. To find out how you can get all the details, click here. | |
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Even if you're a great stock picker, the bulk of your returns could be getting eaten up by taxes. Here's a simple "hack" to lower the amount you owe Uncle Sam. Read On... | |
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After five long years, commodities have finally entered a bull market. Here's a unique way to play the trend - and add some extra "oomph" to your gains. Read On... | |
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The Oxford Club is a financial publisher that does not offer any personal financial advice or advocate the purchase or sale of any security or investment for any specific individual. Members should be aware that although our track record is highly rated by an independent analysis and has been legally reviewed, investment markets have inherent risks and there can be no guarantee of future profits. The stated returns may also include option trades. 
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