Investing in the Future
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Investing in the Future

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Some of the most exciting investment opportunities can be found in emerging technology stocks. A few promising technologies of the next decade include 3D printing, OLEDs, graphene, robotics and ...

Some of the most exciting investment opportunities can be found in emerging technology stocks. A few promising technologies of the next decade include 3D printing, OLEDs, graphene, robotics and regenerative healthcare. Great ideas are sometimes good investments, but it is important to separate hype from reality. The use of basic financial screens and market timing techniques may help improve your success rate and bottom line.

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Investing in the Future Investing in the Future Presentation Transcript

  • 2013 Mensa AG Dallas/Ft.Worth Twitter: @JHLINDE
  • 6 EmergingTechnologies toWatch
  • Three Criteria:  Currently exist in some form  Transformational  Likely to become multi-billion dollar businesses within the next 10-20 years
  •  3D Printer + 3D Scanner = 3D Photocopier  3D Scanner + Internet +3D Printer = 3D Fax
  •  3D Printer Manufacturers  3D Systems Corp (DDD), Stratasys (SSYS)  3D Scanners  Faro (FARO), Microsoft (MSFT), Align (ALGN)  Design Software  Dassault Systems (DASTY), Parametric Technology (PMTC), AutoDesk (ADSK),Trimble (TRMB)
  •  3D Bioprinting, Bioreactors  Organovo (ONVO), Harvard Biosciences (HBIO)  StemCell Research  Mesoblast (MBLTY), Atherysys (ATHX), Osiris Therapeutics (OSIR)  CellTherapy
  •  Displays  Samsung , Sharp, LG, Sony and Dupont (DD)  Lighting  Phillips  Materials  Universal Display Systems (PANL)
  •  Industrial Robotics  Kuka (Germany), Fanuc (Japan), Adept (ADEP)  Defense Contractors  Boeing,General Dynamics (GD), Northrup Grumman (NOC), Raytheon (RTN), Aerovironment (AVAV)  Consumer  iRobot (IRBT)  Medical  Intuitive Surgical (ISRG), Accuray (ARAY)  Agriculture  John Deer (DE)
  •  Internet Infrastructure  Cisco (CSCO),Qualcomm (QCOM)  Wireless Carriers  AT&T (T), Sprint (S),Verizon (VZ), Rogers (RCI)  Cloud Computing Companies  Google (GOOG),Amazon (AMZN), Rackspace (RAX)  Equipment Suppliers  CalAmp (CAMP), SierraWireless (SWIR)  Hybrid Hardware/Service  Motorola Solutions (MSI), ADT (ADT), Honeywell (HON), Gemalto (GTOMY), General Electric (GE)
  •  Super-strong  Super-conductive  Anti-corrosive  Photo-voltaic  Anti-bacterial  Water filtering  Self-cooling  Doubles lithium-ion battery life
  •  Graphite Mining  Northern Graphite (FCSMF)  Focus Graphite (NGPHF)  Manufacturing  CVD Equipment Corp (CVV)
  •  ShapingTomorrow.com  TechnologyReview.com  Wired.com  ScienceDaily.com/news  NewScientist.com  Spectrum.ieee.org  FutureLeap.com What themes keep reappearing? How are they related? What is the ecosystem?
  •  Strategic Foresight (where to invest?)  FundamentalAnalysis (what to buy?)  TechnicalAnalysis (when to do it?)
  •  Keep a Scanning Journal  Diigo, ShapingTomorrow, OneNote, Scoop.it  Develop relationships with people who have similar interests  Blogs,Twitter, Google+, World Future Society  Draw Mind Maps of how emerging trends fit together  Inspiration,Visio (or a big piece of paper!)
  •  Get the facts  Yahoo Finance,Value Line, Reuters  Quarterly and annual reports, investor presentations  What is the Price/Earnings multiple?  Is the company expensive or cheap relative to historic P/E multiples? Relative to competitors?  3 yr. Earnings Growth/ (P/E) > 1  Look for the “pure plays”
  •  Newton’s 1st Law of Motion  An object in motion remains in motion, and at a constant velocity, unless acted upon by a force.  Jim Lee’s 1st Law of Momentum  For investments, rising prices are a good thing, but too much price momentum is a problem.
  •  Find trends, technologies, and themes that you get excited about.  Buy reasonably-priced stocks that are going up.  Sell expensive stocks are going down
  •  Email to jlee@stratfi.com  Twitter @jhlinde  Read more at  www.resilience-economics.com  www.stratfi.com  www.wfs.org Thank you!
  •  Strategic Foresight Investments LLC ("StratFI") is a Registered Investment Advisor ("RIA"), registered in the State of Delaware. StratFI provides asset management and related services for clients nationally. StratFI will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission ("SEC"), as applicable. StratFI renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.This presentation provides general information. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.  Market data, articles and other content in this presentation are based on generally-available information and are believed to be reliable. StratFI does not guarantee the accuracy of the information contained in this presentation.The information is of a general nature and should not be construed as investment advice.  Information posted by StratFI on third-party websites is also for educational purposes. Information on these sites may include content contributed by StratFI or its advisory persons. As StratFI does not control this content, StratFI cannot guarantee its accuracy.  StratFI will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at anytime, you can view our current Form ADV, Part 2 online.This document also details our firm's Privacy Policy. In addition, you can contact us at jlee@stratfi.comThis e-mail address is being protected from spambots.  If you have any questions regarding Compliance and Regulatory information, please contact us.  As of July 1, 2013, the advisor held shares of the following in his own account and/or those of his clients: DDD, SSYS, CAMP,GOOG, CVV, , DE, CHGI, NGC, FCSMF.