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By Scott Pluschau
Posted: 28 Feb 2013 07:05 AM PST
The Nasdaq 100 rallied hard off after failing to breakdown trendline support on the Daily chart, see right hand side below. I was setting myself up to go "Jugular" below the Bearish "Inverted Ascending Triangle" with an "Igniter Move" in price and volume on a breakdown of the trendline, but the Bulls in the larger degree timeframe continue to earn and deserve respect.
Near term the Nasdaq 100 has been making a set of lower lows and lower highs, (Blue Ovals left hand side 30 min chart) and even with the huge rally yesterday, this does not change the near term trend yet. The long trade has low expectancy. These are key reference areas to work with going forward for day-traders and swing/position traders, and long term traders in my opinion. When I used to go ice climbing in Huntington Ravine on Mt. Washington the park rangers used to post the avalanche warnings each day. They went from low avalanche danger, to moderate, to considerable, to high, and to extreme avalanche danger. Climbing in "Low Avalanche Danger" has a low expectancy of an avalanche, however that does not mean you can't get caught up in one. Yesterday was the avalanche to the upside in NQ. After identifying the phase of development a market is trading in, and identifying patterns, I am looking for favorable trade locations in terms of probabilities, reward and risk, and when the avalanche warning is "Extreme Danger" for one side of the contract long or short, that side might still make it up the ravine in one piece. I wouldn't feel comfortable doing that consistently over time. It all comes down to whether or not a climber gets caught in any avalanche on the slopes that they have a beacon, avalanche safety gear, or perhaps step to the side in time, which in this business means always have good risk management, and money management/position sizing in order to escape unhurt and climb again. (Click on chart to expand)  Stay in tune with the phases of development, and patterns of price and volume each trading day with the swing/position trade model portfolio service to begin tomorrow. Details here: http://scottpluschau.blogspot. This weekend begins the first issue in the "Hard Asset" Long Term Investing Model Portfolio, and those details can be found here: http://scottpluschau.blogspot. Email for interest ScottPluschau@gmail.com After this weekend the model portfolio services will be closed to new subscribers until at least April 1st. The last post on the Blog on the Nasdaq 100 is here: http://scottpluschau.blogspot. Twitter/ScottPluschau |
Showing posts with label Technology. Show all posts
Showing posts with label Technology. Show all posts
May 16, 2013
What is important to note in the Nasdaq 100 chart is right here
April 1, 2013
The recent concerning theme of Price/Volume continues in the Nasdaq 100
By Scott Pluschau
Diminishing Volume over the past five days of Bullish price action in the Nasdaq 100 futures which can be clearly seen on the one month Daily chart. There is a lack of excitement for higher prices in the US equity Indexes.
The price volume divergence in the US Equity Markets this year is quite bizarre.
(Click on chart to expand)
There is one position open in the Swing/Position trade model portfolio at this time, and the service is closed to new subscribers in April.
The Hard Asset portfolio has two open positions now, with an open order yet to fill. 7.5% of the capital has been invested and there is plenty in reserve.
Those interested in receiving the weekend update and joining the Hard Asset premium service for the next four weeks can still do so this week. After this weekend that service will be closed for the remainder of the month.
More information can be found here: http://scottpluschau.blogspot.
Stocktwits and Twitter @ ScottPluschau
Email: ScottPluschau@gmail.com
July 3, 2012
New Technology Trends: June's Most Fascinating Updates
July 3, 2012
By Michael A. Robinson
www.moneymorning.com
[Editor's Note: This column appeared in Michael A. Robinson's Era of Radical Change newsletter last week. For more insights into the latest tech innovations, click here and let Michael introduce you to the Era of Radical Change. Enjoy.]
Over the last several months, I've written about a number of new technology trends reshaping the world around us, with an eye toward how to profit from them.
As it turns out, I've barely scratched the surface...
You see, almost every day in the Era of Radical Change, we get some exciting breakthroughs with huge potential. Each week, I learn about dozens of new advances, personally. Sometimes that leaves me frustrated, because I just don't have the time and space to get them all in print to you. But I hate to see these great ideas and incredible developments go above notice.
That's why today I'm launching a new feature I think you'll find intriguing...
Called Fascinations of the Month, this recurring column will arrive at the end of each month and cover several shorter items in less depth. I believe they will expand your knowledge of cutting-edge high tech and give you something fascinating to tell your neighbors about.
And you just never know; you may pick up an investment idea or two along the way.
Here are our first Fascinations of the Month...
No kidding...
It left earth 35 years ago, sent back the first detailed pictures of Jupiter and Saturn, and has now traveled more than 11 billion miles from earth. That's the farthest any of man-made space craft has ever gone.
Voyager 1 is tasked with locating and studying the boundaries of the Solar System. But the fact is, the probe is about to leave our solar system. No one knows precisely when that will occur, but it could be a matter of only a few days. This means the human race will soon enter uncharted territory.
No human or man-built craft has ever entered deep space. Voyager 1 really is on an "interstellar mission," as NASA likes to say.
But there's more. Its sibling, Voyager 2, is only a couple of billion miles behind. It, too, will continue to chart space and send data back to earth.
Oh, and just in case one (or both) of the ships come across extraterrestrial life while in orbit, they contain greetings for other life forms. On board is a 12-inch gold-plated copper disk that contains sounds and images picked to portray a wide range of life and culture on Earth.
And it turns out that isn't the only big trend involving unmanned space travel...
Over the last several months, I've written about a number of new technology trends reshaping the world around us, with an eye toward how to profit from them.
As it turns out, I've barely scratched the surface...
You see, almost every day in the Era of Radical Change, we get some exciting breakthroughs with huge potential. Each week, I learn about dozens of new advances, personally. Sometimes that leaves me frustrated, because I just don't have the time and space to get them all in print to you. But I hate to see these great ideas and incredible developments go above notice.
That's why today I'm launching a new feature I think you'll find intriguing...
Called Fascinations of the Month, this recurring column will arrive at the end of each month and cover several shorter items in less depth. I believe they will expand your knowledge of cutting-edge high tech and give you something fascinating to tell your neighbors about.
And you just never know; you may pick up an investment idea or two along the way.
Here are our first Fascinations of the Month...
Voyager 1 is About to Leave Solar System
Many of you recall that the Voyager 1 is a robotic space probe traveling through the solar system. NASA says the little probe was built to last.No kidding...
It left earth 35 years ago, sent back the first detailed pictures of Jupiter and Saturn, and has now traveled more than 11 billion miles from earth. That's the farthest any of man-made space craft has ever gone.
Voyager 1 is tasked with locating and studying the boundaries of the Solar System. But the fact is, the probe is about to leave our solar system. No one knows precisely when that will occur, but it could be a matter of only a few days. This means the human race will soon enter uncharted territory.
No human or man-built craft has ever entered deep space. Voyager 1 really is on an "interstellar mission," as NASA likes to say.
But there's more. Its sibling, Voyager 2, is only a couple of billion miles behind. It, too, will continue to chart space and send data back to earth.
Oh, and just in case one (or both) of the ships come across extraterrestrial life while in orbit, they contain greetings for other life forms. On board is a 12-inch gold-plated copper disk that contains sounds and images picked to portray a wide range of life and culture on Earth.
And it turns out that isn't the only big trend involving unmanned space travel...
Air Force Tests Secret Robotic Space Craft
The U.S. Air Force just gave a big boost to the future of unmanned space flight.I have written in the past about what I've termed the New Space Race. I have focused on private firms that have plans to marry low-priced rockets to advanced robots.
But, federal budget concerns aside, there's no reason the U.S. government shouldn't jump in as well. In fact, it can play a vital role in giving the sector some boosts along the way.
Turns out the Air Force is a big believer in the future of robotic space craft.
On June 16, after 15 months in orbit, the Air Force's unmanned X-37 B landed safely back on earth. That marked the second such flight. A third is planned for later this year.
This most recent mission is shrouded in secrecy, but it has caused quite a buzz on the Web. It has also lead to all sorts of speculation about just what the secrecy is all about.
Having grown up in a military household, I know firsthand how much the Pentagon likes to keep things under wraps.
At this point, I don't think it's useful to guess about the range of tests the Air Force went through while the X-37 B was in orbit. The fact that we can send robotic space craft into orbit and have them land safely back on Earth is the news.
It's also proof that in the Era of Radical Change we will see profound breakthroughs in space travel. These will no doubt rely on unmanned space craft as well as "robonauts" - the term NASA uses to describe robotic astronauts.
These Smart Glasses "See" Your Mood
In early May, I told you about a set of Web-connected eye glasses by Google Inc. (NASDAQ: GOOG) that are the wave of the future. They give you access to your phone and e-mail, take photos, send texts, play music, provide walking directions, and much more.Now, a startup has made spectacles that can sense your mood.
2AI Labs just created the O2Amp glasses. Wear them, and you can read someone's body language based on simple biology. The glasses contain a device that figures out how people will act based on their blood-oxygen levels.
A lens in the glasses magnifies differences in how much oxygen is in the blood just beneath the skin, making veins more visible for the viewer. That enhances the wearer's ability to read the emotions of the people nearby by the color of their skin. The firm says the glasses could be used in gaming, security, and, of course, medicine.
This Online Encyclopedia Writes Its Own Articles
Machine intelligence will be a big growth field for years to come.With the advent of digital tech, we are swimming in far, far more data than humans can process.
So how do we keep up?
A research arm of the Pentagon has an idea: computers that can write articles that resemble concise Wikipedia profiles. The DoD wants to build machines that can follow global news events and provide analysts with useful summaries in close to real time.
The system gathers information from 40 news sites written in English, Chinese, and Arabic. Later, it will cover hundreds of news sites in all major languages. After that, it'll be linked with an existing TV broadcast monitoring network.
The feds hope to receive a prototype later this year.
Robots That Can Charge Your Devices (and Outsmart You)
A small flying robot will soon be able to charge your cell phone. So say researchers from the University of Nebraska at Lincoln.They invented an airborne wireless robot that hovers over an object so the device's coil can resonate with a magnetic field. The process can send 5.5 watts of power with 35% efficiency.
That's enough juice to power a light bulb with some charge still left. I see real-world uses in the future for charging remote devices likes those placed under water or in space.
In the meantime, don't ever agree to play rock, paper, scissors with a new Japanese robotic hand. It will win every single time. The bot is the brainchild of the Ishikawa Oku Lab at the University of Toyko, and it seems to read your mind. Armed with high-speed optics, the robot can "see" the shape of your hand in a fraction of a second. And just as quickly it can make the shape that trumps your choice. It all happens so fast you can't tell the robot is waiting for you to commit before it makes the winning move.
You can see a video of it at work here.
For more information on new technology trends, stay tuned for what July brings us.
About the Author
Michael A. Robinson is one of the top financial analysts working today. His 30-year track record as a leading tech analyst has garnered him rave reviews. The first analyst to uncover the rare earth mineral crisis, he amassed cumulative gains of 990% for his readers in just 16 months. Today he is the editor of Radical Technology Profits. He also edits the Era of Radical Change e-letter that explores "what's next" in the tech investing world. Learn more about Michael on our contributors page.Source: New Technology Trends: June's Most Fascinating Updates:
July 2, 2012
With Internet Traffic Set to Zoom, Here's the Stock You Need to Buy Now
By William Patalon III for Money Morning
www.moneymorning.com
Back on May 9, Internet bellwether Cisco Systems Inc. (Nasdaq: CSCO) warned investors of a weaker-than-expected outlook for the current quarter - thanks to what CEO John Chambers described as a "cautious" spending environment for networking gear.
Cisco's shares were trashed - as were many other tech-sector stocks.
So I was more than a little surprised when Cisco later announced that a new company study says that Web traffic will quadruple in the next four years.
That's one hell of an about-face. But if it's true, it also represents one hell of a profit opportunity.
To sort this out - and get the real story for you - I went directly to our new tech-sector expert: Radical Technology Profits Editor Michael A. Robinson.
The bottom line is that Michael says Cisco's traffic estimate is accurate in terms of its magnitude. He's a bit less sanguine about its target date, however.
"You know Bill, there's an old investing adage that says to never have a date and a number in the same statement," Michael quipped. "Like so many futurists, Cisco is guilty of making an all-too-definitive statement. I have no doubt that the company is correct in the broadest sense in terms of the traffic increase it sees. We'll see about the timing."
Let me be right up front with you: I like Michael. Like me, he's an author and former journalist. And he's one of the sharpest tech analysts I've ever met.
As kind of a cross between tech prognosticator Ray Kurzweil and pioneering Internet analyst Mary Meeker, he's one of those rare folks who has the broad knowledge and vision of a futurist, but who can also cut to the chase by identifying money-making investment opportunities.
And this ramp-up in Internet traffic is just one of the lucrative possibilities he's already looking into.
"I use the term "Internet' much more loosely than most analysts," Michael said. "I look at it as "networked knowledge.' That opens it up to such things as intranets, cloud computing, machine-to-machine communications, and the "Internet of Things,' to name just a few. General Electric (NYSE: GE) recently announced it was investing $1 billion to develop the Industrial Internet. My view of the Internet includes some way-out stuff that looks well into the future."
By defining the Internet as more than just the World Wide Web, Michael is able to look at a plethora of investment plays, including:
Among the stocks he mentioned, there was one he specifically wanted me to pass along to you - Web.com Group Inc. (Nasdaq: WWWW).
The Jacksonville-based Web.com provides Internet services to small- to medium-sized businesses (SMBs, in business geek-speak). The services include domain-name registration, Website design, search-engine optimization (SEO), search-engine marketing, mobile products and even call-center services. As of December 2011, it had 3 million subscribers.
"I see two significant catalysts for Web.com," Michael told me. "First, the industry is moving to HTML5, a major rewrite of the actual software for the Web. That will generate interest in new Website designs that offer splashier graphics, but will still be easy for browsers to use. Second is the fact that the company has applied to become the exclusive registrar of the dot-web (.web) domain-name suffix. This could be huge because a lot folks can't get their domain names in a format that makes sense."
You also have to like the fact that this company is a survivor - not a Johnny-come-lately: It survived the dot-bomb implosion of the early 2000s and has made itself relevant as an ongoing business.
Wall Street is catching on: The consensus rating on the stock is a "Buy/Strong Buy" with a high target of $27 - up 45% from current levels.
You can expect to read more about this trend in future issues.
Good Investing,
William Patalon III, Executive Editor
Money Morning
With his 24/7 access to stock market gurus like Martin Hutchinson, Keith Fitz-Gerald, Shah Gilani, Dr. Kent Moors, and now Michael A. Robinson, Bill is able to provide Private Briefing subscribers with an inside look at some of their key recommendations. To learn more about Private Briefing, click here.
Source: With Internet Traffic Set to Zoom, Here's the Stock You Need to Buy Now:
www.moneymorning.com
Back on May 9, Internet bellwether Cisco Systems Inc. (Nasdaq: CSCO) warned investors of a weaker-than-expected outlook for the current quarter - thanks to what CEO John Chambers described as a "cautious" spending environment for networking gear.
Cisco's shares were trashed - as were many other tech-sector stocks.
So I was more than a little surprised when Cisco later announced that a new company study says that Web traffic will quadruple in the next four years.
That's one hell of an about-face. But if it's true, it also represents one hell of a profit opportunity.
To sort this out - and get the real story for you - I went directly to our new tech-sector expert: Radical Technology Profits Editor Michael A. Robinson.
The bottom line is that Michael says Cisco's traffic estimate is accurate in terms of its magnitude. He's a bit less sanguine about its target date, however.
"You know Bill, there's an old investing adage that says to never have a date and a number in the same statement," Michael quipped. "Like so many futurists, Cisco is guilty of making an all-too-definitive statement. I have no doubt that the company is correct in the broadest sense in terms of the traffic increase it sees. We'll see about the timing."
Let me be right up front with you: I like Michael. Like me, he's an author and former journalist. And he's one of the sharpest tech analysts I've ever met.
As kind of a cross between tech prognosticator Ray Kurzweil and pioneering Internet analyst Mary Meeker, he's one of those rare folks who has the broad knowledge and vision of a futurist, but who can also cut to the chase by identifying money-making investment opportunities.
And this ramp-up in Internet traffic is just one of the lucrative possibilities he's already looking into.
"I use the term "Internet' much more loosely than most analysts," Michael said. "I look at it as "networked knowledge.' That opens it up to such things as intranets, cloud computing, machine-to-machine communications, and the "Internet of Things,' to name just a few. General Electric (NYSE: GE) recently announced it was investing $1 billion to develop the Industrial Internet. My view of the Internet includes some way-out stuff that looks well into the future."
By defining the Internet as more than just the World Wide Web, Michael is able to look at a plethora of investment plays, including:
- Cybersecurity.
- Drones.
- Robotics.
- Passive surveillance.
- Malware.
- The "pick-and-shovels" Internet backbone.
- Sensor-driven real-time communications.
- Wearable computers.
- Entertainment and gaming.
- Education.
- Mobile communications.
- E-commerce (including mobile commerce).
- And social networking.
Among the stocks he mentioned, there was one he specifically wanted me to pass along to you - Web.com Group Inc. (Nasdaq: WWWW).
The Jacksonville-based Web.com provides Internet services to small- to medium-sized businesses (SMBs, in business geek-speak). The services include domain-name registration, Website design, search-engine optimization (SEO), search-engine marketing, mobile products and even call-center services. As of December 2011, it had 3 million subscribers.
"I see two significant catalysts for Web.com," Michael told me. "First, the industry is moving to HTML5, a major rewrite of the actual software for the Web. That will generate interest in new Website designs that offer splashier graphics, but will still be easy for browsers to use. Second is the fact that the company has applied to become the exclusive registrar of the dot-web (.web) domain-name suffix. This could be huge because a lot folks can't get their domain names in a format that makes sense."
You also have to like the fact that this company is a survivor - not a Johnny-come-lately: It survived the dot-bomb implosion of the early 2000s and has made itself relevant as an ongoing business.
Wall Street is catching on: The consensus rating on the stock is a "Buy/Strong Buy" with a high target of $27 - up 45% from current levels.
You can expect to read more about this trend in future issues.
Good Investing,
William Patalon III, Executive Editor
Money Morning
With his 24/7 access to stock market gurus like Martin Hutchinson, Keith Fitz-Gerald, Shah Gilani, Dr. Kent Moors, and now Michael A. Robinson, Bill is able to provide Private Briefing subscribers with an inside look at some of their key recommendations. To learn more about Private Briefing, click here.
Source: With Internet Traffic Set to Zoom, Here's the Stock You Need to Buy Now:
June 11, 2012
Two Years From Now, You'll Wish You Bought eBay (Nasdaq: EBAY)
JUNE 11, 2012
Tags: (Nasdaq: EBAY), EBay, ebay news, ebay stock analysis, ebay stock buy or sell, ebay stock charts, ebay stock forecast, ebay stock history, ebay stock market, ebay stock price today, paypal
Source: Two Years From Now, You'll Wish You Bought eBay (Nasdaq: EBAY):
You probably know this longstanding Internet company as an e-commerce pioneer - but most likely view it as one whose high-growth years are in the past.
But tech guru Michael A. Robinson sees this company as the tech sector's top possible turnaround play - a transformation he says that will turn it into a mobile-commerce stock that every investor will want to own.
I'm talking about Internet auctioneer eBay Inc. (Nasdaq: EBAY).
Michael is a recent addition to the Money Map Press team - which means I can now access his insights for Private Briefing. He's an author and former journalist (like me) who's built himself into one of the top tech experts and futurists in the field.
That's not hyperbole. His Radical Technology Profits advisory service celebrated its one-month anniversary last week and he just closed out his first trade with a 132.9% gain.
The fact that he notched an options-magnitude profit on a stock ... in only a month ... is impressive enough - but to do so against such a lousy market backdrop makes this a pretty remarkable trade.
I've been spending a lot of time with Michael of late, just chatting to get to know him a bit more and to get some ideas for all of you. Earlier this week, he made a comment that so intrigued me that it became a conversation unto itself.
Let me share some of that conversation so that you can see how this guy thinks.
We were talking about tech-stock profit opportunities when Michael told me: "You know, Bill, I wouldn't count eBay out as a big-cap turnaround play. The company generates enormous amounts of cash ... something like $1.3 billion in free-cash flow (FCF) ... and it has some $3.8 billion in cash on hand with a 19% return on equity."
At the very least, Michael said that eBay shares represent "a more stable, long-term approach to the market."
But there's also an intriguing potential catalyst at work here.
"While most investors would view this as a somewhat unexciting company, the fact is that eBay has strong growth in Europe because of the downturn there.
"Furthermore, it just launched PayPal as a point-of-sale (POS) alternative," Michael told me. "Just a small fraction of the POS market could be worth several hundred million three years from today. eBay is working with VeriFone Systems Inc. (NYSE: PAY) on this, uniting eBay withthe world's largest maker of credit-card terminals."
But tech guru Michael A. Robinson sees this company as the tech sector's top possible turnaround play - a transformation he says that will turn it into a mobile-commerce stock that every investor will want to own.
I'm talking about Internet auctioneer eBay Inc. (Nasdaq: EBAY).
Michael is a recent addition to the Money Map Press team - which means I can now access his insights for Private Briefing. He's an author and former journalist (like me) who's built himself into one of the top tech experts and futurists in the field.
That's not hyperbole. His Radical Technology Profits advisory service celebrated its one-month anniversary last week and he just closed out his first trade with a 132.9% gain.
The fact that he notched an options-magnitude profit on a stock ... in only a month ... is impressive enough - but to do so against such a lousy market backdrop makes this a pretty remarkable trade.
I've been spending a lot of time with Michael of late, just chatting to get to know him a bit more and to get some ideas for all of you. Earlier this week, he made a comment that so intrigued me that it became a conversation unto itself.
Let me share some of that conversation so that you can see how this guy thinks.
We were talking about tech-stock profit opportunities when Michael told me: "You know, Bill, I wouldn't count eBay out as a big-cap turnaround play. The company generates enormous amounts of cash ... something like $1.3 billion in free-cash flow (FCF) ... and it has some $3.8 billion in cash on hand with a 19% return on equity."
At the very least, Michael said that eBay shares represent "a more stable, long-term approach to the market."
But there's also an intriguing potential catalyst at work here.
"While most investors would view this as a somewhat unexciting company, the fact is that eBay has strong growth in Europe because of the downturn there.
"Furthermore, it just launched PayPal as a point-of-sale (POS) alternative," Michael told me. "Just a small fraction of the POS market could be worth several hundred million three years from today. eBay is working with VeriFone Systems Inc. (NYSE: PAY) on this, uniting eBay withthe world's largest maker of credit-card terminals."
So what makes eBay a "turnaround" candidate?
"Well, the stock remains well below [about 30%] its 2004 high of $58.21, but this is a much better company than it was back then," Michael explained. "Through a series of acquisitions, it has moved well beyond its original focus as an online flea market. Indeed, key execs now view the firm as a straight-up play on global e-commerce, which they say is a potential $10 trillion industry in less than three years, up from $400 billion just two years ago."
That massive potential is why eBay is moving so heavily into mobile commerce.
Today's consumer is very different from the consumer of a decade ago - if for no other reason than we now have an electronic shopping mall in the palm of our hands ... well, in our cellphone, iPad or tablet.
Last year, eBay boughtGSI Commerce, a leading provider of e-commerce and interactive marketing services for the world's premier brands and retailers. Michael said it's involved in at least $2 billion worth of e-commerce. There's also X.commerce, eBay's open-commerce platform, which allows merchants of all sizes to grow their businesses.
eBay has been shrewd in terms of the friends it's chosen, having established strategic partnerships with craigslist Inc., mobile-commerce player mFoundry, and MercadoLibre Inc. (Nasdaq: MELI), the leading online action firm in Latin America.
eBay also acquired Bill Me Later - a play on easy online payments - to merge with its PayPal business.
Michael told me that, in terms of transaction volume, PayPal currently dominates the firm. Last year alone, PayPal had total transaction volume (not the same as sales) of $119 billion, compared with total merchandise volume of $69 billion for eBay.
Like a chess player focused on victory, eBay continues to make moves today that investors will only understand in the future - once that victory (and a higher stock price) has been secured.
And that focus is global. Just last month, PayPal launched a joint venture with SOFTBANK Corp. (PINK: SFTBF), an Internet leader in Japan.
They expect the joint product PayPal Here in Japan to support the growth of 4.7 million small businesses, which account for 99% of all businesses and 70% of all employment in Japan.
"The key takeaway is that eBay is ramping up as a total e-commerce and mobile-shopping clearinghouse that will touch brands and outlets all over the world," Michael said. "And it runs one of the more active M&A operations in the tech industry."
Now you can see why I like to talk with this guy. If you want to check out more of his research, click here.
Related Articles and News:
That massive potential is why eBay is moving so heavily into mobile commerce.
Today's consumer is very different from the consumer of a decade ago - if for no other reason than we now have an electronic shopping mall in the palm of our hands ... well, in our cellphone, iPad or tablet.
Last year, eBay boughtGSI Commerce, a leading provider of e-commerce and interactive marketing services for the world's premier brands and retailers. Michael said it's involved in at least $2 billion worth of e-commerce. There's also X.commerce, eBay's open-commerce platform, which allows merchants of all sizes to grow their businesses.
eBay has been shrewd in terms of the friends it's chosen, having established strategic partnerships with craigslist Inc., mobile-commerce player mFoundry, and MercadoLibre Inc. (Nasdaq: MELI), the leading online action firm in Latin America.
eBay also acquired Bill Me Later - a play on easy online payments - to merge with its PayPal business.
Michael told me that, in terms of transaction volume, PayPal currently dominates the firm. Last year alone, PayPal had total transaction volume (not the same as sales) of $119 billion, compared with total merchandise volume of $69 billion for eBay.
Like a chess player focused on victory, eBay continues to make moves today that investors will only understand in the future - once that victory (and a higher stock price) has been secured.
And that focus is global. Just last month, PayPal launched a joint venture with SOFTBANK Corp. (PINK: SFTBF), an Internet leader in Japan.
They expect the joint product PayPal Here in Japan to support the growth of 4.7 million small businesses, which account for 99% of all businesses and 70% of all employment in Japan.
"The key takeaway is that eBay is ramping up as a total e-commerce and mobile-shopping clearinghouse that will touch brands and outlets all over the world," Michael said. "And it runs one of the more active M&A operations in the tech industry."
Now you can see why I like to talk with this guy. If you want to check out more of his research, click here.
Related Articles and News:
- Money Morning: Investing in Biotech Stocks: Why the "ASCO Effect" Rally Could Start Tomorrow
- Morning Money: The Tragic Investing Tale of "Big Al" Clifton
- Money Morning: Stocks Have You Worried? Here's What You Do
- Money Morning: Gold Prices: How to Climb the "Golden Staircase'
Source: Two Years From Now, You'll Wish You Bought eBay (Nasdaq: EBAY):
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