Here’s What YOU Should Be Buying Right Now
The U.S. stock market was deeply disappointed by earnings news from tech leader Apple. Earnings were downright terrible. Sales of Mac computers are down 21% year over year. Apple is cannibalizing its own sales with its nifty (and cheap) iPads. Heck, I love my iPad, but you can only sell so many of those, and Apple is making less on every sale that is a substitution for its higher-margin Mac computers. And iPhone sales disappointed as well. Apple’s days of mega-growth are OVER. This news cast a pall of gloom over U.S. markets.
But here’s what you may not know – there are two groups of investors who don’t give a tinker’s cuss about Apple – or “Crapple” as it’s being called on Wall Street now. And those investors stand to make bushels of money.
Group 1: International investors. The BRICs – Brazil, Russia, India, China – are back, baby. Growth is returning to the emerging markets. China keeps pumping out good news. Just last night, news hit that China’s manufacturing is expanding at the fastest rate in two years. Fears of a a “hard landing” in China are fading into the distance.
And it’s not just China. Emerging markets in general are blasting off. Take a look at this chart comparing the performance of the iShares MSCI Emerging Markets (EEM: 36.76 -0.32 -0.86%) and Apple (AAPL: 106.94 -0.63 -0.59%) over the past four months …
Lesson: You should be investing overseas. But emerging markets aren’t the only group of winners.
Group #2: Companies that Profit From America’s New Energy Revolution. American oil production is growing at the fastest pace since the 19th Century. Nat-gas production is booming, too. There are companies poised to make a fortune off this new, big and strong trend.
Some of these companies are overseas … and plenty are right here at home. Take a look at this chart comparing the performance of the SPDR S&P Oil & Gas Exploration & Production Index (XOP: 37.25 +0.08 +0.22%) and Apple …
As you can see, oil services stocks are leaving AAPL in the dust. This trend is a strong one, and should continue. Interestingly, XOP is just one of the picks that I gave subscribers in my Post Election Profits Guide on November 6. And EVERY pick recommended in the Post Election Profit Guide is a winner!
I’ve covered up the names of all the positions but XOP because this is still an active report. Subscribers who got it know what those picks are. Not bad for picks that were just made in November, eh? We already took one round of gains, and there should be more to come.
Lesson here: Don’t Dwell on Yesterday’s Losers – Focus on Tomorrow’s Winners
If you bought Apple anytime in the past four months, that’s a shame. We can’t change that. But you can invest in the winners of tomorrow. Both overseas … and at home. Just don’t get frozen into indecision.
Apple’s boom times may be over. But there’s a big, juicy, bushel of profits just waiting for you to take a bite out of it.