The most important stocks you've never heard of...

The most important stocks you've never heard of... How to reap the benefits of a trillion-dollar-plus investment... How to stay on top of the biggest technological trends of our time...
 
 Have you heard of Palo Alto Networks?
 
How about a company named Ambarella? What about Qualys, Inc.?
 
You probably haven't heard of any of these companies. They're not household names like beverage giant Coca-Cola or software icon Microsoft. But in five years, they could be.
 
We can't know exactly what will be a household name in 2020... but that's not important for today's Digest.
 
What's important is what these companies are doing now... and why it's critical for you to know about them.
 
 Palo Alto Networks, Ambarella, and Qualys are three of the world's top-performing stocks over the past two years.
 
Palo Alto is one of America's leading cyber-security firms. Its shares have gained 170%-plus over the past two years.
 
Ambarella makes advanced computer chips that power GoPro's innovative cameras. Its shares have gained 420% over the past two years.

Qualys is another cyber-security company. It's focused on keeping information on "the cloud" safe and secure. Customers include Facebook, Verizon, and Home Depot. Its shares have gained nearly 320% over the past two years.
 
 As investors, we should know about these companies for one simple reason: They demonstrate the tremendous wealth-building power of innovative new companies... operating in transformational industries.
 
Ten years ago, nobody had heard of "cloud computing" or thought about its security issues. Five years ago, few people used GoPro cameras. Now, they're everywhere. These are trends that are making people rich.
 
 Over the past 20 years, humanity has invested more than $1 trillion into a giant technological infrastructure. We've put this money into a vast telecommunication network consisting of fiber-optic cables, cell phone towers, and satellites. We've constructed entire buildings to house supercomputers. (Google's giant computer facilities can cost more than $1 billion to build.) We've bought hundreds of millions of mobile devices, which allow us to put all of this infrastructure to work.
 
All around you, this investment is allowing us to transform industries and everyday activities. It is allowing ride-sharing service Uber to upend traditional taxi services. It allows more than 1 billion people to connect on Facebook. It allows you to hold an entire map of the United States in the palm of your hand... and to have a live video phone call with someone halfway around the world.
 
And as I just detailed, these innovations aren't just helpful for saving time, getting a cheap ride from the airport, or video chatting with Grandma. They're launching giant trends in the stock market... and making people wealthy.
 
 At Stansberry Research, we've helped our subscribers make a lot of money in technology. Last year, I detailed a conservative way to generate 12%-plus annual yields by owning a portfolio of dominant tech stocks like Cisco, Qualcomm, Microsoft, EMC, and Intel... and then structuring option-selling programs around them. (If you haven't read this piece, make sure to do so.)
 
These companies are so entrenched in their positions that we've nicknamed them "Digital Utilities." This in reference to regular utilities like electric and water companies, which often enjoy regulated monopoly status.
 
Over the past four years, Dr. David "Doc" Eifrig has demonstrated the effectiveness of this strategy in his Retirement Trader service. He has consistently recommended option-selling strategies on dominant tech firms. At last count, his subscribers have profited on all 90 of his closed positions on tech firms. It's a stupendous record of success... helped along by the tailwind of innovation I'm talking about.
 
 We've also introduced a large technology and biotechnology component to Porter's flagship monthly research service, Stansberry's Investment Advisory.
 
While Porter is known as the guy who foresaw the bankruptcy of General Motors, Fannie Mae, and Freddie Mac, he's also a specialist in technology... where it's going... who the winners will be... and who the losers will be. He steered his subscribers to huge gains during the late-1990s tech boom.
 
Several years ago, Porter brought Dave Lashmet onto his research staff. Dave is a brilliant technology analyst who travels to all of the important tech and biotech conferences. Since joining Porter's team, Dave has detailed the largest technological trends in the world and guided Stansberry's Investment Advisory subscribers to large gains in stocks like audio technology firm Dolby Laboratories (43%)... electronic display and fiber optic technology firm Corning (73%)... telecom infrastructure firm Ericsson (52%)... and data storage firm EMC (24%). If you want to stay on top of the best technology investments, Stansberry's Investment Advisory is a must-read. (To take a free trial subscription to this service, click here.)
 
 As we mentioned last month, we've also welcomed Paul Mampilly to our staff. Paul has more than 20 years of experience working as an analyst and hedge-fund manager. Last month, we gave Alliance members a sneak peek at Paul's new research service, which will have a large focus on technology stocks with tremendous upside. Make sure to look for more details on this service as we roll it out. I'm confident it's going to be one of the most successful services we publish for years.
 
 In summary... there's a huge wave of technical innovation taking place right now. This wave is adding extra zeros to the net worth of a lot of Americans. Make sure you're one of them.
 
You can "be one of them" by following various strategies. You have the conservative, high-yielding approach of building option-selling programs around dominant tech firms like Microsoft and Cisco. You also have the option of buying newer, early-stage companies like we're covering in services like Stansberry Venture.

 Of course, we'll also be covering the world's most important technology trends in the Digest. The "Internet of Things"... "cloud" computing... social media... the revolution in cancer treatment... you'll learn about it all in the Digest.
 
 New 52-week highs (as of 4/7/15): Deutsche X-trackers Harvest China A-Shares Fund (ASHR), Brookfield Asset Management (BAM), Global X China Financials Fund (CHIX), iShares China Large-Cap Fund (FXI), and ProShares Ultra FTSE China 50 Fund (XPP).
 
 In the mailbag, a subscriber asks how to manage conflicting advice from Stansberry Research analysts on a household name. Send your questions and comments to feedback@stansberryresearch.com.
 
 "While Doc maintains [Microsoft] in the portfolio, Dan Ferris is saying to sell it. I understand why Dan is saying to sell it, but I'm at odds as Doc is keeping it. What is a gal to do? I have huge respect for both parties... so I have a problem as to which direction to take." – Paid-up subscriber Amanda Odlin
 
Hunt comment: Many of the differences in opinion between our analysts aren't actually full differences in opinion. For example, one analyst might believe the price of oil is going to go down... and one analyst might believe the price of oil is going to go up. But if one analyst's time frame is the next two weeks and the other analyst's time frame is the next two years, we're comparing apples and oranges.
 
When it comes to this particular situation – Dan and Doc's recommendations on Microsoft – it seems we have an actual difference of opinion. But there are portfolio considerations that could be at play. Maybe Dan feels like other stocks in his Extreme Value portfolio offer more upside than Microsoft does at its current price. Perhaps Doc is holding Microsoft for its steady dividend and as a way to get exposure to the tech sector. You can consider both views while reviewing your own portfolio.
 
Anyone looking for exposure to the tech sector and a steady dividend could consider Microsoft a good stock to hold in his or her portfolio. And if you're looking for stocks with a lot of upside potential, maybe Dan would argue that other stocks in the Extreme Value portfolio are more compelling buys today. It all comes down to your individual goals.
 
Regards,
 
Brian Hunt
Delray Beach, Florida
April 8, 2015
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