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Stocks Fueling the Internet of Things

Stocks Fueling the Internet of Things

4.14k followers 7 symbols Watchlist by The Motley Fool

The next wave of the Internet is already underway – here are seven companies poised to power this digital revolution.

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  • Ambarella tumbles on reports US may ban business with China's Hikvision
    CNBC Videos 4 days ago

    Ambarella tumbles on reports US may ban business with China's Hikvision

    CNBC's Don Chu reports on Ambarella shares tumbling after reports that the U.S. may ban business with China's Hikvision, a video surveillance manufacturer.

  • Neuberger Berman Group’s Latest Moves
    Insider Monkey 15 hours ago

    Neuberger Berman Group’s Latest Moves

    Neuberger Berman Group is an independent, employee-owned investment manager that was a part of Lehman Brothers. It was formed way back in 1939, and now it offers offices to its clients across 35 cities around the world. The firm manages fixed income, hedge fund portfolios, and equities for its clients, which include wealthy individuals, global […]

  • GuruFocus.com yesterday

    Under Armour: 'Exactly Where We Want to Be'

    Earlier this month, Under Armour (UA)(UAA) reported financial results for the first quarter of fiscal 2019. Growth in the quarter was in the Wholesale business (up 5% to $818 million), with Direct-to-Consumer (DTC) revenues declining 6% to $331 million. In the quarter, DTC accounted for 27% of Under Armour's revenues.

  • Chuck Robbins decided to ‘change everything’ at Cisco, and it’s working
    MarketWatch yesterday

    Chuck Robbins decided to ‘change everything’ at Cisco, and it’s working

    Chuck Robbins minces no words in describing how he took the baton from Silicon Valley legend John Chambers and began to radically remake Cisco Systems Inc.: “The last quarter before I took over was a record for revenue, but I said we were going to change everything,” Robbins told MarketWatch.

  • Is Skyworks Solutions' 25% Stock Sell-Off Overdone?
    Motley Fool 2 days ago

    Is Skyworks Solutions' 25% Stock Sell-Off Overdone?

    Another soft quarter and China news aren't helping the investor mindset.

  • Low Expectations for Dick's Sporting Goods Could Still Be Too High a Hurdle to Overcome
    Motley Fool 2 days ago

    Low Expectations for Dick's Sporting Goods Could Still Be Too High a Hurdle to Overcome

    The sporting goods retailer has warned it's going to be a while yet before growth returns.

  • The Top 10 Technology Companies
    Investopedia 2 days ago

    The Top 10 Technology Companies

    The world's top 10 technology names include seven American names, but you'll find a couple of Chinese companies and a Korean conglomerate on the list, too.

  • Is Skyworks Solutions a Buy?
    Motley Fool 2 days ago

    Is Skyworks Solutions a Buy?

    The trade war clouds Skyworks Solutions' near-term outlook, but its 5G-driven future should still be bright.

  • Skyworks Solutions (SWKS) Outpaces Stock Market Gains: What You Should Know
    Zacks 2 days ago

    Skyworks Solutions (SWKS) Outpaces Stock Market Gains: What You Should Know

    In the latest trading session, Skyworks Solutions (SWKS) closed at $69.54, marking a +1.58% move from the previous day.

  • Morningstar 3 days ago

    What a Trade War Could Mean for Tech Stocks

    Last week, the U.S. Commerce Department added Huawei Technologies to its Entity List, saying, “The U.S. government has determined that there is reasonable cause to believe that Huawei has been involved in activities contrary to the national security or foreign policy interests of the United States.” This in effect bars the Chinese telecom equipment maker from doing business with U.S. companies, although the trade restriction was given a 90-day reprieve a few days later.

  • Cisco Stock Investors Will Keep Winning As The Trade War Heats Up
    InvestorPlace 3 days ago

    Cisco Stock Investors Will Keep Winning As The Trade War Heats Up

    The revival of older tech companies continues. In recent years, we've seen Intel (NASDAQ:INTC), Microsoft (NASDAQ:MSFT) and other such powers of the 90s tech boom turn back into hot stocks again after years of doing nothing. Cisco (NASDAQ:CSCO) is becoming the latest to buck all expectations and turn once more into a star performer. CSCO stock is 6.2% below its 52-week high.Source: Shutterstock Cisco stock peaked around $80 a share in 2000, a lofty level that most analysts assumed the shares would never reach again. CSCO crashed to the teens following the dot-com implosion and would not reach $40 again until 2017. As recently as the end of 2016, it was still trading at just $30. Now, however, shares have doubled in just a couple of years and are making a run to top their long-standing all-time high. What's led Cisco's revival, and will the good times continue? Rare Tech Trade War WinnerWhile the trade war hasn't been a disaster for the U.S. stock market as a whole, it's had an almost universally negative impact on tech stocks in particular. That said, CSCO stock has been unusual in that it is gaining from the tensions with China. Why's that? The answer is 5G.InvestorPlace - Stock Market News, Stock Advice & Trading TipsUntil recently, it appeared that Huawei had a dominant lead in the race to build 5G gear. It got so bad at one point that Cisco CEO Chuck Robbins had to assure the market that there wouldn't be just one supplier of 5G equipment. With Huawei's central role in the Chinese tech spying scandal, however, the tables have turned. Huawei's CFO is in legal trouble, while the Trump administration is putting the screws on the company. The White House has urged European nations, for example, to stop buying products from Huawei as well. * 7 Stocks to Buy for Over 20% Upside Potential Cisco is the clear winner from this. Until recently, most analysts assumed Huawei would be the dominant player in this space. But Cisco never gave up, and now the political winds have given the company a golden opportunity. As Robbins put it in an interview with Barron's earlier this year: "We're singularly focused on 5G, and have every confidence we will win". He added that, "I would put our innovation against theirs or anyone else in the world […] I feel not only can we be competitive, but we are beating them."The battle for 5G is still in the early stages. Some estimates suggest that less than 5% of mobile traffic will be on 5G by the end of 2019. That leaves plenty of room for Huawei to regain its edge if political pressure eases. But for now, Cisco has to like its odds. For what it's worth, Nokia (NYSE:NOK) is another potential winner in 5G if Huawei can't regain its leadership role. Earnings Strength in DetailsCisco's recent earnings report was a good one, and was stronger than it may look at first glance. Revenue just barely topped expectations, while GAAP earnings beat consensus by three cents a share. That's all fine, if not extraordinary.Where things get good is when you look at the details. The company's gross margin ticked up nicely. This was aided by a rather remarkable 12% increase in operating income, while operating costs grew by only 1%. This is showing the power of Cisco's growing subscription and services businesses. Additionally, the company put in solid guidance for next quarter, casting aside worries that the company was seeing a slow down due to trade war issues. CSCO Stock Shed Dead-Money ValuationIn recent months, Cisco's P/E ratio has marched steadily higher. Not too long ago, CSCO stock was trading for as low as 10x earnings. Like Intel and Microsoft, Cisco stock was treated as "dead money", good for little more than the dividend. Throughout 2018, Cisco's forward P/E ratio advanced to around the 14x mark. Now, CSCO stock has hit 17x forward earnings with the latest burst of enthusiasm. * 7 Safe Stocks to Buy for Anxious Investors That shows just how bad sentiment had been until recently. That 17x forward earnings is hardly terrible for a leading tech company that is pushing something like 6% revenue growth this year. Additionally, it's worth noting that Cisco is increasingly deriving its revenues from subscriptions and services. Like so many tech firms have done in the past, Cisco stock's P/E ratio will rise as the market credits its more stable and long-lasting subscription-based revenue streams.You shouldn't forget about the dividend here either. Even with the strong rise in CSCO stock, it is still yielding 2.5%. On top of that, it is a leading dividend growth play. Over the past five years, Cisco has grown its dividend by a compounded 20% per year. Cisco Stock VerdictObviously Cisco stock has gone up a lot over the past year. It'd be better to buy a dip, should one present itself in coming weeks.Even at $54 per share, however, CSCO stock should make its owners more dough in 2019. As the market prices in further upside from 5G, Cisco stock could trade toward $70 by the end of the year.At the time of this writing, Ian Bezek owned INTC and CSCO stock. You can reach him on Twitter at @irbezek. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 6 Stocks to Buy for This Decade's Massive Megatrend * The 7 Best Stocks to Buy From the IPO ETF * 7 Athletic Apparel Stocks With Marathon Pace Compare Brokers The post Cisco Stock Investors Will Keep Winning As The Trade War Heats Up appeared first on InvestorPlace.

  • Foot Locker reports, durable goods — What to know in markets Friday
    Yahoo Finance 3 days ago

    Foot Locker reports, durable goods — What to know in markets Friday

    Footwear retailer Foot Locker reports earnings, and durable goods order for April will be released Friday morning.

  • The Trade War Could Derail Ambarella's Turnaround Plans
    Motley Fool 3 days ago

    The Trade War Could Derail Ambarella's Turnaround Plans

    Will the Trump administration blacklist one of the chipmaker’s biggest customers?

  • Trump’s Trade War Hits U.S. Tech Companies from California to North Carolina
    SmarterAnalyst 3 days ago

    Trump’s Trade War Hits U.S. Tech Companies from California to North Carolina

    President Trump declared a national emergency last week -- and if you think that had something to do with global warming, terrorism, or even immigration policy, you may not have been paying close enough attention.No, this one has to do with competition in the tech sector, and specifically, competition from Huawei to lead the development of new 5G wireless technology around the world. Supported by generous state subsidies, and probably not a little state-sponsored espionage, Huawei has made great strides in developing the tech need to build a 5G infrastructure in China, in Europe, in Africa, and potentially, in the United States itself. However, as a company presumed to be under the influence of China's state security apparatus, the Trump Administration views Huawei as a clear and present danger -- if not necessarily to national security, then certainly to the peace of mind of U.S. tech firms that must compete with it.Thus, to stymie Huawei's growing influence, last week the President empowered the U.S. Secretary of Commerce to effectively "blacklist" Huawei and prevent U.S. companies from doing business with the Chinese tech giant. This order cuts off Huawei from access to microchips and other tech components essential to the manufacture of much of its 5G equipment -- everything from handsets to base stations.It also, however, prevents many U.S. companies from making sales to Huawei. And in so doing, it's hitting the business of U.S. tech giants from California -- Qualcomm (QCOM) and Broadcom (AVGO) to North Carolina -- Qorvo (QRVO) and Cree (CREE) to Massachusetts where Skyworks (SWKS) resides. Qorvo in particular looks at risk, with analysts estimating the company derives as much as 15% of its revenue from sales to Huawei (versus, for example, Broadcom, which does "de minimis" business with the Chinese company).Conversely, the Trump Administration blacklist effectively cripples Huawei's business, which depends on electronic components such as radio frequency modules, antenna tuners and other components, supplied by these American tech firms and essential to Huawei's manufacture of its 4G handsets today. Without them, the company may not live to invent the 5G tech of tomorrow. Even if the company does survive, though, Huawei's 5G tech is believed to depend on such U.S.-supplied components as "GaN power transistors" needed to build RF power amplifiers, and "silicon carbide (SiC) wafers" on which those transistors are housed, as explained in a note this week from Charter Equity Research analyst Edward Snyder.For the time being, Huawei is drawing down stockpiles of such essential components, amassed in anticipation of a ban on trade with the company. Once these supplies run out, however, Snyder warns that the company could be in something of a bind.Snyder identifies Japan's Murata Manufacturing as one potential alternative supplier of "diversity receive" (DRX) radio frequency modules -- albeit a distant second to main supplier Skyworks -- and Japan's TDK is a potential source of filters. Then again, China isn't exactly on the best of terms with Japan right now, either. (The two countries are continually feuding over ownership of certain islands in the East China Sea). Further complicating matters, TDK has a joint venture with Qualcomm, and therefore may find itself subject to the same ban restricting Qualcomm's selling to Huawei.By and large, therefore, it's Snyder's assessment that "there are no other suppliers, Chinese or otherwise, capable of filling the void left by the ban on U.S. components," and this blacklisting is likely to "devastate Huawei's phone business," at least in the 4G realm, while its development of 5G tech will "slow considerably." Conversely, in the analyst's opinion, the Trump Administration's ban on sales to Huawei is likely to accrue to the benefit of rivals like Korea's Samsung, and to Oppo, Vivo, and Xiaomi in China.At least, until the Trump Administration decides to blacklist those companies, as well.Read more: * A Look at Qualcomm (QCOM)-FTC Outcome and Its Impact on Apple (AAPL) * Will Qualcomm (QCOM) Stock Price Get Back to $60-65? * Qualcomm (QCOM) Stock Is a Buy Despite Huawei Saga, Says Analyst More recent articles from Smarter Analyst: * Love or Hate Aurora Cannabis (ACB) Stock, That’s Where the Money Is * Micron's (MU) Tech Roadmap Highlights Flattening Cost Curve, Says Analyst; Reiterates Neutral on the Stock * Time to Cash Out on Cannabis Stock Canopy Growth (CGC) * GW Pharmaceuticals (GWPH) Stock Could Run Much Higher Over Time

  • Can Nike Stock Hit $185 In the Next Five Years?
    InvestorPlace 4 days ago

    Can Nike Stock Hit $185 In the Next Five Years?

    As stocks go, Nike (NYSE:NKE) continues to be one of the most consistent performers in the S&P 500. Since May 23, 2014, Nike stock has more than doubled from $37.92 to $83.64 as of the May 23 close. Additionally, the five-year total return for NKE stock is 18.6%, 764 basis points better than the index.Source: rodrigofranca via FlickrThe athletic-apparel maker is a paragon of consistency, both financially and in the markets. Therefore, I don't think it's a stretch to wonder if the Nike stock price can double over the next five years like it did the five just passed.StockTwits founder Howard Lindzon has held Nike stock in his "8 to 80" portfolio for several years. These are stocks that people want to own because they also use their products and services regularly. I call that "Everyday Investing." It's a concept that I modeled after Peter Lynch's theory that you should invest in what you know.InvestorPlace - Stock Market News, Stock Advice & Trading TipsAdmittedly, this concept isn't 100% foolproof, as the case of General Electric (NYSE:GE) demonstrated. But Nike is a much different company with fewer moving parts than the down-on-its-luck industrial conglomerate. * 7 Safe Stocks to Buy for Anxious Investors In my opinion, NKE stock has a great shot at doubling to $185 by May 23, 2024. But to do so, Nike must capture the women's market if it wants to get there. Here's why: Lululemon vs. NikeIf anyone can take down Lululemon (NASDAQ:LULU), the leader in women's athletic apparel, it would have to be Nike.InvestorPlace contributor Luke Lango recently highlighted the women's market as an important goal for the company on its way to $100 and beyond."At the current moment, Nike's revenues are dominated by the men's segment. The women's business accounts for less than a quarter of its total revenues," Lango wrote May 8. "But the global women's athletic apparel and footwear market is 50% larger than the men's athletic apparel and footwear market."Luke recommended an April CNBC article by Lauren Thomas. I'd second that recommendation. It's well written and provides the reader with a good understanding of Nike's overall business.Nike had $36.4 billion in revenue in 2018. Of that, $24.0 billion was wholesale to external customers, $10.4 billion was from Nike's brick-and-mortar and online stores, while the remainder was primarily from Converse.Of the $30.3 billion in wholesale (it includes $6.3 billion to Nike Direct), $6.9 billion was women's, 22.8% of the company's overall 2018 revenue.In April, Lululemon stated that it wants to double its men's revenue by 2023. In 2018, the men's business accounted for 20% of LULU's overall revenue of $3.3 billion. That means that Lululemon's women's business generated $2.6 billion in 2018 with men delivering $660 million.Here's what is most surprising about Lululemon: it skyrocketed from zero penetration in the men's market to 20% in just six years. Considering it's about one-fifth the size of Nike, it's a very impressive stat.If I owned Nike stock, I'd be concerned that Lululemon will soon generate more revenue from the men's market as a percentage of its overall sales than NKE does from the women's market. How Does Nike Stock Get to $185?Nike has never been very good at acquisitions.It couldn't do much with Bauer in hockey. It hasn't done much with Converse in streetwear, and it failed to do much with Cole Haan in the shoe market.However, there's a first time for everything. If management wants NKE stock to hit $185 by May 2024, they have a quick solution: acquire Lululemon.Once upon a time when Under Armour (NYSE:UA, NYSE:UAA) was in a much stronger position, I suggested that LULU and Under Armour merge to fight Nike.Today, LULU could buy Under Armour, but why would it? It's got growing women's and men's markets, strong digital sales, and increasing business in consumer-friendly Asia.Nike likely wouldn't pull the trigger, given its poor history. But it should set past disappointments aside because Lululemon continues to demonstrate why it's a leader in athletic wear.At the time of this writing Will Ashworth did not hold a position in any of the aforementioned securities. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 7 Safe Stocks to Buy for Anxious Investors * 4 Tech Stocks Looking Vulnerable * Should You Buy, Sell, Or Hold These 7 Hot IPO Stocks? Compare Brokers The post Can Nike Stock Hit $185 In the Next Five Years? appeared first on InvestorPlace.

  • Palo Alto (PANW) to Report Q3 Earnings: What's in the Cards?
    Zacks 4 days ago

    Palo Alto (PANW) to Report Q3 Earnings: What's in the Cards?

    Palo Alto's (PANW) third-quarter fiscal 2019 results are likely to be driven by its strong product portfolio, which is aiding customer acquisitions.

  • Ambarella Falls As U.S. Targets Chinese Video Surveillance Firms
    Investor's Business Daily 4 days ago

    Ambarella Falls As U.S. Targets Chinese Video Surveillance Firms

    Ambarella fell on reports that the Trump administration might put Chinese video surveillance tech firm Hikvision on its trade blacklist. Ambarella sells video-processing chips to Hikvision.

  • Benzinga 4 days ago

    ON Semi, Ambarella Shares Lower Amid Threat Of HIKvision Blacklist

    Ambarella Inc (NASDAQ: AMBA ) shares were trading down Wednesday amid concerns the Trump administration could blacklist HIKvision, a Chinese surveillance firm, according to a New York Times report . The ...

  • TheStreet.com 4 days ago

    Ambarella Drops on Reports HIKvision Will Be Added to U.S. Blacklist

    are down nearly 12% Wednesday following reports that China-based video surveillance company Hougzhou HIKvision Digital Technology could be added to the U.S. list of Chinese companies that will be blackballed due to security concerns. Analysts at Morgan Stanley said that the company has revenue exposure from HIK in the high teens and that Ambarella is likely to be impacted by U.S. restrictions despite the fact that it is not incorporated here. "While Ambarella is officially incorporated in the Cayman Islands, we would expect them to be impacted by such a restriction if it were to be implemented," Morgan Stanley's note said.

  • The 7 Best Stocks to Buy From the IPO ETF
    InvestorPlace 4 days ago

    The 7 Best Stocks to Buy From the IPO ETF

    The IPO market in 2019's been a bit of a Jekyll and Hyde affair with some well-known unicorns such as Lyft (NASDAQ:LYFT) and Uber (NYSE:UBER) disappointing investors while others like PagerDuty (NYSE:PD) and Beyond Meat (NASDAQ:BYND) have exceeded investor expectations. It's never been easy separating the good IPOs from the bad ones. You never know how a stock is going to perform once it's trading in the secondary markets. However, there are two ETFs available to help investors take advantage of the IPO phenomenon on a long-term basis. InvestorPlace - Stock Market News, Stock Advice & Trading TipsOf the two, the First Trust U.S. Equity Opportunities ETF (NYSEARCA:FPX) is the larger ETF with total net assets of $1.1 billion. However, it is the tiny Renaissance IPO ETF (NYSEARCA:IPO) at $42 million in total assets that has a more appropriate methodology for finding the best stocks to buy. That's because IPO primarily adds new stocks on a quarterly basis -- though it can make fast-track additions if the offering is large enough as was the case with Lyft, while FPX adds IPO stocks after the sixth day of trading, which means in the case of Beyond Meat, that the fund is buying shares at hugely inflated prices.The other difference is that FPX holds for four years while IPO kicks IPO stocks out after two years. In my experience, the best time to buy IPO stocks is between 12-24 months after going public. * 7 Safe Stocks to Buy for Anxious Investors So, based on the holdings of IPO, I've selected the seven best stocks to buy for the long haul. VICI Properties (VICI)Source: Shutterstock VICI Properties (NYSE:VICI) is a real estate investment trust that was spun off from Caesars Entertainment (NYSE:CZR) in October 2017. VICI went public on January 31, 2018, at $20 a share. Its first-day return was 4.5%. Since its IPO, VICI shares are up 11.5% through May 15. What's to like about the experiential and gaming real estate portfolio?First, it has a 100% occupancy rate with its tenants (Caesars, Harrah's, etc.) on triple-net leases. That means the tenants pay for all the upkeep on the properties. Secondly, it has a diversified group of revenue streams. Although gaming accounts for 51% of its overall revenue, it gets another 19% from hotel rooms, 18% from food and beverage, and 12% from management fees, etc. I know what you're thinking. VICI is the asset-heavy castoff from Caesars. Caesars keeps the operating contracts and VICI is stuck with assets that are near-impossible to convert from a casino operation should the business go sourThe fact is, VICI's properties generate some of the highest adjusted funds from operations (AFFO) yields in real estate at 6.3%Furthermore, it's got excellent non-gaming external growth opportunities ahead of it to tap into an ongoing desire by consumers to spend on experiences rather than things. Sixteen months into its IPO, it's underperformed. That lack of performance won't last forever. In the meantime, enjoy the 5.1% yield. Roku (ROKU)Source: Roku If you're a cord cutter, you probably are familiar with Roku (NASDAQ:ROKU), the company behind the Roku Channel and its streaming platform that brings together consumers, content publishers, and advertisers for mutual benefit. Roku went public in September 2017 at $14 a share. Its first-day return was 67.9%; its total return since its IPO is 495.3%. I'm not usually a fan of stocks that aren't profitable, but Roku's got a pathway to profitability that's sure to make IPO investors even more money than they've already made. Roku makes money in three ways: advertising, licensing fees from Smart TV makers who license the Roku operating system, and from the sale of streaming players. This trifecta of growth is what's got me so darn excited about its future. I recently stated that an analysts prediction Roku's stock price could triple over the next five years wasn't as crazy as it sounded. That's because Roku continues to grow its user base and hours streamed by 40% or more a quarter. * 5 Great Tech ETFs That Aren't the XLK In my opinion, Roku's got an excellent shot at hitting $200 within the next 2-3 years. It's got that good a business model. Ceridian HCM (CDAY)Source: Shutterstock Although I said in the intro that it's virtually impossible to know how a stock's going to perform in the secondary markets, I had a real strong feeling about Ceridian HCM (NYSE:CDAY) when it went public in April 2018 at $22 a share. Up 41.9% in its first day of trading and 128.0% since its IPO, I recommended CDAY within a week of the human capital management software company selling shares to the public. "Dayforce has over 3,000 customers who pay a per-employee, per month (PEPM) subscription with an initial term of 3-5 years. If the customer grows headcount, Dayforce wins," I wrote May 7, 2018. "Dayforce has grown its cloud revenue by more than 60% on a compounded basis over the past five years. I see it as one of the best up-and-coming stocks to own on the NYSE."Fast forward to the end of Ceridian's Q1 2019 results that it released May 1, and Dayforce now has 3,851 customers, a 28% increase in less than a year. As it continues to build market share in North America and beyond, I expect its profitability will increase dramatically. CEO David Ossip is Canadian (as am I) so I'm biased about his leadership capabilities. However, if you read up on the Toronto resident, you'll find out he's the real deal. Focus Financial Partners (FOCS)Source: Shutterstock If you've owned shares of wealth-management consolidator Focus Financial Partners (NASDAQ:FOCS) since it went public last July at $33, I feel your pain. That's because FOCS made 13.8% on its first day of trading but has given it all back and then some -- down 3.0% in the 11 months since its IPO. The biggest problem with consolidating independent wealth management firms is that you can pay the right price when making an acquisition but lose ground anyway due to market corrections, slowing economies, etc., which lowers the assets under management and by extension the fees you charge as a result. Therefore, you can acquire the smartest money managers in the world, and still lose."Organic revenue growth(1) was 7.7%, which when compared to the prior year quarter, was impacted by the effect of the markets, primarily equities and fixed income, decline in the 2018 fourth quarter and the advanced billing structure utilized by certain of our partner firms," Focus stated in its Q1 2019 press release. "Based on our M&A momentum and the general recovery in the financial markets, our organic revenue growth for the second quarter of 2019 is expected to be above 10%, demonstrating the resiliency of our business model."I believe the consolidation of independent registered investment advisor (RIA) firms is only in the early stages. That being said, if you do buy shares in FOCS, be less concerned about M&A and more concerned about organic growth. Watch that number like a hawk. * 7 Stocks to Buy for Over 20% Upside Potential That's because in 3-5 years, the music will stop, and you don't want to be left without a chair. Dropbox (DBX)Source: Shutterstock So many IPOs go public each year it's hard to remember when some of the better-known issues listed their shares. Take Dropbox (NASDAQ:DBX), the web-based cloud storage and collaboration platform. I could have sworn it was the granddaddy amongst the seven stocks I've recommended. No, that title goes to Roku, which went public in the fall of 2017. Dropbox's IPO was March 22, 2018, at $21 a share. On its first day of trading, DBX shares gained 35.6%. However, since then, investors haven't been nearly as enthusiastic about its stock. It's up only 8.6% in the almost 14 months it's been trading on NASDAQ.It's not unusual for IPO shares to lose ground after a robust first-day return. According to UBS head of asset allocation Jason Draho, the average first-day return is 18%, followed by six months of underperformance relative to the broader markets. Furthermore, as I often point out when discussing IPOs, you can often buy shares of an IPO for less than its original price within 12-24 months of going public. Dropbox announced its Q1 2019 results May 9 and they were solid across the board. However, DBX dropped perilously close to falling below $21, the price at which it went public. This is one stock where I'd buy a little now and wait to see if it falls below $21 in the next 3-6 months. Zoom Video (ZM)One of the Best Stocks Class of 2019, Zoom Video Communications (NASDAQ:ZM) went public on April 17 at $36 a share. It was an immediate hit with investors gaining 72.2% in its first day of trading and is up 121.6% through May 15, an annualized total return of almost 1,500%. Yikes.I had never heard of the company until I read a Yahoo Finance story by Brian Sozzi about CEO Eric Yuan. In it, he talks about how Zoom would always leave money on the table when obtaining funding from VC investors so that long-term everyone would win. In case you're not familiar with Zoom, it provides outstanding video conferencing technology to companies on a monthly subscription basis. The subscription economy continues to gain traction, so the IPO timing was good on Yuan's part. However, it is the fact that Yuan left Cisco (NASDAQ:CSCO) in 2011 to create better video conferencing technology than the giant networking company offered, that makes this IPO a must own. And, let's not forget it's one of the few Class of 2019 IPOs that makes money. Spotify (SPOT)Source: Spotify I don't know if it's a coincidence, but Spotify (NYSE:SPOT) went public on April 3, 2018, at $132 a share. Its first-day return was a respectable 12.9%. However, its total return through May 15 is 3.4%, 520 basis points worse than Dropbox, whose IPO was two weeks earlier. Unless you've been living on Mars, you're likely familiar with the global music streaming service. At the end of April, it announced its Q1 2019 results that included a 26% year over year increase in active monthly users to 217 million and a 32% increase in premium subscribers to 100 million. Of greater importance is the fact it generated $173 million in free cash flow, 134% higher than in the same quarter a year earlier. While it's best known for streaming music, it is the work it's doing for podcasters that's got my attention. Between launching Spotify for Podcasters last October and Soundtrap for Storytellers on May 14, the company's capturing a potentially lucrative secondary market from its original business idea. * 10 Names That Are Screaming Stocks to Buy Like Dropbox, I see it plodding away at its business until economies of scale force investors to take notice. Until then you're paying about the same valuation for its stock as you would have a year ago, but you're getting a much stronger company from a financial perspective. At the time of this writing Will Ashworth did not hold a position in any of the aforementioned securities. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 7 Safe Stocks to Buy for Anxious Investors * 4 Tech Stocks Looking Vulnerable * Should You Buy, Sell, Or Hold These 7 Hot IPO Stocks? Compare Brokers The post The 7 Best Stocks to Buy From the IPO ETF appeared first on InvestorPlace.

  • Tech Great John Chambers Says Keep Calm, Eat A Doughnut, And Carry On
    Investor's Business Daily 4 days ago

    Tech Great John Chambers Says Keep Calm, Eat A Doughnut, And Carry On

    John Chambers turned Cisco Systems from an obscure networking gear maker into the most valuable company in the world by flourishing under pressure.

  • Why Ambarella Stock Fell Wednesday
    Motley Fool 4 days ago

    Why Ambarella Stock Fell Wednesday

    Is one of Ambarella's top customers at risk of being blacklisted?

  • CNBC 4 days ago

    Wall Street analysts are worried most about these stocks following the US crackdown on Huawei

    Analysts urged clients to adjust their portfolios over Huawei concerns.

  • MarketWatch 4 days ago

    Ambarella's stock tumbles after reports U.S. may ban business with China's HIKvision

    Shares of Ambarella Inc. plunged 13.1% in active morning trade Wednesday, putting them on track to suffer the biggest one-day drop since September 2017, following reports that the U.S. was considering adding China-based Hougzhou HIK Vision Digital Technology Co. Ltd. to a blacklist. Trading volume swelled to 2.4 million shares, already nearly 5-times the full-day average. Morgan Stanley analyst Joseph Moore estimates that the video processing chips seller's exposure to HIKVision is in the "high teens" percentage of total revenue. "While Ambarella is officially incorporated in the Cayman Islands, we would expect them to be impacted by such a restriction if it were to be implemented," Moore wrote in a note to clients. He reiterated his overweight rating and $52 stock price target. Ambarella shares have gained 9.9% year to date, while the S&P 500 has advanced 14%.

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    Simply Wall St. 5 days ago

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