A Fool Looks Back

Let's take a look back at the news that made waves.

Mar 1, 2014 at 8:15AM

Sometimes a deal can be a win-win-win situation. Case in point: Netflix's (NASDAQ:NFLX) deal with Comcast (NASDAQ:CMCSK) to help serve video streams to Comcast's Xfinity broadband customers more effectively is a no-brainer for Comcast. It will receive payments from Netflix, and the speed and quality of its video streams that were degrading in recent months should now improve. Comcast won't see cord cutters defect for that reason anymore.

Consumers also win. Comcast customers don't like having to wait for their videos to buffer or check down to a lower quality stream.

And Netflix also wins. Some analysts argue that it could actually be saving money by paying Comcast in this agreement. That's open for debate, but one thing that's important is that it now gives another hoop for potential competitors to deal with as they take on Netflix.

That's win-win-win entertainment.

Briefly in the news
And now let's look at some of the other stories that shaped our week.

  • Baidu (NASDAQ:BIDU) moved higher on Thursday after posting stronger-than expected revenue growth. Revenue has accelerated in recent quarters, and investors should get more of the same for now, as China's leading search engine is targeting revenue to grow as much as 60% in the current quarter.
  • Sales continue to go the wrong way for ZAGG (NASDAQ:ZAGG), but the provider of smartphone and tablet accessories is forecasting a rebound during the second half of this year.
  • SodaStream (NASDAQ:SODA) posted mixed results for the holiday quarter, barely breaking even on a 26% increase in revenue. Sales of its soda makers, flavors, and CO2 refills all rose in the double digits, indicating that the carbonated beverage systems continue to be used by consumers. Margins were a mess, but at least the growth is still there.

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Rick Munarriz owns shares of Netflix and SodaStream. The Motley Fool recommends and owns shares of Amazon.com, Baidu, Netflix, and SodaStream. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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