4 Dates to Circle in May

From earnings to a big streaming deal, here are things to watch for this month.

May 1, 2014 at 7:15PM

The first four months of 2014 have been bumpy for investors, especially for growth-stock investors who have seen many of last year's market darlings correct sharply in recent weeks. We can't look back at this point. It's time to look forward at what the new month will bring. Don't let the "sell in May and go away" worrywarts get you down this time of year. There are opportunities to be had.

From a major streaming deal going live that could change the landscape of online television to a struggling retailer posting an important quarter's performance, let's start looking ahead to some of the events that will unfold this month.

May 3
This is that one weekend when all eyes turn to Omaha. It's the annual Berkshire Hathaway shareholder meeting at the CenturyLink Center. There will be hours of Q&A and great deals on products from Berkshire Hathaway companies. More importantly, there will be the opportunity to hear Warren Buffett speak.

The most successful investor of our time is now 83 years old, and his business partner, Charlie Munger, will also take the stage. Every Berkshire Hathaway annual meeting is a festive affair, but there's always the matter of how things will be once Buffett and Munger move on.

May 7
Tesla Motors (NASDAQ:TSLA) revved up the typically ho-hum automotive market with its pricey Model S sedans that run on electricity. Drivers have been hesitant to give up gas-guzzlers, but Tesla's been making waves to tackle "range anxiety" by building out charging networks across the country, making plug-in vehicles cool along the way.

Tesla reports earnings next week. Analysts see another profitable quarter with a 25% uptick in sales. The real story will likely be Tesla's outlook. Is production continuing to ramp up? Is it still on track to begin rolling out its Model X by the end of this year? We'll know more on Wednesday.

May 21
Amazon.com (NASDAQ:AMZN) has been trying to set its video streaming platform apart from the niche leader, but apparently Downton Abbey, Nickelodeon, Comedy Central, and a modest slate of original content hasn't been enough. That could change in three weeks when Amazon becomes the streaming home for a lot of the valuable HBO content. You won't find Game of Thrones there, but entire runs of The SopranosThe WireSix Feet Under, and other classics are a good start. Older seasons from current shows will also be made available.

The HBO content will begin streaming at no additional cost to Amazon Prime loyalty shoppers through Prime Instant Video starting May 21. It's going to be a game changer, and it may well trigger a spike in Amazon's new Fire TV set-top media player.

May 22
Best Buy (NYSE:BBY) was one of last year's hottest stocks, but it's been a big laggard in 2014. The stock has shed 35% of its value this year after soaring 237% in 2013. The stock was popular as a turnaround story last year, but now we're seeing how difficult it is to actually turn around. Sales, comps, and adjusted earnings and operating margins all declined during the holiday quarter, and there isn't a lot to get excited about as we gear up for its fiscal first quarter on the morning of May 22.

Analysts see another slight dip in sales and a larger decline in profitability. Best Buy is certainly holding up better than naysayers who predicted that it would follow Circuit City and Borders into the retail superstore obituaries, but it still needs to start taking steps in the right direction.

Give me more
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Rick Munarriz has no position in any stocks mentioned. The Motley Fool recommends Amazon.com, Berkshire Hathaway, and Tesla Motors. The Motley Fool owns shares of Amazon.com, Berkshire Hathaway, and Tesla Motors. Try any of our Foolish newsletter services free for 30 days. We Fools may not 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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