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Sometimes investing is really tough. Other times its very easy. In hindsight, it’s always incredibly easy.
For instance, we spotted the agriculture boom coming last summer. Ethanol demand was soaring and there wouldn’t be enough corn to make ethanol as well as ship overseas. That one was pretty easy. In hindsight though, it was downright obvious.
It’s these kinds of mega-trends that make investing a lot easier when you sit back and think about it. That’s why in the chart above, I detail the recent performance of Navteq (NVT:NYSE) and say that I’m bullish on everything.
I’m not bullish on all stocks or all sectors. Not at all. I’m bullish on stuff that’s in everything. For instance, about 10 years ago, if you pulled a server apart, you’d find nothing but Cisco System’s gadgets inside.
After all, with a market share of about 80%, Cisco’s in almost everything computer network-related. As demand for computer networks grew, Cisco would inevitably grow right along with the entire boom.
Or Broadcom (BRCM:NASDAQ), for example. I’m willing to bet you’ve probably got at least five Broadcom chips in your house right now. One in your cellphone, another in your wireless server, another in your computer… You get the point. They’re in darn near everything.
And when PC and cellphones sales were soaring, Broadcom went right along with them. Broadcom’s stock soared from $15 to $160 in less than two years and is one of the few tech stocks that made it through the dot-com bubble.
Now, we’re at the beginning of the next big trend: GPS. And Navteq will be a big player. Navteq is everywhere. It’s used on Web sites such as Google Maps and Mapquest. It also powers numerous portable GPS devices. It’s in almost everything GPS-related.
As a result, the stock has already outpaced tech stocks and the S&P 500 by leaps and bounds. Regrettably, Navteq is about to be gobbled up by Nokia for $8.1 billion. However, there’s still opportunity left.
This relatively unknown company in the GPS market has been slowly growing market share and is poised to be the Broadcom of the GPS revolution. Just imagine investing in Cisco and Broadcom in the early stages. That the kind of opportunity we’re looking at here.
Good investing,
Andrew Mickey
Editor in chief, BreakAway Investor
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