Today’s episode - Smart Investments

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From AI infrastructure powerhouses to real estate game-changers, this newsletter is your treasure map to September's most promising investments. Let's navigate the choppy waters together and emerge with a portfolio poised for growth!

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Don't Miss These 5 Stocks - Market Insights

As we move through September, it’s a great time to reflect on recent market trends and opportunities. You might have noticed some significant fluctuations if you've been watching the market. In times like these, staying informed and making strategic decisions is crucial. This month, I’ve focused on identifying promising investment opportunities amidst the recent corrections.

In this update, we’ll share our top picks for this month and explain why we believe these companies are worth considering right now. From tech giants to innovative newcomers, these stocks caught our attention.

Let’s get started!

1. Super Micro Computers (SMCI)

Super Micro Computers stands out for its role in AI infrastructure. They design servers, storage systems, and management software, focusing on liquid cooling solutions for AI workloads.

Recent Performance and Potential

• Quarterly Results: Super Micro recently reported revenue of $5.31 billion, more than double the previous year. However, their profit margins fell to 11.2%, down significantly from 17.7% last year. This drop led to a 30% decrease in their stock price from its peak.

• Reasons for Margin Decline: Increased competition from Dell and HP, rising component costs, and some customers building their servers contributed to the margin squeeze. Super Micro’s decision not to pass these costs to customers also impacted margins.

• Future Outlook: Despite the recent downturn, Super Micro is expected to rebound. The company plans to renegotiate supplier contracts and adjust pricing structures. Analysts forecast revenue to reach $5.46 billion next quarter with improved earnings per share projections. With the stock currently trading around $55 and a 12-month target price near $1,000, there’s significant upside potential if margins stabilize.

2. Compass Capital

For those interested in real estate, Compass Capital offers a compelling opportunity. They pool investor funds to purchase large rental properties, renovate them, and sell them within five years.

Investment Benefits

• Annual Returns: Investors typically see an 8% annual return and a 100% return on investment after five years.

• Investment Structure: You can invest through an LLC, trust, or self-directed IRA.

• Why Consider This? Compass Capital provides a way to invest in real estate without the burden of managing properties yourself. They handle renovations and management, aiming for substantial returns.

3. Palantir Technologies (PLTR)

I’ve long been a fan of Palantir Technologies, a company specializing in AI software for government and military applications, and has now expanded into the commercial sector.

Product Overview

• AI Platforms: Palantir’s offerings include AIP, Gotham, and Apollo, which provide advanced analytics and automation for various applications.

• Recent Performance: Following their latest earnings report, the stock experienced a notable rise from $21 to a new 52-week high of $32.75. A recent partnership with Microsoft is expected to boost their growth further.

• Areas for Improvement: Palantir needs to enhance its marketing and deployment strategy. If it can improve in these areas, its potential will be immense.

4. Nvidia (NVDA)

Nvidia remains a strong player in the AI and GPU markets. Known for its powerful graphical processing units, it is also critical to machine learning and AI development.

Recent Developments

• Stock Movement: After a peak of $130, Nvidia’s stock fell to around $92. During the dip, I bought additional shares at $96.

• Blackwell Chips: Nvidia's new Blackwell chips faced some setbacks, causing delays in their launch. Despite this, the stock remains a solid long-term investment, with the potential for significant gains in the next year as new products roll out.

5. Intuitive Surgical (ISRG)

Finally, let’s discuss Intuitive Surgical, known for its robotic surgical systems, particularly the Da Vinci platform.

Company Highlights

• Technology: The Da Vinci system allows for minimally invasive surgeries with enhanced precision. It’s been used in over 10 million procedures worldwide.

• Financials: The company reported a 14% year-over-year revenue growth, reaching $2 billion. With over $7 billion in cash, Intuitive Surgical is well-positioned for future growth.

• Stock Performance: The stock, trading around $463, saw a modest dip recently but remains a stable and promising investment in the health tech sector.

Investment Breakdown

Here’s how I’ve allocated my investments across these companies:

• Nvidia: 55%

• Super Micro Computers: 20%

• Palantir Technologies: 15%

• Intuitive Surgical: 6%

• Compass Capital: 4%

What about Intel?

Intel does not align with our strategic focus due to market conditions and competitive pressures.

This month's insights are crafted to guide you through the complexities of the market, offering a blend of established players and emerging opportunities. As always, investment decisions should align with your financial goals and risk tolerance. Here's to navigating the market with precision and foresight.

I hope this overview helps you make informed decisions!

Remember, investing is a journey, not a sprint. While the months of August and September may present challenges, they're also rife with opportunities for those willing to do their homework. Keep your eyes on the horizon, stay informed, and never stop learning.

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IWA PORTFOLIO

📌 Market Recovery Since August 5th

After experiencing a significant market downturn on Monday, August 5th, the S&P 500 has shown an impressive recovery, with its market capitalization increasing by approximately $4 trillion. This growth has brought the index close to all-time highs, with just a 2% difference. A notable example of this recovery is Nvidia, which has increased market capitalization by around $700 billion. This demonstrates the resilience of major tech companies in a highly volatile environment.

The previous week, the market faced a "black Monday," marked by one of the most significant spikes in the history of the VIX volatility index. Despite this challenging scenario, the S&P 500 ($SPX) has overcome the initial impact and is now only 2.2% below its all-time highs. This impressive market rebound emphasizes the resilience of leading stocks and underscores the importance of staying composed during periods of high volatility.

Key Lessons

Staying invested, even during volatile times, is crucial. Patience and discipline are essential to maximize long-term gains and avoid impulsive decisions that could harm the portfolio.

Access our daily trades from the three portfolios we manage.

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The IWA Portfolio is only available to Premium Subscribers.

IWA Quality Growth Stocks Portfolio

During the pandemic, I started an investment portfolio focused on reliable stocks. On August 6, 2024, we added Nvidia ($NVDA) to our holdings and funded multiple trading accounts globally. It might be seen as panic buying of our target instruments.

Return YTD 17.09% ➡️ 19.59%

Return 2Y 77.14% ➡️ 80.92%

Profitable Weeks 54.55%

IWA Quality ETF Portfolio

It’s one of the newest portfolios, having just celebrated its first anniversary. We are pleased with its progress, as it's safe, reliable, and stable.

Return YTD 15.42% ➡️ 17.55%

Return 2Y 49.12% ➡️ 51.86%

Profitable Weeks 60.00%

IWA High Dividend Portfolio

I am immensely proud of my holdings, which have grown from a small investment into a strong portfolio of 40 reliable stocks spanning stable industries, focusing on quality dividend growth.

Return YTD 9.90% ➡️ 11.16%

Return 2Y 13.90% ➡️ 15.21%

Profitable Weeks 55.36%

Portfolio Indicated Dividend Yield 2.66%

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The Investing Wise Academy Team

Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Please consult with a financial advisor before making any investment decisions.