As U.S. tech stocks implode, Omicron has reared its head, and inflation runs rampant, a surprising opportunity has recently presented itself.
An opportunity that is presently 4,000X larger than 5G infrastructure… 332X larger than cloud computing… 66X larger than e-commerce… and even 10X larger than all technology combined!
Read on for the full backstory, and you’ll also get the full story on a FREE stock pick our team now believes has 20-fold upside from here on thanks to the impending “The Big Reset.”
Your special VIP invitation will expire soon!
Chart refers to U.S. markets.
Google up 853%.Chart refers to U.S. markets.
Amazon up 1,704%.Chart refers to U.S. markets.
And who could forget 2020, when stocks like Zoom Video Communications, DocuSign, and Peloton suddenly became the hottest stocks in the market? Yet, if you’re like me…You can still remember a time when the market wasn’t just technology stocks…
And the internet wasn’t the center of life…
And things like inflation actually mattered.
Crazy, I know. You can remember that investing used to be different. Well, there’s an old saying that the “more things change, the more they stay the same…” And now with inflation skyrocketing… Stocks from long-forgotten sectors suddenly coming back into favor… And many of our highflyers taking a breather. You might be asking yourself whether you have the right strategy for 2022. Because here at The Motley Fool we pick what we believe are the best stocks in sectors like technology, and you can see how that long-term track record is working out… But the fact of the matter is things are changing. And if you don’t think a new era may be upon us, consider this… Over the last few weeks, the news has obsessively covered the new COVID-19 Omicron variant, and the U.S. markets have been whipsawing all over the place.Chart refers to U.S. markets.
A signal that these stocks that have been so successful over the course of the pandemic may no longer represent the ideal investing strategy for 2022. And yet there is tremendous money still being made today… Elsewhere. Because, while “stay-at-home” stocks are getting clobbered, down 30%, 40%, 50%, or more… Another sector of the U.S. market is thriving and even breaking through to new all-time highs. That’s right… while many of the old “stay-at-home” stocks that did so well in 2020 struggle to find their footing in this rapidly changing market… Investors are scrambling to reward the stocks of companies that they believe could actually be positioned to benefit from the tick up in inflation and this massive, “once in a generation” reopening of both the American and world economies.Where to invest for maximum upside potential right now…
Which U.S. sectors have historically prospered when markets get volatile…
How to play the next leg of the post-COVID economy…
Which U.S. stocks could not just survive – but benefit from – soaring inflation…
Or if you just want to know the name of the stock our team believes has 20-fold revenue upside from here…
Then buckle up. Because finding those answers today will require ranging far beyond the typical tech stocks you’ve grown to expect from The Motley Fool. We’ll be going far afield to uncover some of the most exciting opportunities we believe could be emerging in “The Big Reset” right now. Chief among them a sector we believe far too many investors are overlooking… so rest assured that by the end of today’s memo, you’ll have the full details of our gameplan as we look for this sector to extend and accelerate its winning streak as we enter the next phase of “The Big Reset.”5G infrastructure, a US$12.9 billion industry…
Cloud computing, a US$332 billion industry…
And e-commerce, a US$792 billion industry…
Large numbers to be sure, but as we transition to the next phase of the American and global economy, we see an even larger opportunity emerging, one that experts have estimated to be US$52 trillion in size.Chart refers to U.S. markets and USD.
And one we believe could be the best way to play the next leg of the market. This estimated US$52 trillion opportunity we’re going to talk about today — the key beneficiary of “The Big Reset” — is:More than 4,000X larger than 5G infrastructure…
332X larger than cloud computing…
66X larger than e-commerce…
And even 10X larger than all technology combined…
When faced with an opportunity this big, we want to move very quickly. Because markets are moving quicker than ever, and buying opportunities are getting smaller and smaller. To see what I mean, let’s just briefly cover the last three U.S. bear markets. When the dot-com bubble burst in March 2000, the bear market lasted 31 months — nearly three years! When the financial crisis started in October 2007, the bear market lasted 17 months — about a year and a half. The financial crisis and the Great Recession were a generational shift in the markets the likes of which we hadn’t seen since the Great Depression, and certainly a much bigger deal to the American and global economy than even the dot-com bust… And yet the financial crisis bear market lasted half as long as the bear market from dot-com. Why? Because markets are getting more adaptable. Nimbler. Better at reacting and shifting. Fast-forward to February 2020… The COVID-19 pandemic was another generational event with world-shaking implications, just like the Spanish Flu of 1918-1919. And as we all know, stocks took a drubbing last February. That bear market lasted… One month.Chart refers to U.S. markets.
And within just five months, the market had recovered all of its losses. Again, markets are getting nimbler. Which means we have very little time to take advantage before everything’s fully baked-in.Chart refers to U.S. markets.
Now, fact is this — very few saw this opportunity coming. But those who did likely made a fortune. As anyone who followed The Motley Fool’s guidance and bought some of the smartest e-commerce stocks out there can attest. And sure, Amazon did well — up 42% in just 90 days, certainly better than the U.S. S&P 500 did at 30% gains. But investors saw far BIGGER gains in less well-known stocks like Etsy, up 140%, and Wayfair, up 758%.Chart refers to U.S. markets.
Again, all in just 90 days. Let’s take a moment and really look at what that could do for someone’s portfolio by comparing a $100,000 investment in the U.S. S&P 500, Amazon, Etsy, and Wayfair starting in mid-March last year, right as lockdowns were hitting. In just 90 days, the U.S. S&P 500 would have turned that $100,000 investment into $130,000. Hey, $30,000 in 90 days, not bad — that’s a gain of $333 per day on average. Now, Amazon would have turned that $100,000 investment into $142,000. $42,000 in 90 days, gain of $467 per day on average. Etsy would have turned that $100,000 investment into $240,000. Now we’re talking some real money. Average of $1,556 gained per day across that narrow time span. But how about Wayfair? An investment in Wayfair would have turned $100,000 into $858,000, at which point we’re talking life-changing money. That’s a gain of $8,422 per day on average for those 90 days.Chart refers to U.S. markets.
Imagine what you could you do with those kinds of gains…Chart refers to U.S. markets.
I know which I’d prefer! And, again, you can see the clear benefits of #1, investing early in these economic dislocations, and #2, finding those “hidden winners.” Let’s take a third example, the 5G rollout. Chances are good you’ve seen the commercials touting who has the fastest 5G network. Of course, those commercials are by companies like AT&T and Verizon, the well-known U.S. telecoms in the space. Well, we made a very public call last June that 5G was a high-growth opportunity with the rumored advent of the 5G iPhone, and that AT&T and Verizon were NOT the top opportunities. Instead, we picked a little-known stock called Twilio (NYSE:TWLO). Over the next eight months, AT&T lost 3% of its market value. Verizon gained 1%. Meanwhile, Twilio more than doubled.Chart refers to U.S. markets.
And, as our team rightly predicted, Apple released its 5G iPhone. You can see the trend, right? From cloud computing to e-commerce to 5G, you could have just bought the big, well-known names… and most of the time you would have done fine. Just fine. But the REAL money was made by following The Motley Fool as we dug deeper and uncovered the “hidden winners” that drove massive outperformance. Now, obviously not all of our picks create massive outperformance, but I want to take just a moment and show you something about all three of these trends. The global 5G infrastructure market is estimated at US$12.9 billion this year. That’s sizeable, and the opportunity in its economic dislocation was big enough to drive “hidden winner” Twilio to 115% gains in about eight months. Now let’s go a step bigger. The cloud computing market is estimated at US$332 billion this year. In fact, that’s quite a bit bigger, and so its dislocation yielded far bigger results for “hidden winner” Datadog’s stock, which you’ll recall grew 232% in less than four months. Nearly 3.5X every dollar invested, and about double Twilio’s gain in half the time. Impressive. Now let’s go even bigger… The e-commerce market is estimated at roughly US$792 billion. And, again, its dislocation yielded far bigger results for Wayfair than for either Datadog or Twilio — 758% gains in just 90 days. You see the pattern, right? Historically speaking, when the economic dislocation hits, the bigger the market opportunity, the bigger the gains.Chart refers to U.S. markets.
It makes perfect sense, right?More than 4,000X larger than 5G infrastructure…
332X larger than cloud computing…
66X larger than e-commerce…
And even 10X larger than all technology combined…
That’s on a whole different level from everything we’ve talked about so far. If Wayfair could turn a $100,000 investment into $858,000 in 90 days — an average gain of $8,422 per day — in an industry 1/66th the size of what we’re talking about today… Just how much potential is on the line here? While you’re considering that, I want to take a moment and discuss rising inflation, because that’s an incredibly timely concern for investors. Particularly when it comes to tech stocks. Chances are you’ve seen the same headlines I have. According to The Wall Street Journal, U.S. inflation hit a 31-year high in October. Now, you may recall that Motley Fool analysts publicly warned that inflation was coming in a public presentation back in May. One of the key things we highlighted in May was that tech growth stocks — many of which are reliant on cheap debt — were likely to be big losers when rapid inflation and rising interest rates finally took hold. “The Big Reset,” in a nutshell. Unfortunately, we’ve seen that prediction play out over the last few weeks. So what we need NOW is a plan to take advantage of this moment. And it’s clear to me that the answer isn’t just “more tech stocks.” Especially when you consider that many economists and investors are betting on inflation sticking around for quite a while, along with U.S. interest rates marching higher. Now, if you turn on the TV, you’ll hear a lot of big shots talking about inflation hedges, mitigators, things like that. And you know what? I have a real problem with that kind of thinking. Because when the market shifts, I’m not focused on limiting damage… I’m trying to take advantage of the new circumstances to make more money! Fortunately, we think there’s a tried-and-true way to do exactly this. Back in May we publicly made the call that this estimated US$52 trillion industry — the same one we’ve been discussing throughout this briefing — could win in an inflationary environment… And, once again, this Motley Fool prediction has proven true. This U.S. sector as a whole is up 34% year-to-date, a truly impressive outcome especially compared to tech’s struggles this year. And this outperformance isn’t an outlier.It’s 10 times larger than the value of all tech combined!
As I’ve shown, the larger the sector, historically the larger the gains potential when economic dislocations hit (just like right now).
If Wayfair could turn a $100,000 investment into $858,000 in 90 days — an average gain of $8,422 per day — in an industry 1/66th the size of what we’re talking about today, just how much potential is on the line here?
On a rolling 20-year average, this sector has outperformed the broader U.S. stock market 100% of the time over the last decade.
Chart refers to U.S. markets.
It was also the #1 performer in 2001, right as the dot-com bubble was bursting.
We’ve covered a number of Motley Fool predictions about this sector that have already come true — how it doesn’t just hedge, but BENEFITS from inflation.
While getting investors far away from the tech volatility we’re seeing today…
And simply represents an incredibly exciting chance to ride the wave of change in the stock market.
Here at The Motley Fool, we recognize that “more tech” isn’t the answer to every problem. We live in unprecedented times, and sometimes we must make unprecedented bets to take full advantage of the opportunities that present themselves. Our job is to try to provide winning picks wherever we can find them, regardless of the sector. So, to summarize, the sector we’re looking at today has better performance AND lower volatility versus the broader stock market, it’s one of the largest market opportunities we’ve ever discussed, and a uniquely timely opportunity to potentially benefit from inflation and from “The Big Reset” here at the end of 2021… And it all comes down to this estimated US$52 trillion industry that is the beating heart of the American economy. I’m talking, of course, about real estate. Now, some of you are probably thinking, “Real estate? You think there’s a big growth opportunity in U.S. real estate?” And I understand that concern. After all, U.S. real estate has the reputation of being slow and steady — low on volatility, good for income, but not great for driving rapid, massive gains. (Though we Canadians have certainly minted a few small fortunes from owning homes in places like Vancouver and Toronto!) Now, I think two of those three descriptions are entirely accurate. Real estate does feature lower volatility than the stock market. And as anyone who’s a landlord can tell you, cashing those monthly rent checks can be a great source of income! But given that real estate has outperformed the broader stock market 100% of the time over the last decade, as previously discussed… Well, it’s pretty clear that it’s an attractive asset class in general.Chart refers to U.S. markets and USD.
I know which markets I’d prefer!Chart refers to U.S. markets.
And that stock is Matterport, (NASDAQ:MTTR) — which, again, was first uncovered by our Real Estate Trailblazers team. Matterport is a tiny real estate company that specializes in collecting building data and turning it into actionable insights. Their technology has a variety of uses spanning from virtual tours (a great use case for real estate brokers) to construction data (useful for developers) to damage and repair inspections (great for insurers and property managers), and so much more. Management estimates that their total addressable market is more than 1,000 times their current annual revenue. Realizing even a fraction of that opportunity could deliver huge gains to investors, and our Real Estate Trailblazers team conservatively thinks Matterport could see 20-fold upside from here. Matterport is exactly the kind of “hidden winner” our team aims to uncover. Now, I should note — Matterport is an exciting stock, and we believe investors could do a whole lot worse than investing in it. But it actually isn’t one of the timeliest stocks Real Estate Trailblazers has identified to take maximum advantage of “The Big Reset.” Just a few minutes ago, our Real Estate Trailblazers team released their top nine U.S. picks for taking advantage of this unique moment of market transition. These are our timeliest picks for playing the once-in-a-generation economic dislocation we’re seeing unfold right now. And I can tell you — no Re/Max, no Simon Property Group, no Amazon or Apple, no Tesla. In fact, absolutely no well-known names here at all. In fact, the average market cap of these nine picks is 12 times smaller than the average pick in our popular U.S. Motley Fool Stock Advisor service. Talk about “hidden winners,” right? I mean, what could you do with 12 times the upside potential?Chart refers to U.S. markets and USD.
Stock #1: This little-known U.S. stock is focused in one of the hottest markets in the world — southern California — and management recently revealed that the inflation we’re seeing “is good for our business.” This company has grown at an incredible pace — in fact, it’s more than quadrupled net income in less than five years. Talk about high growth! And this stock had never been recommended before today at The Motley Fool. It’s 100% exclusive to Real Estate Trailblazers’ scorecard.
Stock #2: I’d never heard of this U.S. company before… but I’m glad I have now! This just might be one of the only companies seeing opportunity from supply chain disruption. That’s right — management anticipates “a positive impact on demand” as the global supply chain continues to realign. Of course, I’m not just looking for a story — I’m looking for results. Well, with revenue up more than 6-fold in less than five years, and funds from operations up 8-fold in less than three years, this company is absolutely delivering. The cherry on top? Its 3% dividend yield. And again, never before recommended at The Motley Fool. Also 100% exclusive to Real Estate Trailblazers’ scorecard. These are, of course, just a sampling of the incredible stocks our team has just recommended to take maximum advantage of “The Big Reset.”
And as you can see, it all comes back to the same underlying principles we’ve discussed today: #1 – Invest early in these big-dollar opportunities as economic dislocations hit. #2 – Find aggressive, underappreciated stocks — “hidden winners” — we think can deliver the truly epic gains potential. It’s the same playbook we ran with such success in 5G, cloud computing, and e-commerce, and more over the years, just applied to a totally different sector as inflation takes off, creating what we think could be a once-in-a-generation wealth-building opportunity for smart investors. These U.S. stocks represent some of the most cutting-edge research we’ve ever published to members. And they’re our real estate team’s highest-conviction ideas for positioning a portfolio to profit from “The Big Reset” as we turn toward 2022. Additionally, our team has fully taken care of portfolio construction. In addition to the nine timely picks the Real Estate Trailblazers team released just this morning, our team has another 19 U.S. real estate stocks they’ve recommended previously, every one of which is backed by cash from The Motley Fool LLC’s own balance sheet. That means you can see dollar for dollar EXACTLY how our team of professional analysts allocate money to each stock inside a comprehensive portfolio.This isn’t just a disparate group of stocks but a team of companies welded together with the goal of helping members who follow along pursue our time-sensitive “Big Reset” trade as effectively as possible.
VIP Exclusive
Cutting Room Floor report
This special report contains three additional U.S. stock picks that didn’t quite make the cut for inclusion in the 2022 inflation portfolio — at least for now!
VIP Exclusive
An exclusive VIP Q&A Call with Real Estate Trailblazers’ lead advisor, Austin Smith:
He’ll answer questions about our gameplan for taking full advantage of the generational wealth opportunity we’re seeing in rising inflation, about the portfolio itself, why certain companies AREN’T recommended, and how we’re positioning for big opportunities in 2022 and beyond! (Of course, please note we cannot offer personal financial advice of any kind.)
And finally, our Ironclad 30-Day Satisfaction Guarantee!
Simply join Real Estate Trailblazers… “test drive” the full portfolio… receive our team’s continuing guidance and future recommendations… Then, if at any time within the first 30 days of your membership you’re not completely satisfied?Simply contact our helpful member services team, and they’ll be happy to transfer your membership fee as a credit to another one of our Motley Fool Canada portfolio products. It’s as simple as that!
Plus, as a special “thank you” for sticking with me today, you’ll receive automatic access to our VIP Package!
Meaning you get everything I just mentioned, including:Our nine newest “hidden winners” picks designed specifically to target what we believe could be a massive opportunity in “The Big Reset” — stocks which are available right now to anyone who joins.
Not to mention all the VIP benefits I just described…
For just $1,999.To taking full advantage of “The Big Reset,”
Returns as of 12/07/2021 unless otherwise stated. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Fool contributor Michael Douglass owns Alphabet (C shares), Amazon, Apple, Block, Inc., DocuSign, Etsy, Matterport, Inc., and Shopify and has the following options: long December 2021 $20 puts on Matterport, Inc. The Motley Fool owns and recommends Block, Inc., Shopify, Twilio, and Zoom Video Communications. The Motley Fool recommends Alphabet (A shares), Alphabet (C shares), Amazon, Apple, Datadog, DocuSign, Etsy, Matterport, Inc., Netflix, Peloton Interactive, and Wayfair.
Real Estate Trailblazers includes U.S. stocks. All billing is in CAD. You will be billed according to your choice below and then $1,999 for each year thereafter.
This product is non-refundable.
Having trouble ordering or have any questions for us? Just send them to [email protected], and we’ll get back to you ASAP!
By submitting your order, you are agreeing to our Subscription Terms of Service and Privacy Policy.