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Deciphering Motley Fool’s “R.I.P., INTERNET: 1 Explosive InterWorld Stock for 89x your Money by 2020”

What's the "birth of the InterWorld" Stock idea from David Gardner?

By Travis Johnson, Stock Gumshoe, November 14, 2013

Another Motley Fool growth stock to sniff out for you today …

David Gardner has gotten a reputation as a compelling “rule breaking” growth stock picker over the past few decades, with some huge winners chosen (and held through very tumultuous times) as he built the Motley Fool with his brother Tom.

The flagship Motley Fool Stock Advisor newsletter has gotten more and more inexpensive over the years as they’ve cut the price to bring in more readers and get them into the “upgrade cycle” for their more expensive services, but the performance of that letter has still been good on average (beating the broad market quite handily over the last decade) as it features the ongoing battle between value-focused Tom and growth-focused Dave.

Now, that doesn’t mean David Gardner picks only great-performing stocks — like most growth investors, his portfolio is presumably very patchy, with substantial losers mixed in with the 1,000% winners — but it does mean that we stand up and pay attention when he starts teasing a new stock … partly because we’re curious about what tombstoneit might be, and partly because the marketing prowess of the Motley Fool means we’re going to get lots of questions from our readers whenever they come out with a new pitch.

So what’s today’s spiel? Well, as with a lot of the recent Fool ad letters it’s not actually signed by David Gardner, the ad comes from Fool analyst Lyons George, and here’s how he gets us interested:

“They’ll Call 2014 the Year the Internet Died… But You’ll Just Call It ‘The Year I Made My Millions’

“Silicon Valley is dancing on the Internet’s grave — and gearing up to cash in on the birth of an even BIGGER market.

“From solving traffic jams to weighing soup cans…
“From catching terrorists to watching television …
“From modern medicine to professional football…
“And dollar for dollar, insiders are calling for the biggest new market in the history of capitalism…”

He goes on with some thinly veiled cites of commentary by John Chambers (referred to just as “John”) about revamping Cisco to help grow with “the mystery market bigger than the Chinese economy” that’s projected to become a $14.4 Trillion market … so of course we’re curious. $14.4 Trillion is big (and yes, it is more than the current annual GDP of China).

The $14.4 Trillion number they’re throwing around as an estimate is for the year 2020 (the number was dramatically lower recently, $44 billion for 2011, the ad says), so it’s crazy growth but it’s within the somewhat foreseeable future, and that’s the target time period for this stock as well — apparently David Gardner thinks this one can make you a return of 89X your money on this pick, turning your $500 investment into $44,500.

So what’s this secret market? More from the ad:

“4 Words, 1 Can’t-Miss Opportunity… Get in NOW on ‘The Internet of Everything’ …

“When it comes to investing in game-changing new technologies, history has proven time and again that the real money isn’t in the invention of something…

“The real money is in the implementation….

“Why NOW is the final stage of the Digital Era’s ‘Implementation Gap’

“Put simply, the Internet of Everything is the final stage of the Internet’s progression….

“The Internet — and all the potential for progress it brings with it — is about to move from “Internet-Only” objects to EVERYDAY objects…

“Meaning tens of billions of regular ‘things’…

“Sidewalks and cereal boxes…minivans and dress pants…the lawn mower in your shed and the pillows on your bed…

“Will soon be connected together in an Internet of Everything….

“The Death of the ‘Internet’ — and the birth of the ‘InterWorld'”

OK, so it’s the “Internet of Everything” or the “Internet of Things” that we’ve been hearing about for a decade now — is it really going to happen? The promise has been the refrigerator that knows when you’re out of milk and orders it for you, the car that sends your husband a message when you’re running late, smart clothes that know when they’re dirty or when your heartbeat is erratic, etc., the sensors and controllers everywhere that interact with the digital world. And lots of it is possible now and has been possible for a while, depending on how much you want to spend, though integration into the consumer economy might be coming at unpredictable speeds.

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[My favorite product that fixes a problem I’ve never had? the $70 egg tray that tracks which eggs are oldest and should be used first and syncs with an app on your phone. An app. For deciding which egg to use and telling you when you’re running low. I’m lucky if I remember to take them out of the carton and put them in the tray in the first place, I’m certainly not going to sync the egg tray with my phone. But you get the idea — sensors and wireless stuff is now cheap enough that someone green-lighted this project, and people are buying it.]

And, as you might have guessed by now, we’re told that there’s “one small company” at the heart of this that will make us rich, with 89% annualized gains over the next six years:

“… regardless of how you feel about the revolutionary technological shift the InterWorld represents, the facts of the matter are painfully clear:

  1. The InterWorld revolution is already underway — and gaining momentum at an incredible pace.
  2. There is exactly one company that sits at the very heart of the InterWorld market…and it stands to rake in hundreds of billions of dollars between now and 2020.

“Most investors haven’t heard about the InterWorld yet — they’re still busy trying to figure out when Apple will release another piece of ‘iJunk’.

“But those savvy individuals who HAVE clued into this opportunity are going all-or-nothing into the ONE small-cap company that stands to grow in lockstep with the InterWorld market.”

So yes, finally we get to the hints and teasers about this little stock … or, as we like to call ’em here, “clues”:

“In a small town just North of Seattle, one company isn’t just ‘riding’ the InterWorld wave…

“With every product it ships out the door, it’s making the wave happen.

“Its technology is the final piece of the InterWorld puzzle — much like the internal combustion engine completed the auto industry, and the cathode-ray tube made it possible to put a television in every living room in America.

“Its customers include everyone from city planners to video-game designers… from auto manufacturers to fire departments… from a tiny coffee-machine company all the way up to General Electric and Chrysler Motors.

“It is the definitive leader in its space…

“With a dominant market share and over 350 issued patents…

“In short, it’s a no-brainer for anyone who wants direct exposure to the InterWorld market’s +8,937% growth in the coming years.”

And we’re also told that this stock has already gained 127% this year, so there’s another clue (David Gardner always says he doesn’t really start to like a company until Wall Street is screaming about how “overvalued” it is).

A few other clues roll across the transom, too, including that RBC Capital reiterated it at “overweight” on October 9, and that Royce just upped its holdings to 1.1 million shares, and the Swiss National Bank just started buying.

That’s probably enough to feed into the gaping maw of the Mighty, Mighty Thinkolator and get our answer — but first, let’s just share a little bit of the spiel from the Fool about what this company sells and does:

“… the physical objects that will make up this ‘huge brain’ need to be outfitted with devices that allow them to ‘talk’ about what’s happening…

“That’s where ’embedded wireless modules’ — the flagship product of this exceptional little company — come into play.

“Like the copper wiring that enabled a once-fledgling technology known as “electricity” to cover the globe, wireless modules are at the very center of the InterWorld’s explosive growth trajectory.

“WIRLESS MODULES: The ‘Copper Wiring’ of the InterWorld Era …

“… within every wireless module that this company sells lies the power for it to analyze what’s happening to the object it’s embedded in, and then transmit that data back to the appropriate destination.

“And considering that experts are projecting the number of wirelessly embedded devices to balloon from 1.5 billion to 50 billion by 2020, it’s a safe bet that the demand for these modules is going to be massive for years to come.”

Then we have one final bit that caught my eye in the ad:

“The company I’m writing you about today is that rarest of finds…

“An experienced player, in a niche space set for extreme growth, with an absolute stranglehold over its market.

“As I already mentioned, the fact that this company is the hands-down leader in its space with over 350 issued patents already has some forward-thinking investors (and Wall Street sharks) on the move…

“After all, it’s not every day you see a business with a ‘competitive moat’ that wide!

“But here’s the real icing: even though the InterWorld market is just now taking off, this company has been perfecting this technology for over 16 years…

“Meaning it has all its ducks in a row to fully exploit a once-in-a-century hyper-growth business environment while its competitors are still wondering who turned the lights on! …

“Realistically speaking, if you have a few thousand dollars of dry powder lying around…

“This will most likely be the last stock you — and your family — will ever need….”

Any financial advisor will probably tell you that there is no such thing as “the last stock you will ever need,” and that this kind of thinking is dangerous to your financial health … but still, as every financial copywriter knows, hope springs eternal. We all want those 8,000% gains to make us more comfortable in our golden years (or to make it so we can afford to buy $70 egg trays without blinking an eye).

So after all that, what is our “secret” stock? Secret no more, this is: Sierra Wireless (SWIR)

Sierra Wireless is a small Canadian tech company (yes it’s in a “small town North of Seattle” — Richmond, British Columbia), and they have indeed been on a tear this year, getting up to $20 a share for the first time since the financial crisis (they’ve dipped down a bit recently, shares now just under $18 as I type). They have a market cap of about $500 million, so quite tiny, and they’re expensive based on either trailing or forecasted earnings but do also have a large cash pile of about $6 a share (and no debt).

If you account for the cash, you can say that the shares trade at a forward PE of only about 24 (50 cents in earnings in 2014 expected), which sounds a bit more reasonable than the numbers look at first blush, but it’s still expensive — particularly because analysts are baking in pretty low growth expectations for the future. So it looks like David Gardner is making a big picture argument that SWIR is going to see much higher demand for its products in the coming years, with good revenue and earnings growth, and the Wall Street (OK, Bay Street) analysts are forecasting something a lot more tepid.

Sierra Wireless is going “all in” with this “Internet of Things” with the sale this year of their AirCard business (that’s their mobile broadband product) to NetGear, and that sale resulted in what looks like a huge earnings number this year (that’s why the trailing PE looks amazingly low — most of that $2+ in trailing earnings isn’t operating earnings). That basically allows SWIR to put the full force of the company behind their “machine to machine” products, referred to as M2M, that are a key enabler of this network of intelligent devices. Here’s how they put it in the press release about the sale a few months ago:

“This transaction is the next step in our transformation into a company focused on enabling the ‘Internet of Things’ – a strategy we have been pursuing with great success since 2007,” said Jason Cohenour, President and CEO of Sierra Wireless. “We are the world leader in this dynamic market, with the industry’s broadest product lineup, solutions across the value chain and an extensive, blue-chip customer base. In addition to realizing a solid return for the AirCard business, this transaction will provide significant financial resources and capacity to accelerate our growth in M2M and connected device solutions.”

So … that’s a large part of why the shares have doubled this year — optimism about that “internet of things” and their leadership of the M2M market and ability to get out of the AirCard business with a profit. Analysts haven’t allowed their expectations to boom along with the stock, but clearly David Gardner is all over it as a long term play — so really, your quick reaction to this stock will probably come down to whether you agree with Gardner about the huge growth potential of the “InterWorld” or agree with the analysts in their skepticism about the next year’s earnings. Or you could find both arguments compelling, of course, and think that SWIR will enable amazing things in the future but might be too expensive today.

Me? I dunno. It’s hard to think they could fall more than 50% from here, given their huge cash pile, but I also don’t know much about the business yet or where most of their revenues come from, and I don’t know about any potential competition. I’ve seen estimates that they hold about a third of the market for M2M modules and they have a lot of “blue chip” clients in electronics and automotive and other sectors, but that leaves two thirds of the market to … who? I dunno. I also don’t know anything about their patent position, other than the fact that they do say they have more than 350 patents.

To me it looks like it’s worth researching, but all I’ve done so far is confirm that this is certainly the stock they’re pitching and take my quick gander at their books. What do you think? Let us know with a comment below.

Oh, and a quick P.S. — this is an excerpt from that latest reiterated buy recommendation by RBC’s analyst when they raised the price target to $20 … this came out on October 9, when the stock was between $17.50-$18, just like it is today:

“M2M Comes into Vogue: Raising Target

“We are reiterating our Outperform recommendation and raising our price target on Sierra Wireless from $16 to $20. Investor enthusiasm for M2M and the Internet of Things has raised the valuation multiple on Sierra Wireless and its peers. We see more room for upside and believe Sierra’s leadership warrants a multiple towards the mid-point of M2M peers.”

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Archie B
Guest
Archie B
January 4, 2014 1:07 pm

Swir, PE now is 10.13 the Forward PE is 44.32?? This is a BIG RED LIGHT?
Institution Holdings is 29% ?
Beta is 0.96
Operating cash flow is 33.3 Million
Levered cash flow is 1.84 Million ??
Quarterly Earning growth Year to year is -84.50% OUCH

What does this all mean? ANYONE?

Jerry
Guest
Jerry
January 4, 2015 1:17 am
Reply to  Archie B

I don’t get it. What is there about SWIR that other companies can’t duplicate? This doesn’t sound like rocket science. Do they have patents to protect their designs? If not…………… What is their security that keeps copycats at bay?

dennisg
Guest
dennisg
January 9, 2014 9:05 pm

I dunno, I bought it @ $21.58 and sold it for $26.00. just watching it to buy again on a pullback.

bryam
Guest
bryam
March 2, 2014 3:21 pm

so is it really a good idea to invest in ITWR?

Tom
Member
Tom
March 2, 2014 6:39 pm
Reply to  bryam

ITWR? I don’t think there has been any mention of ITWR here. What are you referring to?

cm
Guest
cm
March 22, 2014 2:52 am
Reply to  bryam

U ARE REFERRING TO ANOTHER STOCK…IRRELEVANT … MOTLEY fool is not pointing out to that..

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brian
Guest
brian
May 29, 2014 1:09 pm

i just hope it’s not a personal privacy stock/product because there is a huge political awakening with privacy

Tom G
Guest
June 8, 2014 7:33 pm

To Travis Johnson, Stock Gumshoe,

I like your article and this forum. I hope you will 5 min and 28 sec to research this. Could be a winner for you and your readers. FYI a German company has been introducing REAL GOLD MONEY to the world for 3 years now with a unique method of moving gold by the gram for investors big and small. This is a movement back to actual gold money that grows in value (unlike paper currency) and is currently accepted worldwide in exchange for goods and services. If you are not aware of this unique company then now is the time to check it out. http://www.thegoldteam.2fortune.com

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sooku
Member
October 9, 2014 11:46 pm
Reply to  Tom G

Dude! You have a low opinion of this audience or what

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Eric Morse
Guest
November 14, 2013 3:08 pm

As you seek out more market intelligence into the remaining 2/3 of the M2M market, look at Jasper Wireless.

hipockets
November 14, 2013 10:52 pm
Reply to  Eric Morse

Jasper appears to be a private company. Judging by their webite, http://www.jasperwireless.com/ , they are a worthy competitor to SWIR.

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sooku
Member
October 9, 2014 11:52 pm
Reply to  hipockets

They look like self-promotion geniuses. A very pretty website but no real meat on who is using their solutions for what, or even if they actually have working solutions. No comparison with SWIR, which is a real company that dominates its space.

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ffs
Member
ffs
November 14, 2013 3:24 pm

Many thanks for the decode, it has to be worth a punt as I’ve not lost a penny on MF tips so far. Then again, my very modest investment in Berkshire Hathaway has out done the MF tips I’ve followed.

catfish77
Irregular
catfish77
November 14, 2013 4:29 pm

Have you done any more research on PREGF, the German oil driller. It has fallen back from its highs and I am wondering if they have problems. They put out NO news that I can find.

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JDM
Guest
JDM
December 18, 2013 4:44 am
Reply to  catfish77

what’s wrong w/ you? getting off topic a bit.

John Harris
Member
John Harris
November 14, 2013 5:23 pm

I like this reco from MT. I bought 100- shares of Netflix at about $10 years ago on their reco and it had doubled that year and had a high P/E but the growth of their customer base that followed made that irrelevant (and put a lot of video stores out of business). It is over $300 now (after a one year swoon from near there down to about $60 and back up again) and still has a high P/E ratio. It has been one of my best holdings though I sold some off early to cover my cost. I like wireless modules not because they enable smart egg trays that I don’t need (and no-one does in my opinion) but because they do things that in years past were expensive to do like installing an alarm system with sensors all over the house (or your business). Those used to be all hardwired back to your basement where ADT mounted their equipment on the wall. Running all those wires from smoke sensors, motion sensors, and door sensors took a lot of cutting up your drywall and drilling holes and pulling wires through rafters, attics, and air vents. Vivint just installed a system in my home and all the sensors are wireless. They all communicate back to one hub, the control panel by the entrance, that is plugged in the wall. There is even a wireless key-ring fob to use to turn it on and off. I watched the two guys install all the sensors in about 30 minutes. I was impressed. Wireless devices don’t just offer things no-one uses yet that who knows will catch on. They offer better ways to do things we already do which is why I will buy a position (or maybe two).

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RJR
November 17, 2013 2:38 pm
Reply to  John Harris

How secure are these wireless connections, in practice not in theory? Hmmm, time to invest in Norton or McAfee or…?

Alan Harris
Guest
Alan Harris
November 17, 2013 4:02 pm
Reply to  RJR

Ha Ha !! I love the idea that someone might hack their way into your light switches. Funky disco !!

Paul
Guest
Paul
November 19, 2013 6:43 pm
Reply to  Alan Harris

light switches, thermostat, breaker box, televisions. not just theory…
http://www.blackhat.com/us-13/briefings.html

tommco
Guest
tommco
March 2, 2014 6:38 pm
Reply to  Alan Harris

Umm, security system maybe?

Dave Miller
Member
Dave Miller
November 14, 2013 5:26 pm

Mr. Gum Shoe, love your articles ( ! ). What can you tell us about the “770” plan or whatever, that big banks use to make exceptional interest on their money while paying their customers paltry amounts on deposits ? I think Money Morning, or Money Map promoted this ?? Thanks so much. Dave

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tanglewood
November 14, 2013 8:55 pm
Reply to  Dave Miller
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herbalix
Member
November 15, 2013 5:21 am
Reply to  tanglewood

Hi Dave! (assuming you are the Dave Miller that I think you are 😉
Great to hear you enjoy Mr. Gumshoe at least as much as I do.
If you are not an’ Irregular’ by now you should definitely give it a try. Absolutely nothing to loose. Unless, of course, you consider $13,- for three months of great stock information, fun entertainment and honest investment ideas as too much of an investment per se.
Happy investing!
Greetings to Bob!
Herbie

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Alan Harris
Guest
Alan Harris
November 14, 2013 5:38 pm

………’Mind-bogglingly, 90% of all the data in the world was produced in the last two years alone. ……….recently agricultural giant Monsanto announced it will pay $930 million to buy The Climate Corporation, a Big Data startup that specialises in monitoring weather patterns for crop farmers. ……….on a conference call with analysts on Wednesday, Monsanto said that it now plans to spend north of $1 billion on data generation every year.’
I guess thats where the revenue comes from.

I know you guys are not keen on UK stock, but some might be interested to research Fusionex (FXI. Lon) @ £3.15…………. ”What Fusionex does is to help companies make money and stay ahead of the competition by interpreting the vast streams of data we are now collecting. It does this by providing information to support decision making – serving banks, telecoms, airlines and car manufacturers. Its clients include Air France, Air Asia, Ford, FedEx, RBS and Shell. Fusionex enjoys a strong reputation in the marketplace which is includes a great relationship with Microsoft. Take a look at this video of Microsoft’s Bob Baker explaining what they hope to get out of partnering with Fusionex to see what I mean. (http://www.youtube.com/watch?v=WE8wN2DwuAU&feature=c4-overview&list=UUlvA6Qn7vHK06dCzFev-pNQ) The company also works closely with IBM, HP and Dell among others. So far they have never had a project cancelled, an implementation fail, nor a customer leave them. CEO Ivan Teh owns 51%. No shareholders sold on the IPO.’

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pozoblue
Member
November 14, 2013 9:49 pm
Reply to  Alan Harris

Alan, thanks for that note about Fusionex. Digging around, I find nothing in the way of analysis or commentary on the company. Intriguing, and I’d like to hear what others think.

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Rick
Guest
Rick
November 15, 2013 9:32 am
Reply to  Alan Harris

Fusionex is on the London Stock Exchange, and if you own a lot of British L this stock is at L 320.00
Happy investing

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Alan Harris
Guest
Alan Harris
November 15, 2013 12:29 pm
Reply to  Rick

Its on the London AIMS market which is little brother to the main london FTSE exchange. Stock is priced in pence ie 100ths of a £ on our exchanges whereas in US its $. Yahoo showed a close of 315 pence ie £3.15 last night Nov 14th but £3.20 is likely more accurate. 321.25 ie £3.2125 today

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pozoblue
Member
November 16, 2013 10:38 pm
Reply to  Alan Harris

Thanks, Alan. The first link does not work, does lead to stockopedia, but to a Sorry… this “This page has a problem and we are working on it!” msg. Same with the other Stockopedia uk Fusionex-related links I tried.
The investigate link, second one, does work, thank you. Still nothing in the way of analysis.
To the rest of repliers – I was looking for info and analysis, not stock price.
Thanks again Alan.

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Alan Harris
Guest
Alan Harris
November 16, 2013 10:42 pm
Reply to  Alan Harris

Works for me….perhaps temporary prob….try LSE.co.uk. Plenty there.

jmyles36
jmyles36
November 15, 2013 6:47 pm
Reply to  Alan Harris

Liked your comments, have tried finding info on Fusionex (FXI.Lon) but have been unsuccessful. Tried Scottrade (where I invest my IRA $), Yahoo Finance, CNN and the Motley Fool site. They all don’t recognize the stock. Is there anyplace to get information without paying for it? If the stock looks like a good investment, is there a way to invest if my discount broker doesn’t handle it?

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Alan Harris
Guest
Alan Harris
November 16, 2013 6:10 am
Reply to  jmyles36

The focus of this sub thread is changing from recco’s, into ‘why do you guys have so much problem trading UK stock when its the oldest and probably the second most active market in the world?’ I’d dearly like to understand it. I live in UK and I can trade just about all the main markets around the globe, with my staid old online bank system (except OTC: but even that only requires a call to the bank’s in house broker staff). Equally Google/Yahoo. If I type fusionex, I get 76k references. Do we have different internets? (Ha ha…I got my answer already: internets is flagged as a spelling mistake coz theres no plural) BTW I dont own fusionex but I do have a stink bid in.
Im not sure if this is allowed on GS, so Travis can delete it if he likes; but a v good source of info for uk stock prices/research is http://www.lse.co.uk…its free and you wont need to type the .Lon, just fxi (or whatever) in the search. I know this works from US as another GS friend (Hi Pockets) accesses it from US. Good luck all.

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Alan
Guest
Alan
January 13, 2014 5:38 pm
Reply to  Alan Harris

Had a really good look into Fusionex, while i was doing it the share price has gone from £4.23 to £5.39 in five days! i think your right it looks like a fantastic buy even at that price! with the customer base they have and expansion into Hong Kong should be a sound buy!
Can’t say i understand the hype about Sierra Wireless having looked into them but think i’ll buy £1000.00 might be worth £ 89000.00 in five years!!!

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Alan Harris
Guest
Alan Harris
January 16, 2014 1:46 pm
Reply to  Alan

”……Fusionex (FXI) announced results, which were a little better than expected. Revenues grew by 42% in the year to September. Gross margin and the net cash balance were highlights as was a client renewal rate of over 95%…… GIANT is a premium product, expecting to sell for an average price three to five times the $100,000 achieved by FXI’s Business Intelligence product…..hopes to convert the three paid pilot projects into sales during this quarter. Each initial contract could be worth in the $1m region…. hopes to follow through with another eight to ten new GIANT customers over the coming months.
A key driver for sales in the medium term will be the partner channel where deals have been announced with Big Data platform specialists HortonWorks and Cloudera. The shares are up by 67% on October with most of the move coming in the last month. While I expect them to consolidate this move, the growth story remains intact.”

Your call !

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kycautious
kycautious
November 14, 2013 6:09 pm

Travis, Is this M2M the same thing as Michael Robinson’s MEMS that he is promoting in one of his Money Morning teasers that he claims will cure disease by sending signals to the doctors office?

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Alan Harris
Guest
Alan Harris
January 16, 2014 2:07 pm
Reply to  kycautious

Sounds like it’ll cure his waiting room problem more like 🙂

ventureshadow
ventureshadow
November 14, 2013 8:15 pm

A competitor seems to be Novatel, with $319 million/year revenue vs $433 million/year for SWIR. However, Novatel is priced far lower, with a market cap of $72 million vs $559 million for SWIR. Novatel loses money and plenty of it.

Other competitors are low-cost Asians. Is this the future of this business? It has been for everything else electronic, but for this this will not be now, it will be 5-10 years from now I think, maybe, possibly.

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ventureshadow
ventureshadow
November 14, 2013 9:31 pm

Now I see that little Novatel made today’s front page of WSJ about how their CEO pumped and dumped his company’s stock in 2007. Stockholders are suing. Other companies mentioned for apparent pump-and-dump moves include Isia, STEC, and Aruba, all in microelectronics. Any CEO who does this is flagrantly psychopathic because he expects the stink will not cling to him. It should be good news for SWIR that a major competitor is not trustworthy.

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Wolfgang Wiebach
Guest
November 15, 2013 11:20 am

Considering that each one of those wireless sensors needs a battery (which, of course, runs down and must be replaced periodically), I would say “Curb your enthusiasm”.

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architect27
Member
architect27
November 16, 2013 11:31 am

“…each one of those wireless sensors needs a battery…”
Wondering who will be the next play on battery power for all those wireless devices? Or, will some other technology arrive on the scene to keep these devices running? Induction thru wall (near a 110V wire) to charge devices? TSLA must believe in battery power.

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Jeff Tatus
Member
Jeff Tatus
November 17, 2013 12:28 pm

Wolfgang… I began thinking the same thing. I see another huge layer of “cancer” from more electromagnetic radiation from all these connected “egg trays” and such. The news above about Monsanto buying a data aggregation company makes me think of the other reasons why cancer is on the increase in our society (Genetically Modified Organisms, or; GMO’s).

I have been caring for a good business associate/friend who had a bout with Pancreatic cancer and as a result, learned a great deal about cancer, what causes it, and how to cure it. I want to speak to Travis about how we can all make some money on helping people help themselves. The “obvious” is often the most elusive… what one can learn from the pain of others is without parallel.

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Nancy LaValley
Member
Nancy LaValley
January 20, 2014 2:03 pm
Reply to  Jeff Tatus

Jeff, you are so right. I, myself am trying to find out how to invest in ethical companies. Monsatan is causing unprecedented health hazards. They do not want their poison foods labeled in any way. We should ask ourselves, WHY? They own the president, and the Congress. If you know of any Mutual Funds that specialize in “ethics” to help humanity, I would like to know. Thanks. Nancy

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jamespaul108
jamespaul108
January 20, 2014 10:43 pm
Reply to  Nancy LaValley

Sites that list “socially conscious” mutual funds are http://www.ussif.org/ and http://www.socialfunds.com/. Each “socially conscious” fund has its own criteria for what it invests in; you would have to examine the criteria of each to see if they match what is “palatable”. Some funds screen only on guns/tobacco/alcohol; others look at environmental responsibility. nodirtygold.org has a publication, “Troubled Waters: How Mine Waste Dumping is Poisoning our Oceans, Rivers and Lakes,” at http://nodirtygold.earthworksaction.org/impacts#.Ut3r-vZOnhM that lists mining companies that have been naughty. At the same time, you can click on “Better Mining”; it appears that Anglo American is a founding member of the Initiative for Responsible Mining Assurance (IRMA) which is formulating voluntary standards for good environmental and social practices. At seekingalpha.com, you can search for articles by Tom Konrad, who writes on green energy stocks.

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moxadox
moxadox
March 17, 2014 8:45 pm
Reply to  jamespaul108

The misinformation about genetically modified organisms and any potential they may have to cause disease is shocking. We’ve been eating GMOs ever since the pilgrims learned how to cross two different strains of corn to produce a third, blight-resistant strain. The only difference in the modern, much-feared genetically modified organisms is that since we now know the plant’s entire genome, we can take a piece of DNA from, say, a potato plant, which is not susceptible to corn blight (in this for-instance), and substitute it for the piece of corn DNA that makes the gene product that makes the corn susceptible to the blight, thus making the corn blight-resistant. In this way, we can avoid dumping oceans of chemicals on our food, because we have made the corn plant intrinsically resistant to the blight.
As for worries that the “Frankenfoods” might somehow jump the ditch and change OUR DNA–well, folks, for a whole lot of reasons, that simply does not happen. Not the least of those reasons is that DNA is denatured–killed–by the acid in our stomachs. And of course, plants and animals run on completely different systems. For instance, plants make energy by converting sunshine to plant material. Animals make energy by consuming plants and animals and making it into flesh. They do this via incredibly complex systems of enzymes and chemical messengers, which work on entirely different infrastructures. Plant DNA is not capable of changing people DNA.
Is it possible to genetically engineer people? Absolutely! Wonderful new treatments are in the pipeline which would enable diseases like Cystic Fibrosis to be cured by gene splicing. We’re already seeing babies who are born with HIV, cured by stem-cell therapy, which is just another form of genetic modification.
One thing that is possible in GMO crops is cross pollination with wild-type or non-modified plants. This might result in your own garden corn becoming disease-resistant, but since all commercial corn crops are detasseled in order to prevent wind-pollination, even that possibly beneficial side effect is unlikely.
If anyone is able to explain to me in cogent scientific terms how GMO foods can harm human beings (and I mean “cogent scientific,” not “panicked ’cause I heard it at Whole Foods”), I would be truly grateful–and for once I’m not being sarcastic.

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Mikey Mike
Guest
Mikey Mike
March 25, 2014 11:35 am
Reply to  jamespaul108

The danger of GMO is not the Frankenfruit hype. The danger is that they are making corn and soy that is resistant to Roundup and other chemicals. So they are lacing fields with these chemicals to kill weeds without harming their crop. Well, we are eating the corn and soy (in hundreds of different forms) in mass. The concern is the absorption of the chemicals into the vegetables, which can now absorb more than ever before, and the amount that we are consuming. So no, this doesn’t go back to the pilgrims. Responsible, selective breeding is a wonderful thing. Eating Round up is probably not healthy.

Johnny
Guest
Johnny
May 8, 2014 10:12 am
Reply to  jamespaul108

Laura, you have no idea what you’re talking about.
Breeding two types of corn together, something that can also happen naturally, is nothing like what happens in GMOs, where plant DNA can mixed with insect or animal DNA in a completely unnatural process.
Also you seem to have the common misconception that the DNA for the desired trait is surgically spliced into the target organism’s DNA using DNA mapping. The reality is way more chaotic and random – they just smash the one organism’s DNA with the other randomly, combining who knows what traits, and then test for the trait they want by growing the result.

Malcolm Jensen
Guest
Malcolm Jensen
April 14, 2014 10:44 pm
Reply to  Nancy LaValley

Nancy – Your comments are a lot of conspiracy garbage. Let’s hear your evidence that Monsanto is causing health hazards; your evidence that they “own the president and the Congress.” With gullible dolts screaming that GMO foods are health hazards, how can you blame them for seeking to avoid labeling their food products as GMO. Try thinking and look for facts.

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Alan Harris
Guest
Alan Harris
April 15, 2014 4:29 am
Reply to  Malcolm Jensen

Malcolm: I have no view on GM…….but on GS we do try to be a little more ‘measured’ in our criticism. Thanks

Nancy LaValley
Member
Nancy LaValley
April 19, 2014 11:24 am
Reply to  Malcolm Jensen

Malcolm. You obviously are not caught up on the dangers of GMO. May I suggest a book – Seeds of Deception. I do not want to waste my time on your ignorance. Way too busy for that. There is so much information out there about GMO out there that I am surprised that there is anyone left who still believes in it – unless they have a vested interest in Monsanto. Do you? P.S. Dr. Oz also recently gave reasons why we shouldn’t be eating GMO foods. Organics may be more expensive, but at least they are not infused with roundup poison (found now in human breast milk) or massive pesticides that GMO fields are using on their crops. Hay, I say, Malcolm and people like you, eat all of them you want, the gene pool will get a little deeper once you die from their poison crops.

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Malcolm Jensen
Guest
Malcolm Jensen
April 19, 2014 1:56 pm
Reply to  Malcolm Jensen

Well, Nancy, interesting that you would like to end this conversation by wishing me dead. I don’t wish that for you, though your ignorance may well die a death of its own if you read articles written by actual experts. You might want to read and consider the response by Laura Schuman (of March 17th). Maybe you’ll wish her dead, too. Or maybe you’ll begin to see through your mental clouds. Good luck.

Malcolm Jensen
Guest
Malcolm Jensen
April 19, 2014 2:00 pm
Reply to  Malcolm Jensen

Notice, Alan, that I did not wish anyone dead. That was Nancy of the conspiracy crowd. And with her conspiracy attitude, she likely is a guns-for-all enthusiast, too.

Jake Harris
Guest
September 30, 2014 5:14 pm
Reply to  Malcolm Jensen

Guns-for-all enthusiasts… I find that comment interesting to say the least. Why shouldn’t we have guns? Guns have been readily available to the public for many years, to step in and take those away from law abiding citizens would be nothing short of an epidemic. Do you think that if guns to the public are outlawed then they will just disappear? Doubtful. Criminals will have guns regardless of legality, therefore I think it would be only a wise decision to keep our guns to protect ourselves from things such as home invasions. Unless you can somehow stop a ruthless criminal in your home yielding any sort of gun with a phone-book from your nightstand.

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hipockets
April 19, 2014 3:14 pm

Malcolm and Nancy – re: Your posts on comment 11 when commenting to each other:

Your feelings / beliefs, no matter how strong, could have, and should have, been expressed in language that was not insulting..

When you demean another, you also demean yourself. Sometimes, more so

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Tom G
Guest
June 8, 2014 6:45 pm
Reply to  hipockets

Great point Hi Pockets. You have the right attitude for me. Name calling and liberal mindsets especially in Washington are hurting our nation. We should all calm down and work together for solutions and not resort to low class name calling to make a point which as you said “When you demean another, you also demean yourself. Sometimes, more so”.
http://www.debt.2fortune.com

LA Rose
Guest
LA Rose
June 10, 2014 6:56 am
Reply to  hipockets

People who lack facts to make their argument, often resort to personal insults. Welcome the insult, it is the white flag of defeat.

John Caprani
Member
John Caprani
November 16, 2013 2:14 pm

Hi All,

Any suggestions for companies making wireless power transmission products?

Thanks,

John

Andy C
Guest
Andy C
December 27, 2014 3:36 am
Reply to  John Caprani

BBC News – UK’s Hypercat aims to spur on ‘internet of things’

http://www.bbc.com/news/technology-28041736 Cached
A group of 40 UK-based tech firms has developed a way to help apps and machines communicate in a bid to spur on smart cities and smart homes. Hypercat is a new …

carroll richard
Member
November 16, 2013 2:28 pm

The “Fools” always say”We have the next big one,and by the way, sign up for our “premier” service… right,sure thing. Everybody is right sometime…LOL

Alan Harris
Guest
Alan Harris
November 16, 2013 2:33 pm

The markets can only go up, down or sideways….so any recco has a 66.666666+% chance of not losing you money. So how come I keep losing ?????????

Paul
Guest
Paul
November 19, 2013 6:47 pm
Reply to  Alan Harris

I dunno but if you start selling your wrong advice – and you’re really 66.6% (in-)accurate, there’s money to be made!

jack2020
December 25, 2013 12:32 pm
Reply to  Alan Harris

You should follow Will Rogers advice on how to make money in stocks.
” Buy a stock , when it goes up sell it. If it doesn’t go up don’t buy it. “

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summerdeclines
Member
summerdeclines
November 16, 2013 3:05 pm

Anyone interested in this market should check out u-blox Holding AG , on the Swiss exchange. I don’t own the stock, but have used their wireless products for years and found them to be excellent. The stock prices has almost doubled since the beginning of the year.

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queenn
queenn
November 16, 2013 5:00 pm

Your article states that SWIR has $6 per share cash and no debt. Thompson Reuters detailed stock report only give SWIR a 6 out of 10 regarding debt in its Fundamental Indicators section. Assuming you are correct about the zero debt, can you help me understand why a pile of cash on hand and no debt does not rate a 10?

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5971
queenn
queenn
November 16, 2013 5:02 pm

Sorry, I should have given the date of the Thompson Reuters report in my question. It was dated November 15/13.

queenn
queenn
November 16, 2013 5:07 pm

I have looked at the “fine print” on the report and they were using stats from 06/13. Has the debt level changed significantly since then, possibly due to the sale of the card business you mentioned? Thanks!

Viktor M
Member
November 16, 2013 6:38 pm

Replacing copper wiring with wireless systems creates a vulnerabilty to jamming from high power transmitters driving high gain antennas. Jamming equipment could be installed in aircraft, cars and trucks. Millions of egg trays would go bonkers creating chaotic conditions for egg owners. Billions of eggs would be mistakenly thrown out, causing paralysis in the egg market. Civilization would have to revert to egg candling to avert enormous economic loss not to mention starvation. Millions of illegal alien scab laborers would have to be imported to provide affordable egg candling for Americans. Congress would have to pass the Affordable Egg Care Act to protect us from ourselves. Caveat emptor!!!!!!

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Alan Harris
Guest
Alan Harris
November 16, 2013 6:41 pm
Reply to  Viktor M

OMG….the end is nigh !!

Tom G
Guest
June 8, 2014 7:19 pm
Reply to  Alan Harris

Hi Alan:
The end might be nigh but there are solutions to protecting our families. Most savy investors know that the “dollar” in in trouble
The coming collapse of the US dollar and the international monetary system is entirely foreseeable. FYI a German company has been introducing REAL GOLD MONEY to the world for 3 years now with a unique method of moving gold by the gram for investors big and small. This is a movement back to actual gold money that grows in value (unlike paper currency) and is currently accepted worldwide in exchange for goods and services. If you are not aware of this unique company then now is the time to check it out. http://www.thegoldteam.2fortune.com

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dagelf
Member
dagelf
January 9, 2015 3:46 am
Reply to  Tom G

Um… the US has a vast military and I don’t know if you noticed how tightly they control their “free” media… and that all protects the dollar. Who protects the gold? Nobody even knows where it is… you can’t eat it. You can’t email it. It’s basically worthless.

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210
dagelf
Member
dagelf
January 9, 2015 3:50 am
Reply to  dagelf

I forgot to mention: It’s illegal to move gold without a license in many countries. That roughly translates into: The law will not protect you, and anybody with paper money can come and send the police to steal your gold, rendering it even more useless.

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dagelf
Member
dagelf
January 9, 2015 3:51 am
Reply to  dagelf

Otherwise put – if you have a license, they also know where to come get it. To do what with it, only they will know. Maybe to make a golden calf they can worship.

hipockets
November 16, 2013 7:53 pm
Reply to  Viktor M

My kind of thinking! But what we need is something that will protect us from all those bad eggs in Congress.

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Alan Harris
Guest
Alan Harris
November 16, 2013 10:14 pm
Reply to  Viktor M

This calls for a stink bid…whats the ticker for congress?

Alan Harris
Guest
Alan Harris
November 16, 2013 10:25 pm
Reply to  Alan Harris

Someone reckons its CON…was that a yoke?

hipockets
November 16, 2013 11:50 pm
Reply to  Alan Harris

:>) :>) :>)

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S E Lugg
Member
S E Lugg
November 17, 2013 6:10 am

London Stock Exchange is
http://www.londonstockexchange.com/home/homepage.htm

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5971
Erbo
Erbo
November 17, 2013 9:58 am

Any ideas on what stock the Oxford Club is touting with their recent video regarding RNA Interference which is supposed to make a huge announcement within the next three months that will change the world? My guess is that they are pushing Biotime.
Thanks,
Eric

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