Poulos sez: “Coronavirus ‘Stimulus’ Bill Could Thrust This $9 Stock Into The Stratosphere”

What's being teased by Premium Income Alert for June 19 riches?

By Travis Johnson, Stock Gumshoe, June 10, 2020

Today’s teaser ad that we’ll be feeding to the Thinkolator is for Bill Poulos’ Premium Income Alert ($1,997/year) from Profits Run, and it’s a doozy, funneling two hype-filled trends into one stock idea.

Premium Income Alert is not a service we’ve looked at before, but it’s billed as a “weekly trading service” (the “upgrade” option from their more conservatively pitched Premium Income Letter), so there’s probably some specific trade being hinted at which is more complicated than “buy this $9 stock,” but the focus of the tease is primarily on that single stock that could be boosted by “coronavirus stimulus” … here’s how that gets hyped early on in the ad:

“We just discovered a little-known $9 stock… that could solve a lot of your retirement problems.

“What’s going on is very unusual, and you need to hurry before it takes off.

“The financial media isn’t covering this revolutionary tech or its life-giving impact… but in-the-know investors are forecasting a potential 1,431% gain by June 19th…”

And though they don’t say so, one is left to assume that they mean June 19th of this year… which, of course, is absurd. That’s in nine days.

Because the copywriters know that using Donald Trump’s name is catnip to a certain percentage of their audience, and will at least draw attention, they throw it in as a catalyst…

“It’s too easy to miss the forest for the trees.

“Because if you come up for air…

“You’d see that President Trump is rising to the occasion, and breathing life into a new $12.3 TRILLION-dollar American industry…

“… one quietly FUNDED by his just-passed Coronavirus ‘stimulus’ bill — yet never REVEALED in the document…

“With only one $9 stock capable of carrying out his orders.”

So what connection does this have to coronavirus? We get this from the ad:

“This company is days away from solving the #1 threat to your health and retirement…

CNBC crowns their venture as…

‘America’s most important project’….

“This company’s groundbreaking tech makes it possible.

“In fact, it’s already being rush-installed at Harvard Medical School…

“Chicago’s most prestigious health institution…

“Silicon Valley’s finest hospital…

“And the U.S. Department of Veteran Affairs health center.”

And the ad ladles it on thick with these health connections and huge potential… here’s more of a taste:

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Business Insider says this company’s tech helps us in the march against, ‘treating deadly diseases without sacrificing the speed and quality of care.’

Forbes Magazine calls it ‘the new frontier’ and it’ll without a doubt “change our lives forever.”

The Financial Times dubs it a ‘game changer for humanity.’

MIT Tech Review goes on record to say this company’s tech is ‘the Mother of Invention…’

The Verge calls it a ‘mind-blowing milestone’ that the world needs…”

So what are they talking about? Some crazy new medical technology?

Not really, this is, again, all about 5G. More from the ad:

“See, while 5G makes your phone faster…

“The REAL STORY is the ‘online infrastructure’ 5G will create that connects every hospital… research facility… and deserving American like you…

“Within the snap of a finger.”

The connection is not direct, of course, but the general idea that a rollout of 5G will eventually help some parts of healthcare is certainly reasonable even if that’s not going to be the primary focus or profit center — making fast broadband access more available to provide telehealth visits and remote care, or more robust wearable devices that monitor your health, and Poulos even throws in the “self-driving medicine delivery and grocery drop-off” as 5G outcomes.

In reality, we probably won’t be able to imagine just what the most visible outcomes of widespread 5G adoption will be in a few years — 10 years ago we certainly weren’t envisioning Uber or Tinder or TikTok as eventually dominant companies that would be big beneficiaries of the coming 4G upgrade… but sure, some of the advances will no doubt continue to come in health care.

So what’s the stock they’re teasing? More clues…

“Smart Investors Know There’s Only One $9 Company That’ll Benefit When 5G Finally Hits The Mainstream On June 19th…

“It’s not Verizon… AT&T… or T-Mobile…

“Although they’ve each already inked deals with the company behind the $9 stock I’ll reveal in a moment.

“It is… however… the same company hedge funds like Cevian Capital has plunked $2.78 billion into…

“Investor AB hunkered $2.20 billion into…

“AB Industrivarden snagged over $801 million in shares…

“In fact, one of the most secretive funds – Primecap Management Company – just snatched over 100 million shares…

“And Blackrock, one of the world’s largest asset managers, scooped $1.1 billion of this $9 stock.”

Blackrock owning shares of a company doesn’t mean anything, of course, that just means the company is of a meaningful enough size to be bought by institutions — it could just be in index funds (Blackrock owns iShares, and manages more than $7 trillion in both active and indexed strategies)… but a couple of the others are interesting, even if we’re left without much context.

And one more bit of clues:

“With A Whopping 49,000 Patents Under Their Belt, Now There’s Nothing In This Jackpot Of A Company’s Way….

“Because in order for that upgraded cell tower to function, there’s an ultra-critical element that only this $9 company makes….

“It’s their keystone transmitter chip… without it, 5G fails.

“As you read this now, their keystone transmitting chip is being installed across the nation, and soon to your hometown. So far, there are about 600,000 of these upgraded towers.

“There’s more where that came from as this company just fast-tracked their next generation transmission towers out…

“And my research shows that’ll hit mainstream news by June 19th.”

So what is it that Poulos is teasing here? This is the Swedish telecom equipment giant Ericsson (ERIC), which has been one of the two main infrastructure equipment providers benefitting from the blockade of Huawei (the other being their Finnish competitor Nokia (NOK)).

And no, they don’t really have a health focus, but they are, of course, very much tied in to the expansion of 5G networks — the problem over the past few years, for both them and Nokia, has been that they have trouble competing with Huawei when it comes to speed of innovation and costs, and that the pace of investment in 4G networks has cooled off dramatically before investment in 5G networks has really picked up enough to make up the difference. Throw in the fact that everyone’s competing and trying to establish a beachhead in 5G, which means the margins are not as good as expected, and you’re left with a couple Scandinavian giants that should be in the sweet spot and poised to enjoy a five-year revenue growth tailwind as 5G networks are built out, but haven’t actually been able to show that in their order books or income statements just yet.

Probably they will — Nokia has also been beset with some real management blunders, and an integration of ALcatel-Lucent that went about as badly as you could imagine, and Ericsson has reportedly done a better job in designing modern software tools than Nokia and taken some edge over its competitor, but a rapid global 5G deployment, particularly if Huawei is blocked from selling into large parts of the world, will eventually be a strong revenue driver for both. There really aren’t any other competitors, the network infrastructure has to come from Huawei, Samsgung, Ericsson or Nokia, and most telecom companies will use at least two of those providers to some degree, if not all four.

Does Ericsson have a “keystone transmitter chip” that’s required for 5G? Well, I guess you could say “sort of” in a theoretical way, since Ericsson has some 5G patents that others will have to license (as do Nokia, Samsung, Huawei, Qualcomm et al), but they do not sell a specific unique chip that everyone has to use. They do design some of their own silicon for their routers and