I was having an interesting discussion the other day about how I sold CMG, AAPL, MNST, BWLD, and a host of others, at much lower prices. I don’t get mad about missing out because I know there are always new winners to be had, a chance to get it right. Before the discussion moved into the realm of outright vagrancy, we talked about some names worth mentioning.
Clearly, the next big thing was AAPL, CMG, PCLN, LULU, ISRG, PNRA, AZO, CRM, WFM, GMCR, NEU, SAM gold/silver etc. The question is, what’s next?
Will DDD move into the sex industry, allowing perverts to “print” dildos at home, sending the stock to a gazillion? Will PNRA continue to trail blaze higher, just like CMG? Will natural gas trucks become a reality, sending shares of CLNE much higher? Will CREE finally make it big in LED? Or, will NFLX get back on track and finish Blockbuster?
If I had to choose three companies that have the potential to become mega-trends, I’d pick TEA, YELP and TRIP. When I think about all of the current super-trends, the common denominator is I use them all. I can’t live without my Apple products and find myself eating at CMG, whenever given the chance. When I was an avid coffee drinker, I loved GMCR. And, ever since I started to eat healthy, I’ve been shopping at WFM.
Well, I don’t book hotel or restaurant reservations without the help of TRIP and YELP. And, ever since I switched over to consuming tea over coffee, for health benefits, I get my fix from TEA.
What super-trends do you see coming in the not-so-distant future? Or do you think this is all HORSESHIT and the next big trend is to bet against it all via FAZ, TZA and VXX?
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