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Featured Advisors
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Thursday December 16, 2010
Paul McWilliams has 30+ years experience in the semiconductor and high-tech industries, working with companies such as Altera, Xicor, Cypress Semiconductor, Linear Technology, Power-One and many others.
 In September 2010, McWilliams' writing was published in the Makers and Breakers section of Forbes magazine.
SmartMoney magazine selected McWilliams as one of its Top 30 most influential investors in 2000, putting him in elite company with the likes of Warren Buffett.
McWilliams has also spoken at the 2004, 2005 and 2006 Forbes Gilder Telecosm Conferences. Next Inning Technology Research is an investment service that delicately balances the investment ideals of Warren Buffett and the technology vision of George Gilder. Our goal is to provide investors with ahead-of-the-curve investment ideas presented in a clear, concise and exciting fashion.
In addition to covering a wide spectrum of technology and semiconductor companies (if you own it, we've probably talked about it), we also provide coverage in the following areas:
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Spot Market Prices: These can be a leading indicator for many important aspects of the semi market. Through our use of field contacts, we are often well ahead of the mainstream press. Our alerts of changes here have helped members avoid losses and capitalize when prices are trending up. We've provided detailed coverage on CMOS, DRAM, NOR Flash, Flash and many other types of memory and chipsets in the past. |
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Industry Trends: Industry Trends are often deceiving. Once they are obvious, the news is already reflected in the price of stocks. Through our use of front-line field contacts, we often catch trends in their infancy. Most importantly, we determine the profit potential for that trend. Many of the most obvious trends turn to commodities so quickly that profit margins never materialize. Spotting trends is easy, finding those from which we can profit from is significantly more challenging. |
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Monthly Worldwide Semiconductor Sales Analysis: Our extensive database of historic sales information allows us to parse the numbers in ways that add clarity and meaning that you'll certainly appreciate. |
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Extensive Coverage on Hundreds of Tech Stocks: If you own a technology stock, odds are Next Inning has talked about it in some capacity. Members receive frequent commentary and opinions on tech companies that present intriguing investment opportunities. |
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Strategy Reviews: Members receive a detailed look at the biggest technology headlines with McWilliam's thoughts, including insights from our field contacts. |
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Next Inning Model Portfolio: Members receive exclusive access to Next Inning's model portfolio and get real-time trade alerts and updates on our holdings as news and sentiment changes. |
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Special Reports and Primers: When information flow reaches an inflection point, Next Inning publishes Special Reports and Primers to keep members informed of the latest industry developments. Members enjoy many primers that set a solid foundation of investing fundamentals. |
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News Flash
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Monday May 20, 2013
Express Scripts: Obamacare buy |
by J. Royden Ward, editor Cabot Benjamin Graham Value Investor
I am attracted to healthcare stocks because the confusion surrounding “ObamaCare” has held healthcare stock prices back. I think Express Scripts (ESRX) is very likely to shine in 2013.
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Monday May 20, 2013
Hodges: High conviction funds |
by Walter Frank, editor MoneyLetter
Over the last two months, Hodges Fund (HDPMX) has made a strong run to the top echelons of our domestic stock fund rankings. And one of its siblings, Hodges Small Cap (HDPSX) has been within the top decline of the small blend category from 2009 through last year, and is in the top 20% this year.
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Friday May 17, 2013
United Natural: A play on Whole Foods |
by Mark Skousen, editor Hedge Fund Trader Alert
We’ve recommended Whole Foods Market (WFM) from time to time, and the stock has moved up sharply in the past three years, but I’d like to suggest an alternative -- one of Whole Foods’ primary suppliers, United Natural Foods (UNFI).
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Thursday May 16, 2013
Timing expert eyes India |
by Sy Harding, editor Street Smart Report
The money flow and momentum reversals in India's Bombay Index have now been enough to trigger buy signals on intermediate-term indicators. With this new buy signal, we have added a position in the iShares India 50 ETF (INDY) to our portfolio.
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Wednesday May 15, 2013
Value investor goes with Guess |
by Charles Mizrahi, editor Hidden Values Alert
Guess?, Inc. (GES) is a holding in our special situation portfolio; its strong product quality has created brand name recognition and a loyal consumer following.
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Wednesday May 15, 2013
MGAM: Bingo, lotteries, casinos |
by Jim Oberweis, Jr., editor The Oberweis Report
Multimedia Games Holding Company (MGAM) makes innovative gaming systems for Native American and commercial casino operators in North America, lottery operators, and charity and commercial bingo operators.
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Tuesday May 14, 2013
Fidelity expert: Bowers' bond bets |
by Jack Bowers, editor Fidelity Monitor & Insight
If you’ve been worried that the bond market might take a big hit, you can relax. Indeed, while bond funds may lag stock funds over the next 5-10 years, they still have a decent shot at keeping up with inflation, and they remain an excellent way to cut risk in a blended portfolio.
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Tuesday May 14, 2013
Tesla: 'Out of the ball park' |
by Timothy Lutts. editor Cabot Stock of the Month
Tesla (TSLA), our previously featured Stock of the Month and our top stock pick for 2013, knocked the ball out of the park in its latest quarter. The company exceeded analysts' expectations on all counts: cars sold, revenues, earnings, gross margins and more.
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Monday May 13, 2013
5 ways to speculate on Cuba |
by Jim Powell, editor Global Changes & Opportunities Report
With the death of Hugo Chavez in March, and Venezuela’s economic decline, the heavily subsidized oil lifeline is likely to be cut or sharply reduced. I think the resulting energy squeeze will force Cuba to allow greater foreign trade and investment.
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Monday May 13, 2013
Big gains in nanotechnology? |
by Doug Fabian, editor Making Money Alert
The nanotechnology niche focuses on very small, even microscopic, technology. Nanotech has produced technological developments in medicine (lasers), electronics (ink jet systems) and biomaterials (chemical and bio-detectors).
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