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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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Wednesday February 22, 2012
Asia tech turnarounds: TSM and LPL |
by Yiannis Mostrous, editor Passport to Profits.
Taiwan Semiconductor (TSM) is undervalued and offers solid growth prospects. And South Korea's LG Display (LPL) is a turnaround technology story.
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Wednesday February 22, 2012
NASDAQ OMX: Contrarian buy |
by Christian DeHaemer, editor Wealth Daily
Remember the NASDAQ? You may not have noticed, but it's up 133% since the bottom in 2009.
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Tuesday February 21, 2012
Zoll: Small cap manager eyes LifeVest |
by Benjamin Shepherd, editor ETF Investment Insider
I recently spoke with Ken Salmon, co-manager of BMO Small-Cap Growth (MRSCX), who explained his investment process and shared his market outlook. Below, he highlights his reasons for owning Zoll Medical (ZOLL).
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Tuesday February 21, 2012
Contarian plays on housing |
by Steve Mauzy, contributing editor Daily Profit
As a contrarian, I'm interested in housing, as pessimism always creates opportunities. And the time to invest is when the market is near a bottom, which I believe is the case today.
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Friday February 17, 2012
Pile's top picks in biotech |
by Nate Pile, editor Nate's Notes
The biotech sector has been on fire in recent months, and I consider Cubist (CBST) and Gen-Probe (GPRO) as top picks. Their chart patterns have “bullish” written all over them.
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Friday February 17, 2012
A 'Stellar' play: Netease |
by Richard Schmidt, editor Stellar Stock Alert
It appears that we finally have a bottom in place for the ishares FTSE/Xinhua China ETF (FXI). Among our individual stock recommendations, Netease (NTES) appears ready for a long extended rally.
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Thursday February 16, 2012
Cameco gets boost from China |
by Gordon Pape, editor Internet Wealth Builder
It's been a rough time for Cameco Corp. (CCJ), the world's number one uranium producer. The stock fell as low as C$17.25 in late November, a level it hadn't seen since the crash of 2008-09.
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Thursday February 16, 2012
February warning? |
by Sy Harding, editor Street Smart Report
One seasonal pattern to consider is the tendency for the market to run into trouble in February. Indeed, Februaries have been particularly troublesome since 1999, falling in 8 of those 13 years, with an average decline of 4.3% in the down years.
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Wednesday February 15, 2012
Central Gold: The one to 'Trust' |
by Curtis Hesler, editor Professional Timing Service
In the near term, it is not surprising to see gold encounter some selling at the $1,750 - $1,800 level, and a brief spate of profit taking is in order.
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Wednesday February 15, 2012
Low-Priced: Tillinghast returns |
by Jim Lowell, editor Fidelity Investor
I recently talked with Joel Tillinghast and welcomed him back after taking some time off as manager for Fidelity Low-Priced Stock (FLPSX).
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