Cody Willard’s 50 Stocks for The Voice Revolution

The Voice Revolution will become one of the biggest Revolutions, innovations, disruptors and overall markets in the history of the planet.

I’m serious. And the last time I said such a thing, it was back 2010 when I predicted that The Smartphone App Revolution would, as I wrote repeatedly for the WSJ, Fox News, and for Trading With Cody subscribers back then. As I wrote in 50 Stocks for The App Revolution in 2011:

“I keep coming back to apps because nothing excites me like the opportunity I foresee over the next one to five years for those of us who bet on the app revolution and its potential to change everything we do with content, work and each other over that same time frame.

It’s actually that very sincere belief that getting involved with apps now is going to pay off huge later got me finding how best to invest in the burgeoning App Revolution. Burgeoning, indeed:

* 100 million smartphones sold last year.

* Much more than 250 million smartphones will be sold next year.

* More than a billion smartphones will be sold annually within ten years.

* That’ll mean an installed customer base of two billion people using smartphones and the apps that run on them by the year 2020.

* Those two billion customers will be using dozens if not hundreds of apps each every year.

* That means we’re talking about several hundred billion different apps being consumed every year within a decade from now.

Doesn’t it just about make your mind go numb trying to fathom that kind of growth and potential marketplace?”

Well, we’ve made 10-fold or more on some of the stocks we highlighted with the highest Revolution Investing Ratings in that book from 2011.

Nowadays we can say similar things about The Voice Revolution and I expect we’ll be able to make 10-fold or more on some of these stocks we’ve highlighted with the highest Revolution Investing ratings.

I keep coming back to voice-interactivity because nothing excites me like the opportunity I foresee over the next one to five years for those of us who bet on The Voice Revolution and its potential to change everything we do with content, work and each other over that same time frame.

It’s actually that very sincere belief that getting involved with The Voice Revolution now is going to pay off huge later that’s got me finding how best to invest in the burgeoning Voice Revolution. Burgeoning, indeed:

* 5 million voice-interactive smart devices (not including smartphones and tablets — think Amazon’s Echo, Echo Dot and Google’s Home devices) sold last year.

* Much more than 50 million voice-interactive devices (not including smartphones and tablets) will be sold next year.

* Billions upon billions of voice-interactive devices (not including smartphones and tablets) will be sold annually within ten years.

* That’ll mean an installed customer base of two billion people using voice-interactive devices (not including smartphones and tablets) and the “skills” that run on them by the year 2025 or so.

* Those two billion customers will be using these voice-interactive devices (not including smartphones and tablets) dozens of time each day.

Doesn’t it just about make your mind go numb trying to fathom that kind of growth and potential marketplace?

Want to know who are the suppliers to Amazon Alexa? Want to learn more about how to invest in The Voice Revolution? Read on.

For each of the 50 stocks we’ve identified as most widely exposed to the Voice Revolution, we give a brief description of each company’s primary businesses and outline some of the most important balance sheet and business fundamentals. Rather than just going with a simple P/E, we break down the enterprise value of each company, which makes companies  that have huge cash balances and lots of flexibility look cheaper than those carrying big net debt loads around their necks. In this brand new App Revolution eBook, we’ve updated our trademark Revolution Investing analysis for each company, working off the balance sheet data from each company’s own most recent SEC filings and consensus estimates from the latest Wall Street and industry analyst reports.

And for those of you who really just want a shorthand rating system, don’t worry. I put a Revolution Investing rating from 1 to 10 on each stock. A 1-rated stock means I’m worried about the company’s ability to successfully navigate the app revolution despite having big exposure to it, and in that way, I help keep you away from the bad apples. Meanwhile, a 10-rated stock would be a perfect investment (and since such a thing doesn’t exist, the highest rated stock you’ll find the report is a 9 out of 10).

On to the report then…


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July 25th, 2017 by thevoicerevolution