By Konstantin Ogurchenkov, analyst, Casey Research
Most people don’t make big investments on the first workday of the year.
The VIX index (which measures volatility or market activity) is often low then.
Instead, people usually spend time going through piles of unread emails… as well as sharing holiday stories and pictures with colleagues.
Investing isn’t at the top of the list.
But not for us at Casey Research. We don’t take a break when it comes to seeking out the best opportunities for our subscribers…
If this is your first time reading the Dispatch, welcome. If you’ve been here before, welcome back.
I’m Konstantin Ogurchenkov, and I’ve been a Casey Research analyst since 2015. I’ve worked under great newsletter editors and investors like Louis James, Doug Casey, and for the past several years, Dave Forest and John Pangere. (In fact, Dave and I are neighbors.)
I’ve learned a lot from them. And now, I want to share some of what I’ve picked up from the greats with you…
Boots on the Ground
On the first workday of 2022, I was on a plane heading to the Consumer Electronics Show (CES) in Las Vegas.
It’s an annual trade show… and for more than 50 years, it’s been the global stage for innovative tech. It hosts presentations of new products and technologies in the consumer electronics industry.
And at Casey Research, we’re all about getting in on the best and brightest trends. It’s how we make the best gains for our subscribers.
I met up with my colleague, senior analyst John Pangere, there.
Here we are at the special CES pre-launch event:
Me (on the left) and John (on the right)
John covers tech companies including 5G, electric vehicles (EVs), smart security, and more at our Strategic Investor and Strategic Trader advisories. He’s also our secret weapon in the warrants space.
John Pangere and Dave Forest secured massive gains on tech companies last year… and we still have an open position with a 1,700% gain…
Always Hard at Work for Our Subscribers
Just a few days into the new year, John and I are already meeting with executives and researching the big winners for 2022.
But unfortunately, COVID has affected our travels. In fact, Amazon, Google, and Microsoft pulled out of CES. And two more big events in Vancouver just got canceled due to the omicron outbreak.
At CES, the CEO of Qualcomm got a round of applause just for being there in person…
Qualcomm CEO Cristiano Amon
Yet… even with these travel challenges, we still make it a top priority to get to the wildest places on your behalf.
It’s Our Bread-and-Butter Strategy
Recently, Dave Forest went on a trip to Latin America, despite all the travel trouble. And he says he found the next billion-dollar EV stock (paid-up subscribers to our International Speculator newsletter can catch up here).
For just $100, you can buy almost 200 shares… and be ready for massive upside in an unstoppable trend.
(In fact, Dave and John have already secured 29x gains in this trend for readers… and have several new ways to play it.)
If the company reaches average valuation in the industry, it should be a 10x winner.
The only way to find these deals is to travel… meet the people involved… get a feel for their projects… and see their assets with your own eyes.
This focus is one of Casey Research’s major advantages. In fact, it’s built into our very DNA.
It’s how Doug Casey founded the business in the early 1980s. In his career, he visited over 175 countries and lived in 10 of them.
Our team is in touch with most of our holdings in the portfolio. Performing our due diligence is extremely important to us. It’s the best way we know to reduce our risks and pick the biggest winners.
At the Dispatch, we often give away excellent picks in the best trend, just for reading. These tend to deliver in line with our big ideas.
But as we’ve said before in these pages, if you want to make the best gains, you’ll need individual stocks.
These are high-reward investments, which are often risky but can be truly life-changing.
Our Way to Profit
Right now, we’re going through a huge list of companies from CES, narrowing down the best to bring to our readers.
But there’s one trend that’s been prominent throughout the conference… and that’s the reliance on semiconductors.
Our biggest trends – EVs, 5G, smart devices, and more – all need these chips. I suggest investing in the VanEck Vectors Semiconductor ETF (SMH). It’s a good bet on the tech sector in general. It tracks 25 major stocks, including NVIDIA (NVDA), Intel (INTC), Qualcomm (QCOM), and others.
These companies develop and produce chips, which are in strong demand right now.
The demand is so high, the lead time keeps hitting new records. It reached 25.8 weeks last month, up 77% from 14.6 weeks in December 2020.
The VanEck Vectors Semiconductor ETF (SMH) will directly benefit from the growing tech demand. And it’s a simple investment for all of us. The fund manages $7.6 billion and has a low expense ratio of 0.35%.
Analyst, Casey Research
P.S. For an even better way to benefit from the innovative tech trends coming online… and to take advantage of the chip shortage… check out Dave’s briefing right here.