Author: Tony Daltorio

Russia, Europe, and LNG Investing Opportunities

Russia, Europe, and LNG Investing Opportunities

In recent years, the epicenter of demand for liquefied natural gas (LNG) has been Asia. The world’s three largest buyers of liquified natural gas are located there: China, Japan, and South Korea. China’s imports of LNG alone are expected to increase by 8.0 to 8.5 million tons year-on-year in 2022, accounting for about 45% of […]

One Semiconductor Stock You Need to Own

One Semiconductor Stock You Need to Own

When choosing a company to invest in, I always like to look for what Warren Buffett called a “moat” protecting it—a competitive advantage that allows the company to maintain pricing power and better than average profit margins. When I’m considering an investment in the technology sector too, particularly in the semiconductor space, I am especially […]

How to Profit From Europe’s Gas Woes

How to Profit From Europe’s Gas Woes

Europe had already been suffering from low supplies of natural gas this winter, accompanied by higher costs as demand outpaced supply. But now, the invasion of Ukraine by Russia (which had until very recently supplied more than 40% of Europe’s gas imports) has triggered further price increases. With Russian gas out of the picture, European […]

Sony Follows in Amazon’s Successful Path

Sony Follows in Amazon’s Successful Path

Japan’s entertainment and electronics conglomerate Sony Group (SONY) is about to hit a major milestone. In this fiscal year, its revenues will hit the 10 trillion yen mark (about $86.5 billion)—gain of roughly 50% over the past decade. That’s pretty darn good, and in sharp contrast to many of Japan’s conglomerates, where revenues have actually […]

modern warehouse

The Unknown Tech Company: GXO Logistics

Perhaps no sector is thought to be as boring as logistics. Yet, in today’s post-pandemic world, if you’re looking for profitable investing opportunities, logistics is also one of the most exciting sectors for investors. That’s why I’m bringing to your attention the world’s largest pure-play contract logistics provider, GXO Logistics (GXO), which owns about 900 […]

Chip Backlogs Worsen; Here’s How to Profit

Chip Backlogs Worsen; Here’s How to Profit

There has been a lot of happy talk coming from Wall Street lately about how semiconductor shortages will be over soon. Don’t believe a word of it. Semiconductor Shortage Persists According to the U.S. electronic component distributor Sourcengine, lead times for chip orders in early February grew from five to 15 weeks longer from where […]

Investing in the Metaverse, with Nike

Investing in the Metaverse, with Nike

The Wall Street buzzword of 2022 is “metaverse.” The concept is relatively simple: the metaverse is a digital world in which every day experiences—working, socializing, shopping and more—take place. The idea builds on the idea of internet 3.0—a decentralized internet on which blockchain technology makes it possible for users to control their own internet identity […]

Microsoft’s Activision Deal: Game Changer?

Microsoft’s Activision Deal: Game Changer?

There is no doubt now that Microsoft (MSFT) is a big believer that the future lies in the metaverse—and that the path to the metaverse runs through the video games industry. If Microsoft is correct, its proposed $75 billion cash acquisition of Activision Blizzard (ATVI) may turn out to be the defining deal for the […]

TSM Extends Its Dominance in Chips

TSM Extends Its Dominance in Chips

Soaring demand for semiconductors used in smartphones, laptops, and other gadgets during the pandemic has led to an acute chip crunch, keeping order books full at Taiwan Semiconductor (TSM), the world’s most valuable and largest semiconductor manufacturer. No wonder it reported a record quarterly profit. Taiwan Semiconductor’s revenue growth went above 20% year on year […]