Introducing Our Full Power Portfolio: Reloaded

We are writing to you today because it is time to finish building our new Power Portfolio.
ALERT

Apr 20, 2021

Hi Savio,

We are writing to you today because it is time to finish building our new Power Portfolio. We have spent the last several weeks meshing our systems, poring over financial reports, and debating the pros and cons of more stocks than we can even count.

And we are now settled on the remaining eight stocks that will complete our second portfolio in just four months. After the extraordinary success of our last one, which returned 38.5% in about seven weeks, we have most of the year left to invest for more profits.

We think now is a great time to do that. We remain as bullish as ever on both the economy and the stock market. Our research and analysis all point to a major economic boom, a major stock market boom… and one of the most lucrative investment opportunities you can find for the next one to two years.

We expect the economy to reopen more fully in the coming months as vaccine distribution continues and we achieve herd immunity. There is pent-up demand everywhere for both consumers and businesses, which will increase demand for goods and services. And, Americans are sitting on more money than ever in their checking and savings accounts. Investors are sitting on a ton of cash as well.

Add it all up and the fuse is lit for what we expect to be a strong rest of the year and beyond. In that time, we expect superior stocks to again outperform over the next 12 months, just as our last couple of Power Portfolios have done.

With that in mind, we have carefully selected 10 stocks for our new portfolio, which we call Power Portfolio 2021: Reloaded. We recommended the first two, CleanSpark (CLSK) and Sonos (SONO) last month, and they are off to a sluggish start. CleanSpark is down, but we remain bullish in our outlook, making it an even better buy at current prices. If you don’t own either yet, you can buy CLSK up to $28 and SONO under $45.

Here is a quick summary of the other eight stocks we are adding today. You can find our full analysis in your new special report, “Eight Hypergrowth Stocks for the Great Reopening.”

Acme United (ACU) is one of the most interesting small companies you’ve probably never heard of. It is a leading supplier of cutting, measuring, first aid, and sharpening products. COVID-19 both helped and hurt the business. In some cases, the company shipped a record number of products and improved online sales capabilities. In other cases, closures weakened demand.

We like the company now thanks to its solid track record for revenue growth, smart acquisitions, a nice pipeline of products, and exposure to the reopening of schools and businesses. This is a small “cutting edge” company that we want in our reloaded portfolio. Buy ACU up to $40.

Energy Recovery (ERII) meets a critical need by removing salt from seawater much more efficiently than traditional methods. Desalination normally requires massive energy for the required pumps, but Energy Recovery’s pressure exchangers make it economically viable. The world’s water supply is already under pressure from population growth, urbanization, and climate change, and estimates are that the need will grow more urgent in the coming years.

There are “sea changes” coming in both our world and Energy Recovery’s future sales, profitability, and share price. That makes it a great addition to our Power Portfolio. Buy ERII under $19.50.

inTest (INTT) is a great under-the-radar play on several fast-growing and innovative end markets, including automotive, defense and aerospace, industrial, mechanical, semiconductor, and telecommunications. The company gives its customers the ability to test products and processes in high-precision environments – like stress testing printed circuit boards in extreme conditions.

As inTest expands into new markets, two opportunities in particular caught our eye – electric vehicles (EVs) and cannabis extraction. Both are hypergrowth trends we like a lot for the Roaring 2020s decade. With little coverage on the Street, we can get into this largely undiscovered company before the masses. Buy INTT up to $10.50.

Owens & Minor (OMI) serves a need that became more urgent and ubiquitous as COVID-19 reared its ugly head. It supplies surgical and personal protective equipment (PPE) products to the healthcare industry. As you would expect, there was greater demand for PPE last year, but fewer surgical procedures during shutdowns had a negative impact.

This year, the company expects strength in both. Demand for PPE should remain elevated, and the elective surgeries should continue to increase as the economy reopens. Shares are downright cheap right now, making OMI a good buy under $38.

Sierra Metals (SMTS) is an international producer of precious metals. Its shares trade in the U.S. and Toronto, and we will follow the U.S. listing. The company is expanding capacity at the same time demand is expected to increase with improving economic activity around the world.

Then think of the hypergrowth next-generation technologies these metals are used for, including EV batteries and charging stations, solar panels, and more. Sierra is cheap at current prices and not yet appreciated by investors, giving us the opportunity to get in early. Buy SMTS below $3.10.

Turtle Beach (HEAR) is a leading provider of gaming accessories, especially headsets. The company also owns the ROCCAT brand of keyboards, mouses and other PC accessories, as well as Neat Microphones, which makes USB and analog microphones for gamers, streamers, and other professionals.

We like the company’s growth prospects as it builds on its success in headsets and expands its other businesses. Turtle Beach should also get a nice boost from expected record-breaking sales of next-generation gaming consoles by the likes of Sony and Microsoft. Management is buying company stock back, and we agree that now is the time to buy. Buy HEAR up to $27.

Utz Brands (UTZ) is probably familiar to those of you who live in the Mid-Atlantic and Northeast states. It is a leading manufacturer of a broad range of salty snacks – everything from its namesake brand of chips and pretzels to Zapp’s, On The Border, and many more.

As a newly public company with greater access to capital, Utz has its sights on national expansion. Product innovation and acquisitions are helping fuel the expansion. Sometimes, good things come in small packages, and one of the best investments for the rest of 2021 may also be your afternoon snack. Buy UTZ under $26.50.

Williams Industrial Services Group (WLMS) provides construction, maintenance, and specialty services to customers in the nuclear, hydro and fossil power generation, pulp and paper, refining, and petrochemical industries, as well as to the U.S. government.

The company pulled off an impressive turnaround over the last three years, and business already looks to be picking up again this year with pandemic restrictions easing. Infrastructure spending across the board was delayed last year, but expect it to be unleashed this year from businesses across industrial markets. WLMS is a buy up to $4.10.

So, there you have it – our new 10-stock portfolio as we again look to trounce the market. As before, we recommend equal weighting in the 10 stocks to give you a nicely diversified portfolio. We have selected these stocks with the full portfolio approach in mind.

For more on building the portfolio and our full research on all these stocks, please read “Eight Hypergrowth Stocks for the Great Reopening.”

We are excited to build this second portfolio, and we look forward to what it will bring us over the next 12 months.

We will be back in touch next Thursday with your new Power Portfolio Monthly Issue.

Sincerely,

Signed: Louis Navellier Signed: Matt McCall

Louis Navellier
Editor
Power Portfolio 2021

Matt McCall
Editor
Power Portfolio 2021


InvestorPlace

Apr 20, 2021 14:16:00.011

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