Hopes for Greater 5G Internet Speed Lift the Market Higher

Excerpt from Louis Navellier's Marketmail - 4/23/2019

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The biggest news last week was that the Apple (AAPL) and Qualcomm (QCOM) settlement on Tuesday should help both companies move on and proceed to build great 5G products. There is no doubt that 5G, which brings cable modem broadband speeds to wireless products, will trigger a massive upgrade to phones, tablets, computers, and other products that utilize wireless broadband technology. Unlike a wi-fi network, 5G is supposed to be much more readily available and bring blazing speeds to wireless products. 

The next big 5G fight will be between Huawei (China) and America’s QualcommIntel(INTC), Marvell Technology (MRVL), and Xilinx (XLNX), all of which are developing 5G chipsets. The Trump Administration has made it very clear that it wants the U.S. to win the 5G war for worldwide market share, but Huawei is a formidable competitor. Essentially, whoever controls 5G is expected to control the Internet several years from now, so this is shaping up to be an epic fight between China and the U.S.

Navellier & Associates owns AAPL, XLNX and INTC in managed accounts and XLNX and INTC our sub-advised mutual fund. Louis Navellier and his family own XLNX and INTC via the sub advised mutual Fund only.


In This Issue of Marketmail (Click Here to Read)

Bryan Perry reminds us what he has been saying all along – before the crowd noticed – that the rest of the world has not stopped growing. Gary Alexander lauds the new “Fed Listens” program and urges they take a giant step further – to accept the maverick new board members (Moore and Cain) nominated by Trump. Ivan Martchev explains the now-broken correlation between the U.S. dollar and oil, with a new look at China’s miraculous 26-year escape from recession. Jason Bodner examines the latest sector waves, with a particular look at Health Care, which I will expand on in my closing comments. In short, it’s all politics!

Income Mail: Another Week – Another Global Growth Surge 

           By Bryan Perry

Global Blue Chips Sport Fat Yields 

Growth Mail: The Case for Adding Steve Moore & Herman Cain to the Fed Board

           By Gary Alexander

Some Questions for the Fed (If They’re Listening)

Global Mail: Odd Correlation Between Oil and the Dollar

           By Ivan Martchev

More Divergences in the Energy Space 

Sector Spotlight: Catch a Wave and You’re Sitting on Top of the World

           By Jason Bodner

Health Care’s “Pause for the Cause” (and Gauze)

A Look Ahead: Good Health Care Stocks are Out of Favor – Over Political Fears

           By Louis Navellier

Business Confidence is Picking Up in the Sprin