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By Vlad Skutelnik

November 6, 2019

Today article will analyze 8 Disruptive Technologies isntruments to have in your portfolio in December 2019. I will specifically cover the following equities: First Trust NASDAQ Global Auto, Ballard Power Systems, Apple, First Trust NASDAQ Clean Edge G, NVIDIA Corporation, ARK Industrial Innovation ETF, NXP Semiconductors NV, and SPDR Select Sector Fund Techn
The Top 8 Disruptive Technologies stocks to own in December 2019

This list of potential positions covers Firms and ETFs that are involved or betting on industries or trends that are projected to experience exponential growth. New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.


First Trust NASDAQ Global Auto (CARZ)

First Trust NASDAQ Global Auto [CARZ] is traded in USA and was established 2011-05-09. The fund is listed under Consumer Cyclical category and is part of First Trust family. The entity is thematically classified as Disruptive Technologies. First Trust NASDAQ currently have 17.62 M in assets under management (AUM). , while the total return for the last 3 years was 1.68%. First Trust NASDAQ shows prevailing Real Value of $37.01 per share. The current price of the entity is $34.84. At this time the entity appears to be undervalued. This module computes value of First Trust NASDAQ from reviewing the entity fundamentals such as Price to Sales of 0.46 , Five Year Return of 0.85  and Total Asset of 17.62 M as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Ballard Power Systems (BLDP)

The company has Profit Margin (PM) of (43.32) % which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of (27.87) % which suggests for every $100 dollars of sales it generated a net operating loss of -0.28. The entity currently falls under 'Mid-Cap' category with current market capitalization of 1.31 B.
Total Debt
Ballard Power competes with Barnes, Babcock Wilcox, Hillenbrand, Parker Hannifin, Crane, Ingersoll Rand, Curtiss Wright, Actuant Corp, and General Electric. Ballard Power Systems Inc. engages in the design, development, manufacture, sale, and service of proton exchange membrane fuel cell products worldwide. Ballard Power Systems Inc. was founded in 1979 and is headquartered in Burnaby, Canada. Ballard Power operates under Diversified Industrials classification in USA and is traded on BATS Exchange. It employs 514 people.

Apple (AAPL)

The company has return on total asset (ROA) of 11.35 % which means that it generated profit of $11.35 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 55.92 % meaning that it created $55.92 on every $100 dollars invested by stockholders. This firm currently falls under 'Mega-Cap' category with current market capitalization of 1160 B. Apple shows prevailing Real Value of $272.77 per share. The current price of the firm is $261.61. At this time the firm appears to be undervalued. This module approximates value of Apple from analyzing the firm fundamentals such as Profit Margin of 21.24 , Current Valuation of 1150 B and Return On Equity of 55.92  as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. Apple competes with KYOCERA CORP, LG Display, Emerson Radio, Hamilton Beach, GoPro, Koss, Mohawk Group, Turtle Beach, and IRobot. Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. was founded in 1977 and is headquartered in Cupertino, California. Apple operates under Consumer Electronics classification in USA and is traded on BATS Exchange. It employs 137000 people.

First Trust NASDAQ Clean Edge G (QCLN)

First Trust NASDAQ Clean Edge G [QCLN] is traded in USA and was established 2007-02-08. The fund is listed under Miscellaneous Sector category and is part of First Trust family. The entity is thematically classified as Disruptive Technologies. First Trust NASDAQ at this time have 113.33 M in assets. , while the total return for the last 3 years was 13.16%.

NVIDIA Corporation (NVDA)

The company has return on total asset (ROA) of 10.31 % which means that it generated profit of $10.31 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 28.68 % meaning that it created $28.68 on every $100 dollars invested by stockholders. The firm currently falls under 'Mega-Cap' category with current market capitalization of 120.84 B. NVIDIA secures last-minute Real Value of $215.14 per share. The latest price of the firm is $208.58. At this time the firm appears to be fairly valued. This module forecasts value of NVIDIA from inspecting the firm fundamentals such as Return On Equity of 28.68  and Profit Margin of 26.93  as well as reviewing its technical indicators and Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point future time entities prices and their ongoing real values will merge together.

ARK Industrial Innovation ETF (ARKQ)

ARK Industrial Innovation ETF [ARKQ] is traded in USA and was established 2014-09-30. The fund is listed under Technology category and is part of ARK ETF Trust family. The entity is thematically classified as Artificial Intelligence. ARK Industrial Innov presently have 153.73 M in assets under management (AUM). , while the total return for the last 3 years was 18.81%. ARK Industrial competes with Vanguard Information, SPDR Select, First Trust, IShares U, IShares Global, Fidelity MSCI, First Trust, Invesco SP, and IShares Expanded. The fund is an actively-managed exchange-traded fund that will invest under normal circumstances primarily in domestic and foreign equity securities of autonomous technology and robotics companies that are relevant to the funds investment theme of disruptive innovation. ARK Industrial is traded on BATS Exchange in USA.

NXP Semiconductors NV (NXPI)

The company has return on total asset (ROA) of 0.02 % which means that it generated profit of $0.02 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 0.04 % meaning that it created $0.04 on every $100 dollars invested by stockholders. The firm currently falls under 'Large-Cap' category with current market capitalization of 32.9 B. NXP Semiconductors secures last-minute Real Value of $130.7 per share. The latest price of the firm is $118.31. At this time the firm appears to be undervalued. This module forecasts value of NXP Semiconductors from reviewing the firm fundamentals such as Return On Equity of 0.0429  and Profit Margin of 0.0451  as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point in time entities prices and their ongoing real values will merge together. NXP Semiconductors competes with ASE Technology, Advanced Micro, Analog Devices, MagnaChip Semiconductor, Cypress Semiconductor, EMCORE, FormFactor, ON Semiconductor, and DSP. NXP Semiconductors N.V., a semiconductor company, provides high performance mixed signal solutions for radio frequency , analog, power management, interface, security, and digital processing products worldwide. NXP Semiconductors N.V. was founded in 2006 and is headquartered in Eindhoven, the Netherlands. NXP Semiconductors operates under Semiconductors classification in USA and is traded on BATS Exchange. It employs 30000 people.

SPDR Select Sector Fund Techn (XLK)

SPDR Select Sector Fund Techn [XLK] is traded in USA and was established 1998-12-16. The fund is classified under Technology category within SPDR State Street Global Advisors family. The entity is thematically classified as Artificial Intelligence. SPDR Select Sector at this time have 23.34 B in net assets. , while the total return for the last 3 years was 22.62%. SPDR Select competes with Vanguard Information, First Trust, IShares U, IShares Global, Fidelity MSCI, First Trust, Invesco SP, and IShares Expanded. The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Technology Select Sector Index. SPDR Select is traded on BATS Exchange in USA.

Current 8 Disruptive Technologies Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 0.94  0.03  0.03  0.09  1.05  0.0344 (1.05)  1.76 (1.87)  5.58 
 0.94  0.04  0.05  0.10  1.06  0.045 (1.07)  1.74 (1.83)  5.83 
 0.94 (0.16)  0.00 (0.07)  0.00 (0.13)  0.00  1.44 (2.04)  5.36 
 0.94  0.04  0.04  0.10  1.10  0.0436 (1.03)  1.72 (1.79)  5.65 
 0.95  0.06  0.06  0.11  1.06  0.06 (1.03)  1.78 (1.71)  5.90 
 0.93  0.03  0.03  0.09  1.04  0.0354 (1.04)  1.69 (1.91)  5.49 
 1.00 (0.08) (0.05)  0.00  1.40 (0.06) (0.95)  1.78 (2.34)  4.61 
 0.97  0.01  0.02  0.07  1.26  0.0236 (0.94)  1.91 (2.36)  5.92 
 0.92 (0.01)  0.00  0.06  1.15 (0.0009) (0.97)  1.57 (1.76)  5.25 
 1.15 (0.09) (0.04)  0.00  1.59 (0.0444) (1.16)  2.26 (3.29)  6.05 

About Contributor

Vlad Skutelnik
   Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management. View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

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