Investing Insights from CES - Is the Smart Home the Way of the Future? | Investor Beat - 1/6/14 | Summary and Q&A

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January 6, 2014
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The Motley Fool
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Investing Insights from CES - Is the Smart Home the Way of the Future? | Investor Beat - 1/6/14

TL;DR

Wall Street slightly down, Senate voting on Janet Yellen's nomination, CES focused on smart homes and Internet of Things, stock updates for Solar City, Twitter, Sirus XM, and Pandora, watch list stocks Monsanto and 3D Systems.

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Key Insights

  • 🧑‍💻 The Consumer Electronic Show is the largest consumer tech trade show in the world, with a focus on smart homes and the Internet of Things market.
  • 😨 Major automakers, like General Motors, Honda, and Audi, are also present at CES, showcasing their connected car technologies.
  • 👪 Investment opportunities can be found in startups and companies receiving funding from major players like Google in the smart home and Internet of Things market.
  • ✋ Solar City is experiencing growth in the residential and commercial sectors, while Twitter's high valuation may make it overvalued for current investors.
  • 😮 Serus XM is on the rise due to Liberty Media's acquisition plans, but some shareholders are skeptical about the loss of focus on satellite radio.
  • 🌱 Pandora is seeing growth in listener hours and active listeners, with plans to expand advertising opportunities in the automobile industry.
  • 👀 Investors should watch Monsanto for its annual R&D pipeline update and focus on corn and soybean developments in South America.

Transcript

you thought you got rid of us didn't you sorry investor beat starts now thanks for watching I'm Chris Hill after two straight weeks of shortened trading because of the holidays Wall Street was back to normal activity the Dow NASDAQ and S&P all down slightly meanwhile tonight on Capitol Hill the US Senate is expected to vote on Janet yellen's nomina... Read More

Questions & Answers

Q: What are the major themes of the Consumer Electronic Show (CES) this year?

The CES this year is focused on smart homes and the Internet of Things, where virtually everything becomes connected. Major automakers are also showcasing their products, highlighting the connected car and its integration with tech companies.

Q: Are there any investment opportunities in the smart home and Internet of Things market?

Yes, companies like Control 4 and Cisco are involved in this market, with Cisco's CEO calling it a $14 trillion opportunity over the next decade. It is worth paying attention to startups and companies receiving funding from major players like Google for investment opportunities.

Q: What are the stock updates for Solar City and Twitter?

Solar City hit an all-time high after being upgraded by Goldman Sachs, and its leasing model is gaining momentum compared to First Solar's utility scale model. Twitter, on the other hand, has been downgraded by Morgan Stanley due to its high valuation and impending first earnings report. It might be overvalued and investors should consider waiting for a pullback before investing.

Q: Why is Serus XM on the rise but Liberty Media shares down?

Liberty Media plans to acquire the entire company, Serus XM, but some shareholders are not pleased as it reduces the focus on satellite radio. This acquisition is seen as a small deal leading to an eventual takeover of Time Warner Cable by Charter Communications.

Summary & Key Takeaways

  • Wall Street experienced a slight decline after two weeks of shortened trading due to the holidays.

  • The US Senate is expected to vote on Janet Yellen's nomination to head the Federal Reserve.

  • The Consumer Electronic Show (CES) in Las Vegas is highlighting smart homes and the Internet of Things, with major automakers also showcasing their products.

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