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INVESTOR’S REPORT

5 Companies Leading the


$1.7 Trillion Blockchain
Transformation
The future of the high-tech economy is based on information
networks, which are only getting stronger as a result of the rollout
of 5G wireless networking.
The thing is, part of what makes this technology such a major step
forward is the secondary innovations it allows.
That’s what I’ve been calling the “5G Aftershock.”
This effect is so powerful that I’ve predicted the BIGGEST gains
from the 5G network buildout are going to come from a collection
of 20 stocks that have absolutely NOTHING to do with the
development or implementation of 5G technology.
Blockchain is similar.
Most people associate it with Bitcoin and other cryptocurrencies
– and rightfully so. Back in 2008, Bitcoin was created using
blockchain.
But it’s not the only use.
Simply put, blockchain is a system of record keeping which needs
no central authority for verification. It’s a database that cannot be
edited once the data has been inputted. Up until now, it’s what has
allowed cryptocurrencies to exist without any management entity
to exert power over them.
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It’s why cryptocurrencies are seen as “antibanks.” They don’t need


the central bank to verify a transaction between you and whatever
you want to buy.

But what most people miss is that blockchain has implications that
far exceed the uses of simple money transactions.

It has absolutely staggering implications in a world that


increasingly relies on networks in general.

They can keep track of complex global supply chains in which


numerous independent organizations, all working as equal partners,
have to interact with goods and services. They can track ownership
of digital goods and packets of information beyond just units of
exchange, or currency.

And they can be used to secure and validate key information and
documents that more than one organization need to use and handle.

And there are five key companies bringing these unforeseen use
cases – and more – to market faster and faster each day.

In all, they’re opening up what I predict is $1.7 trillion in new


wealth created over the next few years.

The Big Blue Blockchain: IBM


Helping America win the race to come out on top in global
blockchain technology is going to take powerful support and
cutting-edge expertise. It also wouldn’t hurt to have a company
with a flair for competition.

I’m talking about the classic giant of American computing, and the
first company to sponsor a chess computer smart enough to beat
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a world champion. That company is the storied “Big Blue” itself,


International Business Machines Corp. (IBM).

Right now, IBM is exactly what I get excited to see in one of the
great tech companies of the past: a willingness to reinvent itself. If
you invest in a big-time tech company with a major legacy behind
it, but that has successfully pushed to stay up to date with the
times, you can have your cake and eat it too.

That’s because big, established tech companies with cutting-edge


and innovative projects can provide outstanding growth potential
while also offering rock-solid dividends and a stability that a
brand-new and innovative startup, still wet behind the ears, just
can’t provide.

We’ve seen it before with Apple Inc. (AAPL) and Microsoft


Corp. (MSFT), and now we’re seeing it again with IBM.

The appointment of the company’s new CEO, Arvind Krishna, is


another one of the exact signs I like to see when deciding which
classic tech companies still have innovation and growth ahead of
them.

He was previously the head of the company’s cloud division and


was the mastermind behind their acquisition of Red Hat Inc., an
acquisition that is already paying off. In September 2020, Forrester
affirmed that IBM’s Red Hat stands out as a leader in Multicloud
Container Development Platforms.

I see his appointment as an affirmation of the company’s


commitment to cutting-edge computing technology. With that
technology comes the potential for growth to company value and
share price that normally only comes from cutting-edge startups.
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And one of the most important elements of that technology is


blockchain.
IBM offers a blockchain platform that other businesses can build
on to create their own secure and neutral information and ledger
network. For any company that needs to coordinate records between
different groups with limited visibility, and maybe even limited trust,
IBM’s blockchain solutions offer a firm and strong answer.
This ability to share information using a system that is secure,
immutable, accessible, and fast, all at once, can be indispensable
for businesses in today’s data-driven world. To demonstrate, IBM
gives the example of the modern energy economy, indispensable to
all modern technology.
In particular, they use the example of home delivery fuel
shipments, which require a complex system of production,
transportation, storage, and, eventually, final delivery. And on top
of that, the demands on their setup are heavily determined by the
shifting of the weather.
Using IBM’s blockchain solution, a particular gas company is
able to bring together all of the many separate participants in this
arrangement of supply, planning, and information and keep all of
their findings right at hand to make sure they are not caught by
surprise.
The system has other applications, such as recording concert tickets,
so that they can be purchased safely, electronically, and securely,
while preventing speculative abuses, like scalping, and allowing
customers to stay as safe as possible in the era of COVID-19.
Combine this with IBM’s amazing dividend ratio of over 5%, and
the moneymaking potential from this stock as it enters this new,
cutting-edge phase is staggering.
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INVESTOR’S REPORT

Back to the Well: HON


Honeywell International Inc. (HON) is no stranger to
innovations that fit right in with the needs of the times that they
came from. During World War II, they created autopilot systems
for aircraft to aid the fight against the Axis powers.

During the more environmentally conscious ’60s, they created


unleaded gasoline and biodegradable detergents. In the early
2000s, they created refrigerant chemicals that can be used with less
effect on the environment.

And now, today, during a new digital transformation of the


economy, in which the production, distribution, and management
of information is more important than ever before, they are leading
the way in bringing blockchain technology into the kinds of
complex modern scenarios where it is needed.

It is projected that, by now, the blockchain industry has surpassed


$4 billion in total spending, and it is projected to more than
triple in the next three years to $14 billion. With that in mind,
Honeywell’s aggressive pursuit of blockchain technology sets them
up to take full advantage of the trend.

As one of their proudest examples, they cite the troubles with


aircraft parts. Used aircraft parts can often sell for prices in the
five-digit range, and the performance and safety of an aircraft
depends on their quality.

Their resale is its own $4 billion industry, and before Honeywell’s


blockchain ledger came along, it was only 2% online. Customers
who buy used aircraft parts must have assurance that they are still
up to the task they’ll be used for.
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That’s why Honeywell has implemented blockchain based ledger


technology on its new aircraft parts, so that the service and
usage history of every part can be tracked all the way back to its
manufacture. With this system, customers can see exactly what
they’re getting, and e-commerce can expand into the used aircraft
parts market as it has with nearly every other market, with all the
advantages this digital transformation can bring.

It’s already beginning, with 2,700 companies and 7,000 users


already on the system after its recent launch in 2018, showing
that it has strong growth potential and even more potential to help
Honeywell capture a strong share of the blockchain industry.

It’s a concept that they’re taking even further, and into new
industries with a 2020 initiative to implement further blockchain
solutions in labelling and security, with an eye on taking the lead in
an industry projected to add over $3 trillion to businesses by 2030.

On top of all that, Honeywell’s stock performance has been


impressive and dynamic, making gains of over 57% between the
start of the market rebound on March 16, 2020, and the end of
2020. That absolutely crushed the broader market’s return over that
same period.

With Honeywell working so hard to get ahead of the curve in the


fast-expanding blockchain sector, this profit advantage is only
going to get stronger going forward.

A Force in Blockchain: CRM


If there is one company out there that understands the importance
of keeping track of information in the modern digital economy, that
company is Salesforce.com Inc. (CRM). As their ticker symbol
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proudly proclaims, they are a dedicated platform for customer


relations management.

Not only that, but their move into blockchain is designed to take
this business model to the next level.

The basic premise behind Salesforce is a system that aggregates all


of a business’s information on and contacts with their customers
so that they can provide a more effective sales experience and
increase revenue and profits.

The information involved can include contact information of


existing and potential customers, as well as records of previous
contacts, like marketing initiatives and complaints. By centralizing
this information, sales representatives can more easily respond to it
and create comprehensive sales strategies.

Salesforce in particular claims that their CRM system allows their


clients to see 36% more sales productivity, 26% more deals, 28%
increased revenue, and 38% improved forecasting. It’s no wonder
then, that the CRM market is expected to be worth more than
$114.4 billion by 2027.

CRM plans on taking this advantage even further by leading


the way in blockchain-based CRM. The basic idea is that, by
incorporating blockchain technology, partners in a project
can share CRM information between each other securely and
accurately.

This allows all of the benefits of Salesforce CRM technology to


apply in situations where no one party or institution is able to
maintain a trusted centralized ledger.

This includes situations like selling property, with all of their


cumbersome requirements for escrow and deed transfers, as well as
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filing insurance claims after car accidents, in which multiple clients


and companies are so often involved.

They could even help with the complicated maze of documents


involved in procedures like college transfers, where different
organizations need to verify each other’s records to note the status
of an individual. In order for a student’s credits to apply at the new
institution, that institution needs to be sure of the documents that
they are being sent from another, and blockchain can expedite the
process of verification immensely.

And that’s on top of the classic blockchain example of supply


chain integrity, verifying for quality and ethical practices in real
time, no matter how many stages supplies must pass through.

This technology can bridge the trust gap that traditionally made it
extremely difficult and rare for different institutions to integrate
their data networks. By doing so, they allow the same benefits
offered by Salesforce’s CRM technology to reach new business
sectors where they previously couldn’t.

The process has the power to keep Salesforce at the forefront of


both CRM and blockchain as both markets grow to reach their
astronomical projections.

Ahead of the Game: AMD


I’ve said in the past, and I’m saying it again for you right now, “no
chips, no economy.” That’s because the modern economy is so
dependent on various forms of computer hardware that if we lost
semiconductors, the entire economy would shut down.

If we were unable to get new semiconductors, the economy


wouldn’t be able to grow. That’s why, when it comes to investing
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in the massive growth potential of high-tech, I like to keep an eye


on semiconductor manufacturers.

And when I see one like Advanced Micro Devices Inc. (AMD)
that’s taking a proactive role in blockchain technology as well,
I definitely take notice. And, in particular, AMD’s approach to
blockchain is broad and ambitious.

They have a hand in nearly every aspect of blockchain, from


hardware to video game distribution to graphical rendering. It
starts with blockchain supporting computing hardware that AMD
technology helps to make possible, including such modules as the
MSI Blockchain Rig F12, Rocketchain unit, and Comino N1.

This is especially crucial since blockchain technology requires


special computing hardware, central processing units (CPU), and
graphics processing units (GPU) to function. AMD is especially
well poised to meet the needs for this hardware, meaning that the
units I just mentioned are just the beginning.

Since no chips means no economy, no blockchain chips means


no blockchain economy, and that puts AMD in the pole position
to cash in on the outstanding growth that the blockchain sector is
projected to experience.

And AMD’s blockchain drive continues with its aggressive moves


and partnerships in the world of blockchain-supported gaming. By
backing the blockchain gaming platform known as “Ultra,” they
are creating a system for digital game distribution that gives users
unprecedented control and ownership over digital assets.

It’s a goal of user friendliness that AMD pushes even further through
their partnerships with the Blockchain Game Alliance and Robot
Cache to create even more blockchain-based gaming products.
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INVESTOR’S REPORT

They are branching out even further, working with Morgenrot


to support distributed supercomputing and allow customers and
users to access levels of computing power that would otherwise be
beyond their reach.

As is fitting for a company with such an outstanding pole position


in the high-tech industry, its stock price has more than doubled
since the economy started to bounce back on March 16, 2020.

With so many angles for riding the blockchain wave, those


prospects are only getting better.

Blockchain Finance Beyond Cryptocurrency:


TRIT
It’s fitting to be talking about blockchain in the world of fintech.
After all, I’ve mentioned in the past that fintech is one of the areas
of technology for which I have the highest hopes in the year 2021.
It makes sense; everything is going digital. Fintech is money itself
going digital. Of course, there’s profit to be found.

But not only that, it’s arguably the fintech sector that brought us
blockchain technology in the first place. Cryptocurrency, where
blockchain technology came from, is arguably fintech in its purest
form, being totally digital money native to the online space.

But, while cryptocurrency is becoming more popular, it’s still a


tiny fragment of the total economy. For the rest, I’m excited about
the potential offered by Triterras Inc. (TRIT) and its own forays
into blockchain.

The project coming to us from Triterras is called Kratos, a


blockchain-based program for carrying out and recording financial
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trades, insurance checks, global commerce, KYM verification, and


even supply chain logistics.

This not only makes sure that information will be recorded safely
and correctly, but has the added bonus of increasing reliability
by decentralizing storage, making sure that no one system failure
could cut off access to crucial information.

Triterras plans to use this system to meet the financing needs of the
small and medium business enterprises, who currently find 60% of
their financing requests rejected and who currently are suffering
from a financing shortfall of about $1.5 trillion.

At present time, serving the needs of these businesses presents an


overwhelming challenge in terms of document management and
regulatory compliance, but with the power of blockchain to record
and preserve complicated webs of information, that won’t be a
problem anymore.

Already, that platform has handled $8.7 billion in total transaction


volume since its creation back in August 2019. That figure is
spread across over 4,800 total transactions. And, not only that,
the system has accumulated a total of $17 billion in assets under
management.

But, with a $1.5 trillion pair of shoes to fill, the Kratos platform
has plenty of room to grow and take investor wealth upwards along
with it.

And to make it even more clear the kind of special opportunity


that Triterras is offering, it’s worth pointing out that Triterras is
a small-cap company. Their total market cap is less than $600
million. Not only that, Triterras is still available right now at just
over $7.00 per share.
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That makes this company a real hidden gem for investors looking
to claim a share, and an outsized share at that, of the blockchain
revolution.

Looking Ahead
All five of these companies together are some of the most
aggressive players in the emerging blockchain industry. Among
both big names and small, they are committed to blazing a trail
ahead and unlocking the full profit potential of the technology as it
rockets ahead to its projected $14 billion valuation.

And the blockchain platforms that all of these companies are


creating will continue to generate value even beyond that
benchmark, as the technology becomes even more universal. These
plays have the power to give you a solid first-mover advantage.

Beyond that, as a subscriber to my Nova-X Report, I’ll be keeping


you updated on not just blockchain but also all of the strongest
moves I’m seeing in all of the sectors from which I’m predicting
the most standout gains going forward.

The thing is, we live in what I like to call “the convergence


economy.” The “convergence” I’m talking about is the manner in
which all of the new technologies we’re seeing today help each
other along, just like the fact that 5G wireless connections can
increase the spread of blockchain nodes.

So, going forward, I’ll be showing you just what moves to make to
take full advantage.

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