The travel rebound isnât a short-term phenomenon⦠[TradeSmith Daily]( In the Resurgent âExperience Economy,â This Stock Is Flashing All the âBuyâ Signals.
“Because many people are now working from home, the mall is now Amazon, the movie theater is now Netflix, people still want to get out of the house. They still want to have meaningful experiences.” Airbnb Inc. (ABNB) CEO Brian Chesky said that late last year. And I canât stop thinking about what he said. As a career-long science-and-tech guy, I greatly appreciate the innovation that exists all around us — and how those inventions have enriched our lives. How we can stream movies into our living room with the click of a remote. How a birthday gift ordered in Boston today can be delivered in Florida tomorrow. How work team members from California, Texas, Belarus, and Thailand can see, hear, and talk with each other each day. The technologist in me appreciates how thatâs saved time, increased efficiency, and cut costs for businesses and workers alike. But the husband, father, son, and friend in me has also made me understand how these changes have turned our home into the center of our personal world — and how that world seems to have become so much smaller than itâs ever been. And as that science-and-tech guy, I understand how every action has reactions. Like Airbnbâs Chesky, I believe weâre all looking at, and thinking about, these changes — and wondering if maybe we havenât gone a bit too far. With the wind-down in COVID-19 restrictions, weâre thinking again about what we do, and how we spend our time. Like maybe weâll want to reverse course a bit… with some steps back toward the âreal worldâ that existed before the pandemic. Cheskyâs comments tell me that weâre looking at some new investment opportunities. You can call it “experience-enabling” stocks — the companies that enable the creation of those “hang-on-the-mantle-moments” that youâll never forget. I first talked about this idea in our TradeSmith Daily feature Buy This, Not That, which showcased a battle between Ryman Hospitality Properties Inc. (RHP) and Choice Hotels International Inc. (CHH). Ryman was our winner because of its enhanced experience-enabling ability. Ryman owns the Grand Ole Opry — which has been knighted with the title of being the home of American music — and five of the top 10 largest non-gaming convention center hotels. For fans of Carrie Underwood, Darius Rucker, and Keith Urban, watching these artists live with all of the history and awe that the Grand Ole Opry House carries is an experience they are never going to forget… and they may even look to make it part of a new yearly vacation tradition. In comparison, there are not a lot of memories to be made in an Econo Lodge lobby, which is a Choice Hotels brand. In 2023, Ryman has continued to win that Buy This, Not That, battle, delivering double the return of Choice Hotels.
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But when it comes to experience-enabling stocks, we can get even more granular and think about how folks get to their hotels and convention centers in the first place. Because thatâs also a tangible benefit…. which translates into investable opportunities. Like the Entry Signal that was just triggered in our system on July 10 for this one company. RECOMMENDED LINK [An-E Predicts Tesla Stock with Remarkable Accuracy?](
People are always buying Tesla at the wrong time. Just look at the chart below, as you can see people are falling victim to buying high and selling low:
But what if you could predict where Tesla stock will be next month TODAY? For over six years now, we at TradeSmith have been developing a cutting edge A.I. algorithm called An-E (short for Analytical Engine) that can predict future stock prices with astonishing accuracy. And our A.I. stock-picking marvel is finally ready for public use, including its latest prediction on Tesla.
[Click Here]( From Dust Cropper to Passenger-Packed Planes
In 1920, Thomas Huff and Elliot Daland were tinkering away on an aircraft manufacturing company in New York, going on to form the Huff-Daland Aero Co. They produced observation planes and light bombers for the United States Army and Navy, but they were also innovators by creating the first aircraft designed for crop dusting, selling it through their subsidiary Huff Daland Dusters. Appointed to sell what at the time was an experimental service through this subsidiary was Collett Everman “Wooly” Woolman. Seeing that the need for crop dusting services dramatically decreased after the summer growing season ended, Woolyâs entrepreneurial spirit animal kicked in, as he created a unique agreement with a company in Peru to form a passenger air service. The partnership didnât last long, but he took what he learned back to Louisiana, teamed up with a banker and local investors, and bought Huff Daland Dusters. In 1928, he incorporated it as a new company called Delta Air Service, naming it after the Mississippi Delta region. Today, investors know it as Delta Air Lines Inc. (DAL), which just reported a runaway earnings report success. Not only did net income of $1.83 billion smash last yearâs total of $735 million for the same period, but Delta also reported a record profit of $1.72 billion. And to add a second cherry on top, its airport passenger volumes hit a record on June 30, the highest summer revenue day for the company. As in… highest… ever. But whatâs most important to share is how this could be a “preview of coming attractions” — giving us a glimpse of just how high Deltaâs shares could soar over the next year. Iâll reveal that in just a bit. Because there were some other forward-looking nuggets within that earnings report from CEO Ed Bastian. He says that this rebound in travel isnât a short-term phenomenon — you know, one that will flame out. Instead, itâs a systemic change in how and where consumers are spending their time and money. Said Bastian: “Theyâre not interested in buying houses or cars or boats or electronics, but they are interested in traveling.” Bastian also noted that people are booking their travel escapes well into September and October — a de facto extension of the travel-season norm. And once you run these epiphany-level insights through the TradeSmith universe of investing tools, we end up with a very clear view of the profit opportunity in Delta. RECOMMENDED LINK [âAI TVâ Could Change Your Financial Future â FOREVER](
If you joined fintech experts Andy and Landon Swan when they first recommended NVIDIA, you could have enjoyed an extraordinary 669% price explosion if you got in early and had held on. Thatâs enough to turn a $5,000 stake into $38,250! Now that AI is ready for takeoff... Their research suggests weâre staring at an opportunity of this magnitude again â if not even greater. It all hinges on the Smart TV in your living room... In fact, they have compelling new evidence that this so-called âAI TVâ could become the #1 Tech Sensation of the Decade!
[Go Straight to the Exciting Story...]( Proprietary Moneymaking Signals
The first signal comes from our flagship Health Indicator. Itâs a simple — yet powerful — system that gives you a single-glance ruling on whether a stock is considered in a healthy and investable state, whether it requires a more cautionary analysis on whether to own it, or if itâs flashing a “red-light warning” to stay away at all costs. Delta is currently in our Green Zone and just flashed an Entry Signal on July 10. The next leg of our investing “toolkit tour” takes us to Jason Bodner, the inventor of the [Quantum Edge investing system](. Heâs able to see real-time data on the stocks that some of the wealthiest and smartest investors in the world are buying or selling, letting you piggyback on their moves to find your own success.
So far in 2023, Delta has been a sea of green “Buy Signals,” with seven over the last 30 days and 10 over the last 90 days… with just two lone Sell Signals. Even as prices climbed higher, Big Money hasnât been afraid to scoop up this stock, showing that these Wall Street heavy hitters believe prices will climb even higher. And our final leg of the “toolkit tour” brings us to our friends at Derby City Insights who use Twitter data to know what Main Street investors are saying before it becomes news on Wall Street. With their proprietary data for Purchase Intent Mentions — how many customers have already bought a product — or plan to do so — the demand to fly is surging. Not only is there a 28% increase in Purchase Intent Mentions quarter-over-quarter, but thereâs a 41% surge in Purchase Intent Mentions year-over-year.
Over the next 12 months, some of the most bullish price targets on Delta show the stock price could climb to $71 per share, a potential 48% upward move. And from what weâre seeing within our tools… that isnât a “sky-high projection.” It could turn out to be justified. Enjoy your Friday, [Keith Kaplan]Keith Kaplan
CEO, TradeSmith [Download now on the Apple Store](
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