 Hot Tickets From the Alliance
Each week Alliance members submit "Hot Tickets" as a way of presenting new observations and ideas on investable opportunities to ChangeWave. Today we're focusing on Apple MacBooks, broadband access and for-profit colleges, to name a few.
* Note: These Hot Tickets are for informational purposes only. They do not represent recommendations from ChangeWave.
(1) Dell vs. Apple
CHU53498 writes: "We are a third-generation Dell (DELL) laptop family. Our newest -- a Latitude D630 -- was recently serviced because of a loose PC card slot. The service tech confirmed they have had numerous problems with this. By comparison, Apple (AAPL) MacBooks have magnetic power connectors that simply keep on working.
"We would make the observation that more users are becoming familiar with Mac products because Dell and Hewlett-Packard (HPQ) are not improving their laptop designs fast enough. The last two laptops we bought were Macs. And as we keep experiencing problems with our Dell laptops, Macs are becoming more and more desirable."
(2) Broadband For Everyone
PRO82621 writes: "With President-elect Barack Obama's recent announcement about extending broadband access to every household and school in America, companies providing routers -- like Cisco (CSCO) and Juniper (JNPR) -- and backhaul equipment, are likely to benefit. Furthermore, renewed emphasis on BPL (broadband over powerlines) to extend broadband in rural areas is likely, making IBM (IBM) and a few smaller companies like Ambient (ABTG) prime beneficiaries."
(3) Back to School
RNY3326 writes: "For-profit career colleges could get stronger as more working adults go back to school to learn new skills. Considering that many people applying are not eligible for federal financial aid, the larger for-profit institutions -- such as Corinthian (COCO) -- are now offering their own loan packages. These for-profits are usually more nimble and quicker to offer new technical certificates or degrees in areas like public works, solar and wind power."
(4) All-in-One
DBU9687 writes: "BrightPhase Energy has an interesting product, Photensity, which produces electricity, heat and natural light from one module. It has 60% efficiency during the day and 13% in the late afternoon. This combined product lessens the need for large government subsidies, so it shouldn't have the same ROI barrier that limits conventional solar product growth."
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