Back to top

Real Time Insight


Themes in investing are passive ideas.  Themes can be shaped by companies and heavily influence their stocks. Companies can shape themes. Portfolios can be shaped around themes.

Let's discuss a 'disruptive technology' theme called Graphene.  

According to Wiki, a disruptive technology helps create a new market and value network, and eventually disrupts an existing market and value network (over a few years or decades), displacing an earlier technology.
 
The term is used in business and technology literature to describe innovations that improve a product or service in ways that the market does not expect.  This is typically done first by designing for a different set of consumers in a new market.  Later, it is done by lowering prices in the existing market.
 
Disruptive technologies can really transform the landscape.

I took the following excerpt off of Tuaw, the unofficial webblog for Apple products.

"For massive companies like Apple and Samsung, continued success often depends on pioneering new technologies and staying ahead of the curve. Graphene, an ultra-thin and ultra-strong arrangement of carbon atoms is one of the front runners for the category of "next big thing" in tech.

A graphene sheet is as thin as a single atom and still retains its electrically conductive and heat dissipating properties, making it a fantastic material for the ever-slimmer world of mobile gadgets.

When it comes to graphene, Samsung has been snatching up patents like crazy, filing over 400 (with some duplicates between regions) with mentions of graphene, worldwide. The filings range from manufacturing processes to methods of applying graphene on different surfaces, but the most interesting patents relate to touchscreens (an image from one touchscreen filing is shown below).
 
If the future of smart devices include flexible screens, graphene would be a fantastic material for such an application, as it's bendable, conductive, and extremely durable."


My RTI Question:  Is Graphene the "Next Big Thing"?
 

Just Released: 5 Stocks to Double

Today, you are invited to download a free Special Report from Zacks Investment Research. It reveals five moves that could gain +100% and more in the next 12 months:

One is a "boring" business delivering blistering growth. Another is a red-hot oil and gas producer set to surge on a drilling breakthrough. Still another, an online payment provider, ignited a 53% sales explosion during the past year.

Close This Panel X

Please login to Zacks.com or register to post a comment.

New to Zacks?

Start Here

Zacks Investment Research

Close

Are you a new Zacks Member or a visitor to Zacks.com?

Top Zacks Features

My Portfolio Tracker

Is it Time to Sell?

One of the most important steps you can take today is to set up your portfolio tracker on Zacks.com. Once you do, you'll be notified of major events affecting your stocks and/or funds with daily email alerts.

More Zacks Resources

Zacks Rank Home - Evaluate your stocks and use the Zacks Rank to eliminate the losers and keep the winners.

Mutual Fund Rank Home - Evaluate your funds with the Mutual Fund Rank for both your personal and retirement funds.

Stock/Mutual Fund Screening - Find better stocks and mutual funds. The ones most likely to beat the market and provide a positive return.

My Portfolio - Track your Portfolio and find out where your stocks/mutual funds stack up with the Zacks Rank.

Zacks #1 Rank Top Movers for Zacks #1 Rank Top Movers

Company Symbol Price %Chg
RPC INC RES 24.91 +8.35%
LITHIA MOTO… LAD 94.59 +4.60%
DELTA AIR L… DAL 39.15 +3.90%
FLAMEL TECH… FLML 14.51 +3.50%
SOUTHWEST A… LUV 28.87 +2.92%