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The coronavirus pandemic is opening up massive opportunities to slingshot your portfolio to double or even triple its current value...

But you have to be on the right side of the split. Some companies will do great, and others won’t make it out alive.

And if you own the wrong stocks now, there’s more trouble ahead.

You see, thousands of businesses have already been forced to close their doors forever.

Thousands more are limping along and won’t make it. COVID-19 just slammed the nail in their coffins.

Entire industries are melting down.

Many will take decades to recover.

Some never will. So...

DON’T FALL FOR THE “AUTOMATIC RECOVERY MYTH”Don’t be fooled by the talk that if you just wait long enough, your portfolio or any given stock will miraculously recover...

Because it won’t.

Take the airline industry. Globally, it’s set to lose $84 billion over the next year alone. For comparison, it lost $63 billion after 9/11.

One analyst at Evercore said we should expect American Airlines to plummet to just $1 a share before this crisis is over.

And there are hundreds of stocks like this. Some will take years to recover, and others will go bankrupt and investors will lose everything.

Meanwhile...

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A HANDFUL OF INDUSTRIES WILL SOAR In fact, their ride to market dominance has already started.

The five industries you’re about to discover will be the champions of the post-COVID-19 “New Normal.”

As our entire globe adapts to NEW ways of living, these companies will soar, making many investors rich...

The secret is to spot trends early. Buy the stocks set to bank big profits while the mainstream financial news is either blind to or completely wrong about the story.

Like my predictions about cryptocurrency for example...

Back in 2017, before most people even knew what “Bitcoin” was, I gave my readers a heads up, showing them the smartest, safest ways to invest in Bitcoin.

When the rest of the world finally caught on and Bitcoin went vertical...

My readers pocketed a 1,065% payday.

I still get thank-you notes and emails from those lucky readers who pocketed 1,000%+ profits.

And that was just the beginning...

In 2018, Bitcoin shot up AGAIN, giving my readers a shot at another jaw-dropping 2,528% payday.

I also delivered a sweet 1,040% profit on another cryptocurrency, Ethereum.

I’m not promising that any of the five stocks I’m telling you about today will shoot up like Bitcoin did a few years ago, but you will want them in your portfolio.

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Here are the five stocks for the “New Normal”...

1. OKTA (SECURITY ACROSS ALL COMMUNICATIONS)Okta is a leading identity management company that securely connects people to all their apps through a single portal.

Okta provides identity access solutions. This means temployees, customers, vendors, freelancers, or anyone connected to an enterprise can log in to applications and websites in a secure way. They can do this via email, text, website access, video, or smoke signals (that last one was a joke).

How do they do this? Okta uses the cloud to create an efficient single access point for secure communication. It doesn’t matter if you use Zoom, Microsoft, Slack, or some odd combination of them — Okta gives you one secure access point and one password.

People must like it because the company is growing like crazy... It has over 8,400 customers and a 121% net retention rate. That’s darn good.

The growth will continue as the company is projecting a 32% increase in 2021 revenues to $775 million.

IDENTITY SOLUTIONS CASE STUDY

Okta recently helped FedEx. Here is a segment from a press release that highlights how Okta implementation has accelerated during the COVID crisis:

When FedEx initially decided to standardize identity across its organization with the Okta Identity Cloud, it planned to take a phased deployment approach, connecting key applications and rolling them out to groups of employees over time. In light of the COVID-19 pandemic, as the company moved quickly to enable remote work for its office workers and adapt to an increase in customer demand, it accelerated the deployment. With the Okta Identity Cloud, more than 85,000 team members were quickly and securely able to access the company’s VPN. And in the course of just a couple of days, FedEx

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worked with Okta to provide team members across the enterprise with quick and secure access to the cloud technologies they need to be successful, such as Microsoft Office 365, ServiceNow, Zoom, and Salesforce. FedEx is leveraging Okta Single Sign-On, Adaptive Multi-Factor Authentication and Universal Directory, and currently has more than 250 cloud applications securely accessible by employees through the Okta Identity Cloud. With the support of the Okta Identity Cloud, FedEx is taking a Zero Trust approach to securing its workforce while streamlining processes, enabling the company to securely and productively meet customer needs.

You can imagine that FedEx, with its global reach and constant movement, needs secure communication.

Okta has a huge list of name-brand companies, including Major League Baseball and Western Union.

Some of Okta’s other customers include the following:

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HOW IT WORKS

When you log in to Okta, you get a dashboard of all your apps. You can securely access all your important documents anywhere in the world. The company has also integrated new technology such as facial recognition and touch ID.

As more people work from home, they need secure access from anywhere. Okta provides that.

Okta’s customer base is steadily climbing...

There are risks. The company does not turn a profit as it is investing back into its business.

It is also expensive with a price-to-sales ratio of 36.6. In 2017, the year it launched its IPO, Okta sported a sales multiple of just over 11.

But people pay up for high revenue and earnings growth. The popularity of Okta’s solutions has helped expand the number of subscribers and driven revenue higher. In 1Q 2020, overall revenue rose by 46% year over year, while subscription revenue increased by 48%.

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The market expects revenue will slow somewhat but remain robust, with revenue growth coming in at 30% or more for both this year and next. Forecasts point to a long-term earnings growth rate of 25% per year for the next five years. Some also believe the company will turn a profit as early as next year.

I expect that these numbers underestimate the accelerated growth post-COVID-19.

And did I mention they are the best in the business?

Okta Named a Leader in the Gartner Magic Quadrant for Access Management for the Third Consecutive Year

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Gartner is a company that rates tech software, among other things. If you are in IT and want to get your boss to sign off on a multimillion-dollar investment in a new solution — you take this chart and tell him you want Okta because it is the best as rated by a third party.

Last August, Gartner pointed to Okta as a leader in the “Magic Quadrant for Access Management” for the third year in a row. Additionally, Okta has been placed highest in both “Ability to Execute” and “Completeness of Vision.”

The IT architects I’ve talked to all agree that Okta is the platform you want. The company also received kudos from Forrester Research.

Buy Okta on the dips with a long-term horizon as a “best-of-breed” play on WFH security.

2. TELADOC (TELEMEDICINE)Over the past few years, I’ve known a number of people who visit the doctor over their phone or computer. My daughter had a virtual appointment from the Bahamas last summer, and my wife talked to the doctor on the laptop just yesterday –– Teladoc Health (TDOC) makes this happen. TDOC is the front-runner in virtual health care services.

TDOC says it:

Covers various clinical conditions, including noncritical, episodic care, chronic, and complicated cases like cancer and congestive heart failure, as well as offers telehealth solutions, expert medical services, behavioral health solutions, guidance and support, and platform and program services.

The company’s platform enables patients and providers to have an integrated smart user experience through mobile, web, and phone-based access points. It serves health employers, health plans, hospitals, health systems, and insurance and financial services companies. Teladoc Health Inc. offers its products and services under the Teladoc, Advance Medical, Best Doctors, BetterHelp, and HealthiestYou brands.

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As the coronavirus took off, so did TDOC’s share price. As you can imagine, people want to avoid hospitals and doctors’ offices during this plague. In addition, hospitals want to avoid seeing unnecessary cases.

Virtual doctor’s appointments save time, money, and lessen the possibility of infection. It’s that simple. No wonder TDOC is up 170% this year.

The company is expensive at 25 times sales and 17 times book. But everything is expensive in this era of Fed money printing.

The company has been growing at 40% a quarter (year over year).

Teladoc earns most of its revenues from its channel partners and B2B subscription clients. It has signed up clients including 50+ health plan providers — UnitedHealth (UNH) and Blue Shield of California among them — 70+ insurance and financial services firms (AIG, AXA Global), and 300+ hospitals and health systems, including Jefferson Health.

TDOC also operates a direct-to-consumer channel through which it has a partnership in place with CVS Health, as well as a mental health offering.

As mentioned above, Teladoc has five consumer brands: Teladoc, Advance Medical, Best Doctors, BetterHelp and HealthiestYou. These supply all forms of health care, from basic coaching to chronic diseases, therapy and diagnostics.

Perhaps you have even used them...

The upside is tremendous with an unserved market of over 110 million Americans and 1.1 billion people in the rest of the world. If TDOC can continue to execute, the long-term possibilities are huge.

Again, look to buy on any substantial pullback and hold on for the next five years.

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3. MATERIALISE (3D PRINTING)Did you hear the story about the young Italian engineers who saved hundreds of lives thanks to a printer?

See, there are valves necessary to run respirators for patients needing oxygen… They cost $11,000 a pop and are manufactured in China...

And they take up to three months to arrive.

What happens when the local hospital has 10 in stock... but suddenly needs hundreds or people will die?

That’s exactly what happened in Italy when hospitals suddenly saw hundreds of COVID-19 patients facing certain death without oxygen.

The respirator valve needs to be replaced for every patient to prevent cross-contamination... However, the hospital didn’t have enough and the manufacturer couldn’t send them fast enough.

That’s when Christian Fracassi decided to “print” several hundred himself.

Using a 3D printer, Fracassi was able to produce these expensive, complex valves in mere minutes...

And he produced them for $3 each... not $11,000.

He delivered several hundred 3D-printed valves to Italian hospitals (for free).

Within 48 hours, 3D printing went from a fun little gadget for printing plastic Yoda heads...

To a disruptive technology with hurricane force, uprooting medical manufacturing forever.

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What if you or a loved one needed this valve or another lifesaving device?

What if you could “print” it yourself in your garage?

Turns out... you can.

A New York City couple printed hundreds of face masks for desperate, overrun NYC hospitals that ran out.

And these examples barely scratch the surface of what 3D printing can do.

3D printing has been around for over a decade now... but it never amounted to more than a cool fad for making plastic gizmos in your garage.

That has changed forever thanks to COVID-19.

Soon, 3D printers will be considered essential equipment for many businesses.

Just imagine you own a business that sells medical devices...

Suddenly, a factory in Asia that produces your core components shuts down due to another pandemic...

Your business is now dead in the water unless you have 3D printing, which offers a local, on-demand solution.

3D printing is poised to demolish traditional, just-in-time manufacturing and its supply chains.

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CHEAPER. FASTER. LOCAL...The market is just waking up to the immense applications for 3D manufacturing...

3D manufacturing machines can produce parts with plastic, rubber, and even metal in minutes flat.

Larger printers can even produce automobile parts.

3D printing is about to disrupt the $12 trillion global manufacturing industry.

Because 3D printing is so much more agile, flexible, and fast, analysts agree it’s only a matter of time before 3D printing replaces whole parts of the traditional manufacturing chain.

THE COMPANYMaterialise NV (MTLS) is based out of Leuven, Belgium. It makes medical software and 3D-printing services with global sales. Its software enhances its 3D printing.

It produces products for original equipment manufacturers (OEMs) in automotive, aerospace, consumer goods, and hearing-aid industries. It also produces custom surgical devices and implants.

In the last quarter, the company got hit hard by the COVID crisis:

• Total revenue decreased 21.3% to 38,117K euros for the second quarter of 2020 compared with the 2019 period.

• Total deferred revenues from annual software sales and maintenance fees were 28,240K euros compared with 27,667K euros on December 31, 2019.

• Adjusted EBITDA decreased 33.1% to 3,382K euros for the second quarter of 2020 compared with the 2019 period.

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• Net loss for the second quarter of 2020 was 1,932K euros, or 0.04 euros per diluted share, compared with a net loss of 297K euros, or 0.01 euros per diluted share, for the 2019 period.

• Total cash was 125,454K euros at the end of the quarter; net cash was 3,905K euros, an increase of 2,947K euros compared with December 31, 2019.

There will be a transition period as manufacturing comes. The company has a strong balance sheet with 125,454K euros in cash and a little short-term debt of 17,827K euros.

It should also see manufacturing pick up again in the second half as supply chains from China are disrupted and OEMs need secure parts with low labor. MTLS has the capability to provide that.

The company has a market cap of $1.3 billion and trades at 6.37 times sales. As you can see, we are riding a long-term bull market. The latest miss for the quarter dropped the price back down to $23.87.

This is a long-term growth stock that should be a boon to anyone’s portfolio at the right price. Start to add below $24 with the possibility to cherry-pick below $22.

4. MASTERCARD (NYSE: MA)One result of the COVID-19 crisis is that people don’t use cash. This means they are using more credit cards and other financial technology.

This is just an acceleration of what has been happening over the past few years. There is a revolution going on in the world of financial transactions.

New technology is changing the way we pay for things and use our money. This booming sector is called financial technology, or fintech. And I want to own it as these firms are some of the fastest-growing, most stable companies in the world.

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They are also sticky. Once you open an account, you tend to have it for life. Old banking institutions have seen the changes coming and are placing huge bets on the technology themselves.

Huge global banks like Goldman Sachs, J.P. Morgan, and CitiGroup are putting big R&D dollars into fintech. Bank of America’s chairman and CEO Brian Moynihan said, “We’re a technology company, wrapped around a great bank, and that’s going to be the future of what we do... And that’s because our customers demand it.”

BAC is putting $2.5 billion–$3 billion annually into coding. It is leveraging crypto and blockchain technologies, along with future artificial intelligence, big data, and advertising.

Here are some stats on fintech:

• Approximately 24% of people around the globe are already familiar with blockchain technology.

• Goldman Sachs estimates the worldwide fintech pie to be worth $4.7 trillion. There are over 12,000 fintech startups globally.

• Chinese giant Ant Financial Services Group is the biggest fintech company in the world, worth over $60 billion and providing more than 10,000 fintech jobs.

• Some 46% of large fintech companies consider AI to be one of the most relevant emerging technologies for investment.

• The size of the global fintech market reached $111.8 billion in 2018, a 120% increase over 2017.

• About 46% of today’s consumers use digital channels exclusively for their personal banking. Globally, half of banking customers now use fintech firms.

• The global mobile-payment market is on track to hit $1 trillion in the next three years.

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The good news for new buyers is that these stocks have been consolidating for the past few quarters, bringing valuations back to reasonable numbers. It’s time to start adding them to your core portfolio.

Mastercard’s revenue and net income declined in the second quarter due to reduced consumer spending.

According to The Motley Fool, “Net income fell 31% year over year to $1.4 billion, while earnings were down 30% to $1.41 per share. Net revenue dropped by 19% to $3.3 billion in the quarter.”

Consumer spending was also down due to the COVID crisis and the subsequent recession. There was a 10% decline in gross dollar volume of purchases made with Mastercard credit cards.

The Fool continues, “Cross-border volume was down 45%, while switched transactions fell 10%. Those declines were offset somewhat by 10% revenue growth from the company’s cyber and intelligence and data and services solutions businesses.”

That said, the company is optimistic about its new tools. CEO Ajay Banga said:

Our platform uniquely positions us to support the shift to digital across consumer and business payments that has been accelerated by the COVID-19 pandemic, including an increase in consumers’ preference for contactless payments. Further, our broad range of market-leading services — from insights and analytics to cybersecurity tools — means we are able to support our partners’ evolving needs in a rapidly changing world. We continue to execute against our strategy and are excited to enhance and grow our open banking reach and capabilities, including through the planned acquisition of Finicity.

MA paid over $800 million for the fintech and data firm Finicity.

The company has a market cap of $310 billion, a P/E of 39, and 46% profit margins. It has a strong moat and is positioned for fintech growth. It has strong growth, a solid balance sheet, and great execution.

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5. 5G 5G technology will advance compelling new technologies, from self-driving vehicles to drone swarms to remote health care devices, as well as things no one has thought of yet. Farm equipment will be able to run and be controlled from hundreds of miles away.

ATMs can be monitored in real time. Inventory in stores can be monitored and items replaced in real time by robotic devices. Imagine if traffic lights were connected to Waze and adjusted to real-time backups...

Cars can be built in much smaller factories, requiring fewer workers and operated by experts who can oversee multiple factory operations all at once. Shipping fleets, fracking production, mining operations, and supply chains you can monitor and direct in real time will all benefit. Think of the growth in big data and artificial intelligence.

Now speed up the data collection by 100 times. As I’ve said, there will be winners and losers, winners that turn into losers, and vice versa. One segment that looks like a sure winner and pays hefty dividends is the cell tower REITS.

REIT stands for real estate investment trust. By law, these companies must pay out 90% of their income to shareholders in the form of dividends. It allows the little guys to act like big-time developers.

Crown Castle International Corp. (NYSE: CCI) is a dividend-paying REIT that will benefit from the 5G revolution. Instead of hotels or malls, the company owns cell towers. The investment thesis is that the move from 4G to 5G will increase the number of transmitters, receivers, and antennas on cell towers by a factor of 10.

Crown Castle has 25 years of experience and has partnerships with wireless carriers, tech companies, broadband providers, and municipalities. But mostly it has 40,000+ towers and 65,000 on-air small-cell nodes that are attached to buildings, lampposts, utility poles, and bridges. These cover a large population across North America.

The company put out Q2 earnings on July 29, and they were good. Site rental revenues were up 5% and net income was up 10%.

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Jay Brown, Crown Castle’s chief executive officer, said:

In the second quarter, we generated solid results that were in line with our expectations as our business continues to perform well during this period of unprecedented uncertainty.

We continue to anticipate a significant increase in industry activity in the second half of this year as our carrier customers invest to improve their existing networks and as 5G investments ramp [up]. Although the full rebound in overall industry activity on towers is taking a bit more time to materialize than we previously expected, we remain on track to generate at least 7% growth in AFFO per share this year.

Looking beyond this year, I am excited about what will likely be another decade-long investment cycle for our customers with the deployment of 5G and see the potential for our AFFO per share growth to improve next year.

We believe our ability to offer towers, small cells, and fiber solutions, which are all integral components of communications networks and are shared among multiple tenants, provides us the best opportunity to generate significant growth while delivering high returns for our shareholders.

According to the latest estimates from Cisco, mobile data traffic in the U.S. is expected to grow fivefold through 2022. To put that growth into perspective, that means mobile data traffic in 2022 is expected to be equal to 12 times the volume of all internet traffic in the U.S. in 2005. And the growth won’t stop after 2022.

This is huge. It has to be the biggest growth sector in the market today.

The market looks forward by six months. Once the growth shows up, CCI’s share price will be too high to buy. As far as value goes, CCI has a market cap of $69 billion, a trailing P/E of 94, and a forward P/E of 70. It has a price-to-book of 6.87 and pays a 2.79% dividend, which is nice.

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That’s not cheap in terms of price-to-earnings, but you pay up for clear growth trends. The shares will be more expensive next year to late buyers. But given the growth potential, you could be sitting on a 7% dividend and a P/E in the 20s considering what you’ll buy it for.

As always, look to the monthly newsletter and weekly updates for more timely buy and sell alerts.

Bull & Bust Report © Angel Publishing 2020, 3 E Read Street, Baltimore, MD 21202. All rights reserved. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. While we believe the sources of information to be reliable, we in no way represent or guarantee the accuracy of the statements made herein. Bull & Bust Report and Angel Publishing do not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law.