5G, IoT, E-Commerce to Keep Providing Opportunities: Pacer ETFs Distributors

The video discusses major technological trends like 5G, e-commerce, and the Internet of Things, highlighting investment opportunities in specialized real estate for tech infrastructure. It also explores the semiconductor sector, emphasizing the potential for growth and investment in companies with strong free cash flow and reasonable valuations.

Which technological advancements are mentioned as impacting companies like FedEx and UPS?

• Artificial Intelligence and Machine Learning

• 5G, Streaming, and the Internet of Things

• Blockchain and Cryptocurrency

• Virtual Reality and Augmented Reality

What is one way to invest in the infrastructure needed for technological advancements like 5G and e-commerce?

• Investing in cryptocurrency

• Owning specialized publicly traded real estate

• Buying government bonds

• Investing in traditional retail stocks

Which companies are mentioned as part of the investment strategy in real estate and ETFs?

• Microsoft and Apple

• Tesla and SpaceX

• Equinix and CyrusOne

• Amazon and Google

What is the main reason for the optimism in the semiconductor industry?

• Decreasing production costs

• High demand for consumer electronics

• Incredible optimism shown in the Philadelphia Semiconductor Index

• Government subsidies for semiconductor companies

Why are semiconductor companies considered high-quality investments?

• They are heavily subsidized by the government

• They have high valuations compared to broader indexes

• They generate large amounts of free cash flow and have high free cash flow yield

• They have low volatility and are not trade sensitive