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A top UK (and US) share I’d buy in my ISA for 2021 to get rich and retire early

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Never mind about the huge economic uncertainty that casts a shadow over UK share prices in 2021. There are still plenty of brilliant stocks on both sides of the Atlantic that should make equity investors a fortune in the near term and beyond.

Here are two top shares on my own ISA watchlist today:

5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!

According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…

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#1: An American dream

Video gaming is big business. And recent research show that it’s going to get much, much bigger. Developers are spending more and more money to rake it in from their rapidly-growing audiences, with budgets beginning to dwarf many of Hollywood’s biggest blockbusters.

Take the latest title from CD Projekt Red as an example. The Polish games developer spent a colossal $330m to bring its much-awaited Cyberpunk 2077 title to life. By comparison Disney spent $275m to make its most recent Star Wars adventure (Episode IX: The Rise of Skywalker) back in 2019.

Getting exposure to this fast-growing home entertainment is a brilliant idea for 2021 and beyond, then. And I personally would play this theme by buying shares in New York-listed Take-Two Interactive Software (NASDAQ: TTWO). This US share’s packed stable of popular games franchises include the evergreen Grand Theft Auto and Red Dead Redemption. And the planned takeover of British developer Codemasters would boost its catalogue even further.

Today, Take2 trades on a forward price-to-earnings (P/E) ratio of 48 times. Steep on paper, sure. But this is a fair reflection of the huge profits potential of its fast-growing industry.

#2: A top UK tech share

We all know how important good cybersecurity is in today’s internet-driven world. Companies have been spending more and more on protecting themselves and their customers from the growing legion of hackers and scammers. An explosion in online fraud since the Covid-19 outbreak will lead to higher and higher demand for online security services too.

Cyber attacks aren’t just preserved for businesses and individuals of course. State-sponsored cyberwars are becoming a massive problem for major governments as developments this week perfectly illustrate. News has just emerged that several US government departments such as the Treasury, Commerce, and Homeland Security have been subject to huge security breaches since the spring.

US president-elect Joe Biden has subsequently vowed to “elevate cybersecurity as an imperative across the government, further strengthen partnerships with the private sector, and expand our investment in the infrastructure and people we need to defend against malicious cyberattacks.”

All this means that UK shares like Avast (LSE: AVST) can expect bumper trade in 2021 and beyond. This particular IT services provider is one of the biggest cybersecurity companies on the planet. Consequently, it has the scale to ride this huge market opportunity to its fullest. Today, Avast carries a forward P/E ratio of 18 times, a reading I don’t think reflects its exceptional earnings possibilities. I reckon this tech titan, like Take-Two, could make investors a fortune during the 2020s.

A Top Share with Enormous Growth Potential

Savvy investors like you won’t want to miss out on this timely opportunity…

Here’s your chance to discover exactly what has got our Motley Fool UK analyst all fired up about this ‘pure-play’ online business (yes, despite the pandemic!).

Not only does this company enjoy a dominant market-leading position…

But its capital-light, highly scalable business model has previously helped it deliver consistently high sales, astounding near-70% margins, and rising shareholder returns … in fact, in 2019 it returned a whopping £150m+ to shareholders in dividends and buybacks!

And here’s the really exciting part…

While COVID-19 may have thrown the company a curveball, management have acted swiftly to ensure this business is as well placed as it can be to ride out the current period of uncertainty… in fact, our analyst believes it should come roaring back to life, just as soon as normal economic activity resumes.

That’s why we think now could be the perfect time for you to start building your own stake in this exceptional business – especially given the shares look to be trading on a fairly undemanding valuation for the year to March 2021.

Click here to claim your copy of this special report now — and we’ll tell you the name of this Top Growth Share… free of charge!

Royston Wild has no position in any of the shares mentioned. The Motley Fool UK owns shares of and has recommended Take-Two Interactive and Walt Disney and recommends the following options: short January 2021 $135 calls on Walt Disney and long January 2021 $60 calls on Walt Disney. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

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