Over the past five months we have used the In Focus section of Smart Tech Investor to explain our long term macro view of the technology sector, comparing current events to what occurred during the prior macroeconomic long wave in the twentieth century. If you are new to this service then I suggest you read each of those articles in sequential order before reading this month’s edition, so here they are:

Part 1: January 2014 – “Get Your Clicks on Route 66”

Part 2: February 2014 – “Navigating the Off-Ramps of the Information Superhighway”

Part 3: March 2014 – “The Cloud Rolls In”

Part 4: April 2014 – “Utility Players”

Part 5: May 2014 – “Mobile Technology Then and Now”

When we launched STI back in December our first In Focus article named Apple as “The One Tech Stock to Own in 2014”. Now that we are mid-way thru the year we are using this month’s Sector Spotlight to review recent events at Apple and how its stock has performed thus far.  A lot of good news has been coming out of Apple lately, so I think you will like what you see.

Tom Scarlett has another small-cap stock to add to our Next Wave Portfolio, this one operating in the rapidly growing online video gaming space. Video gaming and social media are coming together to create a social online experience, and it isn’t just for kids anymore. There will be some very big winners in this category, and Tom has a couple that you should take a hard look at.

Also, if you are still unclear on our concept of innogration and how we use it inform our stock recommendations then I urge you to take the time to watch this video of my recent presentation to the Investing Daily Wealth Society. It’s about 50 minutes long but by the time it is over you should have a complete understanding of our approach to evaluating tech stocks.