While the consumer side of wearable technology gets most of the attention these days, the components and enterprise segments look to offer solid growth opportunities as well. Read More
Sector Spotlight
Just as the Washington Nationals and Baltimore Orioles have seen their fortunes reverse once both teams embarked on an innogration strategy to improve their once moribund rosters, so too have some of the legacy tech companies gone through a period of decline and recovery after recognizing how much the game… Read More
Rupert Murdock's recent bid to acquire Time Warner is just one more example of innogration at work. Read More
For our inaugural issue of Smart Tech Investor in December 2013, we selected Apple as “The One Tech Stock to Own in 2014". Six months later, we still like it a lot. Read More
If past really is prologue, then Microsoft has a great future in front of it. Read More
While large-cap tech stocks have been loudly grabbing all the attention lately, a new generation of small-cap stocks are quietly building a presence in big growth markets. Read More
Late last year a Silicon Valley newspaper did a piece on the resurgence of Symantec (NSDQ: SYMC). At that time its stock had been on a tear; since bottoming out below $14 in the summer of 2012 the stock climbed up the charts, peaking above $26 only one year later. … Read More
The period between the current long macroeconomic wave’s first and second halves has radically changed retail, and Amazon.com (NSDQ: AMZN) has leveraged the rise of the Internet very similarly to the way Dell did during the first half of the wave to dominate the retail space. When the major PC… Read More
Will the announcement of Microsoft's next CEO push the stock higher or lower? We think ultimately there is only one way out for the company, and once that becomes apparent to the rest of the world the stock should shake out of its doldrums. Read More
If you think the old line disk drive manufactures are boring, think again; they are sitting directly in the path of cloud storage and should profit enormously from the proliferation of mobile computing devices. Read More