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

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

  • April 21, 2014

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