Last week’s price action suggests that most of the activity in the tech sector is currently focused on mid-cap stocks, as our Next Wave portfolio gained more than twice what the NASDAQ Composite index was able to deliver. And while our Investments Portfolio of large-cap stocks did okay – up… Read More
Archive
Filter
Another wishy-washy week for tech stocks, as last week’s jobs number called into question one of the few underpinnings of the bull market case for continuing to acquire stocks aggressively. Only 126,000 non-farm payroll jobs were added to the U.S. economy in March, about 50% less than what was added… Read More
The share price for Western Digital (WDC) has dropped below its stop price of $92, closing at $91.01 yesterday so we are removing it from the Investments Portfolio for the time being. However, we still like the company from a long term perspective so if you have a large capital… Read More
The share price for Western Digital (WDC) has dropped below its stop price of $92, closing at $91.01 yesterday so we are removing it from the Investments Portfolio for the time being. However, we still like the company from a long term perspective so if you have a large capital… Read More
Tech stocks have taken a beating lately, presumably on concerns that their high exposure to foreign currencies will act as a drag on earnings for the remainder of this year, and possibly into 2016. There is no denying that the tech sector has a large exposure to currency valuations –… Read More
Don't sweat the strong dollar when you evaluate tech stocks; it may have a slightly negative impact in the short term, but will not alter the long term positive result. Read More
As described in further detail in the March 2015 edition of Smart Tech Investor, Gigamon is being added to our Next Wave portfolio with a buy price up to $24. Read More
As described in further detail in the March 2015 edition of Smart Tech Investor, Gigamon is being added to our Next Wave portfolio with a buy price up to $24. Read More
Given Gigamon’s strong underlying momentum (especially related to security use cases), the company over the next few quarters could see upward revenue/earnings estimate revisions along with valuation expansion. Read More
As the trend toward fully autonomous driving moves forward, cars will gradually get a lot safer and smarter, aided by the addition of more software. Read More