I spent the past five days in Orlando attending the World MoneyShow, during which time I had an opportunity to make a presentation on our concept of “innogration” and how that shapes our view of technology stocks. Generally speaking the audience for this event is primarily retirees, many of whom… Read More

Just as a potential Super Bowl victory can be taken away by a last minute interception, a good year can be undone with one disappointing quarterly earnings report. Read More

The next four days could very well set the tone of the stock market for the next several weeks, as some of the largest tech companies in the world will be releasing quarterly earnings results in the days to come. And since these same stocks are also some of the… Read More

Sony has gotten a tremendous amount of press recently for arguably one of the stupidest films ever made, “The Interview”, starring Seth Rogen and James Franco. The premise is that two journalists are recruited by the CIA to assassinate North Korean leader Kim Jogn-un while doing an interview with him. Read More

One name in the Internet/social media space that often gets mentioned as a possible takeover target is Yelp (YELP), the provider of local business reviews via online and mobile. Since so many investors see Yelp as a buyout candidate, the stock has historically traded with an embedded deal premium.But with… Read More

Qlik Technologies (QLIK) is a leading provider of business intelligence (BI)/analytics solutions for the enterprise market. The company’s software allows users to visualize data from multiple sources in an effort to gain meaningful insights into what’s going on at a departmental level, with the goal to increase collaboration, improve overall… Read More

We are only three weeks into 2015 and already the stock market has taken on a very different tone from a month ago. Fears of deflation in Europe combined with steadily declining oil prices have changed the mood from cautious optimism to guarded pessimism. This is completely in line with… Read More