Depending on which companies you look at, an argument can be made that it was tech stocks that led the market lower earlier this month (i.e., Netflix, IBM), and it was tech stocks that led the market back up during the past week (e.g., Apple, Microsoft). The chart below illustrates… Read More
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The data deluge is upon us: 2.5 quintillion bytes of data are created each day, and 90% of the data worldwide has been generated in just the past two years alone! Read More
With the upcoming Hewlett-Packard (HPQ) split-up, the H-P Enterprise unit (comprised of infrastructure hardware, software and services) will be more agile and focused when it comes to building out its datacenter, cloud and security businesses.There’s no doubt that this enterprise unit will be looking to boost its tepid growth rate… Read More
Breaking up is hard to do, but sometimes it is the only way to keep moving forward. Read More
Although we talk a lot about our concept of innogration, we are now seeing the companies that need to catch up engaging in "reverse innogration" as a means of stripping themselves down in order to grow back up. Read More
As a follow up to yesterday’s message from Investing Daily regarding our belief that the current stock market volatility represents an opportunity to buy stocks that were previously overpriced, we feel now is the time to take advantage of current price weakness by picking up quality stocks trading at a… Read More
As a follow up to yesterday’s message from Investing Daily regarding our belief that the current stock market volatility represents an opportunity to buy stocks that were previously overpriced, we feel now is the time to take advantage of current price weakness by picking up quality stocks trading at a… Read More
Seems like only last month that the NASDAQ Composite Index was inching towards 4,600 with expectations of it cruising through the 5,000 level. Oops, it was only last month that happened (September 2nd, to be precise).However, much of that optimism has been laid asunder over the past couple of weeks,… Read More
It doesn't take much to spook the market these days, so all eyes are on Bill Gross and the bond market to see how much money follows him to Janus. Read More