Rob DeFrancesco

Robert DeFrancesco is a seasoned technology-stock analyst, who for 13 years covered the sector for Louis Rukeyser's Wall Street newsletter. In 2003, he launched Tech-Stock Prospector (TSP), a research, analytics & advisory service focused on emerging and established tech companies. Robert, managing editor of TSP, uses a combination of fundamental and technical analysis to identify and capitalize on inefficiencies within the tech-stock sector. In addition to conducting in-depth company-specific research, he keeps track of the latest developments across the entire tech landscape, paying particular attention to the major themes--including cloud computing, Web 2.0, social networking, Internet of Things, analytics, virtualization, datacenter consolidation, collaboration, security and mobility. Robert attended Villanova University and American University Law School. He lives in Los Angeles.

Analyst Articles

Now that first quarter earnings season is mostly completed, here is an update on some of the Next Wave Portfolio holdings:Paycom Software (PAYC)—With the stock last week seeing a sharp increase in volatility, I am raising the stop loss to $33.50. In case the shares have hit a short-term peak,… Read More

As described in detail in today’s issue of Smart Tech Investor, we are adding Splunk (SPLK) to our Next Wave portfolio with a buy limit up to $67 and stop loss price of $53. I am adding Splunk to the portfolio because its solutions are increasingly being deployed across… Read More

As described in detail in today’s issue of Smart Tech Investor, we are adding Splunk (SPLK) to our Next Wave portfolio with a buy limit up to $67 and stop loss price of $53. I am adding Splunk to the portfolio because its solutions are increasingly being deployed across… Read More

I am adding Splunk to the Next Wave Portfolio because its solutions are increasingly being deployed across a variety of use cases— including traditional business intelligence (BI) functions—putting the company on a solid path to eventually reach $1 billion in annual revenue. Read More