A Lot to Look Forward To

We have to admit to being excited about the way things are shaping up in the tech world for 2014.  With Quantitative Easing now in tapering mode we should see a return to more conventional valuation metrics for all stocks, especially tech.  We like the way our portfolio has performed thus far, and believe it is positioned to fully participate in the two-tier market we expect to see over the next twelve months.

Although Smart Tech Investor is only five weeks old, already we have seen significant movement in many of our portfolio stocks.  In the Portfolio Update section below we take a close look at all of our Equity Trades portfolio recommendations and tell you what to do now.  For a similar evaluation of the stocks in our Investments Portfolio, please see last week’s issue of Smart Tech 50 Weekly Movers.

From a longer term perspective, it is critical to recognize exactly how the connected world of internet commerce is taking shape which we overview in this month’s In Focus article.  In the months to come we will drill down deeper into this assessment, as ultimately it serves as the backbone for our process of identifying the tech category winners of the future.

Our Sector Spotlight shines on Microsoft this month, as we believe it stands at the crossroads of what could very well be the single most critical decision it will make for the next ten years.  Hiring the right type of person as its next CEO could reignite excitement in the company and propel its stock higher, but selecting the wrong candidate could effectively condemn it to second tier status for the next decade.

Stock Talk

Grumpy Mike

Michael Sessions

You say …”please see last week’s issue of Smart Tech 50 Weekly Movers”; and

I say “I would love to see it” and “Why didn’t I? As I never received that issue.

Please send it to me and do whatever needs to be done to see that I get it “weekly” from now on.

Many thanks, Mike Sessions

Jim Pearce

Jim Pearce

If you are a Wealth Society member then each issue of Smart Tech Investor is included in Wealth Society Confidential on the day it is published (normally that would be every Monday, except this week since our building was closed for the federal holiday so it was published on Tuesday). If you are not a Wealth Society member then an Issue Notification is sent to you on the day each issue is published. If you aren’t receiving either of those then we need to check your email address to make sure we have the correct one on file, and you may want to check your spam filter to see if our emails are getting through to you. I’ll ask our subscriber services department to determine if our emails to you are getting delivered. Thank you.
Jim

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