The popular television stock market analyst is providing the hot wind necessary to fill the sails of our large-cap tech stock portfolio, and we appreciate it! Read More
Analysis
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Clear FilterThe first week of October witnessed a strong rally in the stock market, offsetting some of the damage done by August’s sudden correction. Of course, the overall market is still more than 7% below where it was two months ago, but it appears to have found a bottom and may be… Read More
Last Thursday’s visit by the Pope to the home of Wall Street was not enough to keep the stock market out of negative territory, though he can hardly be blamed for the multitude of sins afflicting the global financial market. As if Europe’s faltering economy wasn’t already fragile enough, news that German… Read More
Like many of you (and 22 million other people, according to CNN), I watched last week’s Republican presidential candidate debate. Even at nearly three hours in length it didn’t leave much enough for any of the eleven participants to delve into substantive dialogue, but I was intrigued by an exchange… Read More
Worried that the Fed may go ahead an raise interest rates later this week, even in the face of deteriorating economic news out of China and tepid results from the ECB’s version of central bank intervention? If so, then you may want to focus on stocks that should be mostly… Read More
It is often said that the stock market “climbs a wall of worry”, meaning that a little bad news is necessary to keep investors from becoming overly optimistic and bidding the market up to unsustainable heights. But there also needs to be enough good news to convince investors that everything will… Read More
Quite frankly, we are not disappointed to see last week’s stock market plunge once again call into question the advisability of owning so-called “momentum stocks.” The tech sector stopped being dependent on momentum a long time ago, but it seems only now are some investors getting that memo based on… Read More
Okay, it looks like the long awaited correction is finally here. Like waiting for the first snow storm of the winter, usually the reality of its destruction is far greater than the excitement of its arrival. Regardless, the fact of the matter is it’s here, and now we all have… Read More
Last week’s currency devaluation by China threw the global financial markets for a loop, affecting the values of stocks, bonds, commodities and other currencies. As a result, many tech stocks came under the microscope, especially those such as Apple and Qualcomm that do a lot of business in Asia. If… Read More
Probably not, but given the circumstances it would not come as a big surprise if he is. Read More
We just scored a big gain in recently recommended Western Digital, and think we found another beaten up tech stock about to do the same thing. Read More
We are not turning bearish on biotech at this point. But we do think it’s a good time to be patient and to consider some portfolio protection. Read More
Unlike most summers when just about every investment banker on Wall Street goes on vacation for the month of July, it appears this year most of them stayed home as the Greek debt crisis slowly unfolded. Combined with China’s collapsing stock market (down 30% in less than a month!), the… Read More
EMC Corp. (NYSE: EMC), whose storage solutions already help to alleviate this data glut, has been innovating and integrating new technologies in order to secure its position as the largest data storage provider in the world. Read More
Turmoil surrounding the Greek debt crisis has brought one of our favorite stocks back down to an attractive level, so we are once again adding it our Investments Portfolio. Read More
In this issue:In Depth: New EBIS Buy: Meridian Biosciences (VIVO)Portfolio Update: News on Repligen, Medivation, News Update: Are Migraines the Next Biotech Frontier?This week we are featuring two Big Picture charts as an interesting relationship is developing between the biotech sector and the bond market. The Nasdaq Biotech Index (NBI) delivered… Read More
All told, over 2.5 million Americans are candidates for exoskeletons currently available or already under development. With only about 250 sold to date – and sales accelerating each month – the potential is virtually limitless. Read More
Making money investing in the tech sector is not as easy as it may seem. While the mainstream media spends most of its time talking about the companies that have already become industry heavyweights, it spends very little time discussing those that have fallen by the wayside. Of course, as… Read More
A common criticism of tech stocks is that too many of them are "priced for perfection", but even more puzzling to us are those tech companies that appear to be priced for imperfection, such as this one. Read More
It’s hard to believe that the biotech sector, known for its inherent volatility, is an island of relative stability in an increasingly volatile stock market. Read More