Analysis

Now that the Memorial Day weekend is in our rear view mirror, it is fair to ask if the old stock market adage, “Sell in May and then go away” will turn out to be good advice for tech stocks this year. They certainly have had a very nice run… Read More

Recently we added Dr. Joe Duarte to our research team at Smart Tech Investor, and have been very impressed with his insight and analysis. Although we realize the biotech sector has appreciated considerably during the past year and may be due for a correction, we feel the long term upside… Read More

Equity Trades Portfolio Updateby Joe Duarte, M.D.Buy AlertsEarnings UpdateNews Update: It’s ASCO Conference SeasonM & A UpdateThe biotech sector rebounded on the week that ended on May 8th. Behind another merger announcement and some mixed economic news, the worries about the Federal Reserve raising interest rates… Read More

The Nasdaq Biotech Index (NBI) gave back nearly half of the year’s gains from April 23rd to April 30th. Thus, a bounce is clearly in the offing and is one to watch carefully.  By the same token if Friday’s (May 1) bounce fizzles in the not too distant future, we… Read More

Just when people were starting to wonder if tech stocks could go much higher, they proved that they could – and with a vengeance. Last week was every tech stock investor’s dream, with a wide variety of companies benefiting from euphoria over better than expected earnings reports from Amazon.com (up… Read More

Just as we believe innogration is the key to long term success for every tech company, so too do we feel it should be practiced by this publication so that our subscribers remain ahead of the curve. As you know, innogration consists of two critical components: innovation, which is achieved… Read More

Last week’s price action suggests that most of the activity in the tech sector is currently focused on mid-cap stocks, as our Next Wave portfolio gained more than twice what the NASDAQ Composite index was able to deliver. And while our Investments Portfolio of large-cap stocks did okay – up… Read More

Another wishy-washy week for tech stocks, as last week’s jobs number called into question one of the few underpinnings of the bull market case for continuing to acquire stocks aggressively. Only 126,000 non-farm payroll jobs were added to the U.S. economy in March, about 50% less than what was added… Read More

Tech stocks have taken a beating lately, presumably on concerns that their high exposure to foreign currencies will act as a drag on earnings for the remainder of this year, and possibly into 2016. There is no denying that the tech sector has a large exposure to currency valuations –… Read More

Looks like we should have called this month’s edition of STI “the automobile issue” as both Leo Boeckl’s In Focus article, which discusses how Apple appears to be following in Ford Motor Company’s footsteps from the prior long technological wave, and Rob’s Sector Spotlight article, which highlights a company on… Read More

As was widely rumored last May when Apple announced its 7 for 1 stock split, the company will be joining the Dow Jones Industrial Average next week by replacing AT&T in the vaunted stock market index. However, Apple joins fellow telecomm giant Verizon in the DJIA, retaining the tech sector’s… Read More

A little before 1 p.m. EST on Monday the Nasdaq Composite rose above the 5,000 level for the first time in fifteen years, signifying the tech sector’s complete recovery from the so-called “dot.bomb” collapse that sent the index reeling below 1,200 less than three years after reaching its all-time high in… Read More

Since the name of this publication is Smart Tech 50 Weekly Movers, it occurred to us that it might make sense if we provided a table showing the weekly price movement in each of our portfolio holdings. So, this feature will be included in each edition of this publication going… Read More

Our original subscribers may recall that back in December of 2013 we named Apple as “The One Tech Stock to Own in 2014”, but do you remember the other company that we considered for that honor? It was Verizon, which recently made a move that we believe indicates that it… Read More

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

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

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

Although it’s been more than forty years since Watergate informant “Deep Throat” advised Washington Post reporters Woodward and Bernstein to “follow the money”, that advice is just as valuable now as it was then – especially when it comes to tech stocks. Read More