We have a winning season going so far at STI with a lot of our stocks performing very well, so we are gearing up for a deep playoff run by adding more talent to our roster. Read More

Innogration isn't just for tech stocks; we are adding a valuable resource to our coverage of the tech sector that will make it even stronger. Read More

The arrival of a new exchange-traded fund confirms that the market is searching for new ways to pull investor capital into some overvalued stocks. Read More

The tide has started to turn against momentum stocks with week earnings, and some of them are beginning to show signs of sinking. Read More

I know we talk a lot about our concept of “innogration”, but quite frankly we have to in order to make clear exactly why some tech companies will dominate their categories while others will fall by the wayside. Perhaps the most visible example of this is occurring in the smartphone… Read More

The next round of quarterly earnings reports will start hitting the street next week, and right on cue the heat and humidity spiked up along with the overall stock market. The pressure is on for a lot of tech companies to deliver better than expected news so it will be… Read More

With the S&P500 Index and Dow Jones Industrial Average both flirting with historically unprecedented “round numbers” (2,000 and 17,000, respectively) the Nasdaq Composite has temporarily moved out of the spotlight as the primary indicator of the stock market’s current love affair with momentum. Read More

Today marks the halfway point of the calendar year, and so far it has played out pretty much as we expected. All eyes are on the S&P 500 Index in its bid to cross over the 2,000 level, while the tech-heavy Nasdaq Composite Index inches its way back toward its… Read More

Looks like AT&T figured out that this town is big enough for the two of us, and is now moving into markets that rival Verizon is not occupying. Read More

If the United States and China do end up engaging in a tech trade war, these two companies will be among the primary beneficiaries. Read More

We are almost halfway thru the year, and so far we like what what we see. Read More

You don't have to choose anymore; tech companies now offer the dividend yields of treasury notes while possessing the high growth potential of small cap stocks. Read More

Much of the recent rise in the stock market and simultaneous decline in the VIX is the result of old fears not being realized more so than the absence of new fears Read More

This month's theme is mobility, and the strong parallels between the auto industry of the 20th century compared to the tech industry of this century. Read More

Don't let the bounces fool you; ultimately its the long term fair value of a stock that determines its direction. Read More

Yahoo's new CEO has gotten a lot of attention lately, but so far she hasn't really produced the goods. Let's she how she fares after the Alibaba IPO is over and the real Yahoo is revealed. Read More

Last week's earnings reports from Apple and Amazon highlight why its important that you have a model such as ours for separating the winners from the losers, as not being able to do so could sink your portfolio. Read More

Utility stocks crushed the stock market averages over the past forty years, and they will do the same over the next forty years except it won't be the companies most people expect. Read More

Its been a tough couple of weeks for the tech sector overall, but not for one of our recent recommendations that illustrates the importance of understanding exactly what is happening with tech stocks, and where. Read More

A lot of games being played in the stock market right now. While some companies are engaging in a high stakes version of "follow the leader", we think a more apt analogy is "musical chairs" and investors can profit from it if they know which companies are closest to the seats now that the sweet music of Quantitative Easing has stopped playing. Read More