Analysis

Looks like the first quarter of 2014 is going to end right about where it started for the market as a whole, but if you look beneath the surface there are bargains - and booby traps - to be had. Read More

This time of the year is known for gusty winds signaling the arrival of spring, and right on cue the tech sector gets battered by a couple of late March zephyrs last week blowing out of the west – from Silicon Valley, to be precise. Read More

While Russia tries to bluff its way out of a bad hand, the rest of the world is watching which way the chips fall in China. Sooner or later everyone has to show their cards, and already we are beginning to see who is going to cash in and who will be pushed out of the game. Read More

Russia is back in the news this week, but for all the wrong reasons.  The rest of the world should not catch a cold when Russia sneezes, so this week's market weakness may provide an opportunity to pick up some of our current portfolio recommendations at good prices. Read More

A couple of major tech acquisitions this month made headlines; in our opinion, the market got them both wrong.  One will turn out to be the building blocks of a very successful business, while the other will become an anchor around the neck of its floundering founder.  That means there is opportunity to profit from both, and we'll tell you how to do that. Read More

A fast four weeks has passed since the prior issue of Smart Tech Investor, which has included quarterly earnings reports from most of the major tech companies we follow.  And just as we thought, many of these reports have caught the market by surprise.  While most Wall Street pundits shrug… Read More

Last week's big sell-off in 3D Printing Systems came as no surpise to us, especially since we recommended it as one of our two featured short sell recommendations just last month.  What does surprise us is the extent to which most investors still don't recognize how much things have changed for the tech sector now that Fed tapering is officially underway, and where the future growth opportunites will be. Read More

Last week the tech sector saw two of its biggest names report disapointing financial results, casting a long shadow over the entire market.  And yesterday's sighting of Punxsutawney Phil's shadow foretold six more weeks of winter, about the same time earnings season will be over and our portfolio recommendations should be bathed in the light of greater clarity. Read More

A lot of tech stocks report earnings in the days to come, and by this time next month the investing landscape could look very different.  If you haven't placed your bets yet, now might be a good time to do so. Read More

It was only one month ago that we launched Smart Tech Investor, but we have already experienced some very nice gains and have many portfolio stocks still below their buy limits. Read More

Our first issue of Smart Tech Investor will arrive on December 16th, including the lead article on “The One Tech Stock to Own in 2014” to help you get started on building out your tech portfolio.  Each issue of STI will be posted on the third Monday of each… Read More