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

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

Now that first quarter earnings season is mostly completed, here is an update on some of the Next Wave Portfolio holdings:Paycom Software (PAYC)—With the stock last week seeing a sharp increase in volatility, I am raising the stop loss to $33.50. In case the shares have hit a short-term peak,… Read More

Resources are tightening up and that means that any new drugs that come to the market and deliver tangible financial results have to live up to a higher standard than before. 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

Most mega acquisitions usually only sound good on paper—once completed they almost never work out as planned. 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

SolarWinds has nothing to do with solar energy, but it is a shining example of how a strategically sound acquisition strategy can add lots of value. Read More

By J. Duarte MDThe biotech sector has been a mixed affair of late, similar to the rest of the market.   The Biotech Index (BTK) continues to have a generally upward trend but is still well off its March highs.  It is still doing well for the year, having gained… 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

I am adding Splunk to the Next Wave Portfolio because its solutions are increasingly being deployed across a variety of use cases— including traditional business intelligence (BI) functions—putting the company on a solid path to eventually reach $1 billion in annual revenue. Read More

These two biotech stocks offer a two-for-one proposition, which is a rare find in this sector. 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

Don't sweat the strong dollar when you evaluate tech stocks; it may have a slightly negative impact in the short term, but will not alter the long term positive result. Read More