Given Gigamon’s strong underlying momentum (especially related to security use cases), the company over the next few quarters could see upward revenue/earnings estimate revisions along with valuation expansion. Read More

As the trend toward fully autonomous driving moves forward, cars will gradually get a lot safer and smarter, aided by the addition of more software. Read More

While we can’t say at STI what Project Titan is, we can say most of the industry is taking it seriously - and for very good reason. 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

Going into last year the STI team sat down and made the recommendation as to which stock was our projected pick for top performer in the tech industry. In December of 2013 we chose Apple, Inc. (NSDQ: AAPL) as “The One Tech Stock to Own in 2014” and the… Read More

Hackers in their latest high-profile cyber-security attack have sharply raised the stakes, this time stealing money—not just data—directly from banks.During the past two years, more than 100 financial institutions in 30 countries have been hit, with up to $1 billion stolen, according to security research firm Kasperky Lab. The worldwide… Read More

On the Marketo (MKTO) fourth quarter earnings conference call earlier this month, CEO Phil Fernandez said demand was so strong into the end of last year that the company could have used another 10 sales reps to close more business. While this might be a good problem to have, being… 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

Just as a potential Super Bowl victory can be taken away by a last minute interception, a good year can be undone with one disappointing quarterly earnings report. 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

Sony has gotten a tremendous amount of press recently for arguably one of the stupidest films ever made, “The Interview”, starring Seth Rogen and James Franco. The premise is that two journalists are recruited by the CIA to assassinate North Korean leader Kim Jogn-un while doing an interview with him. Read More

One name in the Internet/social media space that often gets mentioned as a possible takeover target is Yelp (YELP), the provider of local business reviews via online and mobile. Since so many investors see Yelp as a buyout candidate, the stock has historically traded with an embedded deal premium.But with… Read More

Qlik Technologies (QLIK) is a leading provider of business intelligence (BI)/analytics solutions for the enterprise market. The company’s software allows users to visualize data from multiple sources in an effort to gain meaningful insights into what’s going on at a departmental level, with the goal to increase collaboration, improve overall… 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

From the looks of today’s stock market action, I’d guess that a lot of traders are still working off that New Year’s Eve hangover from last week. Yes, I was expecting a sell-off in January (six weeks ago I said as much in this column: “Black Friday in Reverse”)… Read More