With only two trading days left in 2014, it appears the U.S. stock market will post double-digit gains for a third consecutive year. This feat is particularly impressive considering we were at a net loss for the year as recently as April, and at only a 2% gain during the… Read More

A lot of good news for the overall stock market last week, resulting in an explosive move to the upside for all of the major indexes after Fed Chairperson Janet Yellen’s remarks on Wednesday.  After getting off to a rough start on Monday, the net result for the week was… Read More

Looking to 2015, two major positive themes are expected to dominate the market for enterprise/public sector wireless infrastructure solutions: the ongoing upgrade cycle being driven by the transition to the newest 802.11ac WiFi standard and the coming expansion of the government’s E-rate Internet connectivity program covering the modernization of wireless… Read More

A year ago we wrote an analysis of the five titans of social media: Facebook, Amazon, Netflix, Google and Twitter, also known as the “FANG+T” stocks. We warned that they not do not pay any dividend worth mentioning but worse they were highly overvalued. One year later let’s look in… Read More

The sharp increase in the number of large-scale data breaches in 2014 will result in a boost in spending on cyber-attack detection, prevention and mitigation for the year ahead.In the first half of 2014, there were a total of 559 breaches worldwide, resulting in 375 million customer records being stolen… Read More

It was one year ago today – December 16th, 2013 – that we published the first issue of Smart Tech Investor. Our reason for launching this service was simple: we believed that tech stocks would lead the stock market in the years to come, and we had a system that… Read More

Just when you thought the news couldn’t get much better for our stock market, along comes a powerful jobs report last week that seems to indicate that some of the corporate wealth accumulating over the past five years is now translating into more jobs for Americans.To be precise that is… Read More

In the stock market, as in holiday shopping, resist the temptation to join the masses. Read More

Most products go on sale during the "Black Friday" holiday shopping frenzy, but only in the stock market are shoppers looking to buy whatever is most expensive. Read More

As the debate rages on over net neutrality, the demand for bandwidth will continue unabated. Whether the FCC decides to side with the net neutrality advocates and treat the Internet as a utility (no paid prioritization via so-called fast lanes and no traffic blocking/throttling) or instead comes up with some… Read More

Net Neutrality is getting a lot of press these days. So much so that the President has now weighed in with an official position. In theory net neutrality is pretty straightforward; Internet carriers can’t set different prices for different vendor’s products which could enable them to shape the market.Like a… Read More

The latest wave of cyberattacks appears relentless, with the culprits getting more bold and brazen. A recent PwC global security survey showed a 48% increase in detected attacks so far this year; this figure doesn’t even include undetected and unreported attacks.Employees, former employees and third parties with trusted access to… Read More

This month’s trouncing of Democrats by Republicans at the polls has already set off a legislative domino chain that ultimately should result in net neutrality becoming the law of the land. In short, the first thing the GOP did after winning a majority in both houses is send the Keystone… Read More

As our much anticipated “two-tier” stock market begins to take shape, we are excited to see so many of our portfolio stocks already benefiting from the increased interest in companies with sustainable profit models.Case in point is the company we named as “The One Tech Stock to Own in 2014”… Read More

While everyone else was donning masks to celebrate Halloween last week, Apple CEO Tim Cook proved that no disguise is the best costume of all. Read More

Depending on which companies you look at, an argument can be made that it was tech stocks that led the market lower earlier this month (i.e., Netflix, IBM), and it was tech stocks that led the market back up during the past week (e.g., Apple, Microsoft). The chart below illustrates… Read More

The data deluge is upon us: 2.5 quintillion bytes of data are created each day, and 90% of the data worldwide has been generated in just the past two years alone! Read More

With the upcoming Hewlett-Packard (HPQ) split-up, the H-P Enterprise unit (comprised of infrastructure hardware, software and services) will be more agile and focused when it comes to building out its datacenter, cloud and security businesses.There’s no doubt that this enterprise unit will be looking to boost its tepid growth rate… Read More

Breaking up is hard to do, but sometimes it is the only way to keep moving forward. Read More

Although we talk a lot about our concept of innogration, we are now seeing the companies that need to catch up engaging in "reverse innogration" as a means of stripping themselves down in order to grow back up. Read More