Category: Tech StocksThe analysis published under this category are as follows.
Monday, January 26, 2015
Michael E. Lewitt writes: In late October, I warned investors to avoid International Business Machines Corp. (NYSE: IBM) stock.
At that time, IBM stock was trading around $162 per share. Today it is trading at a shade under $158 per share, and could be heading much lower.
"Big Blue's" transition, or perhaps we can call it "turnaround," is at best stalling, and at worst, setting investors up for more disappointment as evidenced by its fourth-quarter (2014) earnings report.Read full article... Read full article...
Tuesday, January 20, 2015
Michael A. Robinson writes: Technology companies are a lot like major-league sports stars in that they often post their best results early in their careers.
Athletes’ bodies wear out, and they can compete at the highest levels for only so many years.
With high-tech corporations, however, the challenge isn’t age or health. It’s that there’s always a group of young start-ups with hot innovations breathing down the Old Guard’s necks.Read full article... Read full article...
Saturday, January 17, 2015
Michael A. Robinson writes: This year, 80% of the chips for new PCs will be produced in Silicon Valley… Taiwan… China‘s Shenzhen Province… South Korea…
Wrong on all counts.
More and more of today’s chipmakers locating their manufacturing facilities a bit off the beaten path these days – in one of the world’s fastest-growing economies… and a nation that some of you may find controversial.Read full article... Read full article...
Monday, January 05, 2015
William Patalon writes: My wife Robin is a financial advisor and a CPA.
She also possesses one of the sharpest minds I've ever seen.
That's probably why she has such an affinity for jigsaw puzzles. Back in upstate New York, when we were both attending business school together at night, there was nothing she liked more to "decompress" during the lull between the semesters than to do a jigsaw puzzle.Read full article... Read full article...
Friday, December 26, 2014
NFTRH 322 covered the usual range of markets, from US to global stocks to precious metals and commodities to currencies and indicators. It also included an extended economic discussion about the realities of the strong US economy and its dangerous underpinnings.
The economic segment began with this look at the Semiconductor Equipment sector, which was our first indicator on economic strength exactly 2 years ago and will be an initial indicator on economic deceleration when the time is right.Read full article... Read full article...
Tuesday, December 23, 2014
Keith Fitz-Gerald writes: I recently talked about the secret I wish everybody knew when it comes to market timing and discussed one of the most valuable Total Wealth tools of all – the Put/Call Ratio.
I also promised you a look at one great trade in particular involving a current social media darling. Today I'd like to keep that promise.
If you've been with me for a while, you already know I don't like social media stocks. They're not hooked into our unstoppable trends (nope, not even Technology). Their products are "nice to have" instead of "need to have." And most of them have no real way to make money.
But that's the thing about tactics.
Wednesday, December 10, 2014
William Patalon III writes: The world's next big center for semiconductor production isn't going to be somewhere on the U.S. West Coast.
It won't be in South Korea, Taiwan, or somewhere in mainland China.
It will be Ho Chi Minh City, in an increasingly powerful Vietnamese tech economy…Read full article... Read full article...
Monday, December 08, 2014
Even in the fast-paced world of high tech, 10 weeks is a short amount of time.
And yet, as recently as early September, many industry analysts were saying Apple Inc. (Nasdaq: AAPL) had lost its innovative edge in the global smartphone war.Read full article... Read full article...
Thursday, December 04, 2014
CEO and founder Michael Dell spoke with Bloomberg TV anchor Erik Schatzker at the Council on Foreign Relations in New York yesterday.
Dell said that since going private, "I think about 20 percent of my time has been freed up." He said, "You think about all of the time spent dealing with governance and preparing for investor activities and dealing with various shareholder requests… This can be quite distracting, right, if you try to grow a business."
On whether more public companies should go private, Dell said, "I've had quite a few of them contact me and ask me about how we went through the process and what it was like and that sort of thing. It certainly wasn’t an easy thing to go through the process, once we got through it, it's been a lot easier managing the business as a private entity." On the companies who have contacted him for advice on going private, Dell said, "Some in Dell's size range, some a little larger, quite -- a lot more smaller than Dell. But I'd say more than 10."Read full article... Read full article...
Saturday, November 22, 2014
Mr. Stock Market Has Been Dropping $100 Bills – Here’s How to Pick Them Up / Companies / Tech Stocks
Michael A. Robinson writes: U.S. stocks are hitting record highs on an almost-daily basis as we close in on the end of the year.
But the whipsawing we’ve had to endure to reach this point are enough to give you saddle sores.
The Standard & Poor’s 500 Index has gained a healthy 11.5% in 2015. From Sept. 18 to Oct. 15, however, the bellwether index fell 7.4%. The downturn ended quickly, and stocks reversed course: In the month that followed, through Nov. 14, the S&P 500 surged 9.5%.Read full article... Read full article...
Thursday, November 20, 2014
Michael A. Robinson writes: One of my favorite truisms of investing is that you’ll make the most money on the biggest innovations.
That sounds obvious. However, it also calls to mind Rule No. 2 in my five-part Tech Wealth Secrets system – “Separate the signals from the noise.”
The noisemakers in the mainstream tech media are obsessed with the latest mobile gadgets and the smallest memory storage devices. However, the biggest innovations – our “signals” -are happening in software.Read full article... Read full article...
Wednesday, November 12, 2014
Dan Ferris writes: I recently received an interesting note from one of our customer service representatives...
What should a customer do with IBM? IBM is dropping... so should he still buy? Have you taken the drop into account? What do you recommend as the next action? The customer feels like you have been misleading with reports... Have you taken this into account? – Regarding paid-up subscriber B.H.
I've heard similar (and similarly vague) complaints many times over the years.Read full article... Read full article...
Wednesday, November 05, 2014
Michael A. Robinson There’s a 76.2% chance that the U.S. Senate will change hands today.
That’s not my prediction. It comes from Nate Silver, an eerily accurate, tech-centric election forecaster.
Silver burst on the national political scene in 2008 with an elaborate computer model that showed Barack Obama winning in a landslide. And he was on the money in 2012, too, predicting almost exactly how much Mitt Romney would lose by.Read full article... Read full article...
Tuesday, November 04, 2014
Michael A. Robinson writes: Since appearing on Fox Business last week to talk about three major tech companies – Facebook Inc. (Nasdaq: FB), Twitter Inc. (NYSE: TWTR) and Amazon.com Inc. (Nasdaq: AMZN) – I’ve been getting a ton of questions about what the future really holds for these companies.
Especially Facebook and Twitter.
Those are probably the two best-known players in social media right now.Read full article... Read full article...
Wednesday, October 29, 2014
Michael A. Robinson writes: On Oct. 15, I told you that the best time to cash out of the market is… never.
And just four days later, The Wall Street Journal ran an investing column that came to the same basic conclusion.
Citing an “enormous body of academic research,” the Journal concluded investors should always have some money in stocks.Read full article... Read full article...