Category: Tech StocksThe analysis published under this category are as follows.
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...
Tuesday, October 28, 2014
Warren Buffett famously said at the height of the financial crisis that you only know who's been swimming naked when the tide goes out.Unfortunately for him and his shareholders at Berkshire Hathaway Inc. (BRK.A, BRK.B), it appears that one of the Sage of Omaha's biggest holdings, International Business Machines Corp. (NYSE: IBM), has been skinny dipping for a long time.
Some astute observers such as Stanley Druckenmiller, Doug Kass, and Fred Hickey, the editor of The High-Tech Strategist, have been warning for months that IBM's business and balance sheet were deteriorating.Read full article... Read full article...
Thursday, October 23, 2014
Michael A. Robinson writes: I love corporate spin-offs – and you should, too.
With spin-offs, companies unlock hidden values in their operations and pass them on to shareholders – offering low risks and high probabilities of market-beating profits.
And the past month or so has produced a bonanza.Read full article... Read full article...
Monday, October 20, 2014
David Becker writes: Technology stocks generally perform well in October as investors begin to focus on third quarter earnings. While the group as a whole has outperformed the broader markets, there are a number of both software and hardware companies that have experienced stellar performance.
One way to measure the performance of a sector or a specific stock is to analyze its seasonality. Seasonality can be defined as regular changes that occur to a stock or sector every calendar year. For example, if the price of a stock climbs every October then it has a seasonal pattern.Read full article... Read full article...
Wednesday, October 08, 2014
Short sellers have their knives out for GoPro Inc.
And that’s the least of the wearable sports camera maker’s problems right now.
GoPro’s share priceseems to be flopping around wildly on news: surging 11% after a new product announcement, then sinking the same after the company’s founders found a loophole that allows them to sell some of their stock early.
The stock has spiked again since then – but I don’t expect that to last.Read full article... Read full article...
Wednesday, October 08, 2014
Internet auctioneer and retailer eBay announced last week that it will be spinning off its online payment service PayPal into two listed companies. This decision, heralded by activist shareholder Carl Icahn, among other investors, will allegedly enable both companies to focus exclusively on what they do best.Read full article... Read full article...
Friday, September 26, 2014
Michael A. Robinson writes: Each and every week I bring to you tech winners with great fundamentals.
However, perusing balance sheets and income statements isn’t the only way to find great stocks.
There’s also the technique known as technical analysis.Read full article... Read full article...
Thursday, September 04, 2014
Michael A. Robinson writes: It will certainly go down as one of the strongest business alliances in the history of technology.
And one of the most profitable as well…
At their peak, these two companies dominated the personal-computing market, accounting for roughly 95% of sales.Read full article... Read full article...
Friday, August 29, 2014
Michael A. Robinson writes: Earlier this week, the producers at CNBC asked me to appear on one of their programs to explain why tech is once again leading the market to record highs.
That’s kind of ironic.
When I appeared on the popular financial channel in early June, I was peppered with tough questions about why tech stocks were lagging the market.Read full article... Read full article...
Wednesday, August 20, 2014
Michael A. Robinson writes: Business rivalries come and go. But not many end up the focus of an iconic TV commercial that aired once during Super Bowl XVII – and never again.
You probably remember the famous “1984″ commercial introducing Macintosh personal computers. In the ad, “Apple” is an iconoclastic young heroine who hurls a hammer at a giant screen broadcasting “Big Brother” (IBM) lecturing to a legion of followers.Read full article... Read full article...