Stay Positive, Stay Calm
The tech sector’s long rally may cause unease for many investors wondering whether they’ve waited too long to profit. While many of the big names trade at unattractive lofty valuations, several companies and strategies still work with this unflinching tech bull market.
Cybersecurity: Two Old Guards, One a Sell
Our cautious optimism on the market makes now a particularly important time to review cybersecurity stocks highlighted in the past, including two that have profited nicely and now merit a new rating.
The Quiet Partner to Public Cloud Companies
Cloud technology has become a catch-all answer to almost any software or business challenge, to the point of being cliché. That’s nice if you’re creating a pitch deck, but if you’re investing your money, you need to crack open that cliché and understand what’s happening.
Take Your Head Out of the Cloud
As companies realize the limits of cloud computing, they’re refocusing on their own private data centers. A recent pullback gives investors an opportunity to buy one of the leaders in making public cloud-private data center computing work well.
Portfolio M&A
Technology companies thrive on growth, which requires research and development spending. But a quicker way to expand market share is through acquisitions. Three Portfolio members have done just that.
09/21/16: Infoblox Receives Takeover Bid
Wealth Builders Portfolio holding Infoblox (NYSE: BLOX) earlier this week accepted a takeover bid from Vista Equity Partners, a tech-focused private-equity outfit.
Maturing Gracefully
Reality has started to set in for the tech sector: growth in the overall online audience has slowed, and the leading players and markets have become entrenched. These trends have left more than a few shareholders and device manufacturers wondering where their sales went. But some markets and companies will mature gracefully—and profitably.
Digital Dividends
This overlooked tech company pays a generous dividend, trades at a reasonable valuation and offers exposure to the enterprise segment’s growing demand for cybersecurity solutions.
To IPO, or Not to IPO?
Investors in initial public offerings (IPO) often harbor dreams of windfall profits by buying a winning growth story in its early innings. Nothing stokes investors’ imaginations like a hot tech IPO, but late-stage fundraising rounds have emerged as an alternative source of funding. Mutual funds and other institutional investors have become increasingly active in the private market.
Taking Flight
Growing demand for in-flight connectivity among passengers and aircraft themselves provide a powerful tailwind for this satellite communications provider.