Investing Topics: Tech Stocks

A Remembrance of Picks Past

By Elliott H. Gue on Jan. 26, 2018

We revisit our picks from the last 15 months, check how our performance stacked up relative to the S&P 500, and update our thoughts on these names.

Utilities and the Internet of Things

By Roger S. Conrad on Jan. 2, 2018

Access to relatively inexpensive sensor content, data storage, processing power and high-capacity telecom networks has enabled a new era of machine-to-machine communication that can unlock significant efficiencies for industries rooted in the physical world. The rollout of 5G communications networks over the next few years will enhance remote monitoring and other long-distance IOT functionalities.

Tis the Season

By Elliott H. Gue on Nov. 22, 2017

Since 1950, the S&P 500 has logged a positive return between Nov. 15 and the end of the year 82 percent of the time. There are, however, a few measures we’re watching for weakness and opportunity.

Equipping the Biopharma Revolution

By Elliott H. Gue on Sep. 28, 2017

This company supplies advanced equipment and instruments to laboratory wonks and stands to benefit from several real-world growth trends.

The Rise of the Machines

By Roger S. Conrad on Sep. 27, 2017

Best-in-class telecom providers appear to be on the verge of an underappreciated growth phase, spurred by the rise of machine-to-machine communications and the internet of things.

Stay Positive, Stay Calm

By Jason R. Koepke on Aug. 24, 2017

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.

Dow Theory Suggests Weakness Ahead

By Elliott H. Gue on Aug. 23, 2017

While the broader market looks strong on the surface, underlying trends have weakened considerably over the past six months. Accordingly, we believe a 5 to 10 percent pullback in the S&P 500 is likely in the final months of 2017. That correction will serve as an opportunity to add stocks to the Wealth Builders Portfolio.

CAD, The Next Generation

By Elliott H. Gue on Aug. 15, 2017

Our favorite software play stands to benefit from its ongoing transition to a SaaS model and its impressive leverage to growing adoption of the internet of things, a powerful growth theme.

Another Spin Move

By Elliott H. Gue on Jul. 28, 2017

This media company announced yet another spin-off as part of its strategic restructuring. Here’s our take.

The Market Investors Love to Hate

By Yiannis G. Mostrous on Jun. 8, 2017

China is the stock market investors love to hate. The conversations are always about what could go wrong and rarely what could, or will, go right. And yet China’s equities have outperformed emerging markets during the past one-, three- and five-year periods. For the past year, we’ve made the case that cyclicals and growth names should be the focus when investing in China.

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