Over the past several quarters, we’ve assembled a Watch List of high-quality names that we’d consider adding on a pullback in the broader market. We revisit these stocks, their stories and their growth prospects.
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.
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.
Asian equities have rallied in recent months, but many markets still trade at favorable valuations. Patient investors should focus on high-quality names in the financial and information technology sectors.
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 massive changes are underway.
The selloff in cybersecurity stocks creates attractive entry points for investors with a longer time horizon. However, the growing risk of a bear-market correction in the first half of 2016 suggests even better buying opportunities could emerge. Investors should remain cautious and plan to ease into any positions.
One of today’s best secular growth stories involves the application of cloud hosting and advanced data collection and analytics—existing technologies, not chimera from sci-fi movies—to disrupt incumbent systems and unlock additional value and potentiality from traditional businesses.
A little over a year ago, we highlighted our top software stocks in two articles. Our outlook for US stocks calls for increasing volatility as this aging bull market continues to wind down; against this backdrop, we review our favorite software stocks to identify the best buys in the event of a market pullback.
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