Cisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of about $245 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment. They are, without question, the standard that all other networking businesses are […]
Read MoreThere are a lot of ways that analysts and investing firms have learned to categorize publicly traded companies. Sector and industry breakdowns are really just the start; depending on the service you may use, you may be able to sift through and group the tens of thousands of available stocks based on every kind and […]
Read More“Uncertainty” is a good way to describe market conditions since the start of the new year. Massive spikes in COVID infections late in 2021 from the omicron variant have also given way to big increases in hospitalizations, which means that pressure on our medical system continues to strain healthcare workers and first responders to their […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of about $245 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment. They are, without question, the standard that all other networking businesses are […]
Read MoreThe Technology sector has been a bright spot throughout the past two years, and one of the big reasons that I think the economy has shown to be pretty resilient during the COVID-19 pandemic. One of the reasons the sector has led the market for most of that time is because so much of the […]
Read MoreStocks in the Technology sector get a lot of attention and buzz from investors, analysts and talking heads alike no matter the time of year or current status of the economy. I think that a big reason comes from the reality that progress and evolution in just about every other sector of the economy is, […]
Read MoreThe Tech sector has enjoyed a lion’s share of attention among all segments of the economy for a number of years. Throughout the pandemic, that attention only seemed both intensified and justified, as technology companies provided the tools that allowed much of corporate America to keep things going by shifting their workforces to remote working […]
Read More“Uncertainty” has been the buzzword of the last few weeks in the marketplace. The emergence of yet another new, highly contagious coronavirus variant continues to keep pressure on a medical system that is already strained to its limits on one side of the economic picture, while the Fed’s consideration of moving up its plan to […]
Read MoreCisco CEO Chuck Robbins says that the company’s order cancellation rates are below historic norms, despite product shortages. Christopher Goodney/Bloomberg As supply-chain issues roil the tech sector, no company underscores the issue more than Cisco Systems. The stock fell more than 6% on Thursday after the company reported financial results that were dented by a […]
Read MoreIntel Corp (INTC) is a stock that I’ve followed for quite some time, and that I’ve written about in this space periodically for quite a while. This is one of the 600-lb gorillas of the Technology sector, after all, and the company that is easily considered the gold standard of companies in the Semiconductor industry. […]
Read MoreFor most of the last two years – even before the pandemic started – one of the areas that I have been able to find some interesting valuations to work have come from the Telecommunications industry. Some of the largest players in the industry do much more than just telecommunications; AT&T Inc. (T) has, of […]
Read MoreThe market pushed to a new, all-time high to start finish last week, as the most recent earnings reports seem to have given investors hope that some of the questions about inflation, interest rates, and other issues that have weighed on the market since early September may not carry a long-term impact. Economic indicators suggest […]
Read MoreIt has become pretty normal over the last several years to see the Technology sector leading the market – after all, Technology is increasingly at the center of just about every part of our daily lives in one sense or another. During the pandemic, Technology has been both catalyst and a hindrance to overall economic […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of about $245 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment. They are, without question, the standard that all other networking businesses are […]
Read MoreAt the beginning of this week, I was intrigued to see media reports and commentary centering around 5G adoption. That’s probably because a number of companies in the Semiconductor industry, who have been investing heavily in developing the technology that 5G relies on for years, have released their latest earnings reports. Like a lot of […]
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