Intel 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 […]
Read MoreThe Tech sector has been one of the top-performing areas of the market for the past year and a half, which isn’t too surprising given the way Technology enabled the corporate world to shift operational models to remote, work-from-home, and flexible working arrangements during the pandemic. Looking beyond the limits of the health crisis and […]
Read MoreFor most of the last year and a half, 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 course long been one of […]
Read MoreIt’s a pretty well-documented fact that one of the best-performing sectors in the entire market for the last few years has been the Technology sector. Tech stocks have been a prime focus of attention for investors for more than two decades, and even with the early 2020 bear market drop, it is companies in this […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of about $193 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 MoreAfter seeing some increasing choppiness in the market last week, the S&P 500 and the Dow pushed to a new set of highs at the beginning of the week. Not surprisingly, the Tech sector has been leading the market higher; as measured by the S&P 500 Technology Sector SPDR (XLK), the sector is up 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 quite a bit over the past year. 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 […]
Read MoreApple Inc. (AAPL) is one of the biggest companies in the world; in August of last year, with the stock pushing nicely above $465 per share, they were the first company in the modern era to officially cross the $2 trillion dollar threshold. Over the last ten years or so, it is without a doubt […]
Read MoreOne of the things that I like to do as an economist is to look for emerging trends and markets. For some, an emerging market means looking outside the borders of the U.S. or other, established market economies to areas of the world showing dramatic progress in terms of economic or political progress. For me, […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of about $193 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 […]
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