2022 has played out pretty differently than a lot of experts thought it would. While the COVID-19 pandemic is still not over, it has been surpassed in newsworthy conversations – political, social, or economic – by the reality of high inflation, rising interest rates, and geopolitical turmoil. It’s been enough to push all of the […]
Read More(Bloomberg) — Shares of companies renowned for potentially innovative and disruptive products took a gut punch in the past year, but a senior executive at Goldman Sachs Asset Management has a simple message for investors in them: Keep the faith. Katie Koch, chief investment officer for public equities at GSAM, joined the “What Goes Up” […]
Read More(Bloomberg) — The historic rout in Amazon.com Inc.’s shares last week highlights how difficult the environment has become for e-commerce stocks after their pandemic-driven boom, with investors set for another rollercoaster in coming days. Etsy Inc., Wayfair Inc. and Shopify Inc. are hurtling toward earnings reports this week in the shadow of Amazon’s worst selloff […]
Read More(Bloomberg) — The recent selloff in major U.S. technology and internet stocks comes at an inauspicious time as March 10 marks the anniversary of the peak of the dot-com era, after which some of the market’s then-biggest names began a collapse they would take years to recover from. The Nasdaq Composite Index hit an intraday […]
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 MoreTranscat, Inc. (TRNS) Transcat, Inc. provides calibration and laboratory instrument services in the United States, Canada, and internationally. It operates in two segments, Service and Distribution. The Service segment offers calibration, repair, inspection, analytical qualification, preventative maintenance, consulting, and other related services. Optical Cable Corporation (OCC) Optical Cable Corporation, together with its subsidiaries, manufactures and […]
Read MoreOne of the big challenges for average investors is sifting through the mountains of information that comes from the market on a daily basis. I think that may be the biggest reason that so many investors have learned over the course of decades of market activity to rely on analyst estimates for a company’s future […]
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 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 with 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, […]
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 MoreA10 Networks, Inc. provides networking solutions in the United States, Japan, other Asia Pacific, and EMEA countries. The company offers Thunder Application Delivery Controller (ADC) that provides advanced server load balancing; Lightning ADC, a cloud-native software-as-a-service platform to boost the delivery and security of applications and micro services; and Thunder Carrier Grade Networking product, which […]
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. […]
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