Technology





Consumer Discretionary
Electronics
Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Risk
Tariffs
Technical Analysis
Technology
Trade War
Valuations
Value Investing

GRMN has great fundamentals – what about value?

Over the last month the market has been rattled by heightened geopolitical tensions from trade negotiations between the U.S. and China, and in the last week Mexico as well. This week the market has rebounded a bit, with the market moving upward in a big way yesterday on speculation that a deal with Mexico could […]

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Fundamental Analysis
Fundamentals
InvestivDaily
Risk
Tech Industry
Tech Stocks
Technical Analysis
Technology
Valuations
Value Investing

Is GRUB a “Gig Economy” stock that will be an industry leader, or a cautionary tale?

The thing that is exciting about many of the stocks that have come to be referred to as “Gig Economy” stocks, and that understandably draws in average investors as well as seasoned market veterans, is that many of these companies make their mark by introducing the world to a new way to use technology in […]

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Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Risk
Tech Industry
Tech Stocks
Technical Analysis
Technology
Valuations
Value Investing

“Gig economy” stocks like DBX look like today’s “dot-com boom to bust” equivalent

If you’re old enough to remember the 1990’s, you probably remember the nascent years of the Internet and the World Wide Web. As businesses began to realize the commercial opportunities that it offered, online businesses of seemingly every type were springing up. The wave of invention and innovation that period fueled impressive growth in the […]

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China
Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Risk
Semiconductor
Tariffs
Tech Industry
Technical Analysis
Technology
Trade War
Value Investing

Beaten, but not broken: don’t ignore INTC’s value proposition

If you read my highlights in this space on a regular basis, you’ve seen me highlight a number of stocks in the semiconductor industry. It’s an interesting segment of the market to me for a number of different reasons. Over the last decade-plus, it’s been one of the highest-performing pockets of the market, arguably one […]

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Consumer Discretionary
Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Technology
Telecommunication
Value Investing
Volatility

DISH is a long-term bet – but not on television

Consumer trends can be a fascinating thing to watch, despite the fact that sometimes they are fickle. That’s because sometimes those trends can give you important clues about the viability of certain products or ways of approaching business. It’s easy to get caught up in the excitement of a new, groundbreaking technology, for example, but […]

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China
Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Risk
Semiconductor
Tariffs
Tech Industry
Tech Stocks
Technical Analysis
Technology
Trade War
Value Investing

NXP is a case study in semiconductor risk right now

Monday marked the beginning of a new chapter in the trade war between the United States and China that is beginning to ripple clearly into the market. Before the market opened, analysts were surprised by the announcement that tech giants Alphabet (GOOGL) and Qualcomm (QCOM) were taking steps to cut off Chinese telecomm behemoth Huawei […]

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Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Semiconductor
Tariffs
Tech Industry
Tech Stocks
Technical Analysis
Technology
Telecommunication
Trade War
Valuations
Value Investing

Why SKWS is a smart long-term 5G value but big short-term risk

Ongoing trade uncertainty has continued to contribute to a high degree of volatility in the market. With both sides only seeming to be intent on ramping up their own respective rhetoric, it seems unlikely that any kind of resolution is unlikely to be found in the near term. I expect that to translate to ongoing […]

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Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Semiconductor
Tariffs
Tech Industry
Tech Stocks
Technical Analysis
Technology
Uncategorized
Valuations
Value Investing

KLAC is down 15% this month – is that a good thing for value investors?

Trade war, trade war, trade war…it really seems like investors are discounting all other information in favor of the next sound bite or tweet from the Trump administration or from China. After ending last week with a big sell off, and starting this week on the same note, the market is hyper-aware and super-sensitive to […]

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Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Risk
Semiconductor
Tariffs
Tech Industry
Tech Stocks
Technical Analysis
Technology
Trade War
Valuations
Value Investing
Value Traps

Do trade tensions make AMAT a smart buy?

The market rallied strongly yesterday; I guess that shouldn’t have been too much of a surprise, since investors are apparently so fearful of the prospect of what an extended escalation of the trade war that the entire market seems to be hanging on every tweet or sound bite that comes from the White House or […]

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Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Tariffs
Tech Industry
Technical Analysis
Technology
Trade War
Value Investing
Value Traps

What do increased tariffs mean for stocks like HPE?

Friday at 12:00 a.m., the Trump administration followed through on its threat to increase tariffs against China from 10% to 25%. Experts and pundits, including corporate heads, politicians, and economists seem united in the opinion that this latest phase of the trade war will be felt more acutely on the consumer level. The consensus seems […]

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