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Zacks.com is a good place to go for some worthwhile data and solid insight in the technology stock sector. I peruse it at least once a month or more and have dug up some real winners as a result. The firm says its "strong buy" stock selections have generated annual average returns of 31% since...
Read More | 6 Days Ago
Harris Associates is typically one of the better value strategists out there - especially when it comes to finding value in technology stocks.
One reason is why is the stock-picking acumen of chief information officer David Herro. He was interviewed on Tech Ticker this morning and had some...
Read More | 19 Days Ago
Tech stocks have been lagging along with the rest of the stock market so far in 2008, but its long-term prospects are much, much better.
So says Imran Khan, a JP Morgan senior analysts who specializes in the telecom and Internet markets. Khan is one of my favorite analysts and his argument that...
Read More | 21 Days Ago
This morning's Tech Ticker drew a bead on short-sellers who saw a wounded beast in Google and bet that the stock would go down this month - even though sellers weren't really sure what Google's 1st quarter financials would look like.
Well, they know now. As I said yesterday, Google performed much...
Read More | 26 Days Ago
I’ve been tough on Google this year, and with good reason. Part of what I do is write about how technology impacts the financial fortunes of companies and Google has been losing market share to the lousy economy and to other web portal developers in recent months.
Look at online advertising –...
Read More | 27 Days Ago | Comments: 1 | Last Comment: 24 Days Ago
The roller coaster ride for tech stocks grew even wilder today, but in a good, adrenaline-rush kind of way.
The news is mostly all good, with Banc of America Securities issuing a report that boosted semiconductor companies, stating that "a modest inventory build-up has eased".
That's all...
Read More | 34 Days Ago
The markets are down this morning, off about 45 points at 10:30 AM EST, thanks to an upward spike in jobless claims ahead of tomorrow's much-anticipated March unemployment numbers. The stock market seems to have priced in a lousy-jobs number, it just depends on how lousy it is. Analysts estimate...
Read More | Apr 3rd, 2008
It’s been a lousy first quarter for tech stocks but the outlook for the second quarter of 2008 looks brighter and shinier.
So say the investment gurus at Tech Ticker – specifically former Wall Street tech analyst Henry Blodget and Barons West Coast editor Eric Savitz.
Savitz says there are...
Read More | Apr 2nd, 2008
