Info Tech

Technology stocks retreat in December, as our broad tech index lost 16.0%.  However for all of Q4 Tech was up 33%.

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Technology stocks soar again as our broad tech index gained 26.4% in November.

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October provided welcomed relief for technology stock investors. After an average loss of 18% for tech stocks in September, the October rebound came along and more than made up for the loss in most cases.

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Still extremely risky area of equities, but recovery may be near. Currently rank six tech groups “Attractive”.

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Stock selection and small cap focus have provided the only hopes of surviving this decimated sector.

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Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.

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Fundamentals continue to build for technology, but prices still not cheap. Semiconductors continue to show stabilization. Japanese shipments above median for first time in over a year.

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Book to Bill ratio continues to improve. Some solid evidence that the prospects for the chipmakers are looking up.

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Time to buy Semiconductors? Some early evidence that the prospects for the chipmakers are looking up.

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Tech still down big from all time highs, but still not cheap. Upside driver will have to be new earnings momentum developing.

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S&P Tech clobbered in February, but median PE ratio still rising for 6th straight month as almost half of our tech index has no earnings.

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S&P Tech up slightly in January, but median PE ratio rises for 5th straight month as poor earnings are reported.

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S&P Tech remained flat in December, but P/E ratios continue to climb as poor earnings are reported.

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Tech soared again in November despite cratering earnings.

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From a much lower base, at least some tech stocks could once again become earnings momentum plays.

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Tech stocks came roaring back in April (Info Tech sector up 22%), but don’t expect another parabolic rise!

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Here is a sector we have recently added to our stable for tracking purposes.

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