Information Technology
Is The NASDAQ Recovery Over?
NASDAQ was only index to decline in February. Some are wondering if the rally is over for the NASDAQ. This month’s “Of Special Interest” looks at past NASDAQ recoveries.
Tech Watch
GS Scores for Tech groups have been fading in recent months, with only one Tech group now viewed as Attractive. The quantitative deterioration prompted us to reduce portfolio Tech exposure.
Tech Watch
The broad Tech sector has rallied significantly from lows and is not cheap by traditional valuation measures. Upside driver is earnings momentum, which continues to be strong.
Tech Watch
The broad Tech sector has rallied significantly from lows and is not cheap by traditional valuation measures. Upside driver must be earnings momentum, which continues to be strong.
Tech Watch
Technology stocks rebound off late September sell off. The NASDAQ records its thirdbest month this year (+8.1%), and is now up 44.7% YTD.
Tech Watch
Technology stocks retreat in late September. The NASDAQ records its first down month this year (–1.3%), but finished Q3 up 10.1%.
Tech Watch
Still overweight Info Tech, but stock selection likely to get tougher in coming months.
Tech Watch
The broad Tech sector has rallied significantly from lows and is not cheap by traditional measures.
Tech Watch
This may be one of the few sectors that has the opportunity to provide 20% or more growth in 2003. If investors can get over their fears, they could be rewarded by the Tech sector.
Tech Watch
Technology stocks UP BIG AGAIN in May. The NASDAQ gained 9.0% for the month (9.2% last month), second again only to the Russell 2000.
Tech Watch
Technology stocks up BIG in April. The NASDAQ gained 9.2% for the month, secondonly to the Russell 2000 in terms of performance.
Tech Watch
The broad Tech sector is down significantly from all time highs, but is still not cheap by traditional measures.
Tech Watch
For the second month in a row, the NASDAQ was the best performing major index.
Tech Watch
The broad Tech sector is down significantly from all time highs, but is still not cheap by traditional measures. Upside driver will have to be new earnings momentum developing.
Tech Watch
Technology stocks retreat in December, as our broad tech index lost 16.0%. However for all of Q4 Tech was up 33%.
Tech Watch
Technology stocks soar again as our broad tech index gained 26.4% in November.
Tech Watch
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.
Tech Watch
Still extremely risky area of equities, but recovery may be near. Currently rank six tech groups “Attractive”.
Tech Watch—Pockets of Strength Beginning to Emerge
Stock selection and small cap focus have provided the only hopes of surviving this decimated sector.
Tech Watch
Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
