Technology
Stock Market Leadership In 2014: Large Caps, Tech, Health Care
Following a great year for trend-following, capitalizing on key reversals in sector performance will be important in winning the 2014 performance derby.
Playing The Bounce - With A Twist
The historical batting average of this strategy has been decent, with gains in 9 of 18 years along with “excess” returns over the S&P 500 in 10 of 18 years. The best Bounce seasons have occurred when the market was either down for the year through September, or up only modestly.
Sector Margins: Just Thank The Consumer
We’ve noted before that profit margin gains since the technology boom have been primarily a Large Cap phenomenon.
Key Observations On Q2 S&P 1500 Earnings
Year-over-year EPS growth rate for companies with Q2 reports (with about 65% in) currently stands at +4.2%, while revenue growth has come in at a better than expected +2.6%.
That Time Of Year For Tech??
We have found that technology has the strongest seasonal tendency of any sector during the market’s “bullish” seasonal period of November through April.
Busting Up Bubble Talk
More bubble talk. Crude oil prices are following the same pattern as the tech bubble in the late 1990s. However, Energy stocks have not become nearly as extended as Tech stocks were in the late 1990s. Also, Energy stocks have shown far superior earnings growth compared to Tech.
Buying Mega-Cap Technology Stocks
Doug Ramsey presents the rationale for our move into the Tech…Big Ten stock group.
Technology: Applying Positive Thinking To Our 9th-Rated Sector
Is it time to buy Technology? This month's “Of Special Interest” examines the sector's merits and finds that while there are signs of improvement, it is too soon to make a big move here.
Tech Awakening?
Info Tech turned in strong performance in a weak month for the market. Our work on Tech groups is improving and we are seeing some encouraging signs. Still not enough to turn us bullish– yet.
Checking In On The Tech Top 20–Valuations Remain Reasonable
The twenty biggest Tech stocks were flat in April, but remain up 7% YTD on a median basis.
View From The North Country
After all the outrage over Enron and other accounting scandals, Congress is now working to over rule the FASB recommendations and guidelines regarding the accounting for options. They have clearly caved to the Tech lobby and their campaign contributions.
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
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
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.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
