Technology
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
Still extremely risky area of equities, but recovery may be near. Currently rank six tech groups “Attractive”.
Tech Watch
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.
Tech Watch
Book to Bill ratio continues to improve. Some solid evidence that the prospects for the chipmakers are looking up.
Tech Watch
Time to buy Semiconductors? Some early evidence that the prospects for the chipmakers are looking up.
Tech Watch
Tech still down big from all time highs, but still not cheap. Upside driver will have to be new earnings momentum developing.
Tech Watch
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.
Tech Watch
S&P Tech up slightly in January, but median PE ratio rises for 5th straight month as poor earnings are reported.
Tech Watch
S&P Tech remained flat in December, but P/E ratios continue to climb as poor earnings are reported.
Tech Watch…..S&P Tech Subset Soared Again. Up 16% In November
Tech soared again in November despite cratering earnings.
Tech Watch…..S&P Tech Subset Soared 16% In October
From a much lower base, at least some tech stocks could once again become earnings momentum plays.
Tech Watch…..S&P Tech Subset Down 19% In September, Down -33% In Q3
On a valuation basis, tech stocks are approaching an attractive accumulation zone.
View From The North Country
Art Cashin’s Intuitive Observations regarding the altered ambiance in New York. September 19th Conference Call with Steve Leuthold and Charley Maxwell summarized.
Tech Watch…..S&P Tech Subset Down 12% In August
Can there be a significant market rally without a tech rally? Maybe not. S&P 500 tech weight (16.9%) now slightly below our “normal” target weight of 17%.
Tech Watch…..S&P Tech Subset Down 5% In July
Worse than expected Q2 earnings (losses) beat down the tech sector in July. The bad news just won’t end.
Growth Versus Value Update: The Tech Effect
Have we really had a big correction in growth stocks, or is the growth index just being pulled down by the tech bust?
Tech Watch…..Tech Turns Up In Late June
After weathering a big correction in March and early April, Tech stocks have recently acted pretty well considering the dismal earnings and worsening outlook.
Tech Watch…..Weak In May
Tech stocks struggled again as a torrent of disappointing news showered the group in May.
Tech Watch…..Strong Bounce In April
Tech stocks came roaring back in April (Info Tech sector up 22%), but don’t expect another parabolic rise!
Perception for the Professional
March 2026 Issue
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March 2026 Issue
