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Information Technology

  • Are You Bargain Hunting or Gambling?

    By Justin Carley - December 8, 2012 | Tickers: BBY, HPQ, INTC, NSC

    What is the holy grail of investing?  What is the one singular insight that can consistently lead to market-beating returns?  This article isn’t going to uncover that great mystery, but it should provide a different viewpoint that may help an investor fully understand the risks they are taking.  Often times asset classes are linked together and temporary divergences can create investment opportunities.  One example is that the value of more »

  • Four High Yielding Tech Plays With Growth Opportunities

    By Matthew Frankel - December 6, 2012 | Tickers: AAPL, INTC, LXK, MCHP, MSFT, STX

    When planning a dividend portfolio, investors want safety.  The primary concerns are security of the income stream and preservation of capital.  However, sometimes investors want both a great yield and significant potential for future growth.

    Tech stocks are generally not known for their high yields.  Of those who pay dividends, their growth days are widely thought to be behind them.  Microsoft (NASDAQ: MSFT) is a great example of this.  Apple more »

  • What's Wrong With This PC Manufacturer?

    By Ron Chatterjee - December 1, 2012 | Tickers: HPQ, MSFT, ORCL

    In the last six months, Microsoft's (NASDAQ: MSFT) price has fallen down by 8.84%.

    Dell's price has fallen by 21.82%.

    And to top it all, Hewlett-Packard's price has fallen over 40%. Over 40 percent! Now, that's a huge fall in a matter of six months. What is been going wrong with HP?

    In July, James Chanos (popularly called the "King of Shorts"), Kynikos Associates more »

  • Technology Dividends From Outside The Dow

    By Reuben Brewer - November 20, 2012 | Tickers: CA, LXK, MCHP

    I recently wrote an article about giant technology companies that pay dividends. All five of the stocks I highlighted are in the Dow 30. However, there are plenty of additional dividend paying technology stocks out there. For example, some relatively high yielding tech names that might pop up on a dividend focused investors' list include: Lexmark International (NYSE: LXK), Microchip Technology (NASDAQ: MCHP), and CA Technologies (NASDAQ: CA).

  • If This Company Survives, Investors Will Prosper

    By Reuben Brewer - November 16, 2012 | Tickers: CTCT, GOOG, PBI, STMP

    I recently wrote about a few interesting dividend stocks that the value focused managers of Dodge & Cox Stock Fund (DODGX) were holding in their portfolio. Of the stocks I highlighted, by far the most aggressive was Pitney Bowes (NYSE: PBI). The next step was a SWOT analysis.

  • Changing Gears Will Help This Dow Tech Giant

    By Reuben Brewer - November 16, 2012 | Tickers: HPQ, IBM

    I often review the portfolios of mutual funds that I think have good management teams. It gives me a sense of what other smart people are looking at. I recently perused the portfolio of Dodge & Cox Stock Fund (DODGX), a dyed in the wool value fund. I found three names of interest to me on the list, you can read the full article here, but one technology name that stood more »

  • Is this Out of Favor Cell Phone Maker a Buy?

    By Reuben Brewer - November 16, 2012 | Tickers: AAPL, GOOG, MSFT, NOK | Editor's Choice

    My father and I "talk stocks" quite frequently. We trade thoughts on investment ideas and we take turns talking each other down from overly aggressive investments or help each other flesh out the pros and cons of an idea that seems to make sense. However, every so often, one of us comes up with an idea that's a stumper. The other day my dad brought out Nokia (NYSE: NOKmore »)

  • Daily Market Inefficiency Report

    By Jamie Dlugosch - November 8, 2012 | Tickers: AOL, CSC, Z

    When I was the editor for my newsletter, The Rational Investor I urged my subscribers to exploit market pricing inefficiencies for maximum profits.

    Every single day there are events that transpire and result in momentary irrational moves in share price for individual stocks in the market.

    With my blog here on the Motley Fool, I will publish my thoughts on some of the biggest movers in the market and what more »

  • 3 Reasons Why you Need to be in Equities

    By Justin Carley - October 29, 2012 | Tickers: AA, BEAM, CAT, CSCO, UTX

    Markets are starting to roll over, with 3Q 2012 S&P 500 earnings on pace to record their first yearly decline in five years.  Follow this up with forward guidance from industry bellwethers that in many cases are downright scary (Apple, Amazon, Caterpillar, DuPont, and 3M to name a few), and no wonder the S&P 500 has declined 4% from its highs.  In fact, it is surprising it hasn more »

  • Why Now is the Right Time to Invest in this 160 Year Old Company?

    By Justin Carley - October 12, 2012 | Tickers: KO, HD, MGI, WU

    Founded as the Mississippi Valley Printing Telegraph Company in 1851, Western Union (NYSE: WU) has logged more than 160 years as a company and continues to be one of the most recognized brands in the world.  A history of innovation and evolution now lands Western Union as the dominate money transfer business in the world.  Following the spin-off from First Data Corp in late 2006, the independent publicly traded company more »

  • How Technology is Changing Banking

    By Sharmistha Banerjee - September 29, 2012 | Tickers: BAC, C, WFC

    The marriage of banking and technology has made our lives easier. The banking environment has become highly competitive today. To be able to survive and grow in the changing market environment banks are going for the latest technologies, which is being perceived as an ‘enabling resource’ that can help in developing learner and more flexible structure that can respond quickly to the dynamics of a fast changing market scenario. It more »

  • 1 Forgotten Investing Tip for Improved Performance

    By Justin Carley - September 11, 2012 | Tickers: AAPL, ABX, CSCO, FFIV, FB

    Being a successful investor requires many attributes and thousands of books have been written on the subject.  Investors often read about how George Soros or Warren Buffett or the latest hedge fund manager engineered their great returns.  While it makes for interesting reading, it can often lead to contradictory approaches.  Novice investors may be torn between an asset class or individual stock that is both praised and hated by their more »

  • Dwindling Fortunes of Indian IT Giants

    By Benjamin Roussey - August 2, 2012 | Tickers: INFY, WIT

    Indian IT giants are as susceptible to the ups and downs of the U.S. economic crisis as any other company that has foreign exposure. The real estate financial crisis in the United States has gradually turned into a large scale economic crisis with a global impact. Barnie Frank and what he did to Fannie Mae and Freddie Mac is another subject.

    IT & ITES-BPO Services

    Companies such as Infosys (NYSE: INFY)more »

  • Cloud Computing is the Way to Go

    By Ron Chatterjee - August 2, 2012 | Tickers: AAPL, DELL, HPQ, MSFT, QSFT

    You must have had enough experience with cloud computing. Whenever you travel by public bus or you use the public lavatory, you are using 'cloud computing.'

    Well, I am joking. If you have an email account with Google or Yahoo!, or if you have used GoogleApps, you are not new to cloud computing.

     

    What do you mean by cloud computing?

    Cloud computing is the process of offering hosting and maintenance more »

  • iTunes U: Apple's 800-Pound Gorilla

    By Steven Heller - July 16, 2012 | Tickers: AAPL, GOOG

    While everyone’s mother eagerly awaits Apple’s (NASDAQ: AAPL) next earnings announcement, I’ve been looking for ways that Apple will sustain its growth over the long term.  Apple has a trump card few are talking about, and I think it may be the way for things to get exciting again.  Not that a $600+ share price is boring or anything.  I’m trying to make sense of how more »

  • The Great Platform War Is Upon Us

    By Steven Heller - July 15, 2012 | Tickers: AAPL, GOOG, MSFT, MMI

    When a single company develops hardware and software into one package, they create the basis of a platform.  Platform is the new buzzword that’s all the rage with investors, especially when it relates to mobile computing.  It’s been an investing theme of mine this year because I believe software companies are more valuable than standalone hardware companies.  I think software is improving the user experience more than hardware more »

  • I/O Aftermath: Can Google be Deemed Evil?

    By Steven Heller - July 13, 2012 | Tickers: GOOG, MSFT, MMI

    Google (NASDAQ: GOOG) has received a lot of negative flak this year that suggests evil doing.  Many pundits have argued Google has undergone a transformation and taken a turn to the dark side.  They would support this claim with examples how the Motorola (NYSE: MMI) acquisition crowds out the competition and how the convoluted share split represents greed at its finest.  Others would defend Google in saying the Motorola acquisition more »

  • Will Surface End Microsoft’s Lost Decade?

    By Steven Heller - July 13, 2012 | Tickers: AAPL, MSFT

    Microsoft’s (NASDAQ: MSFT) recently announced Surface tablet has my inner investor geek really excited that it may be a potential catalyst for shares to fetch a higher multiple.  Marrying hardware and software to create a platform has proven to be a megahit amongst consumers.  Apple’s (NASDAQ: AAPL) iDevice platform needs no introduction and represents the pinnacle platform of today.  The Surface is aiming to become Microsoft’s pinnacle more »

  • Credit Booms - Are U.S. Equity Markets Next?

    By Justin Carley - July 11, 2012 | Tickers: AMD, AAPL, F, GM, WYN

    Real incomes may be grinding to a halt, but that doesn’t mean consumers can’t still spend. The just-released consumer credit report for May indicated that revolving credit expanded at an 11% annual rate!  That is off the charts and is the highest monthly change in absolute dollars since late 2007.  It looks, at least temporarily, as though the spending mentality of the consumer has not been impacted by more »

  • An Approaching Tsunami for Seagate Technologies?

    By Justin Carley - July 6, 2012 | Tickers: AAPL, STX, WDC

    Seagate Technologies (NASDAQ: STX) has been a stock I've covered over the past year.  It made Barron’s 10 Stocks for 2012 list and in a December write-up I wholeheartedly agreed and said it was poised to be one of the best performing technology stocks of the year.  And boy did it get out the gate. 

    While everyone was clamoring over the success of Apple (NASDAQ: AAPL) following their more »

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