Technology

  • Former Google and Apple Execs: Yahoo, JC Penney and AOL

    By Nate Wooley - March 6, 2013 | Tickers: AOL, AAPL, GOOG, JCP, YHOO

    Something that occurred to me this morning is that there are an awful lot of former executives of search engine Google (NASDAQ: GOOG) and tech giant Apple (NASDAQ: AAPL) running around running other people's businesses these days. I can't be the only one to notice this. It seems to me that some of the esteem the market and business community assigns to these firms is transferring to the more »

  • A Less Obvious Play on the Big Boys Of Tech

    By Matthew Frankel - March 1, 2013 | Tickers: AAPL, BBRY, CSCO, JBL

    Jabil Circuit (NYSE: JBL) is a leading provider of electronic manufacturing services around the world.  With a plethora of A-list customers (more on that later), the company has done an outstanding job of increasing its revenues.  However, shares have not quite kept pace with this.  In fact, at around $18.50, shares are actually lower than they were 10 years ago.  With the stock trading at the low end of more »

  • Will The Big Boys Of Tech Make This Company Obsolete?

    By Matthew Frankel - February 12, 2013 | Tickers: AAPL, GRMN, GOOG

    The well-known maker of navigation systems, Garmin (NASDAQ: GRMN), has struggled in recent years.  Investors and analysts have several concerns including lower profit margins due to pricing pressure in the industry and the increasing presence of navigation aids that are included in smartphones. 

    What causes me the most concern in regards to Garmin are the navigation apps by Google (NASDAQ: GOOG) and Apple (NASDAQ: AAPL), two companies with far deeper more »

  • The PC Era Continues to Fade

    By Tony Daltorio - January 24, 2013 | Tickers: DELL, HPQ, INTC, MSFT

    The PC era seems to be drawing to a close. The once dominating force in the technology sector – Wintel – is not what is used to be. The two companies involved, Microsoft (NASDAQ: MSFT) and Intel (NASDAQ: INTC), continue to search for a new path for success in the rapidly-expanding smartphone and tablet era. 

    Take Intel, for example. The company's most recent earnings report showed profit fell 15 percent as more »

  • Microchip Technology: Challenges for Chip Makers Ahead?

    By Matthew Frankel - January 23, 2013 | Tickers: ALTR, INTC, MCHP

    Microchip Technologies (NASDAQ: MCHP) is one of the leading manufacturers of specialized computer chips.  It has also been one of the best ways to get exposure to the tech sector in a dividend portfolio, having rebounded nicely from its 2009 low of $16.23 to its current price of $33.53 as of this writing.  It also pays an extremely nice dividend for a tech company, yielding 4.2% and more »

  • Google: Dominance, Growth, and Cheap Valuation

    By Matthew Frankel - January 13, 2013 | Tickers: AAPL, DELL, EBAY, GOOG, MSFT, YHOO

    Google (NASDAQ: GOOG) has been one of the tech industry’s incredible growth stories.  Since going public in 2004 for $85, shares have increased in value by an outstanding 770%, and many analysts and investors (myself included) think there are even more gains ahead.  When the company reports earnings on Jan. 22, the market will be looking for signs that signal just that.

    Google has grown to be the world more »

  • Intel Earnings Preview: Will There Be Growth?

    By Matthew Frankel - January 11, 2013 | Tickers: AMD, AAPL, INTC

    Intel (NASDAQ: INTC), the world’s largest chipmaker, has done very well over the past few years.  The stock has rebounded nicely since the 2008-09 lows of around $12, buybacks are nicely reducing the number of outstanding shares, and the company has been constantly increasing its dividend to the bond-like 4.25% it currently yields.  With the company set to report earnings next Thursday, investors will be watching for signs more »

  • Microsoft: 32% Upside Once Windows 8 Jitters Subside

    By Matthew Frankel - December 12, 2012 | Tickers: AAPL, GOOG, MSFT

    Microsoft (NASDAQ: MSFT) shareholders have had a rough few months lately, watching shares fall from a high of $31.61 in late September to the current price of $26.46 as of this writing.  The market has reacted pessimistically to the Windows 8 launch, as well as other developments such as the high-end pricing of the company’s tablets.  With the company trading only 4.6% above its 52-week low 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 »

  • Technology Dividends From Industry Giants

    By Reuben Brewer - November 20, 2012 | Tickers: CSCO, HPQ, INTC, IBM, MSFT

    The technology industry has been changing over the last decade or so, with once high-growth names realizing that their growth days are over. Often the big indication of this is when a once growth-focused tech company starts to pay a dividend. The Dow-30 contains five industry giants that pay dividends: International Business Machines (NYSE: IBM), Microsoft (NASDAQ: MSFT), Intel (NASDAQ: INTC), Hewlett-Packard (NYSE: HPQ), and most recently Cisco (NASDAQ: CSCO). These five are a good place to start for dividend focused investors looking to tap into the technology space.

  • The Business With a "Moat Filled With Sharks"

    By Anh HOANG - October 22, 2012 | Tickers: AAPL, BIDU, GOOG

    I have been watching Google (NASDAQ: GOOG) since the beginning of 2010. At that time I was jealous of investors who bought Google’s stock either at the end of 2004 or at the beginning of 2009. Google seems to be a growth stock, as it keeps growing its profits and cash flow at a high rate. However, its stock price has experienced fluctuations, with the beta of 1.17 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 »

  • Augmented Reality: A Coming Reality

    By Tony Daltorio - September 18, 2012 | Tickers: GOOG, HPQ, INTC, QCOM, TEF

    Once existing only in the realm of science fiction, augmented reality is becoming ... a reality. It is making its way into popular media as apps for smartphones, like the iPhone, and tablet PCs begin using augmented reality to overlay contextual graphics and other information onto real-life images and objects. 

    The industry was rather tiny -- really just a collection of smartphone apps, which generated only a few million dollars in revenues more »

  • Wintel and the Disappearing PC World

    By Tony Daltorio - September 14, 2012 | Tickers: AAPL, ARMH, GOOG, INTC, MSFT

    As discussed in a previous article, the PC industry is facing an uphill battle in the years ahead. The 'Wintel' world is slowly disappearing, being replaced by one dominated by smartphones and tablets. The latest evidence of that can be seen in the latest sales forecast downgrade by a member of 'Wintel' duopoly, semiconductor maker Intel (NASDAQ: INTC). 

    The company forecast that sales of its microprocessors would be down by more »

  • Techs Stay Hot as Acquisition Targets

    By Tony Daltorio - August 6, 2012 | Tickers: FB, GOOG, MSFT, ORCL, CRM

    If you are one of the world's biggest technology companies, with rapid advances in technologies related to mobile and social media, how do you remain relevant and not fall behind? The solution that many of the largest technology firms have hit upon is the same: Buy start-up companies that you think have technology which will keep you in the game. That theme was touched upon in a recent article more »

  • The Coming Leadership Battle in Network Virtualization

    By Tony Daltorio - August 4, 2012 | Tickers: CSCO, EMC, JNPR, ORCL, VMW | Editor's Choice

    There is perhaps no hotter area in the technology space than cloud computing and network virtualization. Two recent deals put the spotlight on that fact: the $1.26 billion acquisition of Nicira by VMware (NYSE: VMW) and the purchase of Xsigo by Oracle (NYSE: ORCL) for an undisclosed sum. Xsigo's software simplifies cloud infrastructure and data center operations. Oracle now can offer clients a full set of virtualization capabilities more »

  • Can BorgWarner Turbo Boost your Portfolio?

    By James Fantaci - July 17, 2012 | Tickers: BWA, F, GM

    With the structural issues in the Eurozone economy and the threat of an overall global slowdown, many cyclical companies have retreated significantly in anticipation of what seems like perennial concerns about global recession 2.0.  Signs of a slowdown especially in Europe are real and have merit, so why invest in BorgWarner (NYSE: BWA)

    BorgWarner may fall within the category of a cyclical company as they are directly tied in more »

  • Why I'm Buying this Tech Giant

    By Matthew DiLallo - June 28, 2012 | Tickers: AMD, AAPL, ARMH, INTC

    Over the past few weeks I’ve been busy buying some very easy to understand companies for my “No Drip, No Mess” Portfolio.  Today, I’m looking to mix things up a bit and add the first technology company to the portfolio.  With tech making up over 17% of the S&P, we are currently well underweight so there will be more where this came from. 

    Our first venture into more »

  • Why Brand Matters

    By Danny Vena - June 1, 2012 | Tickers: AAPL, GOOG, MCD, NKE, WMT

    Quick – name the most popular and recognized brands you can think of.  Come up with a few.  I’ll wait.  OK, now are you invested in any them?  If not, you may be doing your portfolio and your returns a disservice. 

    For many, being an investor over the years has been like treading water.  If you invested in the S&P 500 between 2000 and 2010 your returns would have more »

  • Tech Patent Wars Ongoing

    By Tony Daltorio - June 1, 2012 | Tickers: AOL, AAPL, FB, GOOG, MSFT

    There is a conflict going on in the technology space that many investors are still not aware is occurring. The ongoing battle involves the future of the industry and who the winners will be. The ongoing turf war involves innocuous items, often overlooked...patents. 

    All of today's tech devices could not exist without a myriad of patents. It is estimated, for example, that inside the average smartphone is embodied more »

  • Page 1 of 4