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Here’s how we rebalanced the Crabtree Technology model

We analyze our quantitative model every three months, and make adjustments.

Strategies

Here’s how we rebalanced the Crabtree Technology model

by Barry Randall
Published October 23, 2012

Has China caught the dreaded Japanese deflation syndrome? In September, China’s closely-watched producer price index declined 3.6% versus the year-ago period. What this means in practice is that Chinese factories are losing pricing power and face a major drag on corporate earnings. Chinese industrial companies’ profits fell 6.2 percent in August […]

Outlook

On deflation, China and Japan are worlds apart

by Xavier Brenner
Published October 23, 2012

Value investing is about discovering opportunities. Dell is good example.

Strategies

I’m making a big contrarian bet on Dell

by Libardo Lambrano
Published October 22, 2012
Randall: The tech industry is resting on its laurels

There's no next-big thing right now. But there are plenty of investment opportunities.

Strategies

Randall: The tech industry is resting on its laurels

by Michael Tarsala
Published October 22, 2012
Why Microsoft is a ‘me too’ company

The company has serious gaps in its product lineup, says investment manager Bob Freedland.

Outlook

Why Microsoft is a ‘me too’ company

by Interactive Advisors
Published October 22, 2012
IBM report suggests tech guidance may drop further

Q4 tech expectations may still be too high, says Mike Tarsala

Archive

IBM report suggests tech guidance may drop further

by Interactive Advisors
Published October 22, 2012
Ex-Goldman VP Greg Smith on 60 Minutes [Video + Twitter reactions]

Noble whistle-blower, naive, or feigning surprise to profit from his departure?

Outlook

Ex-Goldman VP Greg Smith on 60 Minutes [Video + Twitter …

by Mick Weinstein
Published October 22, 2012

He's also unimpressed by housing data and finds a curious pattern in economic releases.

Outlook

John Hussman: Stock valuations are ‘wicked’ if you normalize for …

by Mick Weinstein
Published October 22, 2012
Wary of the herd, I cut loose my Apple holding

Apple is a little like Microsoft during the late 1990s tech bubble. So I sold.

Strategies

Wary of the herd, I cut loose my Apple holding

by James Roberts
Published October 20, 2012
Why we’re bullish on Tessco Technologies

Tessco has one of the best fair value ratings in the technology sector.

Strategies

Why we’re bullish on Tessco Technologies

by Carter Lecraw
Published October 20, 2012
EBay revenue miss doesn’t dampen holiday season expectations

It still may be on track for double-digit growth.

Archive

EBay revenue miss doesn’t dampen holiday season expectations

by Michael Tarsala
Published October 19, 2012

Transports are starting to play catch-up. That's a potentially good sign.

Outlook Strategies

A key market warning is looking less scary

by Michael Tarsala
Published October 19, 2012

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