Expect Steve Ballmer to step down at Microsoft next year. Strategies My 2013 tech favorites: IBM, NIC and eHealth
In the past year, the combined net profit of Microsoft, Google, eBay, Yahoo, Facebook and Amazon was $7 billion less than Apple's. Outlook Apple’s astonishing profits, in context
Beware of the big brand names in tech stocks. They're performance laggards. Strategies Tech stocks: Looking for value beyond faded stars
Value investing is about discovering opportunities. Dell is good example. Strategies I’m making a big contrarian bet on Dell
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
Is the PC sales decline a blip or long-term trend? Outlook The PC market’s new reality and its impact on tech …
Apple may have seen its year high, says Barry Randall, yet the market looks strong. Outlook Strategies Apple, tech stocks, and the state of the market
Tech stocks are still looking strong, says Covestor Manager Libardo Lambrano. Here are two key charts that would help to confirm his bullishness: Outlook Two charts that would confirm tech stock bullishness
I believe we are nearing the point where the tech sector will rise again as it did in the late nineties. Strategies Quality tech stocks appear poised for a nice run
Groupon shares hit new lows this week before rebounding. But they do not warrant a buy amid potentially new accounting concerns, manager Barry Randall says. Outlook Strategies Why Groupon might be worth only $5 a share
I expect equity prices to be significantly higher by the end of the year. Strategies Here’s how our stock holdings performed in a very tough …
Expectations for 3rd quarter corporate earnings and economic growth were probably too pessimistic going into October. Strategies What’s the source of this renewed optimism?