IBM – Page 3 – Smarter Investing

Expect Steve Ballmer to step down at Microsoft next year.

My 2013 tech favorites: IBM, NIC and eHealth

As the economy mends housing stocks look attractive.

Here's a breakdown of my portfolio changes in October.

Beware of the big brand names in tech stocks. They're performance laggards.

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

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

Is the PC sales decline a blip or long-term trend?

Two-fold strategy:Search for the very best companies to own and dump under-performers.

This model takes that 'fantasy' portfolio and invests the top 10 of those holdings

Buffett likes to have an economic moat that deters competition for his holdings--and I would like to do the same.

Tech stocks are still looking strong, says Covestor Manager Libardo Lambrano. Here are two key charts that would help to confirm his bullishness:

The portfolio might better be called the Stock Market Darwinism model as I seek only top dogs for inclusion.