Big Oil and Big Tech Offer Different Opportunities for Investors

“There are two great times to make money in stock markets,” according to a recent article in The Wall Street Journal: “the post-crash rebound and the end-of-cycle excess. Oil and technology fit the pattern perfectly in the past two years.” But the sectors offer different opportunities for investors. Since January 2016, when oil prices hit a low, both the global oil and tech sectors have returned more than 80% (including dividends), “beating the wider market’s 53%… Read More

Will Tech Stocks Continue Their Rapid Growth?

In a recent Wall Street Journal article, columnist Jason Zweig talks about the growth in tech stocks and the outlook for their continued upward trend. “At their lows this week,” writes Zweig, “the technology shares that have until recently been the stock market’s darlings—Facebook, Amazon.com, Netflix, Google’s parent company Alphabet and other giants—had fallen more than 17% since March 13. Over the same period, U.S. stocks overall fell 8%.” Although Zweig points out that the… Read More

The Danger of Index Funds Heavily Weighted in Tech

Index investors now own more tech stocks than they may realize, according to a recent article in The Wall Street Journal. The weighting of technology stocks in the S&P 500 index, the article reports, has “climbed to 23.8% as of December 26, from 20.8% at the end of last year, according to S&P Dow Jones Indices,” and is up from 19.7% three years ago. The article says that investors are now faced with the quandary… Read More

Tech Sector Standouts — Without the ‘A-Word’

In his latest article for Canada’s Globe and Mail, Validea CEO John Reese looks at some top picks in the tech sector — with one very notable and intentional omission. “Today I will attempt a feat that few in the investment world have dared in recent years,” Reese writes. “I will try to write a column about technology stocks without using the A-word – that is, without analyzing a certain headline-grabbing, California-based ‘iGiant’ that rules… Read More

Oberweis Sees Strong Tech Stock Wave

Newsletter guru Jim Oberweis says he’s finding a lot of attractive tech stocks in the market right now. Oberweis tells Forbes that tech stocks — which he says were selling at “absurdly low” valuations in 2008 — have appreciated over the past few years, but only in amounts that are in line with earnings gains. He thinks many should benefit from pent-up demand for capital upgrades among corporations, and he also thinks tech firms are… Read More