Will Danoff, whose $109 billion Fidelity Contrafund has been hit hard thanks to some big bets on the cloud-computing momentum names this year, isn’t quite giving up on the space yet. He’s sticking with the big names in social and tech for now. via Reuters: Contrafund had an $8.8 billion position in Google Inc and a $2.6…

We have an old saying on Wall Street – “When the ducks are quacking, feed them.”   No one knows exactly who coined this phrase, its first known published usage came from a May 1991 article in which the head of First Boston’s equities desk was quoted as saying it. Keep in mind that 1991…

Is Intel “cheap”? Sure, at ten times earnings, why not? Only it’s more like 12 times forward earnings given the drop in gross margins and operating income The Street is now expecting on the heels of last night’s call. Revenue growth is stangnant-to-collapsing too, depending on the season. There is a piddling amount of growth…

In January 2012, we sit again on the cusp of three grand technological transformations with the potential to rival that of the past century. All find their epicenters in America: big data, smart manufacturing and the wireless revolution.

Your morning must-reads, now with 47% more folic acid.