And typically, there’s been a punitive effect on dividend payers in techland in the form of PE multiple compression
Winners and Losers from the New Rise in Corporate IT Spend
BYOD (Bring Your Own Device) is the real thing – corporate-issued BlackBerries are so over, now its all about making the apps and software work with your employees’ existing iPhone and iPad and Android devices (winner is $AAPL)
Baby Buffetteer Todd Combs Cruuuuuuushing It So Far
No I’m just kidding, but yeah, he’s doing okay with his first seven stock picks at Berkshire Hathaway (disclosure: I’m a shareholder as are my clients). Here’s some color (Bloomberg via the Financial Post): Todd Combs, Warren Buffett’s apprentice stock picker at Berkshire Hathaway Inc., posted gains on his first equity bets at the company…
Microsoft’s “cheapness” is the White Whale that compels all value investors to follow it out to sea, like crazed Captain Ahabs wielding DCF calculations.
Guest Post by JC Parets of All Star Charts
Big Cap Tech Apparently Unfazed by Sovereign Debt Fears
Tech stocks represented today and for most of the week.