Fliujniligui

Tech Bellwethers: Earnings Scorecard

Getting conservative or weak guidance from a company I can buy at one fifth of 1 year ago price and which is debtless is a good thing for the bottom fisher I am.

The Dow's Lost Decade

I forgot to talk about CSCO but this one is a fat pick too.

The Dow's Lost Decade

I agree with that, but buying AAPL and GOOG now at the big price. As you say, investor having bought those is happy now. Holding to current positions in this stocks seems to me a good option, but it must be supplemented by a value-tech investing strategy. AAPL and GOOG will work with an Intel processor and a video card (NVDA). Earnings from INTC and NVDA along with their P/E and their technological leadership are on the raising side while the share price is on the decline side. I think we are now in the presence of a lifetime opportunity to load on these stocks as their price goes down.