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Quick! Growth Is The New Value! Tech Now On Sale At Last Year's Prices

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  • For about a week, value was the new growth.  Tech, boo!  Dividends, yay!
  • Fortunately sense has returned to the market.  In our 20+ years as pro investors, betting against tech has never been a good long term strategy.
  • The market just gave you another chance to buy in at yesterday's prices, today. Doesn't happen often in tech.
  • So if you want to get ahead in growth, get to know the stocks that will come to define the 2020s - the Cloud Decade - join us.
  • (Oh, and you get the #1 space sector service on SA for free too).

DISCLAIMER: This note is intended for US recipients only and in particular is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.

A 2021 Do-Over

Mainly in technology stocks, everything is always too expensive.  There is never a good time to open a new position in a new stock.  It's always stressful.  Until you've owned a few for a little while, whereupon if you've chosen the right names, you can relax as they head up and to the right all by themselves.

Tech stocks are valued this way, and the companies grow this way, because tech is still a young industry and software is, famously, still eating the world. 

But in the blink of an eye, no sooner did someone say "yield curve", that suddenly all tech names scooted right back to the start of the year on their stock charts.

Every headline everywhere said, it's all over for tech.  Buy value.  Buy boomer.

Now for about two weeks this was a great idea.  Everyone under the age of 75 found out about dividends for the first time.  Free money?  Yes please!  Oh wait - income tax?  Two percent yield?  Urgh.  There must be something better out there.

Turns out there is.  After a fortnight of collective self delusion, the market has once again decided that the best way to collect money quickly is ... growth stocks.  The Nasdaq resumed its climb.  But from a lower level.  Quick - boomer stocks in the dumpster, load up on tech once more!

Now we could be wrong, it could be that 2021's best names make steel and airplanes and chicken fingers.  But if we were betting - sorry, investing - we'd say, tech is still going to be where it's at come the end of 2021.  And 2022.  And indeed 2030.

We run a superb tech investment research service here on Seeking Alpha.  We cover most every cloud stock you've heard of and likely some you haven't. The service is used and loved by long term investors and short term traders; and used and loved by tech experts and sector newbies alike.  We provide plenty of investor education material along the way and we're available very nearly 24/7 to answer questions, shoot the breeze, trade ideas, anything really. 

Our business is simple.  We invest our own money.  We publish the work we prepare in support of our own-money investing and trading.  That's it!

Oh and by the way - we run the #1 space sector service on the Seeking Alpha platform and we bring our tech sector knowledge to the space business.  You get both sectors all in one friendly service package, for just $199/mo (or less if you choose an annual membership).

What more is there to say?  Check our reviews; and sign up for a free two week trial.  Like it?  Great, stick around.  Don't like it?  No worries, you can walk within those two weeks anytime, no backward glance.

You can learn more here.

Cestrian Capital Research, Inc - 11 March 2021.

Analyst's Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

See disclaimer text at the top of this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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