Technology Stocks

Join Buffett in Buying This Semiconductor Star

Join Buffett in Buying This Semiconductor Star

Taiwan Semiconductor (TSM) has been my favorite semiconductor company for a very long time. It is the world’s largest contract manufacturer of advanced processor chips. And now, Warren Buffett has joined the Taiwan Semi fan club. On November 14, a filing with U.S. securities regulators showed that Buffett’s Berkshire Hathaway (BRK.B and BRK.A) had purchased […]

Make Your Portfolio More “Chipper”

Make Your Portfolio More “Chipper”

There is no doubt that semiconductor stocks have underperformed the overall stock market. Since early October, the S&P 500 Index ETF (SPY) has outpaced the Semiconductor Index ETF (SOXX) by 26%. A big reason for this was because several large consumer-facing companies found themselves with too much inventory. Companies that make electronic consumer goods, such […]

Why Mining Companies Might Be Musk’s Next Target

Why Mining Companies Might Be Musk’s Next Target

Elon Musk has certainly been busy: first, he bought Twitter, and now there’s news that his car company, Tesla (TSLA), may be looking to take a major stake in one of the world’s mining giants. The Financial Times reports that last year, Tesla began preliminary talks with Swiss commodities company Glencore (GLNCY) about taking a […]

Adobe’s Big Bet

Adobe’s Big Bet

On September 15, Adobe (ADBE) agreed to purchase the privately held design software company Figma for roughly $20 billion. The purchase price, which Adobe will pay half in cash and half in stock, is double what Figma was valued at in its most recent private funding round in 2021, and 10 times its 2019 valuation. […]

With Big Tech Crumbling, Here’s Where to Invest Now

With Big Tech Crumbling, Here’s Where to Invest Now

Last week, several formerly high-flying, large-cap tech stocks fell back to earth after disappointing third-quarter earnings results. Investors counting on these well-known names will be disappointed. Instead, it’s time to look at companies that put investors first… Third-quarter earnings from Alphabet (GOOG), Microsoft (MSFT), and Meta Platforms (META) came out on Wednesday, October 26. Much […]

The Best Battery Gigafactory Stock You’ve Never Heard Of

The Best Battery Gigafactory Stock You’ve Never Heard Of

When it comes to the companies that produce batteries for electric vehicles (EVs) and industrial users, many investors don’t think very far past Tesla (TSLA) and its famed gigafactories. But the industry is a lot more than just Tesla—in fact, it’s filled with a number of exciting young companies. One of the most exciting is […]

A lot of cash US dollars.

Why I love Dividends – and Stock Buybacks, Too

Like everybody else, I love dividends. Always have and always will. I am also a big fan of stock buybacks. I get a kick out of the endless debate about stock buybacks. They are neither good nor bad in and of themselves. Stock buybacks are fantastic at low valuations with funds generated by the business. […]

The Best Stock for the Return of Geopolitics

The Best Stock for the Return of Geopolitics

Companies in the defense industry have been in the spotlight since the start of the war in Ukraine. The conflict highlighted the fact that many nations (especially in Europe) look under-prepared militarily for their new geopolitical reality. That is translating to a sector that seems to be embarking on a long winning streak, with expectations […]

Biotech’s Unknown Star is Set to Take Off

Biotech’s Unknown Star is Set to Take Off

America has a history of welcoming refugees from foreign shores. And now Wall Street is doing its part by welcoming a refugee from the United Kingdom. Unlike the U.S. market, the U.K. market has never been very fond of technology stocks, including biotechnology companies. Their valuations—and the levels of interest the attract—are usually low. That’s […]