Sunday, September 22, 2019
With all the talk about interest rates, trade wars, and earnings, it may have been easy to miss some essential merger news. A massive industry with only four major players in it is about to go down to just three companies. Of course, I’m talking about the wireless telecom industry and the proposed merger between […]
A great area to find investment opportunities is places where the Wall Street hype machine went crazy and then the bubble burst. I’ll give you a great example. After the dot-com bubble burst, shares of Amazon plunged 95%. People thought the entire industry went bust when in reality, only the shady start-ups went under. A […]
The need for an ever-increasing amount of data storage is a growth story that appears to have a very long runway. Experts estimate that the “digital universe” will double every two years (that’s a 50-fold increase in a decade). Enterprise IT, cloud computing and services, the Internet of Things, and autonomous vehicles all require larger […]
The other day, I decided to reward myself with a trip to McDonald’s (MCD). I’ll confess that I’m not a regular patron of MickeyD’s, but I’d had a long day, and, as a red-blooded American male, I can resist my McNuggets for only so long. So I gave in to temptation. But once inside the […]
There are generally two reasons why a stock a sudden, big move. Either the overall market is having a big up or down day (the systemic effect). Or, the company itself has some specific news item causing a large move (the idiosyncratic effect). Most stock specific news is related to earnings or product announcements, although […]
The multitudes faster 5G wireless technology will start rolling out around the globe over the next few years. Under the 4G system, mobile data has grown 17-fold over the past five years. Verizon predicts that 5G will allow data speeds up to 20 times faster than 4G. This means 20 as much data will be […]
Each year I read about the promise of virtual reality / augmented reality (VR/AR) and how this is THE year for the technology to take hold. Most of these predictions center around either gaming or the ability to watch live sporting events in a VR/AR environment. In other words, you can sit at home on […]
Recent incidents involving autonomous vehicle crashes, have made industry participants assume a lower profile. While these setbacks may slow progress in the sector, it does not mean the companies involved are taking their foot off the gas pedal in developing technology to move autonomous vehicles forward. Any advanced technology industry will encounter growing pains, and […]
The main takeaway I got from the annual Consumer Electronics Show (CES) in Las Vegas was that enthusiasm for autonomous (driverless) vehicles among the world’s auto makers has really cooled. Just a year or two ago, car and some tech companies could hardly restrain their excitement over the next revolution in mobility – driverless vehicles. […]
5G wireless service is coming and it will change the world. The new fifth generation of wireless networking is just starting to roll out. 5G will soon start replacing 4G, which has been the standard for wireless data transmission for the last half-decade. If you remember how great it was to go from 3G to […]
