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A Trio of Chip Plays

Quantitative expert Richard Moroney is well know for his industry-leading Dow Theory Forecast; he al…

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Texas Instruments: Cheaper Play on Chips?

Some of these stocks in the semiconductor sector have had torrid runs and trade at lofty levels that…

Bryan Perry Image Bryan Perry
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The 5 Best Cybersecurity Stocks

Cybersecurity companies are popping up with the speed of light and some of them will most likely pay…

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Lam Research: Flash, AI and Moore's Law

We are initiating coverage of Lam Research (LRCX) with a buy rating, based on growing demand for the…

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Workday: Core Holding in the Cloud

Workday (WDAY) gave a standout performance this past earnings season, reporting fiscal Quarter 2 (Ju…

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Twilio Targets Customer Engagement

Twilio (TWLO) is one of the most exciting growth stories out there. And the CEO’s recent Bloom…

Todd Shaver Image Todd Shaver
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ServiceNow: Working on Employee Services

ServiceNow (NOW) will probably never be a household name, but we’ve long thought of the compan…

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Oracle Sees Opportunity in the Cloud

Strong performance from the Cloud segment propelled Oracle (ORCL) to an outstanding fiscal Q1 2018. …

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MuleSoft: High-Risk, Small Cap Buy

MuleSoft (MULE), provider of an application integration platform, is added to our small-cap model po…

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Rotten Apple?

The technology sector seems to be the darling of 2017; however, I see signs that Apple (AAPL) may be…

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