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Chegg: A Lesson in e-Learning

Chegg (CHGG) is a little-known company, but the stock’s had a huge run during the past year, a…

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Cognex: Seeing Value in Robotic Vision

Without sight, the modern industrial robot is just so much flailing metal. With it, it’s incre…

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Twitter Turnaround?

Twitter (TWTR) fell sharply since reporting earnings; a couple of weeks ago it had been trading over…

Fred Fuld Image Fred Fuld
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A Back Door to a Spotify IPO?

Reuters reports that Spotify – currently valued at $13 billion – is secretly p…

Ian Wyatt Image Ian Wyatt
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ServiceNow: Buy on a Pullback

It was a good first half of the year for ServiceNow (NOW), one of our core cloud-software holdings i…

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Value Expert Tunes in to Sirius XM

Warren Buffett, one of the greatest investors of all time, has said over the years that a company&rs…

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Buyback Bets in Tech

David Fried, editor of The Buyback Letter, focuses exclusively on stocks undergoing buybacks and sha…

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Voice Biometrics Boost Cirrus Logic

With inflation negligible, interest rates low, energy cheap and corporate profits set to rise, I sti…

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Netflix: Still Early in a Big Story

Netflix (NFLX) just does what it always does: crushes expectations and the naysayers, asserts growth…

Todd Shaver Image Todd Shaver
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e-Sports: A Boost to Video Gaming

The unexpected demographic broadness of video game appeal is helping drive sales and engagement; we …