Valuations for the tech sector are becoming stretched and one strategist is warning a pullback could be coming, with upcoming quarterly earnings as the catalyst. The S&P 500 Information Technology index is up 56% since the end of 2018, compared to the broader index’s gain of 31%. And the IT index is up 19% in the […]

As the market continues to hit new highs, some are beginning to question whether we are poised for another tech wreck. Morgan Stanley recently noted the five biggest companies now dominate the S&P 500 to such a degree that they account for nearly one-fifth of the index’s total market cap. Not even during the dot-com bubble of […]

In a set of interesting reports, Goldman Sachs telecom expert Brett Feldman turns his eye on the American wireless market – and its growing rollover to 5G technology. Feldman notes five reasons why 5G will drive a period of sustained growth for companies with an ‘in.’ While the analyst focuses on tower-leasing REITs, his basic point applies […]

Investors are always on the lookout for growth stocks that can generate massive returns as they outperform broader markets. Here are two stocks in the software segment that have generated market-beating returns since their IPOs and can move higher given the expansion of their total addressable markets. Zendesk: Up more than 400% Shares of Zendesk (NYSE:ZEN) have gained roughly 500% […]

Although value stocks have been the better ultra-long-term investment opportunity, in comparison to growth stocks, the past decade has belonged to high-growth companies. The persistent low-interest rate environment has given high-growth businesses an opportunity to borrow at a low cost, thereby fueling top-line sales increases. With the Federal Reserve seemingly intent on keeping rates low […]