Found 524 results
By Jon D. Markman On December 25, 202001:00 PM Eastern
Digital transformation winners are hard to come by, but I want to talk about two firms that need to be considered by all investors: SailPoint Technologies Holdings, Inc. (NYSE: SAIL) and Appian...
By Jon D. Markman On December 16, 202001:50 PM Eastern
As more of commerce and government move online, cybersecurity has become obligatory — yet it has been very hit and miss for investors.
On Monday, Managers at SolarWinds Corp. (NYSE: SWI)...
By Jon D. Markman On December 2, 202011:37 AM Eastern
They way computers think is undergoing a profound change and that is a really big opportunity for Taiwan Semiconductor Manufacturing (NYSE: TSM), an Asia microprocessor contracting company.
At...
By Jon D. Markman On November 18, 202001:05 PM Eastern
Tech reviewers are now posting opinions of Apple Inc.’s (Nasdaq: AAPL, Rated “B”) latest computers running a proprietary processor. And it turns out these machines are so impressive that...
By Jon D. Markman On November 4, 202012:48 PM Eastern
It’s election time and investors are making the same mistake they always make … setting objectives based on who sits in the White House.
On Tuesday, Bespoke Investment Group put out an...
By Jon D. Markman On November 2, 202001:05 PM Eastern
SAP SE (NYSE: SAP, Rated “B-”) issued terrible financial guidance last week and the shares of software stocks everywhere followed the European software giant sharply lower.
The problems at SAP...
By Jon D. Markman On October 30, 202001:00 PM Eastern
There is a gold rush to connect customers, data and sales marketing, and Twilio Inc. (NYSE: TWLO, Rated “D”) is making the best-in-class tools application developers need.
The San...
By Jon D. Markman On October 23, 202001:00 PM Eastern
On Monday, International Business Machines Corp. (NYSE: IBM, Rated “C”) reported third-quarter financial results. They were terrible, again. The continued travails of Big Blue should be a lesson...
By Sean Brodrick On October 20, 202005:40 AM Eastern
His name was Nikolai Kondratieff.
He wrote a 23-page tract called “The Long Waves in Economic Life.”
It contained an idea so incendiary, he was sent to the gulag … before being...
By Jon D. Markman On October 19, 202001:45 PM Eastern
Investors are always worried about something … and presidential elections are especially high on that list.
Last week, I sat down last week with Weiss Ratings Financial Anchor Jessica Borg to...