Mega-cap tech stocks have been leading the U.S. market higher and David Garrity, chief market strategist, Laidlaw Wealth Management, says they’re not over-priced, at least not yet. He says the accelerated growth that companies are enjoying make the sector a defensive portfolio holding. We also dig into the latest results from Microsoft, which Garrity says remains an attractive investment at current levels. 1) Re: Microsoft’s results …whether this is a stock worth buying into

Whoever Builds The 5G Platform First Sets The Standards And Thus The Rules Of The Game Published in 2015, the same year the PRC State Council laid out the “Made in China 2025” Plan (MIC2025) under which China would become a global powerhouse in ten high-tech fields from artificial intelligence (AI) to aviation, the novel “Ghost Fleet” depicts a possible global conflict scenario in which the United States (and by extension its allies) are defeated in large part due to the use

Today I joined Kathleen Hays and Pimm Fox on Bloomberg Radio to discuss the outlook for 2016, and how this week’s events will impact stock picks for 2016. Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated a

Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector is leading the market advance (XLK $40.71, +0.74%). The question for investors is whether they should “buy the dip”. With the strong ope

Rising Importance of China, Installed iPhone Base Offers Apple Watch Sell-in Opportunity – Shares Remain Attractive To Own AAPL – iPhone6 Upgrade Cycle In 1Q15 Bolstered By PRC Lunar New Year, Look For Shipments To Reach 58mm With iPhone6+ Mix Driving Margins Higher: Note that demand for the iPhone6+ catapulted AAPL to be #1 in CY4Q14 handset shipments in PRC. With the Chinese New Year holiday, we expect AAPL extended its PRC leadership into CY1Q15, especially given that the