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Jan 08 2014

Sector Performance – Finding Discrepancies

  • Jan 8, 2014

Our Tech sector outpaced the S&P 500 Tech sector by  1400 bps and our Materials sector lagged the S&P 500 Materials by 2300 bps. Here’s why…

Sep 01 1988

Comments on Our New Sector: IBM

  • Sep 1, 1988

Never before, in the history of this publication have we invested such a large percentage in a single stock. But never before has a virtual institution like IBM been so cheap.

Dec 01 1986

Thoughts About Leadership Technology and IBM

  • Dec 1, 1986

We may have to wait for a while to see the next major cyclical surge in the secular bull market born in 1974, but when it gets underway we think the Technology sector will probably lead.