Archive for May, 2014:


Time The Hype, Not The Market

If you don’t have a clue about the Gartner Hype Cycle, you need to get one. It’s one of the simplest, yet most powerful tools that you can use to pinpoint the next profit opportunities in technology stocks. It’s also a surefire way to avoid getting ensnared in the Hype Trap. [more]


Meatballs, Maria Bartiromo And Amazon’s Stock

Fellow small-cap analyst and friend, Marc Lichtenfeld, swears it’s not every day someone makes the great Maria Bartiromo laugh on air. But yours truly managed to pull it off during one of her final days at CNBC. All it took was a shout out to our shared Italian heritage. (Who knew?) During the segment, I […] [more]


Apple Prime For The Picking?

Five years into a bull market and bargains naturally become harder to find. But back in March, I appeared on CNBC and I was adamant – Apple (APPL) represented a “no-brainer” bargain. Why? For one thing, patent filings indicated an inevitable move into wearables, which no one was factoring into their models. Sure enough, we’ve since […] [more]