Technology Sector 01 (Jun 08 - May 16)

[winston]

10 Tech Stocks That Are Disturbingly Overbought

These stocks have had a great run but it looks like the fun's over

By Dan Burrows

Source: Investor Place

http://investorplace.com/2016/04/tech-s ... v-cb6R96M8

[winston]

Big Cheap Tech fund ROM takes off... up more than 20% over the past two months.

[winston]

6 Mega-Cap Tech Stocks at the Brink of Imploding

These high-growth technology firms can't stand this slow-growth environment

By Anthony Mirhaydari

Source: Investor Place

http://investorplace.com/2016/04/mega-c ... xrlJ_l96M8

[winston]

Tech Stocks Are Bruised But Not Cheap

By Shira Ovide

Source: Bloomberg

http://www.bloomberg.com/gadfly/article ... -not-cheap

[winston]

Warning: This is The Most Toxic Tech Stock Every Earnings Season

By Louis Basenese

Source: Wall Street Daily

http://dailytradealert.com/2016/05/02/w ... gs-season/

[winston]

3 Tech Stocks Calling In the Cavalry (AAPL, GOOGL, MSFT)

Support looms large for these three earnings losers

By Tyler Craig

Source: Tales of a Technician

http://investorplace.com/2016/05/tech-s ... yg8MPl96M8

[winston]

3 Big Tech Heavyweights Hitting the Mat

These titans are sinking in economic turmoil

By Anthony Mirhaydari

Source: Investor Place

http://investorplace.com/2016/05/big-te ... y3Oo_l96M8

[winston]

The 7 Best Tech Stocks … Of 2020!

If you want to find the best long-term drivers of growth, you need to seek out tech stocks that play the market's biggest mega-trends

By Tom Taulli

Source: Investor Place

http://investorplace.com/2016/05/7-best ... zmUCpF96M8

[winston]

China: Goldman Turns Positive On China Internet Profits, First Time Since 2010

By Shuli Ren

For the first time since 2010, Goldman Sachs feels confident that Chinese Internet companies can generate profit. This is in contrast to the last five years when margins slipped on competition, user acquisition and an impetus to tackle new entrants.

Goldman Sachs thinks China’s Internet space (ex-financials) will grow at annualized 20% to have $2 trillion addressable market by 2020 and can generate $70 billion in profit by then.

Of all the Internet categories, fintech will be the biggest, which explains why all the Internet companies are fighting over it.

Goldman sees online finance to have $5.38 trillion addressable market by 2020, from $1.5 trillion in 2015. Alibaba Group (BABA) and Tencent Holding‘s (700.Hong Kong) AliPay and TenPay are the biggest players, with 68% market share currently.

Not surprisingly, online retail, or e-commerce, comes second with $1.5 trillion market by 2020, versus $606 billion now. But you can still see e-commerce is more mature and has a smaller pie than fintech. Alibaba and JD.com (JD) are the biggest players, with 88% market share.

Bigger is better. Goldman estimates Alibaba, Baidu (BIDU) and Tencent will collect 308 billion yuan in operating profits by 2020, versus 97 billion yuan in 2015, or 78% of the total profit pile.

Source: Barron's Asia

[winston]

3 Blue-Chip Stocks Taking a Turn for the Worst

These tech stocks are losing support as they near crucial earnings reports

By Anthony Mirhaydari

Source: Investor Place

http://investorplace.com/2016/05/blue-c ... z-9TZF96M8