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Riding the First Wave of Tech Earnings
Action: AMD, CY, SPWRA, SPWRB, AAPL, GOOG, LVLT, TUNE, RVBD, MU, QI

Making a change to the model portfolio this week as well as reviewing and previewing earnings for several other names.

10/22/08 - 04:58 PM EDT
Kicking Off Earnings Season
Action: AAPL, AMD, CY, GOOG, SPWRA, SPWRB, INTC, LLTC, MU, QI, NVDA, VZ, YHOO, S, CLWR

With so much bad news already baked in to nearly every stock, the market's mood and its current standing will affect each company as it reports.

10/15/08 - 05:18 PM EDT
Charting the Best Course of Action
Action: MU, INTC, EBAY, NOK, IFX, QI

The market conditions could certainly go from bad to worse, so be prepared to take action when the time is right.

10/08/08 - 05:00 PM EDT
No Reason to Give Up on This Name
Action: RIMM, QCOM, SPWRA, SPWRB, CY, S, NOK, CLWR, ALVR

Research In Motion's earnings did disappoint, but given its solid prospects, the market's reaction was over-the-top.

10/01/08 - 05:03 PM EDT
Seek Out True Causes for Current Crisis
Action: CY, SPWR, WFR, RIMM, MU, TUNE, FNM, FRE, CELL

The impact of mark-to-market accounting on mortgage-backed securities holders and problems with subprime mortgages are at the root of the present market problems.

09/24/08 - 05:35 PM EDT
Reflecting on Memory Makers
Action: RVBD, CSCO, ELX, HLIT, CTXS, JNPR, CELL, FFIV, TXN, IM, DELL, BBY, MU, NLST

Softening demand for DRAM and NAND flash has tempered the industry's general outlook for second half of the year.

09/17/08 - 05:00 PM EDT
Assessing the Big Picture
Action: C, CSCO, ALVR, LVLT, DELL, MOT, QCOM, IM, HPQ, AVT, SANM, GLW, RVBD, NSM, NOK

High-profile conferences and earnings results from several companies offer some insight into the state of the sector.

09/10/08 - 06:12 PM EDT
Adding on Weakness
Action: FSLR

The recent market decline offers an opportunity to pick up shares of this tech name.

09/04/08 - 02:05 PM EDT
Flawed Strategy Quells Turnaround
Action: DELL, MU, CY, RIMM, NSM, HPQ

Dell's disappointing report demonstrated management's lack of awareness relative to its current investor base.

09/03/08 - 05:14 PM EDT
Making Strategic Adjustments
Action: EBAY, MU, SPWR, FSLR, AMD, DELL, IBM, HPQ, QCOM

As the end of the year comes into view, taking stock of the model portfolio holdings prompts a number of changes.

08/27/08 - 04:58 PM EDT

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