NASDAQ 100 Index Rebalance: Six Changes at the Annual Reconstitution
There are 6 changes for the NASDAQ-100 index at the annual December reconstitution. Apart from the flows on the adds and deletes, there will be...
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Plover Bay: A Value Play Or A Value Trap?
Plover Bay appears cheaply valued at the backdrop of the highly promising SD-WAN space, and we find it worthwhile to dive deeper into the business...
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Social Distancing? Don’t Stay Away from This Crowd (Strike)
Crowdstrike Holdings Inc (CRWD US) considered the impacts that Coronavirus is having on end market demand and its sales channel before issuing its...
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U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement. Technology...
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Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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