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MARKET OUTLOOK - Technology, Perspectives & General Market Feeling
nipper
post Posted: Dec 29 2018, 05:01 PM
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QUOTE
Dubbed the “Norton Antivirus of the mobile world”, Tech Mpire (TMP) has launched Traffic Guard, a cloud-based portal for advertisers and their agencies to weed out fake downloads and to identify safe sources for their ads. Fake ads have become just as much a problem as fake news, with companies paying billions of dollars to advertise to audiences that don’t exist.

Promedicus (PME) has taken the US by storm with its medical imaging systems that are used by two of the top four hospitals there. Homegrown export technology at its best, although the company’s $1bn-plus market cap may deter some investors.

Citadel Group (CGL) manages the technology needs of high-quality customers mainly in the public sector. Clime Capital’s David Walker says CGL has delivered compound annual earnings growth of 30 per cent over the past three years and remains well positioned with an $800 million contract pipeline.

“Internet of Things” and energy software outfit Simble Solutions (SIS) has a market cap that’s up to 90 per cent of its peers. But the company invested heavily in a saleable sales infrastructure during the past year and could deliver significant value in 2019.
....from The Australian's 50 ideas for 2019
https://www.theaustralian.com.au/business/w...9aa11643611dcf3



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Oct 27 2018, 02:18 PM
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Fund managers would say that, since they are heavily invested in them wink.gif

ASX tech stocks – a bargain or a black hole?
by Sarah Turner
QUOTE
Australia's best-known technology stocks have been on a wild ride over the last few months but fund managers say that as long as investors do their homework it's a good time to take a look at the sector.

The technology companies listed on the ASX – Wisetech, Appen, Afterpay, Altium and Xero – unofficially go by the name "WAAAX". The acronym is a nod to the term "FAANG" adopted by US investors for their tech giants Facebook, Apple, Amazon, Netflix and Google owner Alphabet.

https://www.afr.com/personal-finance/asx-te...20181024-h171q2

courtesy of zerohedge
QUOTE
FANG Stocks were hammered, worst week since March (down 4 weeks in a row) down 20% from their highs...
FB -33% from highs (well below 200DMA)

AMZN -19.75% from highs (closing below its 200DMA)

NFLX -28.8% from highs (closing below its 200DMA)

GOOGL -16.4% from highs (closing below its 200DMA)


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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Sep 27 2018, 02:14 PM
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ASX tech boom - can it last?

Australia's tiny tech sector has outgunned the US digital giants this year
[quote]Key points:
ASX200 tech stocks +20pc this year while Wall Street's Nasdaq is up 9pc
Aerial imagery business Nearmap has led the way, tripling in value despite not yet being profitable
Some price valuations being driven by fund managers having to buy relatively illiquid stock[/quote]
http://www.abc.net.au/news/2018-09-27/can-...ection=business



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 29 2018, 12:23 PM
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Posts: 5,270
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US market de-fanged
QUOTE
While the broader US earnings season is humming along with earnings up more than 20 per cent, the big news has been the "unfriending" of the tech sector, or more particularly social media players.

Facebook's $US120 billion fall on Thursday has rewritten the record books for single day capitulations by value.

The much smaller, micro-blogging platform Twitter was given the bird too, down around 20 per cent on Friday.

A lot has been written in the past few days about the rupture, but put simply, the market suddenly grasped the idea that the herculean prices being paid for some of the tech-darlings didn't match up with their merely mortal earnings growth.

The idea of cracking down on privacy issues and dodgy accounts, while seemingly a sound business practice, was a red flag for investors

The events of the last few days has certainly caused a split in the field for the tech giants' race to a trillion dollar valuation.
The FANG — or more appropriately FAANG; Facebook, Apple, Amazon, Netflix and Google/Alphabet — stocks are looking a bit toothless at the moment.

Facebook is out of the hunt for a trillion dollar capitalisation any time soon, while Netflix was lucky to even be in the same conversation.

MAGA is perhaps a better acronym for the trillion dollar tech wannabes; Microsoft, Amazon, Google and Apple. Coincidently, it also works for Make America Great Again.

http://www.abc.net.au/news/2018-07-29/asx-...derway/10044374

Hedgeye's cartoon of the day - De-FAANG'd

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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: Pendragon  
 
blacksheep
post Posted: May 20 2018, 02:24 PM
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Tech unicorns: will they keep soaring or are valuations fantasy?
http://www.afr.com/personal-finance/tech-u...20180517-h10670

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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Apr 8 2018, 09:28 PM
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Some enlightened leadership... France's Macron on AI, tech and, um, the future.
https://www.wired.com/story/emmanuel-macron...es-ai-strategy/



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


blacksheep
post Posted: Dec 3 2017, 01:05 PM
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Why Tech Investors Love the SaaS Business Model

Investors love businesses that have a reputation for minting cash.

And as far as tech companies go, the Software as a Service (SaaS) model is as good as it gets. It provides predictable, quantifiable, and fast-growing revenue for any company that can execute correctly – and everyone from venture capitalists (like Marc Andreessen) to asset managers (like Blackrock) love investing in companies with these traits.

Today’s infographic from TIMIA Capital explains why this is the case.

http://www.visualcapitalist.com/tech-investors-love-saas/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Oct 21 2016, 09:14 AM
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Posts: 5,142
Thanks: 1905


"As investment managers, we're all trying for alpha. With technology, we don't get paid for knowledge anymore because knowledge is everywhere, we now get paid for imagination"

Sir Michael Hintze, Founder, CQS Investment Management




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Oct 10 2016, 09:30 AM
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Posts: 5,142
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QUOTE
Digital transformation .... [is] around us, apparently permanent and definitely accelerating. Just as we're getting used to the idea of Uber, we're having to think about driverless cars; Foodora, Deliveroo and Uber Eats are transforming the food business before our eyes; no sooner have we got used to online shopping, and they're working on drone parcel delivery; smartphones are getting smarter and more powerful every year and will soon replace credit cards, just as they have already replaced cameras and record players; the cloud is transforming the efficiency of computing.........

Martin Feldman, a Harvard economist, says that technology is actually masking an improvement in productivity. That's because a lot of the improvements are in quality, such as more powerful smartphones or the rating system on Uber lifting the quality of drivers, which can't be captured by the economic statisticians. And economic measurement has become questionable: for example, Spotify is probably showing up as a negative in the stats, including declining musician incomes, even though it's overall a big positive.

A recent study by HSBC predicted that the number of digital natives — defined as those who have spent their entire secondary education in a country with an internet adoption rate above 50 per cent — will rise from roughly 430 million today to 2.3 billion by 2030.

According to HSBC's James Pomeroy, "digital natives' receptiveness to change and new technologies means that the global uptake should continue to gather pace. Add, too, the continued spread of internet-based technologies across the emerging world and the number of digital users will rise even more. These changes may be even more pronounced than we realise."

Ever greater use of technology as digital natives become the entire population will lead to more downward pressure on prices, either through more choice, better information on pricing, improved supply chains, and access to alternatives and substitutes.

So inflation is going nowhere but down, and central banks will need to get their heads around this.

Technology and debt are also increasing the gap between the haves and have-nots, and that process probably has some distance to run as well.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: mullokintyre  
 
henrietta
post Posted: Aug 6 2016, 07:39 PM
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In Reply To: nipper's post @ Aug 6 2016, 07:00 PM

One of the " wonders " of the world .

Cheers
J

 
 


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