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Tag: Tech

Value vs Growth

value vs growth
As the market starts a bounce from oversold conditions, lets look at where money is flowing.

Technological Advances and Investment

The Castlestone Next Generation Fund uses many of the advances in technology. We tell about a fascinating update and fabulous insight into the opportunities in technology stocks of the fund.

China – The Bad Boys of the CCP

China has had a pretty tough time of it recently, in terms of market performance. We think that this might provide for some opportunities to buy at prices that are more fair value than recent.

Fund Review: Jennison

Jennison, perhaps unsurprisingly, has had a super year with its tech heavy allocations. Ecommerce, payment systems and cloud computing have led it to its top tier ranking at Citywire.

Stock Research: Broadband Access to Rural Areas

With continued support for US infrastructure spending and increasing demand for broadband access in rural areas, this stock is poised to experience growth in 2021.
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Trade Idea: Autonomous Driving

Autonomous Driving Lidar
Large buyers of options accentuate the breakout in this stock today. As an emerging leader in AI for autonomous driving, the company has a longer term appeal for ESG and technology focused investors.
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Friday Investment Talk: Dividends vs Growth Stocks, USD Weakness in 2021

Dividend stocks underperforming
Investors focused on dividends have completely missed the opportunities in growth stocks during the last 10 years. Will the USD fall in 2021, giving rise to non-US assets?

Seasonal Strategy Update: Election Years

Seasonality is problematic this year, likely due to the elections and politics around another COVID stimulus package. Still, time and history work for the strategy.
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FRIDAY INVESTMENT TALK: COVID Property Trends, Abenomics and the EU, and the US Tech Sell Off

A Narrow Market in August

US stock markets continue to see an extreme concentration of interest in a small number of stocks. Does this signal an imminent sell off or will market participation broaden?
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This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

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