It's positioned to outperform its global peers over the long term.
Though pockets of weakness have emerged, we expect well-positioned tech and telecom firms will continue to prosper.
The period you examine makes a relatively large difference in guessing what the economy's true trend is.
The good, the bad, and the hairy among U.S. IT services firms.
Vitaliy N. Katsenelson, CFA, is a portfolio manager/director of research at Investment Management Associates in Denver, Colo. He is the author of “Active Value Investing: Making Money in Range-Bound Markets” (Wiley 2007). To receive Vitaliy’s future articles by email send a blank email to ...
Week ending Nov. 3: Surprise drop in unemployment rate stokes inflation concerns.