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  1. Not the Time to Turn Off Tech Stocks

    Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.

  2. Market Missing the Growth Beneath Its Nose

    The market is not fully appreciating the longer-term growth potential of tech stocks, says Calamos CEO and co-CIO John Calamos.

  3. Big Opportunity in Small-Cap Tech

    Legg Mason ClearBridge managers Jeffrey Russell and Aram Green on small-cap valuations today and opportunity in tech.

  4. Hagstrom: The One Tech Industry with the Highest Potential

    The Legg Mason manager on tech's most promising secular growth trend, interest rates' effect on stock portfolios, and the valuations on high-quality stocks.

  1. Anticipation, Anticipation…

     

  2. A Tale of Two Tech Sectors

     

  3. Asset Allocation ‘Nirvana’ to Asset Allocation ‘Nightmare’

    The information contained in this missive represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. Some of the securities identified and described in this missive are a sample of issuers being ...

  4. Oakmark and Oakmark Select Funds Commentary

     

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