Macro fears increased globally during the second quarter, increasing the risk to second-quarter earnings. In response, investors reduced exposure to high-beta technology stocks, resulting in choppy performance. Last March’s earthquake in Japan had an immaterial impact on sector earnings and demand,
EBay's EBAY revenue and operating income for 2004, reported Wednesday, hit our expectations, but the company's forecast for 2005 fell far short of Wall Street's expectations and just short of our own. Key operating metrics for the fourth quarter and the full year looked solid and we think the ...
A seasonal trend of weak first-quarter earnings, combined with increasing geopolitical uncertainty and the earthquake in Japan, caused the technology sector to generally underperform the broader market averages during the quarter. Japan accounts for approximately 5% to 10% of global information
Stocks rallied during the fourth quarter, as economic optimism drove prices higher across all market sectors and capitalization ranges. The Technology Fund posted a total return of 12.44% for the quarter, compared with 12.87% for the Fund’s benchmark, the NYSE ARCA Tech 100 Index. Stock selection
Millipore has compelling growth prospects.
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… invest outside of technology, with health-care stocks, in particular, playing a much greater role here. Northern Technology is OK, but it's not great. In relative terms, this fund has held up fairly well in the past year's market …
… years through March 30, 2004, the fund's returns have actually edged out nearly two thirds of its peers. Northern Technology NTCHX This fund has average returns and slightly below-average volatility compared with its sometimes-reckless …
… retailing stocks, and it likes some bank shares, too. IBM IBM and Electronic Data Systems EDS: The folks at Northern Technology Fund like the fact that these firms have "real" earnings . Check out other recent Fund Manager Picks : Citigroup …