Legado Associates

We offer equity research and investment consulting services to private and institutional investors looking for extraordinary returns in the technology sector.

The cornerstone of our investment philosophy is a value-based approach to growth coupled with an insider's view on the world of technology. (For more details and how to contact us see bios).

Note: we are currently not taking on any new clients.

Some Articles on Technology and Investment

• Preparing For the Bear (Canadian MoneySaver, Sep 2008) - Why is this bear market unlike those of the recent past?

• End of a Mania (Canadian MoneySaver. Sep 2007) - The closing act in the greatest bubble of all time. The Tech Portfolio gets out while the getting's good.

• The Gullible Century (April 2007). The Internet has been bad news for critical thinking.

• The Great Decline (Canadian MoneySaver. Oct 2006) Rocky times ahead for investors.

• Time to Sell Google (National Post. Jan 2006) - Googlemania will end badly.

• Technology Portfolio Update: Easy on the Tar! (Canadian MoneySaver. Jan 2006)

• Treasure Map: The Next Internet Frontier (National Post. 2005) - Heads up, there's a new cool in town.

• Music Industry still clueless (National Post. July 2005) - Same old song, same old insanity.

• Blogs? zzzzzz... (National Post. June 2005) - The coming Blog "revolution" is overrated.

• Wikipedia: The new know-it-all (National Post. Feb 2005) - A new paradigm means doom for an old industry.

• Software will stay put (National Post. Oct. 2004) - Software outsourcing hysteria, the new Y2K.

• Behold, the God Box (National Post. July 2004) - Less's Law, hard drives and the death of the music industry

• Linux's Lucky Lawsuit (National Post. August 2003) - why the SCO lawsuit is good news for Linux

• The Jackboot Paradox and the Fall of the Music Industry (National Post. April 2003) - how the music industry can fix itself

• How to Stop Worrying and Love the Bear Market (Globefund.com, Dec 2002)

• Time to Buy Telecom (National Post. July 2002) - the worst wasn't over but this commentary correctly predicted the right time to buy back into telecoms.

• Bubblemania (National Post. May 2002) - new regulation won't prevent another Enron

• Are you the next Enron? (CMS, Mar 2002) - market outlook & portfolio commentary

• Worse yet to come for telecom industry (National Post, Feb 2002) - more bad news for Nortel et al.

• The hardest word (National Post, Jan 2002) - tech guru George Gilder needs to do some soul-searching.

• Top Technology Picks for 2002 (CMS, Jan 2002)

• Profits and Perils in the Tech Stock Bear Market (CMS, Oct 2001)

• Forget the Fed, save yourself (National Post, Aug 2001) - Greenspan probably won't be able to bail us out this time around

• Future Perfect (MoneySense, July 2001) - introduction to a powerful investment technique

• The Gorilla Game's big losers (National Post, Mar 2001) - Two fatal flaws behind this popular "strategy"

• The Internet Implosion (National Post, Jan 2000) - an accurate prediction of the tech crash, two months before it happened

• Technology Stocks Go Wild: Surfing the Tidal Wave (CMS, Jan 2000) - wow, the mother of all bull markets

• A New Year Embarrassment for Y2K doomsters (National Post, Oct 1999) - prediction of the Y2K bust

• How to Spot Bad Brokerage Advice - Epilogue (CMS, March 1999) - crash-and-burn followup to the article below

• How to Spot Bad Brokerage Advice (CMS, May 1998) - Bad stock analysts were around even before the tech boom...

Services

• Investing in Tech Stocks - Seminar/Tutorial

• Portfolio Strategies and stock selection

• Contact

Copyright 2002-2008.