Portfolio Strategies and Stock Selection

For investment managers who want an informed second opinion on technology stocks they are considering buying or selling, we offer an indepth, objective analysis service. Our analyses consider the merits of a technology stock from a business fundamentals angle, a technology angle and a valuation angle. We do not rely on technical analysis (i.e. an analysis based on historical price movements). Our specialty is telecom, semiconductor and other electronic industries. We offer written reports according to the customer's spec or verbal consultations as required.

We also offer consultation services on strategies for managing a technology portfolio. This includes advanced scenario planning techniques, risk management and opportunity scans.