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September 9, 2013 by Dan • Commentary

For the better part of 2013, large cap tech, particularly those companies with large (~50%) revenue exposure outside the U.S. and to businesses have under-performed the broad market (see IBM, EMC & ORCL).  While these …

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September 9, 2013 by Enis • Commentary

Verizon’s monster deal to buy the rest of Verizon Wireless from Vodafone is one of the largest acquisitions in the past 10 years.  The potential $130 billion deal is about half cash and half stock. …

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