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There is no question that US technology stocks have been the market leaders over the last 12 months. Two of those technology stocks, Alphabet and Apple, have certainly been big contributors to the returns of Padlock’s portfolios and two others, Facebook and Microsoft, have been on the Padlock watch list for a few months. The one year charts of those four stocks clearly show their strength in the past year until the declines that started last Friday. Alphabet (GOOGL-NASDAQ, $967.93) Apple (AAPL-NASDAQ, $145.15) Facebook (FB-NASDAQ, $150.25) Microsoft (MSFT-NASDAQ, $70.26) Charts courtesy of PC Quote and E-Signal The question is though whether or not these stocks are partying like it was 1999 and we all know what happened in 2000. Four “blue chip” technology companies that were among the market leaders in 1999 were Cisco, Intel, Microsoft and Texas Instruments. Their 20 year charts show a few years of very strong performance that ended in early 2000 followed by years and years of declining...

The Hill is an American political journalism newspaper and website published in Washington, D.C. since 1994.  It is published by Capitol Hill Publishing, which is owned by News Communications, Inc.  Focusing on politics, policy, business and international relations, The Hill is read by the White House and more lawmakers than any other site. A recent issue had an in depth look at the global semiconductor industry.  It is an interesting view at how the industry has changed and what the future may hold for technology consumers and investors.  Some readers may recognize that the author who happens to be my son-in-law.  Joel is an institutional equity trader focusing on Technology, Media and Telecommunications (TMT) in the Toronto office of Los Angeles based Wedbush Securities. I hope that you enjoy the article.   Semiconductor rally has room to run in 2017 BY JOEL M. KULINA, CONTRIBUTOR - 12/29/16 12:20 PM EST 1 © Getty Images As our lives become more and more connected to our devices, the...

For investors, 2016 is a year that can certainly be described as “unprecedented” (apologies to the other Donald for using one of his favourite words), “surprising” and “rewarding”. Strong moves in stocks came from unusual places and at unusual times. Investors have been rewarded with year to date (Dec. 20th) total returns of 20.9% for the S&P/TSX and 13.5% for the S&P 500. As with all years, some stocks rise more than the index and other rise less or even fall during a strong year. The trick is always to have more of the former and less of the later. The Padlock Scorecard for the stocks making up Padlock’s Model Portfolio is shown below. The returns are year to date total returns for stocks held at the end of 2015 and the year to date total returns from the time of purchase for stocks added during 2016: Padlock 2016 Scorecard Canadian Stocks  ...

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