Puja is a seasoned writer working with financial publishing companies like Motley Fool Canada and Market Realist. With over 13 years of experience in the field of fundamental research, she brings a blend of comprehensive, well-researched insights into her articles.
For the last five years, she has been extensively covering the technology sector, with a special focus on semiconductor and SaaS companies. She says, “Technology is reshaping the future. It’s important to stay abreast with the latest trends in order to make money in highly volatile tech stocks.”
On the academics front, she has completed her CFA Level 1 and holds a Bachelor’s degree in Finance and Accounting.
Nanotechnology has the potential to disrupt several industries. But the technology is still young, with the life science, medicine, and semiconductor industries as the early adopters. Companies like Thermo Fisher Scientific Inc (TMO), Cabot Microelectronics (CCMP), and Onto Innovation (ONTO) are currently testing the potential of this futuristic technology. They are ahead in the nanotechnology race and, we think, worth keeping an eye on. Jan 12, 2021| 5:28pm
The COVID-19 pandemic disrupted supply chains widely last year in-part because China, the world’s manufacturing hub, was the Pandemic’s epicenter. This created a scarcity of innumerable manufactured products. The need for distributed manufacturing then triggered a demand for 3D printers. We think this 3D printing boom is likely to continue and drive the performance of stocks like Petro Labs (PRLB), Materialise (MTLS), and 3D Systems (DDD). Let’s take a closer look at these names. Jan 11, 2021| 3:35pm
The COVID-19 pandemic introduced the world to a remote-working trend, which may still be in its infancy and could grow much more. Many tech stocks have climbed by triple-digit percentages over the last year in large measure driven by the trend. 2021 could see more IT spending in cloud computing infrastructure to make remote work, education, and entertainment even more efficient and accessible. This, we believe, would give a boost to VeriSign (VRSN), Silicon Laboratories (SLAB), and Acacia Communications (ACIA), all of which underperformed the market in 2020. Read on to learn how. Jan 4, 2021| 11:16am
Virtual reality became a reality in 2016 with the launch of VR headsets by many tech giants. But the technology has been slow to catch on because of a lack of VR-ready content. However, the COVID-19 pandemic this year became a catalyst for broadened VR applications beyond gaming and video streaming. As the uptake of VR by consumers continues to accelerate, indications are the VR space could boom in the coming years. We think Alphabet (GOOGL), Facebook (FB), and Sony (SNE) are well positioned to benefit from this because they have a developmental lead on other players in VR content and hardware. Jan 4, 2021| 10:18am
Enterprises are accelerating the transition of their operations to the cloud as they recognize increasingly the benefits (to themselves, to their markets and to their employees) of remote working and consuming. The new year could see remote working move increasingly toward becoming the norm, even absent a global pandemic. Three companies that stand to benefit from this move en masse to cloud data storage and communications are Microsoft (MSFT), International Business Machines (IBM), and Workday (WDAY). Dec 21, 2020| 3:18pm
The tech stock rally that began in April has started to slow as news of the vaccine rollout resulted in a stay-at-home stock correction. While some stocks have recovered, other have not, and stocks like Zoom Video Communications (ZM), Splunk (SPLK), and Stamps.com (STMP) may not be able to sustain their sky-high valuations next year. Dec 21, 2020| 2:09pm
Because the spread of COVID-19 virus is still not yet under control and the global economy is still underperforming as a result, betting on dividend stocks makes a lot of sense. And picking dividend stocks from the high-growth tech sector could deliver price appreciation as well. The economic recovery expected with widespread coronavirus vaccinations should drive earnings and dividend growth for companies like Broadcom (AVGO), Seagate Technology (STX), and NetApp (NTAP) next year. So, it could be a good idea to bet on their stocks now. Dec 14, 2020| 4:11pm
The COVID -19 pandemic has awakened the hidden potential of many cloud-based software companies. While Zoom (ZM) has been one of the biggest beneficiaries of the expanding remote working and learning culture, some smaller players have outperformed ZM. For instance, despite experiencing an impressive rally, CrowdStrike (CRWD), BILL.COM (BILL), and Five9 (FIVN) are still analysts’ favorites due to their handsome growth potential. Dec 14, 2020| 11:05am
Tech stocks have ruled the last decade (2010-2020). Many tech companies began the internet decade as high-growth start-up stocks and grew to trillion-dollar valuations. We are now entering a decade where cloud computing is expected to change even more profoundly the way people work, learn, shop, and seek entertainment. What is attractive for investors is that they can still gain from the cloud computing decade with high-growth stocks like ServiceNow (NOW), Atlassian (TEAM), and Nuance Communications (NUAN). Dec 7, 2020| 2:08pm
The e-commerce sector is one that has enjoyed a positive stock-market run this year even amid a weak economy caused by the global COVID-19 pandemic. China’s Alibaba (BABA) is a well-known example of an ecommerce company that exemplifies bullishness toward the sector. But lesser-known JD.com (JD), Pinduoduo Inc (PDD), and Vipshop Holdings Limited (VIPS) are perhaps equally good examples, having appreciated 75%-285% year-to-date, with the promise of more gains to come. Dec 7, 2020| 11:29am