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Looking for tech stocks? Try the server market

The Great Recession created quite a backlog in the technology sector. The average corporate notebook computer is now four years old, according to Needham & Co., and the average corporate desktop is five years old. That catch-up market is huge. One reason I own...

Are China's stocks now cheap?

So who’s right about China’s stock markets? Domestic Chinese investors, who follow government pronouncements on bank lending as if they’re portfolios depended on it, have led selling that has taken the Shanghai Stock market down 16% in August. Wall Street money...

Qualcomm to manufacture Kindle in UK

According to Electronista.com, Amazon is almost ready to set a UK release date for the Kindle.  “Manufacturing responsibilities for a UK Kindle are said to be going to Qualcomm, who is also allegedly responsible for finding a regional cellular...

Picks up 11.6% in Q2

The Jubak’s Picks, my 12-18 month portfolio, returned 11.6% in the second quarter of 2009. Not shabby for a portfolio almost 50% in cash when the period began. When stocks are plunging, holding cash limits your losses. When stocks are rallying—and the 40% gain on the...

Books on China

Want to understand China? (And what investor doesn’t these days?) Start with these two books. First, China Shakes the World by James Kynge, the former China bureau chief for the Financial Times. Second, China’s Trapped Transition: The Limits of Developmental Autocracy...