Long Mainframes
Want to be a buyer of UIS. This story is a little bit cloud computing, a little bit turnaround and a little bit beneficiary if rates rise due to a large pension obligation. It’s also a little bit acquisition target…...
Telecom Equipment to be a Source of Relative Outperformance in 2015
In the chart below I blot the ratio of the DJ Telecom Equipment Index vs. SPX. B/t lines (1) and (2) the ratio has been caught within a softly declining, bullish descending wedge pattern that appears set to break out…...