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Apple and Google Declare War – Here's the Secret Winner

Resident tech guru Michael Robinson and I are both big science-fiction fans. Michael likes traditional sci-fi stories, like those of Robert Heinlein and Isaac Asimov. My sci-fi interests are more focused on “Golden Age” radio dramas, “pre-code” comics, and old movies and TV shows… like The Twilight Zone and The Outer Limits.

And when Associate Editor Cris Skokna joined our team a few months back, Michael and I were so pleased to discover that he was a sci-fi guy as well that I jokingly dubbed the three of us as “The Trilogy.”

And the other day, Cris told me a story that I absolutely had to share with you…

  • Buy, Sell or Hold: Be Prepared for a Market Pullback with Cisco Systems Inc. (Nasdaq: CSCO) The market moves in mysterious ways. After months of a bullish run, signs of a pullback are showing up everywhere - the most obvious being the move from momentum stocks into defensive stocks.

    Portfolio managers rarely make large shifts in their core holdings, but they adjust the bias inside of a portfolio fairly frequently. That is, they shift the percentage of the fund's holding to prioritize growth or value weighting or momentum stocks and defensive stocks.

    Basically, the "risk on" trade is rotating into a "risk off" trade. Fund managers are preparing, and investors should be as well. If you're not, a good way to start would be to pick up a stock like Cisco Systems Inc. (Nasdaq: CSCO).

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