Cybersecurity is a key growth industry in an increasingly online world. Here's how to profit.

It’s no secret to the Internet community that China is the major battlefield for the top companies in almost all the aspects of the business. Search, e-commerce and gaming are the primary areas of contest, with search being the most viable.

Big tech isn't the lumbering giant it used to be. Join us on a world tour of tech companies whose innovations, economies of scale and competitive positions in growth markets make their stocks attractive, long-term investments.

A brief rundown of interesting developments in the emerging technologies space.

When we began putting this Portfolio together, we started with two premises. First, we’re 100 percent long in stocks at all times, with no cash, bonds or hedge positions. Second, we’re building the Portfolio by systematically picking up companies backed by the highest-quality businesses we can find. These businesses are wired into the ongoing transformation of global systems to a 21st century economy and polity.

Its most accessible name is the Smart Grid, and it’s being built right now, a bit piecemeal and with a host players fighting for primacy, but this ship is sailing. It’s not a theoretical concept. Industries, from small software companies to major utilities, are spending tens of millions already. Governments--federal, state and local--are also committed to the Smart Grid.

One good thing about being at a technology conference is most of the people around you are too focused on the future to get clutched up about the financial horror show that is going on around them. It lends an odd sort of perspective.

The title of this piece asserts the two core questions investors should answer when investing in disruptive technologies because they sit at how comfortable you’re going to be in a very dynamic sector. Below, I hope to parse these two issues so you can get a better handle on how to choose your disruptive tech holdings. And I even provide a few starting points.