I’m selling three positions for gains:Bel Fuse (NSDQ: BELFB): Up 30% since recommended in September.NXP Semiconductors (NSDQ: NXPI: Up 22% since recommended in April.NICE Systems (NSDQ: NICE): Up 15% this year, but up 50% since it was first recommended in 2014.There isn’t anything more gratifying then seeing your ideas play… Read More

It is the best of times if you own Texas Instruments, but not-so-great if you own Diebold, which just became Diebold Nixdorf. And while the former is firing on all cylinders, the latter remains a question mark, albeit with a flicker of hope, which makes it worth holding onto for… Read More

We are selling our position in Juno Therapeutics (JUNO).Last week Juno, a cancer immunotherapy drug maker, announced that it is placing its Phase 2 clinical trial of JCAR015 on hold as the result of the death of one of its trial subjects, and the likely death of a second… Read More

It should come as no surprise that one of our longest-tenured holdings, Paycom Software (PAYC), has accumulated the biggest gain of our Special Situations portfolio stocks. Since we first recommended it in August of 2014 it has racked up a total return of 166%, or about 15 times greater than… Read More

Even though it feels like I was just celebrating New Year’s a week ago, I’m staring down a huge turkey and my wife’s guest list for Thursday that assumes we live in a palace. With the holidays fast approaching, now’s a good time to start taking a hard look at… Read More

Trumpcare is coming but its makeup, its directives, and its effects are a big unknown. Thus, at least in the early innings, the use of options as a trading vehicle to capitalize from the movement in stocks that will likely be affected by this new dynamic is sensible. In my… Read More

We said we would deliver huge gains, and we have. Read More

Our primary play in the cancer immunotherapy field, Argos Therapeutics (ARGS), issued its third quarter results this morning that were in line with expectations. Shares of ARGS were down slightly in early trading this morning. The company reported a net loss of $0.32 per share compared a loss of $0.97… Read More

Back in July I recommended buying KEYW Holding (NSDQ: KEYW), which since then had drifted along until last week. A tiny company that’s specializes in cybersecurity and geospatial intelligence, it also owns a fleet of small planes capable of specialized intelligence gathering. Its business outlook was improving at the time… Read More

Shares of Airgain (NSDQ: AIRG), a leading provider of embedded premium high-performance antennas for electronic devices, rallied after it reported well-above expected earnings for its quarter ending on September 30, 2016. The company reported $12.4 million in sales, an 87% improvement over the prior year while delivering 16 cents per… Read More

If the events that unfolded on Sunday, with FBI Director James Comey seeming to cancel any potential legal problems for Democratic presidential candidate Hillary Clinton, are any sign of what’s to come, investors should prepare for an extraordinary election day and post-election market.The Waiting GameIt’s not difficult to get… Read More

After a solid third quarter, some tech companies are falling victim to high expectations. Read More

Last Monday I recommended purchasing the November $25 put option on Symantec Corp. (SYMC) as a speculation on the market’s reaction to its quarterly earnings report due to be released later in the week. At that time SYMC was trading slightly above $25 with a mildy positive trend. Read More

In a world where there are no coincidences, there is something prophetic about a late-breaking news story on an otherwise sleepy Friday afternoon – with the following trading day being Halloween – that shakes both the stock market and the presidential election. And yet, as unlikely as any of these… Read More

Despite improving sales, ReWalk is hurting existing investors by raising cash at a discount. Read More

With the stock market becoming increasingly intolerant of companies that miss earnings or revenue expectations by even a little bit, this may be a particularly good time to look at our Smart Tech 50 portfolio table to identify attractive short sell candidates. To do that, I filtered that table by… Read More

Earnings season is underway for our portfolio holdings this week, with two already reporting and kicking into high gear on Wednesday. Read More

The presidential election is roughly two weeks away, but the war on the pharmaceutical sector has been raging for at least a year and the effects are starting to be felt more acutely across the sector. As a result we are making decisions on key portfolio holdings including our Amgen… Read More

Last week optionMonster reported that someone sold 9,150 January call options on Ziopharm Oncology (ZIOP) on Thursday with a strike price of $10, while 7,000 January call options with a strike price of $7 were purchased the same day. Presumably this spread contract was executed by the same buyer(s),… Read More

You can make money from the tech industry’s revolutions. Read More