One exploding battery (well, closer to a dozen) has been dragging down semiconductor stocks. Read More

As the election season nears its climax expect more volatility in the markets, but also in the health care sector, which remains the great unknown. In this environment it is important to remain patient, focus on the fundamentals of each company, and to be hedged against risk. Read More

A couple of months ago I recommended buying a put option on Autodesk (“Autodesk on the Brink”), based on the premise the company had become overvalued and was likely to pull back from what I felt was an unsustainable price. I still feel that way, but since that article… Read More

It’s not often that I pass up the chance to lock in an annualized gain in excess of 200%, but in this case I recommend you resist the temptation to cash in your Lam LEAPs, and continue to hold them so long as the company can continue to maintain its steady growth rate. Read More

This week I am going out on a limb and hoping for a pleasant surprise by reviewing the recent action in Opko Health as well as in Texas Instruments, two interesting stocks with a lot at stake over the next couple of weeks. Read More

While no single step Tremble has taken will have a huge impact on its performance, in sum they will help boost its margins and profitability going forward, especially as it launches new products that are a better fit with its business. Read More

Sometimes all it takes is a rumor to get a stock moving, especially if people like what they hear. Read More

Usually when one company acquires another, the share price of the acquired business increases while the acquirer’s stock value decreases to reflect the premium paid by the buyer to get the deal done. However, every once in a while a transaction makes so much sense that both company’s see their share prices rise, such as the situation involving last week’s rumor that QUALCOMM (QCOM) has reached an agreement to acquire NXP Semiconductors (NXPI). Read More

Instead of currently positioning the Applied Science and Biotech portfolio section of BTP for aggressive growth, I am focusing on maintaining the portfolio’s current value while concentrating some of our strategies on short term trends such as earnings. Read More

Earlier this month Argos Therapeutics (ARGS) participated in the annual “NewsMakers in the Biotech Industry Conference” hosted by BioCentury, an industry media and publishing company. The purpose of the conference is to bring together corporate executives, journalists and investment banking firms to discuss current issues and new developments in… Read More

Shares of Paycom Software (NYSE: PAYC) have made a decent jump over the past week, with a five-day gain of 7% after a few favorable developments.Despite it’s nearly $3 billion market cap, Paycom is still something of an upstart in the industry, facing off against major competitors like $23 billion… Read More

The future is uncertain as the presidential election season heads into high gear. But it’s not a time to panic. Instead, it’s a time to focus on individual positions and opportunities, and to manage risk. With this in mind I am paying attention to both the markets as well as… Read More

Just over 11.3 million people watched last night’s 68th Primetime Emmy Awards, the television industry’s confab to honor excellence in the field. In a ceremony similar to the Academy Awards, dozens of awards are doled out honoring writers, directors and actors in everything from documentaries to comedy series. There was… Read More

It is said that blood and family are the ties that bind.  It is also accepted that even the unrelated can be bound by circumstances.  Unfortunately, two of our portfolio stocks, McKesson (NYSE: MCK) and Diebold Nixdorf (NYSE: DBD), currently share a different type of binding influence, that of difficulties… Read More

Back in June I recommended the purchase of two small-cap tech stocks (“Top Tech Takeover Targets”), one of which – Synaptics Inc. (SYNA) – I subsequently sold last month after discovering that officers of the company have been huge sellers of the stock this year. We booked a… Read More

An impartial look at results is the key to finding the next wave of winners. Read More

Fear of higher interest rates struck with a vengeance on September 9, as the nearly 400-point decline in the Dow Jones Industrial Average demonstrated. Stocks fell hard and with purpose in response to comments from Boston Fed governor Erik Rosengren, who said he supported higher interest rates, albeit at a… Read More

Without a doubt, the internet is easily one of the best things to ever happen for investors. Even just 15 years ago, unless you had a broker that would give you access to research reports from the major investment houses, odds are you got most of your information a day… Read More

Perhaps the single biggest advantage to owning tech stocks is their ability to quickly exceed earnings expectations due to the speed at which consumer demand for superior products can accelerate. Case in point is Western Digital Corp. (Nasdaq: WDC), which earlier this year was roundly criticized for the price it… Read More

As we head into the home stretch for the U.S. presidential election, and the often unpredictable months of September and October, it’s important to closely monitor our portfolios.   The global economy continues to show signs of sluggishness and the financial markets are becoming increasingly unpredictable due to potential central bank… Read More