Covisint Corp (NSDQ: COVS), which builds software that securely identifies users and allows them to connect with other systems, has become an activist investor target.One of our smart car plays, Covisint was spun off from Compuware back in 2013. Its share were priced at $10 on its IPO (initial public… Read More

Shares of cancer immunotherapy company Juno Therapeutics (JUNO) fell nearly 10% last Wednesday after rival drug manufacturer Novartis announced it is reorganizing its operations by consolidating its cell and gene therapy unit so that it is no longer a separate division. Although Novartis issued a press release reaffirming its commitment… Read More

When it comes to small companies, it doesn’t take much for revenue and earnings to make big moves. That’s just what’s happened for Applied Optoelectronics (NSDQ: AAOI), whose shares have jumped more than 18% over the past few days.The company announced on Thursday that it received an order for more… Read More

I am recommending the purchase of put options on Anthem Inc. (NYSE: ANTM), a leading U.S. health insurer which offers Blue Cross/Blue Shield plans in fourteen states.  The company’s shares have been slowly falling of late and are reaching an attractive price area for this strategy.  I’ll tell you why… Read More

Earlier this month I recommended buying a put option on Autodesk (NSDQ: ADSK) on the belief that it was fully valued and ripe for a fall heading into last week’s earnings announcement. At the time of that article (August 18th) ADSK stock was priced at $63, which equated to… Read More

On August 10th Argos Therapeutics (NasdaqGM: ARGS) released its second quarter earnings report, which in terms of financial performance was about what everyone expected. Although earnings came in worse than expected at a loss of 48 cents versus the analysts’ estimate of minus 40 cents, it beat on its… Read More

Big companies are catching on to the automation trend, so the market must be growing. Read More

Today, I am (1) closing out a bonus position I recommended earlier this year in Celldex Therapeutics (Nasdaq: CLDX); (2) increasing the buy limit on my latest pick Diebold Nixdorf (NYSE: DBD); and, (3) changing my rating on Ambarella (Nasdaq: AMBA) to ‘Hold’. I explain the rationale for these moves in… Read More

Innogration is key for putting firms on a track to change and success. Read More

I am raising the rating on Medidata Solutions (NSDQ: MDSO), the leading cloud based software platform for biotech research management to Buy from Hold.  I recommended the stock in March 2015 and so far it has delivered a 51% price increase.  But recent price behavior suggests that it’s poised for… Read More

After years of technical and production challenges, sales of Virtual Reality sets are finally becoming reality. Read More

As we noted in last week’s alert, Ekso Bionics (EKSO) announced last Tuesday that it would raise additional capital by issuing 3.75 million new shares of common stock at a price of $4.00 per share. On Friday, the company confirmed that it had successfully closed that offering, generating… Read More

FireEye (NSDQ: FEYE) tumbled after reporting another difficult quarter, which seems to be a recurring theme for the company.Second quarter revenue came in at $175 million, up 18.9% year-over-year but still well below the expected $181 million. Billings also came up short at $196.4 million compared to expectations of about… Read More

The health care sector is about to get bumpy with some stocks flourishing while others fall on hard times.  Just in the past week we saw a totally different set of reactions to earnings reports as shares of Cerus Corp. (Nasdaq: CERS) sidestepped bad news and rallied while Emergent BioSolutions… Read More

It was just five weeks ago that the two stocks highlighted in my June 17th article, “Top Tech Takeover Targets”, Applied Optoelectronics (AAOI) and Synaptics (SYNA), popped in value thanks to unexpected good news. In the case of Applied Optoelectronics, that news was in the form of an endorsement… Read More

As we reported in our Alert last week, shares of Argos Therapeutics took a hit after the company announced terms of an upcoming secondary stock offering that took the market by surprise. The company is raising another $50 million with this offering, in addition to the $60 raised from… Read More

Second quarter earnings season has gotten well underway for our portfolio holdings and, so far at least, there haven’t been any notable misses. Instead, most of our holdings seem to be either beating estimates or have enough other good news to offset any earnings dips.Xilinx (NSDQ: XLNX), our play on… Read More

Shares of Seres Therapeutics (Nasdaq: MCRB), a research stage biotech company looking to treat gut related diseases by using the body’s own bacteria fell over 60% on July 29 as the company announced disappointing results of its SER-109 Phase II clinical trial against the disease causing gut bacteria Clostridium difficile… Read More

If you own shares of Emergent BioSolutions (NYSE: EBS) you will notice some changes in your portfolio including ownership in shares of a company named Aptevo Therapeutics (Nasdaq: APVO) on August 1. That’s because EBS is spinning off Aptevo, its oncology division. This could create some tax related issues in… Read More

Cancer immunotherapy company ZIOPHARM Oncology (ZIOP) disclosed on July 15th that a patient in one of its brain cancer trial groups died after being treated with its experimental drug treatment, and two other patients also passed away for reasons unrelated to this form of therapy. As we noted… Read More