To make room for the new recommendations we will be adding to the Breakthrough Tech Stocks portfolio we are revising the STI portfolios as described below.Investments PortfolioThe Investments portfolio will be merged with the Smart Tech 50 portfolio since it always includes the top 10 rated stocks according to… Read More

The cloud megatrend is a significant positive force for Arista Networks (ANET), a pure-play high-speed datacenter switch vendor with a focus on software. Founded in 2004, the company shipped its first product in 2008. Since then, it has become a major disruptor in the switching market. I am adding Arista… Read More

Securing data that doesn’t easily fit into a spreadsheet is becoming more critical. Since half of all data breaches these days involve some form of unstructured data (everything from text to video images), decision-makers higher up in organizations are now much more interested in learning how to best protect critical… Read More

Wall Street continues to get more bullish on Zendesk (ZEN), provider of a cloud-based customer service platform. Canaccord Genuity early last month named Zendesk a top small-cap pick, saying the company is evolving its business model to a multi-product platform offering from a single solution. The move to an expanded… Read More

I am adding Workday (WDAY), one of the main beneficiaries of the cloud software megatrend, to the Next Wave Portfolio. Read More

We are in uncharted waters and risk is extremely high for the financial markets at the moment. Investors in biotech and beyond will have a lot to consider in the next few days. Read More

In this issue:The Big Picture: Biotech Sector Nears Major Decision PointIn Depth: New EBIS Pick – DYAX Corp (DYAX) – High Risk, High PotentialEBIS Portfolio Alerts: Alert: EBIS Portfolio Pricing Updates News Update: New FDA Commissioner Nominee Could Foster New Climate at AgencyThe Big Picture:  Is The Biotech Sector Heading… Read More

Businesses these days are spending more money on analytics software because they realize there are a lot of strategic insights that can be gleaned from all of their data. The overall business intelligence (BI) analytics software market, expected to grow about 9% annually over the next few years, is going… Read More

Software is at the heart of every business. Whether it’s customer-facing or located in the back office, software must always be up and running in the most efficient manner. Software availability, performance and usability these days are critical to business success.I am adding New Relic (NEWR) to the Next Wave… Read More

I am removing Gigamon (GIMO) from the Next Wave Portfolio and locking in the profit on that position because the risk/reward balance for the stock at these levels is no longer favorable. Since being added to the Next Wave Portfolio in March 2015, Gigamon shares have gained 49%.Gigamon should be… Read More