Portfolio Update

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

  • March 21, 2016

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

  • February 16, 2016

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

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

  • September 21, 2015

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

  • July 21, 2015

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