With all the bad news out there it is sometimes difficult to keep in mind that investor capital never stops chasing opportunity, no matter what the circumstances. Read More

It had to happen sooner or later; after soundly beating the overall market in 2015, the tech sector is now taking its turn under the harsh glare of market scrutiny. As a result, the tech-heavy NASDAQ Composite Index declined 5.5% the first week of February, coming on the heels of… Read More

For the first time since we launched STI over two years the total return for the NASDAQ Composite Index is virtually identical for the trailing one week, four weeks, and twelve months at roughly -0.5%. Read More

There is a widely held belief among technical traders that after testing a support level three times the index must move strongly one direction or the other, either dropping through it on the downside to its previous support level, or zooming up past its previous highs. We will soon find out if it holds true this time. 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

After declining 32% in 2015, shares of Qualcomm (QCOM)—a holding in the Investments Portfolio—during the turbulent first two weeks of this year have fallen just over 8%. At these reduced valuation levels, the chip maker offers a lower-risk way to play growth in three key emerging segments of the technology… Read More

In troubled markets, it’s rare to find a company that offers the right mix between safety and potential growth. For 2016, the one stock to own is Novo Nordisk, which became an active EBIS portfolio component on 12/21/15. We didn’t make this choice lightly, especially at a time of rising… Read More

Don't wait until panic over China's currency devaluation has subsided and the stock market recovers another 10 - 20% before taking action, like many amateur investors do. Instead, use this interlude of heightened volatility to acquire companies with excellent long term growth prospects that are getting punished indiscriminately along with the rest of the market.   Read More

The stock market as a whole has long been considered a leading indicator of the overall economy, usually rising and falling several months before economic data confirms those directional changes. But now we are seeing an individual stock anticipating a global macroeconomic directional change, reflecting Apple’s immense size and dominance in its sector. Read More

The first trading day of 2016 brought with it a painful reminder of just how pernicious the past six months have been on the stock market’s nerves. Within two hours of opening the S&P 500 Index fell by 2.6%, pushing it below the 2,000 level for the first time since… Read More

At the end of last week the large-cap stock market, as measured by the S&P 500 Index, was within 1/10 of 1% of where it began the year. However, even though there has been very little net change in the overall stock market, there has been a lot of price… Read More

Mobile apps are primed for continued strong growth in the year ahead. That’s because mobile is now the leading digital platform for media and communications. Smartphone penetration in the U.S. has reached 80%, while nearly 90% of all Millennials have their smartphones with them at all times.Total activity on smartphones… Read More

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

The week of December 21, 2015 promises to be significant for our “EBIS” and “Trading” portfolios as last week’s action in the markets shook things up a bit. Read More

It looks like a lot of investors aren’t sure what to do these days, with the stock market gyrating widely as a result of the Fed’s interest rate hike last week. But that’s okay with us, since heightened volatility has a tendency to create buying opportunities in companies that all… Read More

If there is any doubt about the overall mood of the stock market heading into this Wednesday’s presumed Fed rate hike, consider this: For the first time in as long as I can remember, all but three of our 38 portfolio holdings lost value last week, including all nine of… Read More

The stock market has barely budged since Thanksgiving, with the S&P 500 Index up just 0.1% over the past two weeks. This is supposed to be the time of the year when portfolio managers are furiously unloading their underperforming stocks and replacing them with this year’s clear winners to make… Read More

With today being “Cyber Monday” – the day when tech savvy consumers take advantage of deep discounts on their favorite gadgets to fill out their holiday wish list – it’s only fitting that we look at some oversold tech stocks to determine if there are any bargains in the bin. Read More

A common question asked last week was, why is the stock market going up when there is so much bad news overseas? With the threat of continuing terrorist activity in Europe, the implication was that everyone should be hiding their money under a mattress until order is restored. Actually, that’s… Read More

Analytics will be one of the main growth areas in software next year. As more organizations realize the power of their internal, machine-generated and customer data, they are increasingly turning to business intelligence/analytics software, particularly solutions that visualize information in an easy-to-understand format that shows key trends and insights. The… Read More