Quite frankly, we are not disappointed to see last week’s stock market plunge once again call into question the advisability of owning so-called “momentum stocks.” The tech sector stopped being dependent on momentum a long time ago, but it seems only now are some investors getting that memo based on… Read More

Okay, it looks like the long awaited correction is finally here. Like waiting for the first snow storm of the winter, usually the reality of its destruction is far greater than the excitement of its arrival. Regardless, the fact of the matter is it’s here, and now we all have… Read More

Internal corrections can be harsh, but they remove a layer of froth, improving the health of the overall market. The Nasdaq Composite index since the start of March has traded in a broad sideways range, but many individual tech stocks (especially smaller-caps) during this time have experienced sharp pullbacks. Even… 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

In this issue:The Big Picture: Why Being Patient Matters In This MarketIn Depth: New EBS Pick – Greatbatch Inc. (GB) An Industrial Medical Equipment Turnaround Story with a TwistEBIS Portfolio Alerts: EBIS Portfolio Components Show Some Grace Under PressureNews Update: Research Stage Biotech Companies Feel the PinchThe biotech sector again… Read More

Last week’s currency devaluation by China threw the global financial markets for a loop, affecting the values of stocks, bonds, commodities and other currencies. As a result, many tech stocks came under the microscope, especially those such as Apple and Qualcomm that do a lot of business in Asia. If… Read More

Probably not, but given the circumstances it would not come as a big surprise if he is. Read More

We just scored a big gain in recently recommended Western Digital, and think we found another beaten up tech stock about to do the same thing. Read More

We are not turning bearish on biotech at this point. But we do think it’s a good time to be patient and to consider some portfolio protection. 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

The turnaround at Infoblox (BLOX) is in full swing. The provider of network automation and DNS security solutions has been working hard to get its act together after going through a rough period in early 2014. Read More

For those who have not been keeping score, the Nasdaq Biotech Index (NBI) is up over 33% in 2015 as of July 17 while S & P 500 is just over 3% for the year. Read More

Unlike most summers when just about every investment banker on Wall Street goes on vacation for the month of July, it appears this year most of them stayed home as the Greek debt crisis slowly unfolded. Combined with China’s collapsing stock market (down 30% in less than a month!), the… Read More

EMC Corp. (NYSE: EMC), whose storage solutions already help to alleviate this data glut, has been innovating and integrating new technologies in order to secure its position as the largest data storage provider in the world. Read More

Turmoil surrounding the Greek debt crisis has brought one of our favorite stocks back down to an attractive level, so we are once again adding it our Investments Portfolio. Read More

In this issue:In Depth:  New EBIS Buy:  Meridian Biosciences (VIVO)Portfolio Update: News on Repligen, Medivation, News Update:   Are Migraines the Next Biotech Frontier?This week we are featuring two Big Picture charts as an interesting relationship is developing between the biotech sector and the bond market.  The Nasdaq Biotech Index (NBI) delivered… Read More

All told, over 2.5 million Americans are candidates for exoskeletons currently available or already under development. With only about 250 sold to date – and sales accelerating each month – the potential is virtually limitless. Read More

We are adding Zendesk to the Next Wave Portfolio with a buy limit of $25, and a stop loss of $19.50. Read More

Citrix could realize significant value through several alternative transaction structures, including a sale or spin-off. Read More

Today, we reveal our method for selecting portfolio recommendations using a system based on fundamental analysis of emerging biotech companies. Read More