Just as we believe innogration is the key to long term success for every tech company, so too do we feel it should be practiced by this publication so that our subscribers remain ahead of the curve. As you know, innogration consists of two critical components: innovation, which is achieved by optimizing internal assets; and integration, which is accomplished by adding external resources that create synergy. We believe we have reached the point that we are getting everything that we can from our existing coverage, but we feel we should now expand our coverage as technology diffuses into adjacent sectors at an accelerating rate.

For that reason, with this issue we are expanding the scope of our coverage to include biotech stocks. We welcome to our editorial staff Dr. Joe Duarte, a medical doctor and author of the book, “Successful Biotech Investing”. In his In Focus article, Dr. Duarte discusses two plays on a promising new drug that treats prostate cancer. He also reviews a couple of other biotech stocks in our News & Notes section, some of which may be added to one of our recommended portfolios in the near future. We are excited to have Dr. Duarte join our analyst team, and look forward to providing you with his expert insight and analysis!

In his Sector Spotlight article, Rob DeFrancesco describes the innogration strategy being utilized by SolarWinds to enhance its product offering. With a string of recent acquisitions in its wake, the company can now focus on profitability. We’re not ready to add it our recommended portfolio just yet, but we will be watching it closely.

In his Portfolio Update, Rob explains why he is adding Splunk to his Next Wave portfolio at this time. The rapid rise in demand for machine-generated data should translate into escalating revenues for this provider of specialized software applications. Given Rob’s outstanding track record of picking winners you should take a hard look at this new portfolio addition before its too late.

We would appreciate your feedback on our coverage, and any suggestions you may have to make this publication even better. Please feel free to make a comment in the Stock Talk section beneath this article if there is anything you would like for us to address.