Alerts

[From the 8/10/2015 edition of Smart Tech 50 Weekly Movers]We added Teradata (NYSE: TDC) to the Next Wave Portfolio in May of 2014, when it was trading at $40. Since then it has traded as high as $47, but over the past two quarters it has gradually… Read More

[From the 8/10/2015 edition of Smart Tech 50 Weekly Movers]We added Teradata (NYSE: TDC) to the Next Wave Portfolio in May of 2014, when it was trading at $40. Since then it has traded as high as $47, but over the past two quarters it has gradually… Read More

This morning’s quarterly earnings report from Silicon Motion Technology Corp. (SIMO) has pushed its share price up a bit, but it remains below our stop price of $29 so we are selling it out of the STI Next Wave portfolio. We still like the company from a long term perspective,… Read More

This morning’s quarterly earnings report from Silicon Motion Technology Corp. (SIMO) has pushed its share price up a bit, but it remains below our stop price of $29 so we are selling it out of the STI Next Wave portfolio. We still like the company from a long term perspective,… Read More

Masimo Corporation (MASI) looks ready to move decidedly higher as it approaches its earnings release on August 5 at 4 P.M.  Like our other biotech portfolio picks, this is a well run company with cash on its balance sheet and a growth agenda.  In fact, Masimo has a nice stash… Read More

Masimo Corporation (MASI) looks ready to move decidedly higher as it approaches its earnings release on August 5 at 4 P.M.  Like our other biotech portfolio picks, this is a well run company with cash on its balance sheet and a growth agenda.  In fact, Masimo has a nice stash… Read More

  • July 21, 2015
  • Alert

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… Read More

  • July 21, 2015
  • Alert

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… Read More