I am adding Splunk to the Next Wave Portfolio because its solutions are increasingly being deployed across a variety of use cases— including traditional business intelligence (BI) functions—putting the company on a solid path to eventually reach $1 billion in annual revenue. Read More

These two biotech stocks offer a two-for-one proposition, which is a rare find in this sector. Read More

The utilities that best held their value during past periods of market turmoil could do so again. Read More

With so many data breaches, companies must have as much inside control as outside protection. Read More

The world economy can withstand the slowdown in Asia. Read More

Rising income from dividends should help U.S. investors endure the decline in the country’s exchange rate. Read More

The IMF revision doesn't change our U.S. investments or our Buy American thesis. Read More

A free-trade agreement would help diversify the country’s export markets. Read More

Two partnerships tied to oil and gas production have seen the biggest relief gains so far in 2015 amid broad first-quarter weakness. Read More

The out-of-favor fuel is rapidly losing market share in the U.S. and Europe, and even China’s consumption slipped last year. Read More