Special Situations Portfolio Update – Argos TherapeuticsFor those of you participating in our current cancer treatment play (“One Little Shot to Kill Cancer Dead“), tomorrow is an important day. One of the three stocks we recommend in that bundle – Argos Therapeutics (ARGS) – is releasing its fourth quarter… Read More

After trying privately to convince Yahoo’s board of directors to pursue a new strategic direction for more than a year, this week hedge fund investor Starboard Value went public with its plan to oust the entire board and replace it with one of its choosing. Read More

As we pivot into the next major long term economic cycle, the stock market is searching for a new set of companies to lead it higher and we believe it is companies such as these that will do it. Read More

Long time subscribers to Smart Tech Investor may recall our story from last June on exoskeleton technology (“From Comic Books to Reality: Exoskeletons Are Here to Stay“), which recommended three companies that are currently held in our Special Situations Portfolio: Ekso Bionics (EKSO), ReWalk Robotics (RWLK) and Parker Hannifin (PH). Read More

All three of our Special Situations Portfolio "cancer stocks" - companies that are on the cutting edge of developing revolutionary treatment for some of the worst forms of cancer, were in the news recently. And almost all of the news was good, with all three stocks moving up smartly as a result. Read More

Most analysts avoid calling a top or bottom in the market, knowing the futility of such exercises. But sometimes you can sense when the worst is behind us, which I believe is now the case with energy stocks. Read More