The presidential election is roughly two weeks away, but the war on the pharmaceutical sector has been raging for at least a year and the effects are starting to be felt more acutely across the sector. As a result we are making decisions on key portfolio holdings including our Amgen… Read More

Last week optionMonster reported that someone sold 9,150 January call options on Ziopharm Oncology (ZIOP) on Thursday with a strike price of $10, while 7,000 January call options with a strike price of $7 were purchased the same day. Presumably this spread contract was executed by the same buyer(s),… Read More

NVE Corp. puts a new spin on sensors; Organovo creates human tissues. Read More

Airgain’s potential lies with the need for better antennas inside wireless devices. Read More

You can make money from the tech industry’s revolutions. Read More

One exploding battery (well, closer to a dozen) has been dragging down semiconductor stocks. Read More

As the election season nears its climax expect more volatility in the markets, but also in the health care sector, which remains the great unknown. In this environment it is important to remain patient, focus on the fundamentals of each company, and to be hedged against risk. Read More

A couple of months ago I recommended buying a put option on Autodesk (“Autodesk on the Brink”), based on the premise the company had become overvalued and was likely to pull back from what I felt was an unsustainable price. I still feel that way, but since that article… Read More

It’s not often that I pass up the chance to lock in an annualized gain in excess of 200%, but in this case I recommend you resist the temptation to cash in your Lam LEAPs, and continue to hold them so long as the company can continue to maintain its steady growth rate. Read More