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This week I am going out on a limb and hoping for a pleasant surprise by reviewing the recent action in Opko Health as well as in Texas Instruments, two interesting stocks with a lot at stake over the next couple of weeks. Read More

While no single step Tremble has taken will have a huge impact on its performance, in sum they will help boost its margins and profitability going forward, especially as it launches new products that are a better fit with its business. Read More

Usually when one company acquires another, the share price of the acquired business increases while the acquirer’s stock value decreases to reflect the premium paid by the buyer to get the deal done. However, every once in a while a transaction makes so much sense that both company’s see their share prices rise, such as the situation involving last week’s rumor that QUALCOMM (QCOM) has reached an agreement to acquire NXP Semiconductors (NXPI). Read More

Instead of currently positioning the Applied Science and Biotech portfolio section of BTP for aggressive growth, I am focusing on maintaining the portfolio’s current value while concentrating some of our strategies on short term trends such as earnings. Read More

Earlier this month Argos Therapeutics (ARGS) participated in the annual “NewsMakers in the Biotech Industry Conference” hosted by BioCentury, an industry media and publishing company. The purpose of the conference is to bring together corporate executives, journalists and investment banking firms to discuss current issues and new developments in… Read More

Shares of Paycom Software (NYSE: PAYC) have made a decent jump over the past week, with a five-day gain of 7% after a few favorable developments.Despite it’s nearly $3 billion market cap, Paycom is still something of an upstart in the industry, facing off against major competitors like $23 billion… Read More

The future is uncertain as the presidential election season heads into high gear. But it’s not a time to panic. Instead, it’s a time to focus on individual positions and opportunities, and to manage risk. With this in mind I am paying attention to both the markets as well as… Read More

 I expect shares of Amgen (NSDQ: AMGN), the world’s largest biotech company, to rise above $180 in the next few weeks based on a reliable seasonal pattern. The stock tends to rise in price during the month prior to the release of its earnings report, which is due out on… Read More