Perhaps the single biggest advantage to owning tech stocks is their ability to quickly exceed earnings expectations due to the speed at which consumer demand for superior products can accelerate. Case in point is Western Digital Corp. (Nasdaq: WDC), which earlier this year was roundly criticized for the price it… Read More

As we head into the home stretch for the U.S. presidential election, and the often unpredictable months of September and October, it’s important to closely monitor our portfolios.   The global economy continues to show signs of sluggishness and the financial markets are becoming increasingly unpredictable due to potential central bank… Read More

Covisint Corp (NSDQ: COVS), which builds software that securely identifies users and allows them to connect with other systems, has become an activist investor target.One of our smart car plays, Covisint was spun off from Compuware back in 2013. Its share were priced at $10 on its IPO (initial public… Read More

Shares of cancer immunotherapy company Juno Therapeutics (JUNO) fell nearly 10% last Wednesday after rival drug manufacturer Novartis announced it is reorganizing its operations by consolidating its cell and gene therapy unit so that it is no longer a separate division. Although Novartis issued a press release reaffirming its commitment… Read More

When it comes to small companies, it doesn’t take much for revenue and earnings to make big moves. That’s just what’s happened for Applied Optoelectronics (NSDQ: AAOI), whose shares have jumped more than 18% over the past few days.The company announced on Thursday that it received an order for more… Read More

I am recommending the purchase of put options on Anthem Inc. (NYSE: ANTM), a leading U.S. health insurer which offers Blue Cross/Blue Shield plans in fourteen states.  The company’s shares have been slowly falling of late and are reaching an attractive price area for this strategy.  I’ll tell you why… Read More

Earlier this month I recommended buying a put option on Autodesk (NSDQ: ADSK) on the belief that it was fully valued and ripe for a fall heading into last week’s earnings announcement. At the time of that article (August 18th) ADSK stock was priced at $63, which equated to… Read More

On August 10th Argos Therapeutics (NasdaqGM: ARGS) released its second quarter earnings report, which in terms of financial performance was about what everyone expected. Although earnings came in worse than expected at a loss of 48 cents versus the analysts’ estimate of minus 40 cents, it beat on its… Read More