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Fully half of the ten companies that comprise our Investments Portfolio reported quarterly earnings last week, producing a mixed bag of results that in turn has changed our current recommendations on some of them so please note the change in status as indicated below.Verizon Communications (VZ) was the first to… Read More

[from today’s issue of Smart Tech Investor]Cambrex Corp. (CBM) manufactures active pharmaceutical ingredients for brand name and generic drugs that treat pain management, cardiovascular, central nervous system, endocrine, gastrointestinal, skin, respiratory and urinary conditions. The company specializes in all areas of development and manufacturing from the transition from research and… Read More

[from today’s issue of Smart Tech Investor]Cambrex Corp. (CBM) manufactures active pharmaceutical ingredients for brand name and generic drugs that treat pain management, cardiovascular, central nervous system, endocrine, gastrointestinal, skin, respiratory and urinary conditions. The company specializes in all areas of development and manufacturing from the transition from research and… Read More

The first part of the latest M&A trend in semiconductors took place earlier this year, with communications chipmaker Broadcom (BRCM) agreeing to be bought by Avago Technologies (AVGO) for $37 billion and Altera (ALTR), a provider of programmable logic devices, getting taken out by Intel (INTC) in a $16.7-billion transaction. Read More

I remain positive on Next Wave Portfolio holding Qualys (QLYS) for the long term based on a number of factors, and believe the recent sharp pullback in the stock provided a more attractive entry level from a risk/reward perspective. Shares of the provider of cloud-based enterprise security solutions fell to… Read More

A picture is worth a thousand words. And, believe it or not, the odds of a biotech rally may be on the rise. We’ll note right here and now, that it is quite possible that we’re wrong given the potential for nasty earnings surprises or any other external events that… Read More

Long time readers of Smart Tech Investor know that at the heart of our thesis for identifying winners and losers in the tech space is our notion of “innogration”, which describes the synergistic combination of innovation and integration that produces superior products. Companies that do it well are handsomely rewarded,… Read More

The first week of October witnessed a strong rally in the stock market, offsetting some of the damage done by August’s sudden correction. Of course, the overall market is still more than 7% below where it was two months ago, but it appears to have found a bottom and may be… Read More