This morning’s quarterly earnings report from Silicon Motion Technology Corp. (SIMO) has pushed its share price up a bit, but it remains below our stop price of $29 so we are selling it out of the STI Next Wave portfolio. We still like the company from a long term perspective,… Read More
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We are not turning bearish on biotech at this point. But we do think it’s a good time to be patient and to consider some portfolio protection. Read More
Masimo Corporation (MASI) looks ready to move decidedly higher as it approaches its earnings release on August 5 at 4 P.M. Like our other biotech portfolio picks, this is a well run company with cash on its balance sheet and a growth agenda. In fact, Masimo has a nice stash… Read More
Masimo Corporation (MASI) looks ready to move decidedly higher as it approaches its earnings release on August 5 at 4 P.M. Like our other biotech portfolio picks, this is a well run company with cash on its balance sheet and a growth agenda. In fact, Masimo has a nice stash… Read More
I am removing Gigamon (GIMO) from the Next Wave Portfolio and locking in the profit on that position because the risk/reward balance for the stock at these levels is no longer favorable. Since being added to the Next Wave Portfolio in March 2015, Gigamon shares have gained 49%. Gigamon should… Read More
I am removing Gigamon (GIMO) from the Next Wave Portfolio and locking in the profit on that position because the risk/reward balance for the stock at these levels is no longer favorable. Since being added to the Next Wave Portfolio in March 2015, Gigamon shares have gained 49%. Gigamon should… Read More
- July 21, 2015
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I am removing Gigamon (GIMO) from the Next Wave Portfolio and locking in the profit on that position because the risk/reward balance for the stock at these levels is no longer favorable. Since being added to the Next Wave Portfolio in March 2015, Gigamon shares have gained 49%.Gigamon should be… Read More
- July 21, 2015
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The turnaround at Infoblox (BLOX) is in full swing. The provider of network automation and DNS security solutions has been working hard to get its act together after going through a rough period in early 2014. Read More
- July 21, 2015
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For those who have not been keeping score, the Nasdaq Biotech Index (NBI) is up over 33% in 2015 as of July 17 while S & P 500 is just over 3% for the year. Read More
- July 21, 2015
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Unlike most summers when just about every investment banker on Wall Street goes on vacation for the month of July, it appears this year most of them stayed home as the Greek debt crisis slowly unfolded. Combined with China’s collapsing stock market (down 30% in less than a month!), the… Read More