Cisco Systems remains profitable, but is reducing headcount by 6,000 employees in order to do it. Can it make it to the other side of the bridge (its logo) before time runs out? Read More

We have a winning season going so far at STI with a lot of our stocks performing very well, so we are gearing up for a deep playoff run by adding more talent to our roster. Read More

I am adding two names to the Next Wave Portfolio. Both are benefiting from the massive shift to cloud software from legacy on-premise solutions that is taking place these days at organizations big and small. Read More

Just as the Washington Nationals and Baltimore Orioles have seen their fortunes reverse once both teams embarked on an innogration strategy to improve their once moribund rosters, so too have some of the legacy tech companies gone through a period of decline and recovery after recognizing how much the game… Read More

When Jim and I were youngsters we rooted for our hometown baseball team, the Washington Senators. His dad would pile a bunch of us kids into his tiny VW Beetle and make the drive from his home in suburban Virginia to Washington D.C. I am sure we gave him headaches… Read More