Sometimes it’s more profitable to sell when a utility merger occurs, as these transactions often fail to deliver long-term shareholder value. Read More

After trying privately to convince Yahoo’s board of directors to pursue a new strategic direction for more than a year, this week hedge fund investor Starboard Value went public with its plan to oust the entire board and replace it with one of its choosing. Read More

Two surprising economic reports and a stimulus-focused federal budget brighten the country’s prospects. Read More

Mild weather and huge output gains have taken their toll, but those drags are likely to reverse even as demand keeps climbing. Read More

As predicted here three months ago, a double-digit yield on MLPs was followed by a powerful rebound that likely isn’t done.  Read More

Yesterday, terrorists successfully struck Brussels, detonating at least two bombs in the city’s airport and another in the Maelbeek metro station, close to the European Parliament building. As it stands now, 31 people are confirmed dead and at least 270 are reported injured, with the death toll likely to rise… Read More

The cloud megatrend is a significant positive force for Arista Networks (ANET), a pure-play high-speed datacenter switch vendor with a focus on software. Founded in 2004, the company shipped its first product in 2008. Since then, it has become a major disruptor in the switching market. I am adding Arista… Read More

Virtual reality (VR) is on its way to becoming an important new computing platform. While still in its early stages, VR is expected to start gaining real traction this year. VR represents an entirely new tech ecosystem. Using a VR headset, it’s an immersive experience for users providing “presence” in… Read More

In this issue: The Big Picture: Is Biotech Dead Money? In Depth: New EBIS Pick:  Whitewave Foods (WWAV) – Food. Science. Momentum. Special Situation Trading Portfolio: Biotech ETF Short Term Trade Details Long Term Holding EBIS Portfolio:  VIVO News, Breakout – Updated Buy Range News and Analysis: Biosimilars:  Behind the… Read More

As we pivot into the next major long term economic cycle, the stock market is searching for a new set of companies to lead it higher and we believe it is companies such as these that will do it. Read More