Growth Investing

The biotech industry is known for extreme innovation that can frequently lead to huge gains for early investors. Take Pfizer Inc. (NYSE: PFE) for example. When the company released its groundbreaking cholesterol medicine Lipitor in 1996, the best-selling drug in the history of the pharmaceutical industry,… Read More

During the past 18 months, Microsoft’s (Nasdaq: MSFT) army of software engineers worked feverishly to prepare for the tablet revolution. The company’s newest version of Windows was aimed at taking back lost market share from the likes of Apple (Nasdaq: AAPL) and Google (Nasdaq: GOOG). Yet as I noted in this article, the launch for Windows 8 has been underwhelming. Nearly three months later, this view still holds. Still, Microsoft has many other core strengths outside of operating software. Management should shift focus and ensure that each of these divisions has the right growth… Read More

During the past 18 months, Microsoft’s (Nasdaq: MSFT) army of software engineers worked feverishly to prepare for the tablet revolution. The company’s newest version of Windows was aimed at taking back lost market share from the likes of Apple (Nasdaq: AAPL) and Google (Nasdaq: GOOG). Yet as I noted in this article, the launch for Windows 8 has been underwhelming. Nearly three months later, this view still holds. Still, Microsoft has many other core strengths outside of operating software. Management should shift focus and ensure that each of these divisions has the right growth drivers to take market share. With more than $60 billion in net cash just sitting in the bank, it’s foolhardy to stand back and do nothing. Here’s a look at three Microsoft niches and how the company can strengthen them through acquisitions of young, fast-growing firms that are gaining relevant traction. History has shown that the fast-changing technology landscape often produces tomorrow’s top-performing investments. And these are the kind of opportunities no investor should ignore. Server and tools It’s easy to overlook this division as it… Read More