Investing Basics

Secular investment opportunities don’t come around very often. Think about Microsoft Corp. (Nasdaq: MSFT) or Cisco Systems (Nasdaq: CSCO) in the 1990s. Both companies saw huge gains as the infrastructure for a high-tech world was being paved. Any investor with the vision to see how networking equipment and operating systems… Read More

There’s Wall Street, and then there’s the “Wallflowers.” These are companies that go out of their way to avoid the Wall Street banking-and-research mill, content to let their businesses speak for themselves. Some companies end up as Wallflowers even if they prefer otherwise. Read More

As an old colleague often reminds me, “trading is easy, but investing is hard.” When you trade stocks, you only need to stick around for a few days or weeks to see whether your investment thesis is correct. But if you invest — and really want to score big gains… Read More

If you follow the news avidly, then you’re undoubtedly aware the pharmaceutical industry is currently running off a so-called patent cliff. Problem is, many of the drugs losing their patent protection also happen to be the blockbuster drugs driving the bulk of Big Pharma’s revenue.  It’s not that these large… Read More