While Everyone’s Swinging for the Fences, I’ll Continue to Hit Singles
Extreme concentration and 100x earnings multiples aren’t my game. This off-the-radar tech trade is.
Down 20%, Activist Involved, Insiders Buying: I’m Going With the Flow
With earnings still growing and Starboard circling, I’m using this strategy around a ‘mundane’ industrial.
Citigroup and I Are Aligned on These 3 Mid-Cap Biopharma Stocks
These names have attractive risk/reward profiles in an overbought market.
A Low-Priced Biotech Is Back in the Bargain Bin – And I’m Adding
This beaten-down small-cap offers rich options premiums, and an attractive setup.
Doug Kass: A Market Bacchanal Rages On, While I Remain Celibate
Despite the market’s amazing advance, there are many justifiable reasons for our doubt and skepticism.