I’ll never forget my first visit to Starbucks (NYSE: SBUX). Many of my friends were talking enthusiastically about this fancy new coffee shop from Seattle that had just opened in the neighborhood. When I saw the prices and the strange names of the beverages, I nearly fainted in surprise. Heck,… Read More
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
Finding winning investment ideas isn’t just about being correct; it’s about being timely. Nearly a year ago, I suggested that huge upside lay ahead for MEMC Electronic Materials (NYSE: WFR). The… Read More
Fourth-quarter earnings season is almost over and the results have been pretty underwhelming. Out of the 342 S&P 500 companies that have reported so far, representing 78% of the index‘s total… Read More
Editor’s note: Today we’re featuring a guest essay by one of the most successful financial publishers in America, Bill Bonner, the founder of Agora. Mr. Bonner recently launched a new venture, Diary of a Rogue Economist to share his 30+ years of… 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:… 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
This phenomenon took shares of Facebook (Nasdaq: FB) down as much as 8% on 2012 fourth-quarter earnings, because the company has not been able to break into the space. It is the reason why Michael Dell intends to… Read More
For many years now, environmentalists have been dreaming of a so-called “smart grid” that will better manage electricity consumption. A smart-grid would help utility companies gather energy-consumption information and use it to improve efficiency, spending and sustentability of electricity. Also for years, wireless communication… Read More
With the market moving ever higher, investors are “moving out on the risk curve.” This means the positive price action is beginning to spread to more speculative stocks — small-… Read More