It’s a classic conundrum. What do you do with a well-run company in a very tough industry? Do you focus more on the company’s solid balance sheet and growth opportunities, or focus on the key issues beyond the company’s control?… Read More

One of my all-time favorite investing articles talks about how important growth is when buying a stock. The author goes back in time and demonstrates that, by buying into leading growth companies, investors could garner incredible annual returns. A key takeaway is that even when you buy in when these… Read More

As Aesop once noted, patience is a virtue, and to wait will never hurt you. I had to remind myself of that as a stock I once planned to put in my $100,000 Real-Money Portfolio ran away from me. In early January, I laid out the investment… Read More

In the summer of 2004, George W. Bush and Senator John Kerry were locked in battle, seeking votes for the upcoming Presidential election. Another major event was making the headlines that summer as well: Google (Nasdaq: GOOG) was preparing to launch the most important… Read More

Editor’s note: The following article was originally published on Mar. 5. My job as chief investment strategist for Game-Changing Stocks requires me to look for “the next big thing.” Sometimes that means I’m looking through obscure government reports to learn about the latest technology the Pentagon is using that could… Read More

Pity the poor mid-caps. Many investors tend to focus on large-cap blue-chip stocks, while more aggressive investors often seek out robust potential upside among off-the-radar small-cap stocks. Stuck in the middle: Mid-cap stocks — which I define as having market values between $1… Read More

Intelligence always moves to the edge of the network.   That wasn’t always true of the communications business. The only thing “smart” at either end of this network might be one of the callers, and that certainly varied. Phones used to be nothing more than a speaker, a… Read More

In the mid 1980s, my favorite band was R.E.M. At that time, they were the kings of college radio and snotty rock critics. But high school kids were still using Van Halen, Loverboy and Journey as their soundtrack for getting in trouble. When classmates would kid me about listening to… Read More

More than a decade removed from the dot-com era, investors are once again reverting to bad habits. They’re chasing seemingly sexy hot IPOs (initial public offerings) as they rise ever-higher and are often the last ones left holding the bag when reality eventually sets in and these stocks steadily fall. Read More

There is one huge risk when it comes to owning shares of high-growth companies. No one really knows how far or how close the company is to market saturation, so investors (and… Read More