After solidifying a long-term marketing agreement with Navidea Biopharmaceuticals in November, last month Cardinal Health settled longstanding claims with the DEA regarding not reporting unusually large shipments of opioids five years ago. The net effect of both these events should be reflected in the future guidance included in the… Read More

Cisco is the most recent addition to our portfolio, and by far the largest of our holdings with a market cap of $151 billion. For that reason it is difficult to trade CSCO, since it enjoys extensive coverage from Wall Street and is owned by just about every institutional investor… Read More

As I suspected when I issued the buy alert for Gilead Sciences three weeks ago, its stock came under selling pressure during the last week of December dropping its share price below our entry point. Portfolio managers engaging in “window dressing” jettisoned it from their portfolios so it wouldn’t show… Read More

So little has happened with RGR since our previous update one month ago, I could begin this one where that one ended: “We bought RGR one week after the election, when its share price dropped to its lowest level since the beginning of the year. So far, it has traded… Read More

Although USANA Health Sciences share price hasn’t change much during the past month, there has been a flurry of activity behind the scenes as the company moves aggressively to implement its strategic vision under its recently promoted CEO. On December 7th he appointed a new President and CIO, and… Read More

In some respects the stock market’s behavior in December was even more surprising than in November. Read More

As we head into 2017 we are eliminating our Special Situations portfolio and moving those stocks into our Breakthrough Tech portfolio since at this point we see no clear distinction between the two anymore. Read More