Boycotting the kingdom’s crude could only work by jacking up domestic oil prices. Read More

Oil and gas producers structured as MLPs are at an ever-growing risk of going under, none more so than the one-time market darling Linn Energy.  Read More

Special Situations Portfolio Update – Argos TherapeuticsFor those of you participating in our current cancer treatment play (“One Little Shot to Kill Cancer Dead“), tomorrow is an important day. One of the three stocks we recommend in that bundle – Argos Therapeutics (ARGS) – is releasing its fourth quarter… Read More

Sometimes it’s more profitable to sell when a utility merger occurs, as these transactions often fail to deliver long-term shareholder value. Read More

After trying privately to convince Yahoo’s board of directors to pursue a new strategic direction for more than a year, this week hedge fund investor Starboard Value went public with its plan to oust the entire board and replace it with one of its choosing. Read More

Two surprising economic reports and a stimulus-focused federal budget brighten the country’s prospects. Read More

Mild weather and huge output gains have taken their toll, but those drags are likely to reverse even as demand keeps climbing. Read More

As predicted here three months ago, a double-digit yield on MLPs was followed by a powerful rebound that likely isn’t done.  Read More

Yesterday, terrorists successfully struck Brussels, detonating at least two bombs in the city’s airport and another in the Maelbeek metro station, close to the European Parliament building. As it stands now, 31 people are confirmed dead and at least 270 are reported injured, with the death toll likely to rise… Read More

The cloud megatrend is a significant positive force for Arista Networks (ANET), a pure-play high-speed datacenter switch vendor with a focus on software. Founded in 2004, the company shipped its first product in 2008. Since then, it has become a major disruptor in the switching market. I am adding Arista… Read More