Wall Street continues to get more bullish on Zendesk (ZEN), provider of a cloud-based customer service platform. Canaccord Genuity early last month named Zendesk a top small-cap pick, saying the company is evolving its business model to a multi-product platform offering from a single solution. The move to an expanded… Read More

After declining 32% in 2015, shares of Qualcomm (QCOM)—a holding in the Investments Portfolio—during the turbulent first two weeks of this year have fallen just over 8%. At these reduced valuation levels, the chip maker offers a lower-risk way to play growth in three key emerging segments of the technology… Read More

In troubled markets, it’s rare to find a company that offers the right mix between safety and potential growth. For 2016, the one stock to own is Novo Nordisk, which became an active EBIS portfolio component on 12/21/15. We didn’t make this choice lightly, especially at a time of rising… Read More

Don't wait until panic over China's currency devaluation has subsided and the stock market recovers another 10 - 20% before taking action, like many amateur investors do. Instead, use this interlude of heightened volatility to acquire companies with excellent long term growth prospects that are getting punished indiscriminately along with the rest of the market.   Read More

Some forms of clean energy get no respect. Read More

The latest fearful forecast is an outlier, at least for now. Read More

The health information provider has quietly crushed the market but still has room to run. Read More

High-growth MLPs and those focused on renewable energy outperformed in the fourth quarter.  Read More

If oil drops any further the rebound will be that much more violent, and global inventories will provide an early warning. Read More

Our electric utilities protect against recent global deflationary trends. Read More