Profitable growth may be tough as Cisco invests in new growth opportunites.
The Fed's near-zero interest rates punish savers
Savers are losing about $165 billion a year.
Stamps.com delivers the goods
The company didn’t just deliver a great earnings report. It delivered a rebuke to a lot of people who think the company is a left-over dot.com dinosaur.
The Fed's easy money policy loses its oomph
Deflation fears now trump the Fed's stimulus policy in the markets.
We like industrial stocks heading into 2013
Lower natural gas prices will improve the competitiveness of US industry.
Gold and housing positions look enticing going forward
Pier 1 Imports and Royal Gold deserve serious looks in this market climate.
Reshuffling the lineup for my Healthcare portfolio
We did some housecleaning in the Health Care portfolio.
Hanging tight with my VIX hedging strategy
We're currently content with our mix of VIX hedging holdings.
We disagree with economic recession calls
The Fed's easy money policies will prevent a recession.
Why I sold Apple and bought Ecolab
Here's a breakdown of my portfolio changes in October.