May 04, 2016 - In this edition of the Portfolio of 12 I bought shares in Gilead, Allergan, and Skyworks.The portfolio has been outperforming thanks to S&P Global, Priceline and Eaton Vance.The Portfolio of 12 is bea
May 04, 2016 - Brazilian prosecutors have filed a civil claim against iron miner Samarco and its owners BHP Billiton (NYSE:BHP) and Vale (NYSE:VALE), demanding damages over the deadly collapse of a dam last Novembe
May 04, 2016 - This Seeking Alpha Eye on Tech newsletter looks at Google's self-driving car partnership with Fiat, Microsoft's purchase of an IoT firm, and an Indian regulatory setback for Apple.Also covered: a new
May 03, 2016 - Unusually active month. Trimmed some overweight positions. Added many new names.
May 03, 2016 - Tables of the top insider purchases and sales filed with the SEC on 5/2/16, based on dollar value.Dollar values often do not equate with significance when it comes to insider trades.Proprietary Inside
May 03, 2016 - This Seeking Alpha Eye on Tech newsletter goes over Tim Cook's Mad Money appearance, Facebook's VR partnership with Best Buy, new EMC product launches, and Oracle's purchase of Opower.Also covered: A
May 03, 2016 - I was surprised by the amount of negative comments to my take on the proposed FB stock split.This is not your father’s stock split. Your voting rights would be diluted by 2/3.My critics argue that one
May 02, 2016 - This is the third article in a line of discussion about the long-term trend of rising PEs at major market bottoms, and the role diversification via indexes has played.The argument seems to embed Falla
May 02, 2016 - Some investors and readers look at Facebook and say that its ad revenue is easily combated by ad-blocking software.Users that deploy ad-blocking software are the best target for advertising actually.C
May 02, 2016 - Amazon 1-hour delivery.BCE buys, Manitoba Telecom, eh?Larry Ellison warms to the cloud.