Not every company is created the same, and not every cybersecurity system works to protect against the same set of threats.  For example, some of you may remember Mimecast (Nasdaq: MIME) — a company I’ve mentioned before and also a former Game-Changing Stocks holding. (We owned it for more than a year and sold this past May for a gain of better than 80%.) This company specializes in securing corporate emails — and has been quite successful in advancing that franchise (hence our strong gain on the position). But the threats that any modern business now faces range far and… Read More

Not every company is created the same, and not every cybersecurity system works to protect against the same set of threats.  For example, some of you may remember Mimecast (Nasdaq: MIME) — a company I’ve mentioned before and also a former Game-Changing Stocks holding. (We owned it for more than a year and sold this past May for a gain of better than 80%.) This company specializes in securing corporate emails — and has been quite successful in advancing that franchise (hence our strong gain on the position). But the threats that any modern business now faces range far and wide. Clearly, a company that does its business online, has a website or communicates via the cloud can be exposed to a number of cybersecurity threats. These include malware (any type of software that can harm a computer or its user) or ransomware (software specifically designed to deny access to a computer system or data unless a specific ransom is paid). Market research and consulting firm Global Market Insights says the cybersecurity market will grow exponentially over the next few years, propelled by the need to minimize security risks and rapid growth in cloud-based platforms and other networking technologies. Indeed,… Read More

Biotech is hot. A number of sizeable deals — and expectations of more — keep the sector in the headlines and in the minds of investors.  Just a few days ago, on June 17, Pfizer (NYSE: PFE), which had not made a major acquisition for a couple of years, announced an agreement to buy Array BioPharma (Nasdaq: ARRY) for $10.6 billion (a 62% premium).  And PFE is not alone in its attempts to beef up its drug pipeline.  —Recommended Link— The Incredible Dividend Map Where Stocks Yield 67% a Year What’s the highest-yielding stock you’ve ever… Read More

Biotech is hot. A number of sizeable deals — and expectations of more — keep the sector in the headlines and in the minds of investors.  Just a few days ago, on June 17, Pfizer (NYSE: PFE), which had not made a major acquisition for a couple of years, announced an agreement to buy Array BioPharma (Nasdaq: ARRY) for $10.6 billion (a 62% premium).  And PFE is not alone in its attempts to beef up its drug pipeline.  —Recommended Link— The Incredible Dividend Map Where Stocks Yield 67% a Year What’s the highest-yielding stock you’ve ever owned? Did it pay you 8%… 10%… maybe even 12%?  Well these stocks blow all of those out of the water. Their dividends have risen so fast over the years that they’re now yielding us an average of 67%. You need to see this for yourself. because when you start getting paid 67% on your money your financial problems pretty much evaporate.   Click here to get started.   Novartis (NYSE: NVS) is planning to spend as much as $10 billion per year on acquisitions. GlaxoSmithKline (NYSE: GSK) — which, just six months ago bought oncology-focused Tesaro… Read More

On Saturday, President Trump met with China’s President Xi.  They reached an agreement that seems like it should be important.  But the top story on CNBC wasn’t about that meeting.  There was news about the meeting further down the page. In terms of page views, it was the fourth-ranked story on Saturday afternoon.  Instead, it was this… —Recommended Link— Coca-Cola’s Lesson for Investors​ Talk about a fantastic long-term investment. Coke went public at $40 a share. Now one of those original shares is worth $16.1 million. Now. I can’t tell you what the next Coca-Cola is going to be. Read More

On Saturday, President Trump met with China’s President Xi.  They reached an agreement that seems like it should be important.  But the top story on CNBC wasn’t about that meeting.  There was news about the meeting further down the page. In terms of page views, it was the fourth-ranked story on Saturday afternoon.  Instead, it was this… —Recommended Link— Coca-Cola’s Lesson for Investors​ Talk about a fantastic long-term investment. Coke went public at $40 a share. Now one of those original shares is worth $16.1 million. Now. I can’t tell you what the next Coca-Cola is going to be. But I CAN tell you where you’ll find it. It’s in this small corner of Wall Street populated by companies that are absolutely ruthless about doing one specific thing. This is hard to believe. But it’s all documented here.​ (Don’t worry, I won’t be discussing the Avengers movie, so you don’t have to worry about potential spoilers.)  The fact that the trade war is less important to CNBC readers than the Avengers movie shows me that the trade war has become routine.  The specifics of the meeting certainly seemed routine. Both sides agreed not to levy any new tariffs and, according… Read More

And just like that, the market forgot all about tariffs. #-ad_banner-#In one shaky four-day stretch in early June, the Dow surrendered nearly 800 points amid heightened trade war fears. Flash forward a few weeks, and the large-cap market barometer has recouped all those losses and then some — adding roughly 1,200 points since June 3. The bearish to bullish shift in investor sentiment coincides with dovish talk from the world’s central banks and a growing probability of monetary tightening by the end of summer.  Earlier last week, futures traders were pricing in a 55% chance that the Fed would lower… Read More

And just like that, the market forgot all about tariffs. #-ad_banner-#In one shaky four-day stretch in early June, the Dow surrendered nearly 800 points amid heightened trade war fears. Flash forward a few weeks, and the large-cap market barometer has recouped all those losses and then some — adding roughly 1,200 points since June 3. The bearish to bullish shift in investor sentiment coincides with dovish talk from the world’s central banks and a growing probability of monetary tightening by the end of summer.  Earlier last week, futures traders were pricing in a 55% chance that the Fed would lower rates by 50 basis points at its September meeting. The next most likely outcome (23%) was a quarter-point cut, followed by a 19% chance of a 75-basis point cut and a slim 3% probability that rates remain unchanged. While it wasn’t specifically stated (you can do the math), that implied a zero percent chance of a rate hike. The Fed didn’t make any moves at last week’s meeting, leaving short-term lending rates at 2.25% to 2.50%. But post-game comments from Fed chief Jerome Powell suggested that rate cuts could be coming sooner rather than later. Citing the cooler global economy… Read More