Smarter Investing

We like Japan, electronics and semiconductors

The recent market weakness will prove temporary.

Strategies

We like Japan, electronics and semiconductors

Profitable growth may be tough as Cisco invests in new growth opportunites.

Strategies

Why I dumped our entire Cisco position

The Fed’s near-zero interest rates punish savers

Savers are losing about $165 billion a year.

Strategies

The Fed’s near-zero interest rates punish savers

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.

Strategies

Stamps.com delivers the goods

The Fed’s easy money policy loses its oomph

Deflation fears now trump the Fed's stimulus policy in the markets.

Strategies

The Fed’s easy money policy loses its oomph

We like industrial stocks heading into 2013

Lower natural gas prices will improve the competitiveness of US industry.

Strategies

We like industrial stocks heading into 2013

Gold and housing positions look enticing going forward

Pier 1 Imports and Royal Gold deserve serious looks in this market climate.

Strategies

Gold and housing positions look enticing going forward

Reshuffling the lineup for my Healthcare portfolio

We did some housecleaning in the Health Care portfolio.

Strategies

Reshuffling the lineup for my Healthcare portfolio

With its stock of 25% from recent highs, Apple skeptics multiply.

Outlook

Here come the Apple bears

Sure, you can make more money with more risk. But smart investors don't operate like that.

You have to manage your risk

Hanging tight with my VIX hedging strategy

We're currently content with our mix of VIX hedging holdings.

Strategies

Hanging tight with my VIX hedging strategy

We disagree with economic recession calls

The Fed's easy money policies will prevent a recession.

Strategies