Markman Capital Insight

Risk Rewarded Blog

The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk.  The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk. 

Avago mega-merger with Broadcom is just the beginning

Avago mega-merger with Broadcom is just the beginning

The Wall Street Journal and Bloomberg reported midday that Avago and Broadcom were considering a $37 billion merger of near-equals, most likely led by Avago. This would be another in a series of blockbuster moves in the semiconductor industry, following in the footsteps of NXP Semi's bid for Freescale Semi (FSL) a few months ago.The industry is consolidating...

  • May 29th, 2015
As drone buzz goes mainstream, drone stocks take flight

As drone buzz goes mainstream, drone stocks take flight

It's pretty clear when a trend has matured. You hear about it on the sidelines of kids' sports events, at worship services, and at cocktail parties. What started as self-funded ventures or Kickstarter campaigns starts attracting multiple rounds of private investment. Valuations swell. IPOs loom.That's what's happened with the personal drone industry,...

  • May 29th, 2015
Is Best Buy setting up a classic short squeeze?

Is Best Buy setting up a classic short squeeze?

While headlines have been focused on the machinations of the Federal Reserve and the timing of a hike in rates, folks who actually care about things like corporate revenue growth and earnings per share have been focused elsewhere. In the past week,  it's been retail chains.Results have been flowing out of the sector, providing clues as to the strength...

  • May 29th, 2015
How to profit from the coming crash in car sales

How to profit from the coming crash in car sales

In my five and a half decades of life on Earth, the most profound technology changes have been personal computing, digital networking and the rise of mobile communications.I suspect that one of the biggest technology changes coming for children born right now will be in energy and transportation, as solar power eclipses fossil fuels and the autonomous...

  • May 22nd, 2015
Toyota’s new focus on safety is a major event for Mobileye

Toyota’s new focus on safety is a major event for Mobileye

One of our core technology obsessions is the rapid development of automated transportation systems -- specifically self-driving or semi-autonomous automobiles.The big players are generating a lot of attention in this area, from the goofy Google(GOOG) cars to the "autopilot" software update by Tesla (TSLA) to the "Project Titan" initiative over at Apple...

  • May 22nd, 2015
10 amazing new developments in the fight against cancer

10 amazing new developments in the fight against cancer

Analysts at TIS Group reported this week on an IMS Healthcare Institute report on global trends in cancer treatment that was pretty fascinating and had major investment takeaways. I want to share it with you now. The following all comes from the TIS assessment of the IMS report:1. Global spending on oncology treatments is booming In 2014, global spending...

  • May 22nd, 2015
Why banks are leading the market higher

Why banks are leading the market higher

Banking stocks have been on a roll lately and leading the new-high list is big cap, Wells Fargo (WFC). Wells is a money center bank that has regional bank roots and was up 1.2% on the day and looks great. It was joined by JP Morgan Chase (JPM), up 0.9%, Goldman Sachs (GS), +0.4%,Capital One Financial (COF), +1% and a slew of other smaller regional banks...

  • May 22nd, 2015
How SolarCity’s audacious plan will disrupt power generation

How SolarCity’s audacious plan will disrupt power generation

If capitalism were a predator, its favorite prey would have to be lazy monopolists. Just think of the way cell phones have undermined the telephone companies. Or the way Netflix or HBO Now and other internet streaming services threaten satellite TV providers just as they threatened the cable companies.There’s a special satisfaction in sticking it...

  • May 22nd, 2015