June 2, 2015 by Dan • Commentary

There are specific themes that seem to dominate the various stages of a bull or bear market.  For the better part of 2013 and 2014 capital return in lieu of top line growth was the theme. …

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May 28, 2015 by Dan • Commentary

This morning it is being confirmed that Singaporean based Avago Technologies (AVGO) has reached an agreement to pay $37 billion ($17 billion in cash and the balance in stock) for Broadcom (BRCM).  The stock broke out …

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