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. 

Teva's bid for Mylan will get ugly

Teva's bid for Mylan will get ugly

The melee of the molecules continues as Teva Pharmaceuticals (TEVA) pressed its unsolicited offer for generic drug maker Mylan (MYL).Teva is quite the avid pursuer, as it just closed its purchase of Auspex Pharmaceuticals (ASPX) in March to get access to its portfolio of central nervous system treatments.Mylan is playing harder to get, however, because...

  • May 19th, 2015
7 reasons you should invest in animal medicine

7 reasons you should invest in animal medicine

7 Incredible reasons you should be investing in animal medicines Pharmaceuticals giant Pfizer(PFE) has been the standard bearer of the drug development industry for decades. The company has been around over a century and a half, and is now valued at over $214 billion.If you feel like you have missed out on the past 150 years of upside, well, there's...

  • May 19th, 2015
This is why Amazon and Netflix are making new highs

This is why Amazon and Netflix are making new highs

Amazon.com (AMZN), everyone's favorite do-everything retailer, has a market cap near $200 billion and trades at a forward price/earnings multiple of 165x -- making it about 10x more expensive than the average large-cap stock.Meanwhile, Netflix (NFLX), which has redefined the television viewing experience, weighs in at $34 billion market cap and trades...

  • May 16th, 2015
Why Fitbit's IPO Could Soar

Why Fitbit's IPO Could Soar

Now let's turn to a more interesting subject -- tech product development.Fitness wearables maker Fitbit (FIT) filed for a $100 million initial public offering last week on the NYSE, bagging a cute ticker for a company that's poised to undercut Apple (AAPL). To cut to the quick: While Apple will try to dominate the market for high-end...

  • May 15th, 2015
Why Verizon Bought AOL

Why Verizon Bought AOL

Everyone of a certain age remembers AOL (AOL) for the ubiquitous CDs the company sent out to encourage people to go online in the 1990s. And most of the news stories on Tuesday focused on the company's content, like Huffington Post or the fact that it's still selling dial-up internet access to more than 2 million people for 20 bucks a month. But...

  • May 15th, 2015
expert-options

Why Oil Prices May Climb to Almost $80 by July

About two months ago, when crude oil prices were crashing, the airwaves were filled with trend-followers’ predictions that the price was headed for $20 a barrel. As soon as that became the prevalent opinion, Mr. Market figured it would be a good time to teach complacent short-sellers a lesson, and prices began a meaningful rally.Now you might be surprised...

  • May 12th, 2015
expert-options

How to Stop Worrying About the Fed and Love Markets

By now you may know my feeling about Fed officials’ comments. They are all coordinated by the central bank to make sure that both sides of the debate are represented. The only person who will truly make the final decision is the chair, Janet Yellen. All the rest of the chatter is noise.Thus it is not terribly surprising two regional Fed Presidents...

  • May 12th, 2015
expert-options

How Negative Swiss Bond Yields Help Apple

The weirdest thing going on in the world of finance right now, bar none, is the negative bond yields in the leading European countries.Government bonds are supposed to be a loan from the private sector to the public sector that provides the lender with a steady, safe interest payment. That’s the way it has been since the dawn of time, or at least...

  • May 12th, 2015