Price competition for tablets is heating up. This should not come as a surprise as devices and content were always likely to follow a razor and razor blades pricing strategy. Investors should focus on companies that make money from content rather than firms that focus only on the devices themselves. Prices Slashed Barnes & Noble [...]

Return on investment from the healthcare field, and pharmaceuticals in particular, are struggling to match those from growth industries that emerged from the recession stronger than before. I believe this calls for a time tested approach to investing in healthcare: Specialization. ‘Big Pharma’s’ attempts to be providers on all fronts in medicine is not working, [...]

Becoming a leaner, more efficient oil and gas company, Chesapeake Energy (CHK) is looking very attractive. The company has been selling off assets to pay down debt and build a considerable chunk of capital. The company recently sold $6.9 billion worth of gas fields and pipelines toRoyal Dutch Shell (RDS.A) and Chevron (CVX). This sale of assets in the Permian Basin [...]

With a market cap of $33.86 billion, Apache (APA) continues to build the base of an empire. The company recently announced the awarding of three major contracts for the Julimar Development Project in Western Australia increasing its holdings there under its subsidiary, Apache Energy Limited. This is just one example of how Apache is aggressively exploring new plays for [...]