The following transcript has not been checked for accuracy.
love it or shareholder activism works for you. it could happen to the pharmaceutical gem that we have been recommending forever if copy. to be fair the model has been working fabulously. i expect that the fantastic research and development budget that sets allergan apart will be gone in they get it. i don't think it's fair that he was able to buy 10% when he news a take over was coming. it is absolutely legal. but i didn't like that the former head of enforcement blessed the transaction himself. although thanks to the transaction of the resolving door he's a corporate lawyer now. couldn't he have lead someone else to do the dirty work? is this the same government man protecting retail experts a few months ago? sadly yes. kind of a let down. but all of that said, more than anything else what i want is for you to make money. sometimes in order to make an omelet you have to break some eggs. as it happens, activists are fabulous egg breakers. he's practically a top chef with his work here. all big wins. think about how much the activist made over the results. i bet he was. it helped him clean house. they're trying to remove the ceo and stop his plan to break up the company which i believe would destroy and not create shareholder value if he gets his way. i guess they want to bring out more value but i don't know how much value is left to bring out t. market is better off for these efforts and we have to salute the new trend. it's working for you and not against you and that's all we really want if we buy stocks, right? including activists that put companies in play and force them to unlock value. the simple truth is while many ceos want to bring out value, plenty of others just want to be ceos. the activists are simply providing the match. up next, a tech speck that's already doubled twice in a little over a year. think you know what it is? you might be surprised.