Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
So what: The story is beginning to get stale. Unless, that is, you're an investor in VirnetX shares. Institutions seem to keep revising their estimated value of VirnetX's portfolio, and then buying once convinced that one of the would-be 4G contenders -- from AT&T
Now what: Speculators can be forgiven for piling in, especially given the riches paid to the likes of Nortel and Motorola Mobility. But there may also be a better way to profit from patent-palooza, as Fools Eric Bleeker and Jeremy Phillips discuss in this video. What's your take? Would you buy at these levels? Weigh in using the comments box below.
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Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He owned shares of Apple at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
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