BabyCenter may be one of the largest parenting Web properties in the world, but it's only a small part of its huge corporate parent, Johnson & Johnson. It's the only media site the company owns, and with the launch of a BabyCenter social network, it seems to be straying farther from the J&J pack. Not so, says BabyCenter chairman Tina Sharkey. In this segment, she explains how BabyCenter turns all that warm-and-fuzzy prenatal hand holding into advertising dollars.

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David Polen, founder of Polen Capital Management, has an enviable track record, having outperformed the S&P 500 in 18 of the past 20 years.

Although there are many well-known "crosscurrents" to higher prices, Polen believes stocks generally aren't expensive (although many others disagree) and that there are opportunities in growth stocks that also provide a sufficient "margin of safety" to satisfy his value investing bent.

Currently, Polen has the firm's roughly $900 million in assets focused on technology and healthcare stocks such as Genentech and Alcon, as well as "brand names" like Coca-Cola and Mastercard.

Shares of Wyeth and Elan were big winners Monday thanks to a Barron's article about the potential of bapineuzumab, a treatment for Alzheimer's disease being codeveloped by the firm.

But the Barron's story omits many key items, says Adam Feuerstein, senior writer at TheStreet.com. Feuerstein's own coverage has revealed that an oft-cited paper touting the promise of bapineuzumab was written by authors who are paid consultants to Wyeth and Elan.

Feuerstein further notes the drugmakers also developed the test cited in the paper, suggesting a level of control (and conflict) that is not being reflected in the rush to buy the stocks.