Autodesk-Come on in-this water is really fine! May 24th, 2018 is not quite a day that will live in infamy, but it is certainly a day that many investors in the IT space would like to forget. Among the casualties of market perceptions of their earnings reports were Splunk (SPLK), Nutanix (NTNX) and 8X8 (EGHT).…
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Veeva reported the results of its fiscal Q1 last evening. The results were a beat. This being Veeva, that was hardly surprising. But along with the beat came a raise of some size for the balance of the year. And along with that came the announcement of a major new product which will provide the…
I have recommended Nutanix shares most of the time since the company has been public-except for a few misbegotten hours when I was the victim of fake news. And in the wake of the latest earnings release, I am recommending the shares more-yes that is ungrammatical, but I wanted to make a point. Somehow, I…
HPE HPE used to be a holding in our income/stability portfolio. We had sold the shares in our managed accounts back in March at a price of $18.90 after the shares enjoyed a significant run in the wake of a strong quarter. The company reported the results of its April ending quarter Tuesday afternoon. Notionally,…
Pure-Another strong quarter, once again misunderstood Every three months Pure reports numbers and every 3 months investors seem to forget what the company said the last time out. It has been a rather tiresome pattern, but one that is probably worth noting as it presents opportunities for investors. We have recommended Pure shares for some…
Alteryx and its quarter-no, the sky hasn’t fallen! Alteryx (AYX) announced the results of its 1st fiscal quarter of 2018 a bit less than 2 weeks ago. As most readers know by this point in time, the company beat its prior forecasts for revenue, margins, and EPS that had been embodied in the First Call…
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Square/PayPal and the acquisition of iZettle It has been announced that PayPal is acquiring the Swedish payments firm, iZettle, sometimes called the SQ of Europe. The news has impacted the valuation of Square noticeably; Square is down about 3% pre-market and it fell a bit more than 3% on Thursday. iZettle mainly operates in northern…
April 20th is not, perhaps, the most auspicious day in human history being the birthday of one of the greater tyrants and mass murderers of the 20th century. But that was almost 130 years ago, and what is in a date anyway. Actually, I found out that the pasturization of milk was developed this date-and…