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Commvault, a holding in our high growth portfolio reported earlier today. The shares wavered back and forth before finally closing up marginally despite the relatively weak tech stock market this afternoon. The headline results seem mildly disappointing. A miss of $.01 on EPS and a miss of about 1% on revenues. Looking a bit further,…
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We have elected to sell our position in Symantec (414 shares) at the opening price of $26.75. Symantec shares have underperformed over the last year or so. The shares rallied to $32.50 in mid-summer but have now declined to their level as of last January. Symantec has been downgraded based on ambivalent channel checks by…
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TICKER TARGET 11_17_17
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We are selling our position in Impinj (PI) in our model portfolio at Tuesday’s closing price of $27.53. For the most part, our portfolio does not make trading recommendations. On the other hand, when a position spikes substantially in the absence of any specific news, prudence suggests that we pare the position. In this case,…
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