Silver Spring reported its quarterly earnings last night. The results were not considered satisfactory by investors and the shares are down 13% this morning. The analysis behind the decline and the recommendation downgrade by Pacific Crest is flawed. This is a good opportunity for investors to acquire shares at a bargain price. Silver Spring is…
OTEX released earnings after the close. The headlines said that both earnings and revenues missed prior expectations and perhaps on some level they did. But peeling back the release a little bit, the truth is far different than the headlines. This was the quarter in which OTEX acquired Documentum. The transaction closed a couple of…
Gigamon (GIMO) shares are trading 11% higher this morning in the wake of an announcement by activist investor Elliot that it had accumulated a 15% stake in the company. The shares were up about 10% last week after falling sharply the prior week in the wake of disappointing guidance. GIMO is one of the holdings…
We want to give subscribers a heads-up on more names on a more timely basis. Today was a day in which the heavens poured earnings. We will provide subscribers with brief thumb-nails of the results of some of the names we follow and invite dialog or questions regarding the results and the outlook for any…
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It was announced today that Nimble Storage, one of the holdings in our high growth portfolio will be acquired by HPE for a premium of a bit greater than 40%. We doubt that there will be competitive bids and thus next weeks’ portfolio will reflect a sale of our position at $12.50/share. We are obviously…
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