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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NetApp will be releasing its earning tomorrow after the close of trading. The shares, which are included in our portfolios, have been on a tear with appreciation of about 14% over the past 30 days, some of it that in response to the upgrade by Goldman 2 weeks ago. At least based on posted ratings…