Pure Storage announced its results on the afternoon of 5/21. The results were below expectations-not by a great amount, to be sure, but below what the company had expected to achieve, and as a result, earnings suffered. The shares, as I write this are down by about 18%+. The company said it reduced guidance as…
Cisco is not the most fascinating of subjects on which to write an investment blog. I doubt that most people who subscribe to our output are particularly looking for a review on a company with 4%-6% growth. That said, it has been part of our income/stability portfolio for some time and as a stock, its…
We are adding Ubiquiti to the income/stability portfolio. We are buying 85 shares at Friday’s closing price of $128/share. This will cost $10,880 and use up the cash balance we have had in the portfolio since our sale of Cognizant. We had previously sold Ubiquiti in our high-growth portfolio in order to buy positions in…
Earlier this past week, Wix reported the results for its fiscal Q1. The headline results were decent in terms of growth and a bit less so in terms of reported earnings. Free cash flow, which is a focus of this company was quite strong. Initially investors “sold the news” but subsequently the shares recovered and…
Summary Cornerstone has spent the last several years achieving modest growth coupled with far below average share price appreciation. The company is in the midst of multiple transitions having exited the services business and entered the content business. The combination of those two strategies and other cost remediation activities has driven a decent rebound in…
New Relic reported the results of its Q4 on Tuesday afternoon. The results themselves were quite satisfactory with revenue growth of 34%, and EPS of $.13. These results represented beats of about 3% on revenues and $.07/share on EPS. The EPS beat was entirely a function of the revenue beat-essentially all of the extra revenue…
I don’t think I am all that good at commenting on daily share price movements. I leave that to the many others, both on SA and elsewhere who believe they have particular insight on that kind of thing. And I do not really try to time the market. Again, it is a skill that I…
The earnings cascade will soon start for the week although I will be writing some more reviews for awhile longer yet. Today’s post reviews what has been considering disappointing results/guidance from Square and the rocket ship that Alteryx shares have become. I will also be commenting on PS strong results and its interesting acquisition. I…
Dear Subscribers; Here is an article on Arista. It expands on some op the themes that were encapsulated in the recent post. It is an article to be published on Seeking alpha-but I wanted to share it with you before it was published. There is nothing earth-shattering in the article that was not discussed, at…
First, please accept my apologies regarding the lack of access many of you have had to the Ticker Target site the last few days. It was a priority to restore the service and we have it restored at this point. There are a couple of articles missing and they will be shortly restored as well.…