ANET

Several subscribers have asked me to comment about the share price implosion in the IT space this past week and what names can be bought to take advantage of this panic. I do think that this is a panic that presents some opportunities for subscribers with spare cash. The concept of this panicis is that…

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Arista-A Phoenix Rising

Summary Arista recently reported a quarter that marked an inflection in the company’s business. The company beat expectations substantially for revenues and earnings and provided guidance above prior consensus. The company specifically articulated a forecast for double digit revenue growth next year. While the shares appreciated 30% in the wake of the earnings release, there…

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This has been a newsworthy week in terms of corporate developments in the IT world. Of course for the Ticker Target Hi-Growth Portfolio, the most signal event was the strong, pre-announced results of Alteryx that have driven the shares up about 25%. But there have been some other interesting developments that may be tradeable events…

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The market continues to climb that proverbial wall of worry. After a rather difficult May 1st markets continue to rally. From time to time I read commentators bemoaning this supposedly “unloved” rally. Yesterday I spoke to a subscriber who has chosen to escape the rally, hiding out in cash. His issue is how does anyone forecast…

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Thursday’s price action has seen some consolidation in the IT sector after a halcyon performance on Wednesday. No more than anyone else, I have no idea if the bottom is in-I hope it is, and I have made my portfolio bets that way, but sentiment in the last few weeks has been like quicksilver. Sometimes…

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Alteryx shares soared Friday, up 9.5% at the close, and up almost 15% for the week, and up 58% so far this year. I will try to explore the age-old question that comes with this kind of spike-is it worth it? The quarter that was reported was really one for the record books with revenue…

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Summary Arista shares have bounced sharply since their nadir after the release of quarterly earnings and disastrous guidance. Some of the upside relates to the apparent acquisition of Big Switch by Arista after a hard fought competition with other networking vendors. While cloud titan Microsoft indicated a Q4 decline in capex, other indications from suppliers…

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The earnings season has continued at full spate. Literally dozens of companies, both within the IT space and without are reporting earnings.  I have chosen to focus this article on two outliers-one positive and the other negative. Suffice to say that Alteryx had one of the more noticeable upsides seen thus far during this earnings…

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Friday was not a fun day in which to be engaged in high-growth tech names. Almost all of them, except those with some unusual parameter, were being sold aggressively by investors in the wake of NetApp’s preannouncement and its comment that it is seeing a macro-slowdown in storage demand. And in addition, Arista’s commentary that…

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Even though it is mid-summer life goes on. There have been some developments of interest amongst our portfolio holdings and other recommendations. This a brief compendium of some of the news from today, July 9, 2019 as it affected the IT space.  Twilio (TWLO) Yesterday Twilio announced a new customer acquisition. The company, in conjunction…

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