CSCO

We have reached the tail end of earnings season although there are a couple of interesting releases  scheduled before the holiday. Splunk, and Pure is to report on 11/21 and Nutanix is to report on 11/25 along with Palo Alto. Splunk shares were downgraded by a small research boutique, Cleveland Research. The cause of the…

To access this post, you must subscribe.

Read More

Yesterday was a painful day to hold equities, although the percentage losses were nowhere near records. A couple of subscribers have asked me to evaluate the macro headwinds buffeting valuation and the read-through from the results of both Cisco and NetApp on some of our portfolio names. I do not purport to be an economic…

To access this post, you must subscribe.

Read More

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…

To access this post, you must subscribe.

Read More

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…

To access this post, you must subscribe.

Read More

There is a famous story about Benjamin Franklin and the framing of the constitution. Dr. Franklin was the oldest and perhaps the most widely accomplished delegate to the Constitutional Convention of 1787. Dr. Franklin was quite feeble by then (He was 81, a great age for most individuals in the 18th century and he could…

To access this post, you must subscribe.

Read More
{"cart_token":"","hash":"","cart_data":""}