PI

This week and next week are a seasonal peak in earnings reports for the quarter ending 3/31. I don’t expect to write on every single name in the next few days, but will try to concentrate on those that are interesting or are in one of our two model portfolios. The most interesting story so…

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The first few earnings relating to the quarter that ended in December have been published now. They were all beats, and beats in terms of revenue as well as EPS. IBM even managed to post organic growth-although 0.1% is hardly enough to make most investors sit-up and take notice. Thematically, the fact is that last…

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Citrix The other day a subscriber asked me if the results of Citrix for this past quarter constituted either an earthquake or a shock? For subscribers unfamiliar with the source of the words in the question, they come from a well-known Cole Porter song of the 1930’s. Part of the song goes, “is it Granada…

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It is Tuesday, and time for more earnings to discuss. I think it is fair to suggest that the stronger companies are reporting  strong earnings with a significant beat for Shopify which will be discussed below and beats as well by Paycom and Tenable. Twilio which is just reporting now as this is written and…

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Impinj Impinj reported its results last evening. The shares have seen a relatively significant negative reaction so far-although they have fallen about 11% as I write this-a more or less typical reaction to earnings in this fraught season. The results were a beat-even compared to the upside pre-announcement release. The guidance was more or less…

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Impinj Investing can be a complicated affair.  The saga of Impinj is a metaphor for that. One of these days, RFID is going to become a mainstream technology and become broadly accepted. I thought that RAIN, not the kind coming from the sky, but from the standard developed by Impinj and others, would be the precipitating…

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Impinj

A few months ago, our high-growth portfolio included a position in Impinj (PI) shares. It wasn’t our best bet of 2017-it probably was our worst portfolio decision, overall. The shares got to $60 at the height of a speculative spike, but even disregarding fevered speculation about a possible relationship with Amazon which never has materialized,…

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Post 1/24

We have elected to sell our position in Symantec (414 shares) at the opening price of $26.75. Symantec shares have underperformed over the last year or so. The shares rallied to $32.50 in mid-summer but have now declined to their level as of last January. Symantec has been downgraded based on ambivalent channel checks by…

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Impinj

We are selling our position in Impinj (PI) in our model portfolio at Tuesday’s closing price of $27.53. For the most part, our portfolio does not make trading recommendations. On the other hand, when a position spikes substantially in the absence of any specific news, prudence suggests that we pare the position. In this case,…

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Earning Post

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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