IT Investment

Prefatory Comment: The editors of SA asked me to write a piece for them on my best recommendations in my space for when the recovery comes. I doubt that it really came today-the volatility is still far too high. Please do not think that the 6 names you see here are my only recommendations. But I…

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For those readers of a certain age and nationality, the title of this post may resonate. There was a show called “Annie” that was premiered on Broadway in 1977-it subsequently was made into a movie. If you saw the show, the song that will have stayed with you is “Tomorrow.” And writing to subscribers on…

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I really do not like writing about macro trends-but obviously the overarching concern of subscribers this morning relates to the closure of the market and the over panic that has engulfed equity investors. I have some advantage over some subscribers-I have been investing for a very long time, and I have seen other crises and…

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Tuesday was bookended for IT investors with earnings from two of the highest valued vendors in the IT firmament. In the morning came earnings from Shopify followed by Twilio earnings in the afternoon. I suppose if I had to rank the two companies in terms of their performance, I would have to give the nod…

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Facebook I am not going to detain subscribers to any great extent by a detailed analysis of FB’s miss and its guide-down. That said, I think most subscribers might wish to read a discussion about the potential impact of FB’s share price implosion and its impact on the names I do follow and have and…

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GOOG: Google reported its results last evening. I have never really covered the name except insofar as I look at its cloud results. At this point, it doesn’t seem likely that Google Cloud is growing as fast as Microsoft’s 89% reported growth. Supposedly, Google’s cloud market share is around 6%, Microsoft has about a 15%…

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Summary Splunk share was recently downgraded by Citi and have seen a noticeable negative share price reaction since that time. I feel the analyst at Citi missed key points in his analysis and has reached very wrong conclusions. Splunk remains the category leader in a variety of IT Operations market segments. Its platform approach has…

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I have been asked by some of our subscribers to write briefly about two new cybersecurity stars that have recently gone public, Okta and SailPoint Technology. Okta went public about 14 months ago at $17/share (first trade at $23.75) and the shares reached as high as $61 before this recent correction without too many hiccups…

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Summary Z-Scaler is a relatively new IPO in the cyber-security space. Its valuation looks extreme-until one considers the disruptive nature of its technology. The company has developed a proprietary paradigm, protected by 100 patents and applications, that can replace the traditional network security architecture of firewall and VPN. The company is seeing rapid adoption of…

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Usually, at this time, subscribers receive a weekly portfolio commentary. But unusual times call for unusual posts. Rather than reviewing how the market and stocks moved last weeks, I thought I would provide you with an overview of my perspective on valuing tech stocks in the wake of last week’s tumble. Obviously, Friday was a difficult day…

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