MANH

These are hard times for most of us, and hard times for security analysts as well. Not the kind of analyst who looks at your home or the data network you or your company use, but the kind that is supposed to recommend stocks. Most of the time analysts try to find new stocks to…

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ServiceNow-New management team, results keep rolling on. We haven’t recommended NOW shares for a long time now. They simply have been too expensive the way we value names. But as we write this on Wednesday, October 23, 2019, the shares have reached a reasonable price level. We aren’t tempted to replace anything in our portfolio…

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Earnings season has gotten underway in earnest. It is very early days, but the IT space is reflecting a continuation of strong demand growth. It has been interesting to see that the early semi-conductor earnings are also showing growth better than had been expected. While the rest of the economy seems poised between recession and…

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Three up and Three In-A brief discussion of the first 3 names releasing earnings this season (SAP, MANH, and Dassault (DASTY) The first three companies that I cover in the IT space have reported their results. The result in all cases were strong-well ahead of prior expectations-and commentary from the companies was quite supportive in…

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