NOW

Before dealing with the individual names in this post, I just want to repeat my concerns about the mania that seems to be gripping a class of retail investors to find short squeeze targets. As I mentioned to many subscribers, my background is analytical and it is basically analysis that I try to provide to…

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The parade of earnings continues and for the most part results of the IT vendors reporting have been quite strong. There have been a few disappointments to be sure of which FB is the most prominent. FB is not a company I really review and obviously it appeals to some class of investors/analysts who are…

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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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A Mournful Wednesday It was just one of those days The skies were dark and the heavens were weeping. If you are a tech investor and are looking for growth names Wednesday was either the worst of times or an opportunity. While there is no particular index that tracks high momentum/highly valued growth names, a…

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For the most part, this earnings season has been similar to many others in terms of seeing few outright misses. IT firms continue to beat estimates, and continue to raise guidance. That said, there have been some high-profile casualties. The most prominent name that has been sold on earnings has been ServiceNow. The reality is…

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Yesterday and today are flooded with earnings reports- information overload watch. I will not seek to discuss all of the earnings reports that have been released in the sector-and Microsoft’s stellar release deserves its own article. Needless to say, as a very long-term holder of Microsoft shares, the results for the quarter were gratifying. It…

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Wednesday afternoon was marked by a host of enterprise software companies announcing their results. Included in this afternoon’s group were Aspen Tech (AZPN), Citrix (CTXS), PTC (PTC), ServiceNow (NOW), Pluralsight (PS) and of course Microsoft (MSFT).  Of these 6 companies, 5 reported very strong quarters and most of them raised guidance, in some instances by…

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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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