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Portfolio Changes

Portfolio Changes: We are making several portfolio changes this morning. Most of the changes are in the high-growth portfolio, while there is one change in the income/stability portfolio. In a general sense, we are trimming some winners and adding more cyclical names that have less lofty valuations. We have been contemplating this move for a…

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Fastly, in conjunction with an acquisition the acquisition of Signal Sciences on October 1st filed an S-3 this afternoon. The S-3 embodied the preliminary results for the quarter that ended 9/30. The results were disappointing-at least compared to prior expectations-and left some significant unanswered questions. The company reported that its largest customer, Tik-Tok had curtailed the…

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This has been a week in which the tempo of corporate news has simply overwhelmed the ability of your writer to keep up with the earnings releases and conference calls. I honestly do not urge people to trade on quarters-it rarely works out well. And in this time of the virus, mood swings can serve…

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Today was a panic/risk-off day for stocks. The real places to hide were in gold or in fixed income type names. The news regarding Covid-19 is almost certainly going to get worse before it gets better in the sense that there will disease clusters in different countries which will spook some investors. And yet…regardless of…

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I don’t think I am all that good at commenting on daily share price movements. I leave that to the many others, both on SA and elsewhere who believe they have particular insight on that kind of thing. And I do not really try to time the market. Again, it is a skill that I…

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Dear Subscribers; I am happy to tell you that we have restored connectivity to the web site. I have tried it myself several times and it is working with Chrome. I am not too sure why we had the problem we did with what are called SSO’s, but we had the problem and it is…

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Welcome to TickerTarget! Thank you for your subscription. In order for you to use the site easily and efficiently, we made some changes. When you press “View Member Articles” in the top right side of the home page you will see three buttons labeled as: “Ticker Target Posts”, “Seeking Alpha Articles” and “Portfolios”. Ticker Target…

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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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I want to notify all of our subscribers that we have a new Chief Administrator. Her name is Flavia Tejeda and she will be distributing the posts and ensuring that all of you have access to the content and can find what you need on the website. Stephanie has chosen to pursue a different direction…

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