Ciena: Success Breeds Success
The company manages to escape the cyclical nature of many of its end markets, allowing the shares can trade at a higher multiple compared to many of its peers. It […]
Roku Crashed, Now What?
After an epic rally came an equally epic crash. We think this is overdone in both directions, with the shares now attractively priced. While it’s hardly news that the company […]
Workday Is Escaping The Tech Slaughter
Workday has managed to escape much of the present market selloff, especially compared to many other tech names. One reason for that is its Q3 beat, and the company is […]
Fed Hysteria Out In Full Force Once Again
From the President downwards, much of the financial community is up in arms over the latest Fed policy change. While the Fed in general, or the particular policy changes and […]
Splunk’s Ever Increasing TAM Is A Beauty To Behold
The company is growing at 40% on the basis of a unique capability which has such a wide range of applicability that it could be considered generic. This will keep […]
iClick: From Ads To CRM, But Reservations Remain
The company sits on an enormous asset database of 780M Chinese consumers. But in advertising, this generates low margin due to sell-side concentration. The company is leveraging the database to […]
Reasons For Cautious Optimism
Many shares are already down 40%-50% off their (arguably lofty) highs in short order. We see reasons for Fed moderation, a possibility for a trade truce between the US and […]
NetApp Is Cheap, But Can It Sustain Growth?
Shares of NetApp are fairly modestly priced, given the financial metrics like free cash flow, dividend yield and buybacks. The company is innovating its way out of the decline of […]
EXFO Inc. Should Return To Profitability In 2019
The shares of EXFO, the network testing company have been hammered on some temporary setbacks, order push-outs and some execution problems. Better times should be ahead on a good market […]
Okta Is The Emerging Identity Verification Standard
Their simple platform interfaces with all kinds of applications, leveraging the value of these for their clients and hence creating some network effects. Growth rates are impressive and the company […]