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May 06, 2013
If Check Point can reignite growth, the stock is much too cheap.
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April 11, 2013
Does Fortinet's warning bode poorly for other IT companies?
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April 03, 2013
As computers, cloud computing and data networks continue to be a part of our everyday lives, protecting them is ...
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February 01, 2013
Fortinet comes through when it really mattered.
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January 30, 2013
Check Point Software Technologies Ltd.(CHKP) reported fourth quarter 2012 with adjusted earnings of 85 cents per ...
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January 29, 2013
With the release of new products, is Juniper finally about to see its rebound?
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January 08, 2013
S&W Seed: Adding another 182 acres of production. Increasing target price. By Ian Gilson, CFA On January 7, ...
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December 10, 2012
Palo Alto is hardly cheap, but the growth/value balance is less unreasonable today.
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December 06, 2012
The market is having a good day so far. The Nasdaq has moved up 0.7%; the S&P 500 has climbed 0.3%; and the Dow has ...
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November 15, 2012
Cisco delivers a solid quarter in a soft market. Nevertheless, its overall growth story hasn't changed much.
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October 23, 2012
S&W Seed announces the successful insertion of Roundup Ready genes into a non-dormant alfalfa variety. By Ian ...
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October 18, 2012
Check Point's problem is a familiar one in that there's not enough growth to really drive the value.
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October 18, 2012
Check Point Software Technologies Ltd. (CHKP) exited third quarter 2012 with adjusted earnings of 73 cents per ...
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October 17, 2012
Fortinet's only real failure was that the company did not exceed expectations as much as it did before.
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October 05, 2012
So far today, the market has been on the rise. The Nasdaq has moved up 0.2%; the S&P 500 is up 0.5%; and the Dow has ...
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October 03, 2012
By Ian Gilson, CFA S&W Seed (SANW) has signed agreements with Monsanto and Forage Genetics (part of Land O'Lakes) ...
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October 02, 2012
S&W Seed acquires IV Seeds, which more than doubles its revenue. We are increasing our price target to $9 a share. ...
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September 28, 2012
S&W Seed: Over $2 million of revenue deferred from the fourth quarter Ian Gilson, CFA On September 27, 2012 the ...
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September 11, 2012
Palo Alto is a great growth story in security, but valuation is already steep.
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September 11, 2012
The market is having a good day so far. The Nasdaq has climbed 0.3%; the S&P 500 is trading up 0.6%; and the Dow is ...
