FFIV : Analysis & Opinions

  1. Will Nasdaq-100 Index Gain Traction from the Reshuffling? - ...

    December 16, 2014
    The annual reshuffle in Nasdaq-100 index portfolio of Nasdaq OMX Group Inc. (NDAQ) is likely to boost returns.
  2. Markets Playing Tetherball With F5 Networks

    July 29, 2013
    Even after a big beat, F5 doesn't look fairly valued yet.
  3. Riverbed Technology Waiting On Synergies And Performance Management ...

    June 3, 2013
    Riverbed's efforts to expand its addressable market hold significant promise relative to today's valuation.
  4. F5 Networks On Its Heels, But Hasn't Fallen Down Yet

    June 3, 2013
    F5 has work to do in convincing the Street that it can be a real growth company again
  5. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 9, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  6. F5 Networks Takes Another Whirl In The Tech Spin-Cycle

    April 5, 2013
    F5's guidance adds more fuel to the tech bear bonfire.
  7. Riptides At Riverbed Technology

    February 13, 2013
    If Riverbed can produce a double-digit long-term free cash flow growth rate, fair value today is in the high $20s.
  8. Cisco Closes Meraki Buyout - Analyst Blog

    December 26, 2012
    Cisco Systems Inc. (CSCO) recently completed its acquisition of privately-held Meraki Inc. for $1.2 billion in cash. The ...
  9. VMware and More Big Movers in Technology on November 21, 2012

    November 21, 2012
    The Nasdaq remains relatively unchanged, the S&P 500 has increased 0.1% and the Dow has moved up 0.2% after the morning's ...
  10. Earnings Preview: Cisco Systems - Analyst Blog

    November 12, 2012
    Cisco Systems, Inc. (CSCO) is scheduled to announce its first quarter fiscal 2013 results after the closing bell on November ...
  11. Riverbed Pays Up For Its Next Shot At Growth

    October 30, 2012
    Riverbed is paying up to boost its growth rate.
  12. Fusion-io Grows When Others Can't

    October 25, 2012
    Fusion-io delivered solid growth, but investors seem more worried about guidance than long-term potential.
  13. Juniper Beats 3Q Ests, View Cautious - Analyst Blog

    October 24, 2012
    Juniper Networks Inc. (JNPR) posted adjusted earnings per share (EPS) of 14 cents in the third quarter of 2012, above the ...
  14. Growth Investors Turn Insecure About Fortinet's Growth

    October 17, 2012
    Fortinet's only real failure was that the company did not exceed expectations as much as it did before.
  15. For Palo Alto Networks, Valuation Is Secondary Today

    September 11, 2012
    Palo Alto is a great growth story in security, but valuation is already steep.
  16. F5 Networks - Siren Or Solid Play?

    August 24, 2012
    F5 announced June quarter results that were "meet and lower" instead of the "beat and raise" that investors look for with ...
  17. Will A New Philosophy Toward Capital Unlock Cisco's Value?

    August 17, 2012
    Cisco's decision to hike the dividend is a good one.
  18. Big Movers on the Technology Sector Today, Including BIDU

    August 6, 2012
    The morning has been good for the market. The Nasdaq is trading up 1%; the S&P 500 is up 0.5%; and the Dow has increased ...
  19. Check Point Is In Its Competitors' Crosshairs, But May Be Too ...

    July 23, 2012
    Check Point has ample competition and a philosophy that seems more oriented towards maintaining profits than growing them. ...
  20. After A Reality Check, Cavium Looks Interesting Again

    May 30, 2012
    Cavium is in a lull, but the long-term growth potential seems real.
  21. Disagreement May Mean Opportunity In Citrix Systems

    April 30, 2012
    Citrix carries high multiples, but its stock may still be undervalued. Don't be surprised to see less revenue growth for ...
  22. An Option Indicator That Speaks Volumes

    April 28, 2012
    Alan Ellman of The Blue Collar Investor cites recent volume action in three stocks that illustrates how watching volume patterns ...
  23. Can Riverbed Walk And Chew Gum?

    April 25, 2012
    Riverbed disappoints once again with a familiar excuse.
  24. F5 Networks Becoming A Multi-Market Threat

    April 20, 2012
    F5 didn't blow the doors off, but good enough is good enough for now.
  25. F5 Networks On The Run Again

    January 23, 2012
    F5 has excellent growth prospects, but ample valuation.
  26. Cisco Not Dead Yet

    January 13, 2012
    Cisco is another once-great tech stock left for dead.
  27. Earnings Surprises: The Most Underestimated Companies Reporting ...

    January 10, 2012
    With fourth quarter earnings season upon us, investors may want to consider companies with a strong history of beating analyst ...
  28. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  29. Lofty Expectations Sink Riverbed, Fortinet And F5

    July 25, 2011
    A trio of growth tech stocks have come under withering selling due to worries about growth pace.
  30. F5 - Is This The End Of The Beginning Or The Beginning Of The ...

    April 25, 2011
    F5 needs to convince investors that it can still produce outstanding growth, to justify its multiple.
  31. S&P 500 Winners In 2010

    January 7, 2011
    Some of the best-performing stocks in the S&P 500 in 2010 were all but counted out at the peak of the financial crisis. ...
  32. Off The Beaten Path, But Blazing A Trail

    September 15, 2010
    If you're looking for winning stocks, don't be afraid to look in obscure places. Internet connectivity and communications ...
  33. Computer-Aided Success (PMTC, DASTY, CTXS)

    July 13, 2007
    Research and development is the key to success in the highly competitive enterprise-software game.
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