The market for network performance appliances has become so competitive that Riverbed Technology (NASDAQ: RVBD) now trades at a below-market earnings multiple of 12. With the purchase of OPNET last year, the network performance company for globally connected enterprises is facing a weak market for network equipment while it still works to achieve the synergies promised as part of the merger
The network equipment sector is facing a couple of more »
Analysts were hard at work on Wednesday -- not only making calls -- but good calls. In this piece, I am looking at three such calls that were thorough, logical, and should be used as part of your research. Then, I'll explore which of these three calls is the best!
Calling against the trend
Editor's Note: This article has been amended to better describe Riverbed's Steelhead device.
With Forrester anticipating a smoother ride ahead for the US tech industry, it will be interesting to see how CIOs invest their IT budgets. According to the report, business and government spending on “Information & Communication Technology” products and services is expected to rise by 5.7% in 2013. Earlier in January, Forrester indicated a growth more »
If you look at enough companies, you will find good ones, make money, and cruise towards financial freedom. But every so often, you'll stumble across an investment that could really move your needle. A game changer, a wealth builder, dare I say a Rule Breaker? Silicom (NASDAQ: SILC) is a low cost business, operating in a growing space, run by smart management.
For a business to be truly great more »
Cisco (NASDAQ: CSCO) is a company that many people have written off as "dead money." With a range-bound stock price over the past decade amidst slow but steady earnings growth, Cisco hasn't exactly been an exciting stock. But often the least exciting stocks offer the most exciting opportunities, and over the past year the stock offered multiple chances to buy at an insanely low price.
A few days ago more »
It’s very easy to get a bee in your bonnet with investing, and there are certain issues and metrics that just become the one big thing that guides the performance of certain stocks. In the case of IT security play Check Point (NASDAQ: CHKP) it is its falling (and now negative) product and license sales growth. In summary, there are mitigating circumstances, and there was some good news in more »
These days I am a "Buy and Hold" investor by accident only. What I have discovered is that regardless of how invincible you may imagine yourself to be, accidents do happen.
After many years of watching my professionally managed accounts see paper gains evaporate and then come back again just long enough to make it clear that cycles do exist, I went on a different path.
I almost exclusively have more »
F5 Networks (NASDAQ: FFIV) took a beating last week, seeing its stock tumble some 20% on disappointing earnings and a poor 2013 outlook, but is the news really all that bad? With the company's positioning in an exciting and high growth industry, it's tough not be intrigued, to not at least take a look at the stock. But I think the stock could be low for a reason more »
F5 Networks (NASDAQ: FFIV) pre-announced results and delivered the kind of eye watering earnings miss that only small company technology investors can fully appreciate. In truth it was a pretty nasty miss on the top and bottom lines. As ever the market will react with a savage markdown and then start guessing at the causes. Is this an F5 issue or does is it an issue of broader based technology more »
On Thursday, April 4, leading networking company F5 Networks (NASDAQ: FFIV) lowered its fiscal second-quarter financial guidance. On Friday, investors reacted to the news by dumping the stock as F5 closed the session with a 19% loss and is now sitting near new 52-week low levels. The disappointing guidance also caused caused some moderate weakness in other networking names such as Juniper Networks (NYSE: JNPR) and Riverbed Technology (NASDAQ: RVBDmore »)
A 13G filed with the SEC has reported that Omega Advisors, a hedge fund managed by billionaire Leon Cooperman, owns 9.6 million shares of Polycom (NASDAQ: PLCM), a $1.8 billion market cap technology company whose products are aimed at easing remote voice and video conferencing. This is up from 5.7 million shares at the beginning of January, according to Omega’s 13F for the fourth quarter of more »
In December of 2012 Forbes released The Best Companies to Work for in 2013, which lists the companies they believe are most beneficial to their employees. The ranking was determined by surveying employees within the company based on key workplace factors. Personally, I believe that investing in a stock is investing in the company behind the ticker, and only the best companies should be in your portfolio. So I set more »
It’s always a good idea to keep an eye on what your stock's peer group are reporting even if they come from overseas. In this article I want to focus on the telco sector and discuss some takeaways for the industry that came out of Spirent Communications' latest results. It’s a UK listed company, a strong rival to Ixia (NASDAQ: XXIA) and has activities that cover many more »
A downgrade often means nothing--sometimes it’s just analysts “following the leader” and playing to the trend of a stock, or overreacting. But one way that investors can use an analyst’s call is to read the notes, take the reasons behind the call into consideration, and then use it as part of your research. With that being said, I am looking at four noteworthy downgrades on Friday, and the more »
There's something psychologically disheartening about a stock that is trading lower. It's often difficult to buy such a stock, especially when the market is trading higher. However, often times these lower trading stocks present great value; and trade lower by mistake. In this article I am looking at three big losers on Friday to determine if any are presenting value.
Small Cap Falls on Fairly Strong Fundamental Performance more »
Cisco Systems' (NASDAQ: CSCO) impressive financial performance and fairly cheap valuation have made it a popular stock pick for 2013. The first quarter of Cisco’s fiscal year ended in October 2012. Revenue for the quarter was up 6% from the first quarter of the previous fiscal year, primarily due to higher services revenue. With the company generally holding cost increases in check (operating expenses were actually down, though this more »
Back at the end of October, in the midst of Hurricane Sandy, Riverbed Technology (NASDAQ: RVBD) made an accretive deal to purchase OPNET Technologies that caused the stock to plummet 18%. While investors clearly didn’t like the stock back then, the mood hasn’t improved significantly now with the stock trading between the original post announcement days range.
The deal provided the leader in the WAN optimization market inroads more »
It’s a Christmas time and it’s time to think about giving and receiving. I’ve no doubt many investors were looking at Tibco Software (NASDAQ: TIBX) and thinking that the stock price crash was a Christmas gift come early. Essentially the company missed estimates in the last quarter, but remains in very attractive markets. The problems were isolated to the US and specifically sales execution within its leadership more »
I recently began going through my portfolio, deciding whether I want to sell, hold, or add to my positions. One company that I own shares in is Cisco Systems (NASDAQ: CSCO). My opinion on Cisco: I feel it is a strong business that is undervalued due to negative public sentiment on its stock, not its business. I won’t add to my holdings, but that’s because my position in more »
Networking is hot these days with Cisco Systems being one of the most closely watched stocks.
EvaDimension released a series of research reports last Thursday rating the following:
- Cisco (NASDAQ: CSCO)
- Juniper Networks (NYSE: JNPR)
- Aruba Networks (NASDAQ: ARUN)
- Riverbed Technology (NASDAQ: RVBD)
EvaDimension uses its own Performance Risk Valuation investment technology in evaluating stocks.
Cisco - BUY
Cisco performed strongly in all more »
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