Palo Alto Networks (PANW) reports their fiscal Q1 results after the close. The options market is implying about a 6.5% one day move in either direction tomorrow, which is shy of the 4 qtr average of …
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The financial media has spilled a lot of ink on the growing gap between GAAP and Adjusted Earnings. I’ve also written on the subject at times, choosing to focus on a stock by stock basis …
Continue readingEvent: Palo Alto Networks (PANW) reports their fiscal Q3 results after the close. The options market is implying about an 8% one day move tomorrow, which is rich to the 5.6% 4 qtr average one …
Continue readingBuying the dip in a market like this comes with some high risk but also the potential for high reward, especially in single stock names. We highlighted two such names the past few days Recently …
Continue readingEvent: Palo Alto (PANW) reports their fiscal Q2 results tonight after the close. The options market is implying about a 10% one day move, which is rich to the 4 quarter average of about 5%. …
Continue readingLast night, Palo Alto Networks (PANW) handily beat fiscal Q1 expectations (eps .35 vs .32 estimate, sales $297 million vs $285 million estimate, and billings growth of 61% year over year, which was down sequentially …
Continue readingYou probably noticed that Tech stocks are screaming higher today on the heels of better than expected results from AMZN, GOOGL & MSFT. What you might have missed are two pockets within tech that are not …
Continue readingIn just the last few weeks it seems that the most important change in the U.S. equity markets has been investors willingness to think more critically about once untouchable stocks. To me, this really started …
Continue readingEvent: Infrastructure Software maker Splunk (SPLK) reports their fiscal Q1 results tonight after the close. The options market is implying about an 8% one day move, which is shy of the 4 qtr avg of …
Continue readingEvent: Palo Alto Networks (PANW) reports fiscal Q3 results tonight after the close. The options market is implying about a 5% one day move vs the 4 qtr average of about 6%. Last quarter reported in …
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