November 21, 2016 by riskreversal • Chart of the Day

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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May 27, 2016 by Dan • Commentary

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 …

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February 25, 2016 by Dan • Trade Ideas

Event: 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%. …

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November 24, 2015 by Dan • Commentary

Last 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 …

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September 4, 2015 by Dan • Commentary

In 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 …

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May 27, 2015 by Dan • Commentary

Event: 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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