January 13, 2015 by Dan • Commentary

My Friend and CNBC Fast Money stalwart Guy Adami had some interesting observations about Palo Alto Networks (PANW) a web security stock that he has been uniformly bullish on, despite valuation for most of the past …

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November 24, 2014 by Enis • Commentary

Event:  PANW reports its fiscal Q1 earnings today after the close.  The options market is implying about a 7% one day move, which is in line with the 4 quarter average of 7% and below …

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September 4, 2014 by Dan • Commentary

Nothing like a couple of  hacks to get investors focused on data security companies. If you haven’t been keeping abreast, news recently broke of a hack on U.S. banks, followed by the iCloud hack of …

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