| Prev Close | 22.00 |
| Day Low/High | 21.64 / 22.27 |
| 52 Wk Low/High | 14.79 / 26.47 |
Box, Inc. Class A (BOX)
21.70
NYSE
| Exchange | NYSE |
| Shares Outstanding | 162.67B |
| Market Cap | 3.58B |
| P/E Ratio | N/A |
| Div & Yield | N.A. (N.A) |
2021 Is Shaping Up to Be a Strong Year for Software M&A
It's easy to see both large software companies and PE firms targeting at least a few moderately-valued software firms next year.
Jim Cramer: Work From Home May Be the Norm
Companies have figured out that it might be both cheaper and safer to keep people at home. Sales have held up.
Shares of Cloud Storage Company Box Could Weaken in the Short Run
Let's review the charts and indicators.
Next Up on the Earnings Front
Next week is the last full week of August and the start of the last two weeks of the summer given how the Labor Day holiday falls this year. If you were expecting a quiet week on the earnings front, you may not want to read what I have to share next...
Here's a Technical Strategy for Box Ahead of Earnings
Because the stock has been in a longer-term downtrend I'm in no big rush to go long.
Box Is Likely to Encounter Increased Selling Resistance if it Rallies Further
I don't find this an attractive situation for new longs.
Cheaper Software Firms Are Starting to Draw More Buyout and Activist Interest
Software firms trading well below their 52-week highs are increasingly proving to be popular M&A and activist targets. Here's a look at some other names that could potentially draw interest.
Is Box Boxed In Ahead of Earnings?
The shares look vulnerable to further declines.
Tough Market Climate, Yield Curve, Watching MSFT, ZS: Market Recon
Also, the Department of Justice reportedly could be preparing an antitrust probe into Alphabet's Google unit.
Booking's Stock Now Presents an Intriguing Long-Term Opportunity - Tech Check
The online travel giant's post-earnings selloff has left it trading it pretty reasonable multiples. And the company still has some valuable growth drivers and competitive strengths.
Caveat Emptor
* Many great charts lie at the bottom of the ocean Box continues to execute poorly - specifically it continues to fail to garner larger priced contracts. As Jim "El Capitan" Cramer just mentioned on CNBC, no chart looked better than BOX - that is, b...
Corning Earnings Show Not All Component Suppliers Are the Same: Tech Check Blog
The glass maker is seeing strong optical fiber demand from telcos and data center owners, and is even growing its Gorilla Glass sales in the face of a weak smartphone market.
I Sold BOX and I Have Taken the Stock Off of My Best Ideas List
I have traded the shares of profitably over the last two years - until my most recent sojourn! With the broader markets perhaps making an important top, my long investments must be very compelling to be included in my portfolios. Unfortunately, the ...
I Am Poised to Move Back to a Large Short Position
As the market broke down late last month I penned a column, "A Contrarian's Thoughts" (while I unemotionally took on a number of trading long rentals based on the expectation of a possible rally in the S&P Index towards 2800-2850): "The pessimism i...
Charts: Think Outside of BOX
The long side of BOX looks risky.
My Book
Here is a list of the positions I own (long and short) that have been mentioned in my Diary: Longs: puts, large, small, , small, , large, , small, , , small, large, calls, TWTR large, small Shorts: SPY calls, SPY Large, , small, tagends, small, smal...
CBS Recovers, BOX Rallies
CBS continues to recover from yesterday's schmeissing - in fact, most of the $2+ loss has been recovered. Box also is continuing Monday's rally.
My Book
Here is a list of the positions I own (long and short) that have been mentioned in my Diary: Longs: puts, large, small, , small, , , large, , small, small, small, small, large, large, small. Shorts: SPY calls, SPY large, large, small, tagends, smal...
5 Top Artificial Intelligence Stocks for Human Investors
These names are poised to benefit from developing trends in AI.
An Opportunity at Hand With BOX?
I have traded twice - buying in the low $20s (when similar issues to today were uncovered) and selling $28-$29. In front of the upcoming BoxWorks conference, a similar opportunity in this speculative issue may be at hand in the next few weeks/months...
Buying BOX on Weakness
I underestimated the market's disappointment of a lack of inflection in the Box EPS results. That said, I am a buyer on weakness on this speculative investment.
What to Look for When Box Reports Tonight
Here is a preview of Box's second quarter: 2Q19 Estimates: Total Revenue: Consensus = $146.5M, up 19.2% YoY, up 4.3% QoQ Guidance = $146M-$147M, up 18.8%-19.6% YoY Billings: Consensus = $161.0M, up 15.4% YoY, up 38.4% QoQ Non-GAAP Operating Income:...
2 Trades on AMD's Incredible Run Higher: Market Recon
AMD continues to surge, after significant year-over-year improvements almost everywhere.
The Day in a Nutshell... Thus Far
Dillard's is DiLovely, Northrop "Knocks Four Times" (+$4), Nvidia Erupts (I covered down on the day, now +$7), Netflix Emerges from a Downtrend (+$13), Nazzies Still Nasty, Box was Heavy Now Lighter, Nike Nice (on two upgrades), Apple's "Up" Skein A...
How I Play, and Write About, The Game
* I am Staying Bearish Based on the Notion That Upside Reward Is Dwarfed by Downside Market Risk * But I Will Trade Opportunistically in a New Regime of Volatility * Regardless of Market View, I Will Always Be on the Hunt for Long Ideas and Will Pro...
My Buy List
Here is my buy list of stocks that I plan to aggressively buy in a more sizable market correction: , , , , , , , , , , , , , and .
Adding to These Longs
I have added to the following longs today: , , .
Taking a Look at Two Cloud Companies Ahead of Earnings
Salesforce.com and Box will report earnings at the end of August.
