Prev Close | 22.00 |
Day Low/High | 21.64 / 22.27 |
52 Wk Low/High | 14.79 / 26.47 |
Prev Close | 22.00 |
Day Low/High | 21.64 / 22.27 |
52 Wk Low/High | 14.79 / 26.47 |
Exchange | NYSE |
Shares Outstanding | 162.67B |
Market Cap | 3.58B |
P/E Ratio | N/A |
Div & Yield | N.A. (N.A) |
It's easy to see both large software companies and PE firms targeting at least a few moderately-valued software firms next year.
Companies have figured out that it might be both cheaper and safer to keep people at home. Sales have held up.
Let's review the charts and indicators.
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...
Because the stock has been in a longer-term downtrend I'm in no big rush to go long.
I don't find this an attractive situation for new longs.
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.
The shares look vulnerable to further declines.
Also, the Department of Justice reportedly could be preparing an antitrust probe into Alphabet's Google unit.
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.
* 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...
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 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 ...
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...
The long side of BOX looks risky.
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 continues to recover from yesterday's schmeissing - in fact, most of the $2+ loss has been recovered. Box also is continuing Monday's rally.
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...
These names are poised to benefit from developing trends in AI.
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...
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.
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:...
AMD continues to surge, after significant year-over-year improvements almost everywhere.
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...
* 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...
Here is my buy list of stocks that I plan to aggressively buy in a more sizable market correction: , , , , , , , , , , , , , and .
I have added to the following longs today: , , .
Salesforce.com and Box will report earnings at the end of August.