A Word About the Cloud
November 4, 2013
I have one word to say about cloud computing, and companies like Vmware (VMW): Momentum. It’s there or its not.
Research Reports
A Look at the Clouds
February 5, 2013
Cloud computing stock VMWare (VMW) gave negative guidance last week. VMW and F5 Networks (FFIV) aren’t good buys right now.
Back to the 70s
November 28, 2012
F5 Networks is in the cloud like VMware (VMW). Like VMW, FFIV looks to be going to the 70s. Unlike VMW, FFIV isn’t a good buy if it gets there.
Long Term Support at $75
November 28, 2012
VMware (VMW) is where it should be. I would focus on the long-term support line and see if you could get in just above $75 a share.
VMware (VMW) Stock is Not Worth What it Used to Be
August 29, 2012
VMware (VWM) was sold on strength last year. I wanted a dip to get back in. Now the stock is lower, but it isn’t worth as much as it used to be.
FFIV is Cheap Again
July 30, 2012
F5 Networks (FFIV) is cheap again. But unlike last year, FFIV isn’t a great buy right now. Estimates are falling.
Selling While The Market’s High
March 28, 2012
The market’s been on a tear, and I’m going to build cash while I can. Today I’ll sell F5 Networks (FFIV) and VMware (VMW) from the Growth Portfolio.
No Catalyst
February 7, 2012
VMWave (VMW) doesn’t have a catalyst to move the stock higher. Take profits when VMW goes over $100 a share. This stock is basing.
Not Enough Juice in the Short Term
February 6, 2012
F5 Network’s (FFIV) is around its highs but doesn’t have the juice to break out in the short-term. I predict FFIV will base in 2012.
VMW Predicts a Tough 2012
December 6, 2011
VMware (VMW) came through with strong results last quarter — sending shares higher — but the CEO said revenue growth will slow in 2012. My numbers show the same. VMW is fairly valued here.
I’m Not as Impressed
November 3, 2011
F5 Networks (FFIV) has been rising since iot reported earnings a couple of weeks ago. I went into this report thinking I would buy more stock, but after looking at the numbers, this stock is within 5% of its 23012 Fair Value.
Take the Shot!
September 22, 2011
We are getting a chance to buy VMware (VMW) at the bottom of its trading range. Take a pen, draw a line and touch the bottoms in the chart. VMW stock is right-around-there. I’m taking the shot.
Buying FFIV and Selling CTRP
August 5, 2011
After the stock market opens today I will sell Ctrip.com (CTRP) and purchase F5 Networks (FFIV) in the Growth Portfolio. F5 is one of the leading cloud stocks, and I’m buying it while its down.
F5 Networks (FFIV) is On the Radar
May 24, 2011
F5 Networks (FFIV) is on my radar. F5 is in the business of making your cloud computing work effeciantly. Its like the new Cisco.