Shareholders of Palo Alto Networks (PANW) have seen solid returns into, and immediately after, the release of the company's fourth-quarter earnings report.
Despite the impressive results, I remain on the sidelines on valuation motives, and the use of excessive non-GAAP stock-based compensation.
Yet I acknowledge the potential of the firm and will refrain from taking a short position given the promising industry prospects, the limited float, and the possibility for a take-out by an established technology player.
I remain on the sidelines.
Fourth-Quarter Results
Palo Alto Networks generated fourth quarter revenues of $112.4 million, up 49% on the year before. Revenues came in ahead of consensus estimates of $108.9 million.
GAAP net losses more than tripled from $4.6 million to $15.8 million, as losses per share increased by four cents to $0.22 per share.
Non-GAAP earnings doubled to $0.06 compared to the year before, in line with consensus estimates.
Top 10 Undervalued Companies To Invest In 2015: iShares MSCI Spain Capped ETF (EWP)
iShares MSCI Spain Index Fund (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the Spanish market, as measured by the MSCI Spain Index (the Index). The Index seeks to measure the performance of the Spanish equity market. The Index is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion in the Index. The Index is reviewed quarterly.
The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund�� investment advisor is Barclays Global Fund Advisors.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, the iShares MSCI Spain Capped Index� (NYSEMKT: EWP ) has received the dreaded one-star ranking.
- [By Tom Aspray]
One of the more surprising developments of the past month or so has been the strong performance by some of the European country ETFs. Leading the pack is Spain as the iShares MSCI Spain (EWP) is up about 10% since the December 18 taper lows but did give up some ground last week.
- [By Tom Aspray]
Even more surprising is Spain whose unemployment rate is over 26%. The iShares MSCI Spain (EWP) was down 6% for the year in late June, but is now up over 11%. All three look positive technically but are closing the week above their starc+ bands indicating that we should get a better entry point in the next few weeks.
Hot Promising Stocks To Own For 2014: Transdigm Group Incorporated(TDG)
TransDigm Group Incorporated designs, produces, and supplies engineered aircraft components for use on commercial and military aircraft principally in the United States. The company?s products include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, pumps and valves, power conditioning devices, AC/DC electric motors and generators, NiCad batteries and chargers, engineered latching and locking devices, rods and locking devices, engineered connectors and elastomers, cockpit security components and systems, cockpit displays, aircraft audio systems, lavatory components, engineered interior surfaces, and lighting and control technology. Its customers comprise distributors of aerospace components; commercial airlines, including national and regional airlines; commercial transport and regional and business aircraft original equipment manufacturers (OEMs); various armed forces of the United States and foreign governments; defense OEMs; system suppliers; and various other industrial customers. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on TransDigm Group (NYSE: TDG ) , whose recent revenue and earnings are plotted below. - [By Rich Smith]
Cleveland-based TransDigm Group (NYSE: TDG ) is buying a piece of GE.
On Friday, as trading wound down for the week, TransDigm announced a deal to buy the Electromechanical Actuation Division of General Electric (NYSE: GE ) Aviation for $150 million, cash. The business, which makes proprietary, highly engineered aerospace electromechanical motion control subsystems for civil and military applications, counts all three of the world's biggest airplane manufacturers -- Boeing, Airbus, and Brazil's Embraer -- among its clients, and Sikorsky and General Atomics, as well, on the military side.
Hot Promising Stocks To Own For 2014: Bridgeline Digital Inc.(BLIN)
Bridgeline Digital, Inc. engages in the development of Web experience management (WEM) product and interactive technology solutions that help organizations to optimize business processes. Its iAPPS product suite includes iAPPS Content Manager that allows non-technical users to create, edit, and publish content through a browser-based interface; iAPPS Commerce, an online B2B and B2C eCommerce solution, which allows users to maximize and manage various aspects of commerce initiatives; and iAPPS Marketier, a marketing lifecycle management solution that comprises customer transaction analysis, email management, surveys and polls, event registration, and issue tracking to measure campaign return on investment and client satisfaction. The company also provides iAPPS Analyzer to manage, measure, and optimize Web properties by recording detailed events and mine data within a Web application for statistical analysis; and iAPPS Rapid Site for building custom Websites. It delivers it s iAPPS product suite through cloud-based software as a service business model or via a traditional perpetual licensing business model. The company?s end-to-end interactive technology solutions consist of digital strategy, user-centered design, Web application development, SharePoint development, rich media development, search engine optimization, and Web application hosting management. Bridgeline Digital serves various markets, such as financial services, consumer products and goods, health services and life sciences, high technology (software and hardware), retail brand names, transportation and storage, associations and foundations, and the U.S. Government through its direct sales force. The company was formerly known as Bridgeline Software, Inc. and changed its name to Bridgeline Digital, Inc. in March 2010. Bridgeline Digital, Inc. was founded in 2000 and is based in Burlington, Massachusetts.
Advisors' Opinion:- [By Bryan Murphy]
Congratulations to anyone who owned shares of Bridgeline Digital Inc. (NASDAQ:BLIN) before today. You're now up 35% for the day so far, and still counting. The big pop from BLIN stemmed from the announcement that it scored a pretty significant deal with an organization consisting of nearly 4000 dentists and doctors. The terms of the deal are simple enough... Bridgeline Digital will host and service websites for the practitioners in the group for a period of three years, and in return, BLIN will receive $7 million.
Hot Promising Stocks To Own For 2014: Omeros Corporation(OMER)
Omeros Corporation, a clinical-stage biopharmaceutical company, engages in discovering, developing, and commercializing products targeting inflammation, coagulopathies, and disorders of the central nervous system. Its product candidates are derived from its proprietary PharmacoSurgery platform that is designed to improve clinical outcomes of patients undergoing arthroscopic, ophthalmological, urological, and other surgical and medical procedures. The company?s lead PharmacoSurgery product candidates include OMS103HP, a Phase 3 clinical program evaluated for OMS103HP?s safety and ability to improve postoperative joint function and reduce pain following arthroscopic partial meniscectomy surgery, and arthroscopic anterior cruciate ligament; OMS302, a Phase 2b clinical trial completed product candidate for use during ophthalmological procedures, including cataract and other lens replacement surgery; and OMS201, a Phase 1/Phase 2 clinical trial completed program for use durin g urological surgery. It also engages in developing proprietary compositions that comprise peroxisome proliferator-activated receptor gamma agonists for the treatment and prevention of addiction to substances of abuse. The company?s pipeline of preclinical product development programs includes Plasmin for Surgical and traumatic bleeding; PDE7 for addictions and compulsive disorders, and movement disorders; MASP-2 for macular degeneration, ischemia-reperfusion injury, transplant surgery, and radiation injury; and PDE10 for Schizophrenia. Omeros Corporation was founded in 1994 and is based in Seattle, Washington.
Advisors' Opinion:- [By John Udovich]
Last week had been a busy week for biotech IPOs and follow-on offerings plus news from small cap biotech stocks like Omeros Corporation (NASDAQ: OMER), Argos Therapeutics Inc (NASDAQ: ARGS), Revance Therapeutics Inc (NASDAQ: RVNC) and TNI BioTech (OTCMKTS: TNIB) that�� worth noting as a new trading week begins:�
- [By Paul Ausick]
Stocks on the move: Boise Inc. (NYSE: BZ) is up 26% at $12.55 following the company�� acquisition by Packaging Corporation of America Inc. (NYSE: PKG) for $12.55 a share ($1.28 billion). Omeros Corp. (NASDAQ: OMER) is up 68.2% at $8.56 following an analyst upgrade. Northern Dynasty Minerals Ltd. (NYSEArca: NAK) is down 33.3% at $1.48 following an announcement from Anglo American plc that it was withdrawing from a massive copper mining project in Alaska.
- [By John Udovich]
Small cap orphan drug stocks Zalicus Inc (NASDAQ: ZLCS), Omeros Corporation (NASDAQ: OMER) and Viropharma Inc (NASDAQ: VPHM) have been active lately thanks to good news about their orphan drug treatments. In case you aren�� familiar with the term, orphan drug designation by the FDA is granted for drugs targeting conditions affecting 200,000 or fewer US patients annually that are expected to provide significant therapeutic advantage over existing treatments. The designation will also qualify companies for benefits across all stages of drug development, such as�accelerated approval processes, seven years of market exclusivity�after marketing approval, tax credits on�any US�clinical trials, grants and waiver of certain administrative fees.
No comments:
Post a Comment