Josh Burwick
Long/short equity, growth at reasonable price, tech, Venture capital

Citrix: Textbook Definition Of Great Risk/Reward With Catalysts Ahead

Citrix (NASDAQ:CTXS) stock has been a massive underperformer, down 8% since it reported an ugly Q1, and has generally languished since Xen Desktop growth slowed. The stock sits where it has bottomed several times over the last few years. Citrix will receive a tremendous boost over the next 2-4 quarters as Microsoft's (NASDAQ:MSFT) most prevalent O/S, Windows XP, comes off support April 8, 2014. As it comes off support, roughly half of total enterprises will need to evaluate their future O/S. Many enterprises will evaluate and decide that desktop virtualization represents a compelling investment as storage/server costs have finally gotten to the point where the ROI makes sense. In addition, Citrix has amassed a compelling portfolio

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details