Stone Fox Capital's  Instablog

Stone Fox Capital
Send Message
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry... More
My company:
Stone fox capital
My blog:
Out Fox The Street
  • Radware Refines Earnings Guidance Range 0 comments
    Oct 10, 2011 5:56 PM | about stocks: RDWR

    Somehow I missed this, but last week Radware (NASDAQ:RDWR) refined guidance to within the previous range. of $42-43M in revenue and $.33 to $.34 in earnings. This cuts off the higher end of the previously range, but clearly the market had no expectations for RDWR hitting those numbers. 


    The numbers are actually higher than the estimates provided by Yahoo! Finance and are still supportive of strong growth. 


    RDWR is a leader of application delivery and application security solutions for virtual and cloud data centers. The stock remains one of the cheapest technology companies and a solid investment in our Opportunistic models. 


    The company also announced a $20M stock repurchase (this was the part we saw last week). With a market cap of only $475M now, $20M does provide for a decent percentage of the outstanding shares, but it's not how we prefer small cap techs too spend money. 



    Per the RDWR PR:

    • the company refined its expectations for its third quarter 2011 results to be within previously provided guidance. Quarterly revenues are expected to range between $42 to $42.2 million for the third quarter of 2011 within previously provided guidance of $42 to $43 million and Non-GAAP EPS is expected to range between $0.33 to $0.34 per diluted share within previously provided guidance of $0.33 to $0.35.
    • announced that its board of directors has authorized a share repurchase plan allowing the repurchase of up to $20 million of ordinary shares.



    Disclosure: Long RDWR. Please review the disclaimer page for more details. 

    Stocks: RDWR
Back To Stone Fox Capital's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


  • crossed 5,000 followers today... thanks to everybody that follows and reads my articles.
    Mar 29, 2016
  • too much doom and gloom for a market crash.
    Jan 10, 2016
  • wow... Cramer slammed an SA $FCX article from last Dec. Guess a good sign that he views this site worthy of reviewing.
    Dec 10, 2015
More »

Latest Comments

Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.