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Dantes_Will

Dantes_Will
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  • CyberArk -5.3% after pricing 4M-share offering at $51 [View news story]
    CYBR underwriting banks will issue 4,000,000 shares in its secondary offering, with $0 added to CYBR's balance sheet. CyberArk the company, and its shareholders will receive nothing for their dilution.

    FireEye issued 5,582,215 shares in its secondary in 2014, with $457 Million added directly to FireEye's balance sheet. FEYE now has 680MM in current assets and cash. Shareholder dilution is compensated in asset gain.
    Mar 12, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Hey Paulo. Genius strategy. Post some garbage on the most popular stock in the world, and sit back to watch the pennies roll in per click.

    Maybe you should follow your buddy Ashraf. He seems to be making a better living spamming Motley Fool posting articles under the AAPL ticker.
    Mar 7, 2015. 11:08 AM | 6 Likes Like |Link to Comment
  • FireEye Introduces New Mobile Security Integration for Samsung KNOX-Enabled Devices [View article]
    Interesting.

    FireEye now has partnerships in competing ventures:

    FireEye started working with the Apple/IBM partnership last year, and now partners with the competing venture by Samsung/Blackberry.

    DeWalt is forming corporate partnerships and capturing market share. At this stage in the cyber security market, capturing market share is much more critical than a tiny profit to appease wall street.
    Mar 2, 2015. 09:48 AM | Likes Like |Link to Comment
  • CyberArk Software - Finding Digital Intruders And Traitors Doubles Share Price In Less Than A Year [View article]
    Looks like the CYBR pump and dump is coming to a conclusion. CYBR just announced a secondary stock offering, to benefit their underwriters.

    This is EXACTLY what happened to FireEye last year. Tiny float. Pump up to $95. Massive secondary offering dropped share price down to below $30.

    CYBR's recent run is irrational. CYBR is trading at higher valuations to peers who have faster growth rates and several times the revenue.

    It took FEYE nearly a year to digest that share dump while PANW hit all time highs. Looks like CYBR will be trading sideways for 2015 until that 2nd stock offering can be digested.
    Feb 27, 2015. 01:40 PM | 1 Like Like |Link to Comment
  • CyberArk drops after announcing pre-lockup offering [View news story]
    Looks like the pump and dump is up.

    CYBR is trading at an extreme valuation compared to industry peers with faster growth, larger revenues, and larger addressable markets.

    This is EXACTLY what happened to FireEye last year. Tiny float. Pump up to $95. Massive secondary offering dropped share price down to below $30.

    It took FEYE nearly a year to digest that share dump while PANW hit all time highs. Looks like CYBR will be trading sideways for 2015 until that 2nd stock offering can be digested.
    Feb 27, 2015. 12:49 PM | Likes Like |Link to Comment
  • Cisco products disappear from Chinese government buy list [View news story]
    This is China's MO. China will allow you to sell your new tech product for as long as they need to copy it. After China is satisfied with their clone of your product, they will find any excuse to start pushing you out of their market.

    See what China did to Qualcomm? That had nothing to do with the chip design excuse or "monopoly" excuse (ridiculous accusation in a country run by state owned monopolies).

    Cisco is next target for the CPC. Too much money to be made in networking equipment. Much easier to kick out the competition via any excuse.

    If Apple isn't bribing the right people in China, they'll be declared a "security threat" and banned right when XiaoMi comes out with their clone.... you think I'm joking...
    Feb 25, 2015. 02:57 PM | 11 Likes Like |Link to Comment
  • CyberArk Software: A Bubble Ready To Burst? [View article]
    Keep in mind modern day Cyber Security companies nearly the equivalent of defense contractors in terms of national security.

    Israel is constantly engaged in cyber attacks/defense & CYBR's main customer base are Israeli corporations.

    The Israeli government will 100% reject any foreign attempt to buy CYBR.
    Feb 23, 2015. 09:58 AM | Likes Like |Link to Comment
  • IBM Is Undervalued And Provides Vast Upside In 2015: Algorithmic Analysis [View article]
    3WallPaul

    Great analysis of the financial side of where IBM is investing their money and what their expectations for return can be.

    If I may be so bold, essentially, you are providing concrete analysis to the idea that "IBM management is more interested in manipulating its finances as a cash cow for investors (Buffet) than investing in future growth opportunities."
    Feb 21, 2015. 11:14 AM | 2 Likes Like |Link to Comment
  • CyberArk Software: A Bubble Ready To Burst? [View article]
    Textbook short squeeze.

    Take a tiny, tiny float (less than 25mm shares for CYBR), couple that with a large short interest and you have a slaughter of shorts as they panic cover.

    Couple that with a few momo gamblers and newbie investors that just watched Cramer scream "cyber securitay!!!" on tv, and you get a temporary irrational runup.
    Feb 21, 2015. 11:02 AM | 1 Like Like |Link to Comment
  • CyberArk Software: A Bubble Ready To Burst? [View article]
    scottsdalem - 'Looks like some new ETF and mutual funds may be buying this stock indirectly without realizing the valuation.'

    From what I see, the microscopic float of CYBR is causing this dramatic squeeze. Doesn't look like consistent institutional accumulation.

    Maybe a few small hedge shops looking for a quick flip, but institutional investors are not gamblers, they are not buying into CYBR at these prices.
    Feb 21, 2015. 10:49 AM | 1 Like Like |Link to Comment
  • CyberArk Software: A Bubble Ready To Burst? [View article]
    Agreed. CYBR is very alluring to gamblers addicted to the thrill of watching a stock 'multiply day after day.'

    Gamblers love to cite past performance as an indicator of future gains, and expects the stock to run forever.

    These are the type of guys jumping in at $65 thinking the stock will double again in 3 months.
    Feb 21, 2015. 10:35 AM | 3 Likes Like |Link to Comment
  • CyberArk Software: A Bubble Ready To Burst? [View article]
    CYBR's growth is partly attributed to picking the low hanging fruit of Israeli based companies. This is where they generate the majority of their earnings, at home.

    As CYBR competes in Europe and America, their margins drop significantly. This is why CYBR issued lukewarm Q1 earnings guidance. CYBR is guiding for dramatic increase in cost of sales as they need to invest more in growth on the international market.
    Feb 21, 2015. 03:28 AM | 4 Likes Like |Link to Comment
  • CyberArk Software: A Bubble Ready To Burst? [View article]
    There is a huge disconnect between CYBR's run up, VS the rest of the cyber industry valuation.

    CYBR is unique in that it has the smallest stock float of all cyber security companies while sporting one of the highest short ratios.

    IMO, this irrational run up is more an example of panicked short covering, rather than buyers actually believing in CYBR's current valuation.
    Feb 21, 2015. 03:15 AM | 6 Likes Like |Link to Comment
  • Samsung jumps deep into mobile payments [View news story]
    Plenty - "So they are 20 years ahead of Apple."

    You mean the Samsung auto venture (SMI) that that was so poorly conceived it lasted about a year before samsung ditched the majority stake to renault.

    And Renault (RSM) is the butt of all jokes in Korea. Even Daewoo and Kia made fun of Ranault cars. Let that sink in for a minute.

    In american terms, RSM makes autos the equivalent of the legendary Ford Pinto, and Dodge Neon.
    Feb 19, 2015. 09:45 AM | 4 Likes Like |Link to Comment
  • Samsung jumps deep into mobile payments [View news story]
    I really hope Apple keeps up the rumor of them buying Tesla.

    By 2016, Samsung will probably buy out Kia in a another half baked attempt to copy/front run Apple.
    Feb 19, 2015. 08:57 AM | 3 Likes Like |Link to Comment
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