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Kirby Muxloe

Kirby Muxloe
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  • CalAmp: A Must Own Stock In M2M [View article]
    Yeh I worry about that too. Hopefully CalAmp, Sierra and Spansion will have found other markets by then.
    Dec 3, 2014. 06:36 PM | Likes Like |Link to Comment
  • Investing On The High Seas - Which Cruise Stock Is Best For Your Portfolio? [View article]
    Yup - hold both CCL and NCLH. NCLH though has already had a great bounce from the Ebola scare.
    Nov 30, 2014. 07:53 PM | Likes Like |Link to Comment
  • Palo Alto Networks: Story Too Good To Be Profitable [View article]
    PANW and FireEye are the 2 most expensive although fastest growing cyber security stocks - and both with a profitability issue (FireEye more so). If you want growth (only 20-25% levels) at a cheaper P/S try Imperva, Proofpoint, Barracuda of Fortinet (a couple of which are even in profit). If you want profitability and the best margin in the business try CheckPoint - it's share price chart is like a tracer bullet too.
    (Apologies if this message appears twice - the last attempt got lost in the publish process).
    Nov 28, 2014. 09:44 PM | Likes Like |Link to Comment
  • Palo Alto Networks: Story Too Good To Be Profitable [View article]
    That's the issue here. It is together with FireEye the fastest growing cyber security play. Unfortunately FireEye is completely unprofitable and PANW fades in and out of profit. If you want a better P/S ratio with growth (admittedly 20-25% growth), then you can look at Fortinet, Imperva, Barracuda or perhaps ProofPoint (Barracuda and Fortinet are even profitable - but don't look at the P/E ratio). If you want a profitable play then go for the class act in the sector with industry leading margins and a share price chart like a tracer bullet - go with CheckPoint.
    Nov 28, 2014. 08:53 PM | Likes Like |Link to Comment
  • Senate fails to approve Keystone XL pipeline [View news story]
    I wonder whether this will affect Kinder Morgan's pipeline build out hopes.
    Nov 19, 2014. 05:51 AM | Likes Like |Link to Comment
  • Why We Believe Noah Holdings Is Poised For Success [View article]
    Whilst there is always the potential that one of the online giants in China dis-intermediate Noah or crash the margins of financial products and services, I cannot think of a Chinese company I trust the ethos of more than Noah, given the founder's profile and proven track record, and I can't think of a better play on China - which is all about producing money. This country has >1bn people who have cash coming out of their eyeballs. Generating wealth and saving/investing capital is an ingrained part of the culture in China and as China develops they are going to be producing millionaires and billionaires by the day who will need private sector wealth management. What an opportunity! I see this as a 10x opportunity not a 2x opportunity.
    Nov 13, 2014. 06:26 AM | 1 Like Like |Link to Comment
  • Ruckus Wireless - Taking On Ubiquiti Is A Mistake [View article]
    Reading your article leads me to reach the exact opposite conclusion. It seems as though Ruckus is winning in the enterprise market and is competing for the very high growth small business market. Whilst for Ubiquiti's sake I'm sure I would rather Ruckus didn't enter but for Ruckus it would be madness not to target that market - especially if it has a strong product and brand. Robert Pera might be over mis-overestimating the Ubquiti fan base.
    Nov 10, 2014. 12:16 AM | 2 Likes Like |Link to Comment
  • Monitise: The Future Of Mobile Money [View article]
    Are you kidding? Apple Pay kicked it when it was down. Forget the Visa story - Apple Pay is what could turn the MONIF story from huge promise to irrelevency in one go.
    Nov 7, 2014. 08:50 PM | Likes Like |Link to Comment
  • FireEye -20.9% AH on revenue miss, guidance; PANW, CUDA also lower [View news story]
    Most of the cyber security field trade between 5-10 p/s. Fire Eye has been trading in the 20s+ p/s. At 18 p/s it is still way over valued so this drop was not surprising.

    What is still astonishing though is that they are one of the largest next gen cyber security players by revenue with a quarterly revenues now of $115m yet some how they managed to lose $120m in the quarter - more than their revenue base. I can understand them making a loss but to lose more than your entire revenues is just astonishing. I had been dying to get into this stock once the correction happened but these loss figures are making me think twice now.

    Nov 4, 2014. 06:28 PM | 2 Likes Like |Link to Comment
  • ARM Holding's (ARMH) CEO Simon Segars on Q3 2014 Results - Earnings Call Transcript [View article]
    There's something pretty strange about this transcript - it is amost unreadable throughout. Not the usual standard at all.
    Oct 21, 2014. 05:39 PM | Likes Like |Link to Comment
  • Palo Alto Networks 1-Year Forecast [View article]
    They may have a p/s of less than half that but not a p/e of <6. No decent growth companies have a p/e of anywhere near that.
    Oct 6, 2014. 07:34 PM | Likes Like |Link to Comment
  • IT Security: An Industry Ripe For Profits [View article]
    I wouldn't ignore the gorilla in the room - Checkpoint, as well as other very fast growing smaller players like: Imperva, Qualys and Proofpoint; which offer much lower P/S valuations than FireEye.
    Sep 4, 2014. 01:46 AM | 1 Like Like |Link to Comment
  • Why Investing In Cyber Security Stocks Is A Steal Now [View article]
    "It was projected this value will rise to about $77.7 billion by the end of 2014. Going forward, these experts project spending in the cyber security market will increase by 10% each year for the next 10 years, which means that by year 2024, businesses will spend around $700 billion to fight the threat of cyber-attacks."
    I'm sorry leaving aside who "these experts" are, I just don't get the maths here. 10% CAGR on 77.7bn gives a 2024 figure of ~200bn not 700bn.
    Aug 25, 2014. 07:05 PM | Likes Like |Link to Comment
  • Why ConAgra Foods Looks Like A Buy On The Dip Opportunity [View article]
    Neither would I and I wouldn't eat anything that is sold in a 7 Eleven but it doesn't stop there being 1 on every street corner in Asia and producing good business returns. If you want investments you are prepared to eat then look at Hain Celestial, UNFI or Whole Foods.
    Aug 21, 2014. 02:04 AM | Likes Like |Link to Comment
  • Herbalife And The MLM 'Industry:' The Long And Short Of It [View article]
    Well America had better get on with regulating MLM before China embarrasses the US and beats them to it with its investigations into Nu Skin and potentially extending to Herbal Life.
    Aug 19, 2014. 08:01 PM | 2 Likes Like |Link to Comment