Is PANW Too Expensive?

Is PANW Too Expensive?

Cybersecurity leader Palo Alto Networks (PANW) reported earnings after the close Tuesday. I’ve long followed PANW because it has “Palo Alto” in its name and cybersecurity is a secular growth story. But I’ve never bought the stock because I’ve always…

Is ZM A Value Trap?

Is ZM A Value Trap?

In my opinion, the hardest thing in investing is admitting when you’re wrong. I have a tendency to hang on to my losers too long – and then they’re down so much that I figure there must be value by…

WMT Is Crushing It

WMT Is Crushing It

It’s been a good week for Top Gun as Home Depot (HD) reported a bad quarter on Tuesday morning and Walmart (WMT) just reported an excellent one. (Last week was a different story as PayPal (PYPL) disappointed). In “WMT Earnings…

HD Under Pressure

HD Under Pressure

In “HD Earnings Preview” Monday morning I explained why I was tactically short. And it turns out that HD’s results were significantly worse than expected. Comps declined 4.5% and Net Income 8.5% compared to a year ago. Because “demand softened…

HD Earnings Preview

HD Earnings Preview

Leading home improvement retailer Home Depot (HD) reports earnings before the open Tuesday. The stock has been mostly sideways for more than a year and I am tactically short. That is, I’m a long term believer in the company but…

WMT Earnings Preview

WMT Earnings Preview

I have owned Walmart (WMT) for a couple years now. Everything was going smoothly until a year ago when it reported a bad quarter and the stock got smashed. (You can clearly see the selloff in the chart above). What…