CSCO PANW: Weak Guidance

CSCO PANW: Weak Guidance

Cisco (CSCO) and Palo Alto Networks (PANW) both reported earnings after the close and got hit in the after hours for weak guidance. CSCO lowered full year revenue guidance from $57.0-$58.2 billion to $53.8-$55.0 billion – about a 5.6% decrease…

MAR: Travel Is Booming

MAR: Travel Is Booming

One of the things that I like to do to gain insight into the broader economy is to look at the results of economically sensitive companies. When consumers are flush, they spend more money on discretionary items like travel. So…