Reli
Well-known member
Problem with Seeking Alpha is there's very little moderation. Lots of the "authors" are really just shorts trying to knock a stock down for their own benefit.
Verisign or Palo Alto Networks, which would you buy? Tied to your industry?
I owned VRSN once and sold way too soon but a manager with a good track record says buy PANW
Does verisign do anything besides issue SSL certs and provide .com registry services? Seems like maybe a dividend play (if it even pays?)
I don't know enough about PA networks to say. Looking at their site, I see a bunch of enterprise network security stuff. Not really a hot market segment, but maybe they have some kind of black magic up their sleeve?
And the gopro ownage continues...
Now below IPO price...
I actually just purchased a GoPro Hero 4 Silver. Brand new from Best Buy.
Any reasons you decided to just go ahead and buy at full price? Or was Best Buy having a deal?
Have you updated it yet?
My biggest complaint, although I understand why, is you can buy outdated, firmware wise, product.
it's simplistic to do through the iOS app.
If they are smart they will pivot to the law enforcement bodycam and dashcam market. Get a piece of dat sweet sweet gov't contract money. Heck, even the consumer-use dashcam market is ripe with opportunity.
But it's probably too late...and let's be real, they probably aren't that smart either.
They signed a deal with Toyota for gopro mounts to be factory installed in 2016 vehicles. They're slowly going that way
It's because Fossil just entered the smartwatch category
Gopro ownage continuing as well
Verisign or Palo Alto Networks, which would you buy? Tied to your industry?
I owned VRSN once and sold way too soon but a manager with a good track record says buy PANW
Does verisign do anything besides issue SSL certs and provide .com registry services? Seems like maybe a dividend play (if it even pays?)
I don't know enough about PA networks to say. Looking at their site, I see a bunch of enterprise network security stuff. Not really a hot market segment, but maybe they have some kind of black magic up their sleeve?
take a look at the PANW financial graphs on yahoo, or anywhere else.. I see a hot company with ridiculously rapid rising revenues that got the pps pushed too high for the earnings, the first wave retail market taking their easy money off the table, and earnings beginning to rise with revenue, meaning the company is managing it's surging income better. They ARE selling product...
My bias is that, tin hat and all, I believe in the sector across all areas. I don't see the hacking business going away anytime soon...it IS whack-a-mole. small business is at least 65% of GDP. One serious breach can ruin a company, sooo...
