Najerian said on the show that the miss was due io integrating OPnet and that this will be a very good buy point. of all the traders on the show, I think he has the best sense of the market and individual stocks. The CC sounded very good today.
Positive on every front. Strong enterprise sales, very strong cash flow (CEO said cash machine), and improving synergies from OPNET acquisition. All the ingredients for a good growth story.
I agree. He's one of the few that actually has horse sense.