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bdrn99 40 posts  |  Last Activity: 3 hours ago Member since: Apr 5, 2011
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  • Just read the article. The author is highlighting two independent announcements. One from Cisco announcing integrated features in its new products, and the second from Fireeye offering security as a service. According to him, both trends are exactly what the market wants and represents what is going on in the security ecosystem.

    Fireeye will continue to do very well in this environment. The stock will keep gradually climbing the rest of the year to somewhat make up for the precipitous drop. Don't see if ever hitting $90 for another year at least until market sees what the growth rates will be. But there is a lot of room between $33 and $90.

    Sentiment: Buy

  • While FEYE stock is still stuck, PANW is knocking on the door of $100 again it looks like. Go figure.

    Sentiment: Buy

  • What Fireeye has today is a "webinar", they are not announcing any "news". From their investor relations site it says:
    Webinar: New Subscription Services and Threat Intelligence Offerings
    Sep 18, 2014

    The webinar may provide more detail on their new product of course, and should be of interest to potential customers. I don't think many of them will access it "live"today, but they can always watch this to understand the new options fireeye is providing. The ones who may be watching it live are the analysts who will be listening to see if this is a gamechanger or not I guess.

    Sentiment: Buy

  • RAX stock will rebound. When the dust settles, investors will realize:
    1. The company did have offers from what was clearly mentioned. Just not high enough for them. That means the company thinks its own prospects are much higher. That is good news.
    2. The quarterly numbers reported recently were very good and the company has a prominent internal person elevated to CEO which is good too.

    There is very little bad news here. Just the elimination of some takeover premium, but that should not be 16%. In fact some takeover premium will always remain since the company can always be approached by an external party now that the market knows they had interest.

    Sentiment: Buy

  • FEYE will break about $40 i think, it is a matter of time, let's see if the Thursday announcements help to start move the needle.

    Sentiment: Buy

  • I had a long position last week, looking at what looks like a stock price near a three year low, when there are many potential positives. Whole Foods brand loyalty and the kind of customers they have are possibly the most profitable ones in retail grocery. The company could go back to a $18-$20 billion valuation by end of the year.

    Sentiment: Buy

  • Reply to

    Why FEYE is downlast 2 days

    by bdrn99 Sep 5, 2014 1:04 AM
    bdrn99 bdrn99 Sep 8, 2014 9:53 AM Flag

    The UBS upgrade is important and confirms this I think. They are as top-tier as it can get for analysts, add this to the Stifel note and upgrade last week. FEYE stock is on its way to higher levels.

    Sentiment: Buy

  • A Wall Street Journal article today, Opening up to FireEye had the following to say about wy FEYE stock is down last few days"
    "....It jumped more than 8% Tuesday following the initial news of the iCloud hacks, only to slide more than 6% the following day after Apple clarified that the attacks were targeted to celebrity accounts and didn't constitute a systemwide iCloud breach....." "Despite stomach-churning swings, FireEye is at least a more reasonable bet today than it was six months ago"

    Makes no sense. The jump up $4 was triggered mainly on the JP Morgan news where there was indeed evidence that FireEye was called for foresnsics after the fact.

    There was never any mention of Apple and FireEye working together, so the drop is all the more surprising.

    There is more chance this sees $52 than $26 ever again..

    Sentiment: Buy

  • Surprised to see such a big pullback today in FEYE, given the volume lately. The stock is still only 25% off its 52 week lows unlike PANW which is near its 52 week high, does not make much sense. SPLK is also down big today after an up day, but SPLK was up from 45 to 60 in two days, so that was somewhat expected.

    Also thought integration with Amazon Web Services is a big deal. These are not the "big" clients like JP Morgan can be, but AWS has thousands of sites it hosts and can be a long term driver for growth and a smart move for them.

    Sentiment: Buy

  • bdrn99 bdrn99 Sep 1, 2014 10:53 PM Flag

    FireEye was down from the 90s into 30s, and is likely heading back to the 40s soon. They are viewed as top-tier for zero day attacks, perhaps the best managed security solutions where they package product and people, and are already nearing annual revs of half billion, with crazy growth percentages to boot.

    A 6 billion valuation right now (in the low 40s for the stock) is actually quite reasonable and nowhere as high as it was made out to be.

    Recent trends in cybersecurity are making FireEye's position clear every day. Couple of days back there was a WSJ article on the JP Morgan breach that mentioned they have FireEye, along with the NSA and a couple others, investigating the forensics of the breach. That alone is great company and very high exposure. Google "Breadth of Bank Cyber Breach Remains in Doubt".

    Good luck, will be an interesting short-term for FEYE.

    Sentiment: Buy

  • FEYE has only been making small and gradual moves, but with volumes such as this the stock should continue its recovery. This can soon be in the 40s, based on numbers and growth they have shown.

    This recovery has been on consistent high volume, so I think the stock easily takes out $32 and moves much higher over the next 2 weeks.

    Sentiment: Buy

  • Reply to

    All of these stocks will prosper.

    by twohander44 Aug 28, 2014 5:24 PM
    bdrn99 bdrn99 Aug 28, 2014 7:57 PM Flag

    Look at their annual revenue ($400-450 million range already). Look at the growth rate (almost 100% so far but even assume 40-50% going forward). Then do the math. There is definitely upside in here i think.

    Sentiment: Buy

  • bdrn99 bdrn99 Aug 28, 2014 9:18 AM Flag

    Another positive for Fireeye which is known for its "zero-day" capabilities, Not sure if JP Morgan or anyone else who was attacked use Fireeye, that would also be useful to know.

    A Bloomberg article that just came up this morning highlighted the zero-day vulnerability

    from the article:
    "....The hackers used a software flaw known as a zero-day in at least one of the bank's websites, according to one of the people familiar with the investigation. They then plowed through layers of elaborate security to steal the data, which security specialists said appeared far beyond the capability of ordinary criminal hackers. Zero-day is a flaw known only to the hackers, allowing them to take remote command of a computer...."

    Sentiment: Buy

  • Reply to

    Rumors of Hewlett Packard Buyout $50- $60

    by mytek99 Aug 28, 2014 8:54 AM
    bdrn99 bdrn99 Aug 28, 2014 9:13 AM Flag

    The reason why it is starting to move up is Stifel Nicolaus seemed to have very strong things to say when they upgraded Fireeye with a $45 target. They are highlighting the best of breed aspect, as well as the unique managed security option (which i think every company will want to take as insurance if nothing else).

    2014 billings is already expected near 500 million.and the company's growth rate is very high still. Hitting a billion plus in 2 years is quite likely, making an acquisiiion in the $6-$8 billion range a sensible one for a big player. But i don't think any of the street rumors have anything to them, you get a rumor a day on these boards.

    Still, the downside due to all this is very limited and that was quite clear from the Stifel Nicolaus upgrade and notes I think.

    Sentiment: Buy

  • Remember in the earnings call Fireeye raised its 2014 forecasts for billings and revenues. They are expecting near $560 Million in billings and near $425 million in actual revenues. These are very impressive numbers considering how high their growth rate is.

    At the rate of growth they can realistically hit $1 Billion in annual revenues in a little over two years. Current company valuation of about $.3.8 billion (subtracting cash) given their industry leading position and growth rates seem easily justifiable.

    Sentiment: Strong Buy

  • bdrn99 by bdrn99 Aug 20, 2014 10:04 PM Flag

    If there is anything brewing this will be up a lot more than 5%

    Could just be funds buying in.

    Sentiment: Buy

  • Sodastream is I think finally on the right track in the US. The health marketing plan is the way to go and they will succeed in a big way as they roll out those ads.

    Sentiment: Buy

  • bdrn99 bdrn99 Aug 14, 2014 1:24 PM Flag

    I've stopped trying to predict the stock price here. Just watching. Nobody has been right on this last few months and don't see that changing any time soon

    Sentiment: Buy

  • Reply to

    OPCO and CSFB targets

    by sbdccmtc Aug 12, 2014 1:01 PM
    bdrn99 bdrn99 Aug 14, 2014 11:32 AM Flag

    Where did you see OPCO's note that RAX will not sell less than low 50s?

    If that were true it will explain the 3 month silence. Maybe they did get informal offers in the mid 40s that the company was cool on.

    If none of them are going to bid higher won't it be better to terminate Morgan Stanley and make it clear the process is done?

    Sentiment: Buy

  • Google "Rackspace Announces Record Growth in Second Quarter 2014" and read their earnings press release again. It seems to be worded with a suitor in mind, providing all the information a likely acquirer will want to see, detailing the cash position, free cash flow, growth rates etc. This is setting up to be quite interesting I think.

    Sentiment: Buy

EXPE
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