Guggenheim Partners analyst John DiFucci launched coverage of the group late Thursday, with some thoughts on where to place bets in the sector. DiFucci is new to Guggenheim, but a familiar name on the Street—at various times, he’s covered the software sector for Jefferies, J.P Morgan, Oppenheimer, and a couple of place that have since disappeared—Bear Stearns and Donaldson, Lufkin & Jenrette. DiFucci has Buy ratings on Oracle (ORCL), Palo Alto Networks (PANW), CrowdStrike (CRWD), Splunk (SPLK), Zscaler (ZS), and Progress Software (PRGS).
Michael Burry, who bet on the collapse of subprime mortgages ahead of the 2008 financial crisis, is worried about the economy.
Inflation is still near multi-decade highs. Mr. Wonderful is using these stocks to fight back.
The super investor sees softness. But is sticking to her guns.
Premium analysis from Morningstar & Argus
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|
Symbol | Last Price | Change | % Change |
---|---|---|---|