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software: Archive

Daniel Laboe

Take Advantage Of Elevated Volatility With Covered Call Options

High volume selling since early-November has been driven up volatility premiums on options across the equity market, generating rich Theta-catching opportunities

SPLKPositive Net Change TWLOPositive Net Change CRWDPositive Net Change

Kevin Cook

Bear of the Day: MicroStrategy (MSTR)

Another bear market for Bitcoin has this software innovator on the ropes with only 5% topline growth

MSTRNegative Net Change SNXNegative Net Change

Daniel Laboe

SMART Global (SGH): The Next-Gen Options Trade You Don't Want To Miss

SGH is roaring out of the shadows with an ambitious growth strategy that won't remain under the investors' radars for much longer

SGHPositive Net Change

Sweta Killa

ETFs to Make the Most of Oracle-Cerner Deal

These ETFs could be the best ways for investors to tap the opportunity arising from the proposed Oracle-Cerner deal.

AMZNPositive Net Change MSFTNegative Net Change PKWNegative Net Change TDIVNegative Net Change SKYYPositive Net Change IGVPositive Net Change PSJPositive Net Change

Sweta Killa

ETFs to Buy on Oracle's Solid Q2 Earnings

Oracle beat the Zacks Consensus Estimate for both earnings and revenues on a rebound in IT spending. It also offered solid revenue guidance for the ongoing quarter.

ORCLPositive Net Change PKWNegative Net Change TDIVNegative Net Change SKYYPositive Net Change IGVPositive Net Change PSJPositive Net Change

John Blank

12 Key Risks for 2022

The IIA???s annual report,??"Pulse of Internal Audit," is based on a survey of over 500 internal audit executives. It identifies key risk areas.??

QQQNegative Net Change SPYNegative Net Change DIAPositive Net Change

Kevin Cook

Bull of the Day: Salesforce (CRM)

Shares are on sale given this data dominator's steady growth -- and Benioff isn't going anywhere

CRMPositive Net Change

Daniel Laboe

Bear Of The Day: Zillow (ZG)

ZG has lost 75% of its value in the past 9 months and this falling knife is still looking towards downside targets

OPENPositive Net Change ZGNegative Net Change

Daniel Laboe

How To Take Advantage Of Market Volatility With Covered Calls

Indiscriminate selling has been driven up premiums on options across the market, presenting us with a Theta-catching opportunity

SPLKPositive Net Change GOOGLPositive Net Change TWLOPositive Net Change CRWDPositive Net Change

Daniel Laboe

The 2022 Alight (ALIT) Option You Don't Want To Miss

Now is the time to jump on the ALIT train before the broader markets catch wind of this fantastic opportunity

PAYXPositive Net Change ADPPositive Net Change ALITNo Net Change

Daniel Laboe

Bullish Spread Opportunity For Splunk (SPLK) & Its Enormous Upside Potential

Splunk just unveiled a tidal wave of innovative cloud-focused products that should catalyze a profitable rally

MSFTNegative Net Change ADBEPositive Net Change SPLKPositive Net Change

Kevin Cook

Bear of the Day: PagerDuty (PD)

Profits may have to wait while this first-responder for enterprise DevOps still grows sales

PDPositive Net Change SHOPNegative Net Change TWLOPositive Net Change ZMPositive Net Change FSLYPositive Net Change

Kevin Cook

Bull of the Day: Fastly (FSLY)

All eyes on Nov 3 report as growth hiccup appears over and big customers stay on board

FSLYPositive Net Change AAPLNegative Net Change PYPLNegative Net Change SHOPNegative Net Change NETPositive Net Change

Daniel Laboe

Take Advantage Of Covered Call Strategy On Market Slide

It's time to start thinking about covered calls with the recent market selloff spiking in implied volatility on options across the equity market, presenting us with a Theta-catching opportunity

SPLKPositive Net Change GOOGLPositive Net Change TWLOPositive Net Change CRWDPositive Net Change

Kevin Cook

Bear of the Day: Okta (OKTA)

Cybersecurity identity specialist may have hit trough EPS as investors focus on sales growth

OKTAPositive Net Change

Kevin Cook

Bull of the Day: Paycom Software (PAYC)

Strong growth, and a Shark Tank investor, send this HCM cloud ninja to $500 and 30X sales

PAYCPositive Net Change PAYXPositive Net Change WDAYPositive Net Change

Kevin Cook

Software Valuations: How to Use the Rule of 40

Investors are learning that paying 20X sales is nothing if the growth numbers are right.

CRMPositive Net Change NVDANegative Net Change AINegative Net Change SNOWPositive Net Change SQPositive Net Change

Kevin Cook

Bear of the Day: CyberArk Software (CYBR)

Growth in ARR and new customers couldn't offset profit guidance getting slashed

CYBRPositive Net Change

Kevin Cook

Bear of the Day: Fastly (FSLY)

EPS estimates are imploding faster than the stock, so be careful bottom fishing here

FSLYPositive Net Change

Kevin Cook

Bear of the Day: Twilio (TWLO)

Cloud darling for intelligent corporate comms has a bright future, but a persistent EPS squall

TWLOPositive Net Change AMDNegative Net Change NVDANegative Net Change SQPositive Net Change