Opinions Ian Ainsworth
F5 NetworksFFIVTOP PICKFeb 01, 2012
Probably has 60%-70% of the market for delivering applications and content over the Internet. With the world moving towards cloud-based delivery of content and applications, this company is well-positioned.
Ian AinsworthOwned
$122.42
Stock price when the opinion was issued
$393.08
As of Jun 11, 2026. Market Open.
Business Services
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BUY
Interesting company. Basically they monitor Internet to servers. Came out in March with some really disastrous earnings, but since then have come out with 2 really good quarters. Business has really picked up for them. Customers have come back. Have some new products out there. Really good cash flow going now.
Business Services
PAST TOP PICK
(A Top Pick Feb 1/12. Down 13.71%.) Basically, it helps to accelerate applications so that when you call up a web page, it is there quicker. Have 60% of the marketplace. They are coming back now and he is comfortable with the stock.
Ian AinsworthOwned
Business Services
PAST TOP PICK
COMMENT
Leading through late 2010 and very beginning of 2011, networking stocks were on fire. To a lot of peoples surprise several came out saying there was an inventory backup in the channels and as a result, quarters were coming in lower than expected. This was probably the 1st one that started getting impacted. He was stopped out in January.
Business Services
PAST TOP PICK
(Top Pick Aug 4/10, Up 59.16%) Dominate player. Application delivery controllers.
Ian AinsworthOwned
Business Services
PARTIAL BUY
Application/acceleration so used in remote areas for communication. Doing extremely well. Beat the most recent quarter by 10%. Growth rate and revenues have been accelerating very nicely. Seasonally first couple of weeks of January can be problematic for technology companies so buy only a little and add later next year.
David BurrowsOwned
Business Services
PAST TOP PICK
(Top Pick Aug 4/10, Up 15%) Will continue to benefit from cloud computing.
Ian AinsworthOwned
Business Services
TOP PICK
Dominates in application network controllers with 45% market share. Integral and necessary part of the evolution towards Cloud computing and consolidation of data centres. Could be a triple to a 5 bagger stock in the next 5 to 6 years.
Ian AinsworthOwned
Business Services
