Opinions
Ian Ainsworth
F5 Networks
FFIV-Q
PAST TOP PICK
Feb 04, 2013
$105.700
Stock price when the opinion was issued
Business Services
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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.
Business Services
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
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
(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.