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Growing faster than expected: total revenues +27%, product revenue 28%. They guided 8% margin expansion, and this is the story going forward. It's been volatile, but are positioned well for 2025. They announced a partnership with MSFT.

She added more, despite the pain, down 20% from highs. Doesn't like the valuation, but likes the diversification of revenues, not just data centres but also software. She will buy on the way down.

She added more, because it got so cheap at 9x forward PE. She expects housing to rebound. In fact, Home Depot saw its first positive comp in 8 quarters. 

Likes CEO. It's been gaining market share for 7 straight quarters as inventory declines the past 8. 

Bought more. Great management and M&A strategy, which will add to earnings regardless of the oil price. Likes their cost control and cash flow.

Is down 20% in 6 months and trades at 6.5x EBITA vs. 12x historically, strong managers, $20 billion free cash flow and new share buybacks.

Her best performer this month, with revenues growing 40%. Excellent balance sheet, drug pipeline and managers. She just entered this and will buy on dips.

He added, selling March covered calls with a strike of $123 and expiring next Friday. Buy on 10-20% pullbacks.

He's selling a March covered call, $420 strike, and expiring March 21.

He bought more on this pullback and made some money on a call. Lots of volatility on this name.

Just bought it. Likes the AI play. Sold off on weak guidance. AgentForce's margins are expanding up to 34%. Profitable.

He got stopped out today. Is tied to Bitcoin, which has been sliding. If Bitcoin falls to $70,000, he will rebuy this.

He sold a March covered all, $125 strike, expiring March 14. He loved their blow out quarter with 5% same store sales growth and raised the dividend by 13%.

The DOJ is going after them for Medicare payments. Is taking some risk off the table.

EPS of 28c beat estimates of 24c; revenue of $57M beat estimates of $56.1M. EBITDA of $9.5M beat estimates by 3%. But guidance came in light at $57M, vs estimates of $58.7M. Expected F/x headwinds really hurt guidance. Sales rose 16%. EPS more than tripled year over year. Cash is $82M. At the guidance level, growth is expected at 11%. The stock's reaction is very harsh, and probably more than overdone, but it is that type of market these days. Investors are worried about a lot of things, and a miss is extrapolated to mean that everything is turning. This is not likely the case here, BUT....The stock is at 26X earnings and with its new expected growth rate is could be viewed on the expensive side. We think a buy opportunity is going to set up here, but we would view it more as a HOLD until the current market angst settles down a bit.
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