Topic Archives: Splunk (SPLK)

Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]

I’m tempted to buy some puts in Splunk (SPLK) following the presentation by Zack Buckley late this morning — he brought the shares down by 5%, but his brief look at the business model and the growth prospects, and the accelerated revenue recognition that makes the business look better than it is, point to some […]

Comments

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    I would buy SQ as well as I think it has much more upside than PYPL right now....

  • Travis Johnson, Stock Gumshoe

    SQ has the growth that PYPL lacks, to be sure, but nowhere near the market heft or "network effect" boost that PYPL stil...

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    PE ratio at 62 and at its 52 week high. I'll pass! SQ looks better right now in the same industry....

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    OK, I have a stupid question that I am umbarassed to ask. I am trying to do some DD on PLNHF, but I don't really know...

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    Travis I just read that Square (SQ) is allowing select users to conduct purchases and sales of Bitcoin, including users ...

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    Don't square (SQ) and National Cash Register (NCR) figure in the explosion?...

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