Collaborating Authors

This Cybersecurity Stock Is Quality at a Great Price


Cybersecurity company SentinelOne ( S 8.26%) is one of the most expensive stocks on Wall Street. Allow me to clarify that; SentinelOne's stock carries one of the priciest valuations of any publicly-traded company. It's been that way since the company went public in June 2021. However, investors across the broader market have ruthlessly sold off growth and technology stocks amid high inflation and interest rate fears. But while many are running for cover, I'm here to tell you it's time to roll up your sleeves and get dirty. Yes, SentinelOne remains among the most expensive stocks on the market.

Square - Turning The Corner To Profitability And Finding Nooks And Crannies To Accelerate The Process


OK, here we go again. A couple of days ago, Square reported the results of its Q4 and full year 2016 business results. The results and attendant guidance can be broadly characterized as another quarter of beat and raise. Interestingly to me, was that the raise part was more on earnings. The company is now forecasting growth of 30% in adjusted revenues but it expects adjusted EBITDA to more than double in 2017. Over the past year that I have been following the name, I have been particularly impressed with the company's strategy of being able to offer lots of pieces of IT services that merchants needed in order to be successful. The shares jumped 21% last week and have reached an all-time high since the company went public in late 2015.

The Dip in This Edge Computing Leader Is a Gift


Cloudflare, Inc. (NYSE:NET) is a cloud services provider which delivers a wide range of solutions to customers worldwide. The company is a leader in Edge Computing, cybersecurity, and Internet of Things (IoT) solutions. Cloudflare has been public since September of 2019, and investors have been handsomely rewarded. An investment of $10,000 the day following the IPO would be worth over $100,000 today. Cloudflare's stated mission is to "build a better internet," and it seems to be achieving this. Businesses thrive on efficiency, and slowly running applications are not only annoying, but they also cost companies money.

10 Reasons Now Is The Time To Buy IBM


Despite sales that continue to decline, I recommend buying IBM (IBM) based on its cheap valuation, strong free cash flow, and the amount of capital that's returned to shareholders through dividends and share repurchases. IBM is mid-way through a turnaround, so I expect more pain to continue over the next year or two. However, IBM's "strategic imperatives" are gaining more critical mass and will soon put the company back on a growth curve. IBM currently trades at its 52-week low and is 34% off all-time highs set back in 2013. Blue chips like IBM rarely go on sale, so now is a great opportunity to buy.

Should You Buy Microsoft At Current Prices?


Shares of Microsoft (MSFT) have performed very well in the past month following the release of its first quarter fiscal 2018 earnings. The company not only continues to benefit from strong growth in its cloud business, its gross and operating margins has also improved considerably in the past few years. However, its current P/E and EV/EBITDA ratios are currently significantly higher than its 5-year averages. Given the growth prospect of its cloud business, I believe Microsoft is still a buy, but I would prefer to wait for a pullback.