timbrugger’s Activity

Sat Dec 9

CAPS Outperform Pitch

timbrugger wrote about Cisco Systems (CSCO) . 9:48 AM

CSCO Outperform

Transformation beginning to make an impact. Love the recurring revenue growth, along with an expected return to topline growth.

Caps Pick

timbrugger made a pick in CAPS. 9:48 AM

Cisco Systems (CSCO) will Outperform the S&P 500

Wed Oct 25

CAPS Outperform Pitch

timbrugger wrote about Himax Technologies (HIMX) . 2:26 PM

HIMX Outperform

Though on the high-end of valuation right now, HIMX is positioned for outstanding growth in exploding markets including IoT, 3D sensors, VR, AR, and others.

Caps Pick

timbrugger made a pick in CAPS. 2:26 PM

Himax Technologies (HIMX) will Outperform the S&P 500

Wed Oct 11

CAPS Outperform Pitch

timbrugger wrote about Qualcomm (QCOM) . 9:40 AM

QCOM Outperform

Legal snafus and lower revenue until the courtroom "stuff" is settled is already factored into its share price. Very little downside risk as a result, and QCOM is still cruising along despite the AAPL and FTC "issues." Nothing but upside from this [more]

Caps Pick

timbrugger made a pick in CAPS. 9:40 AM

Qualcomm (QCOM) will Outperform the S&P 500

CAPS Outperform Pitch

timbrugger wrote about Fortinet (FTNT) . 9:38 AM

FTNT Outperform

Right industry, and have made significant progress in cost-cutting initiatives, return to profitability in a big way, which will continue going forward..

Caps Pick

timbrugger made a pick in CAPS. 9:38 AM

Fortinet (FTNT) will Outperform the S&P 500

CAPS Outperform Pitch

timbrugger wrote about Adobe Systems (ADBE) . 9:38 AM

ADBE Outperform

CEO Narayen's move to monthly subscriptions has exploded. Steady, predictable revenue with forays into voice-activated tech, AI, and VR will keep ADBE ahead of the curve in the years to come.

Caps Pick

timbrugger made a pick in CAPS. 9:38 AM

Adobe Systems (ADBE) will Outperform the S&P 500

CAPS Underperform Pitch

timbrugger wrote about Palo Alto Networks (PANW) . 9:38 AM

PANW Underperform

Analyst darling, but revenue growth is slowing though spending remains sky-high. Wild fluctuations in share price which I'm not a fan of. Better for short-term investors, which I am most certainly not.

Caps Pick

timbrugger made a pick in CAPS. 9:38 AM

Palo Alto Networks (PANW) will Underperform the S&P 500

CAPS Outperform Pitch

timbrugger wrote about FireEye (FEYE) . 9:38 AM

FEYE Outperform

New management has made outstanding progress in re-inventing their business model to subscription sales, slashed more than 20% off op expenses in the first year.

Caps Pick

timbrugger made a pick in CAPS. 9:38 AM

FireEye (FEYE) will Outperform the S&P 500

CAPS Outperform Pitch

timbrugger wrote about Intel (INTC) . 9:38 AM

INTC Outperform

Slowly but surely making inroads into new markets, including AI, cloud data centers, smart cars and IoT in general. Shaving overhead.

Caps Pick

timbrugger made a pick in CAPS. 9:38 AM

Intel (INTC) will Outperform the S&P 500

CAPS Outperform Pitch

timbrugger wrote about Check Point Software Technologies (CHKP) . 9:38 AM

CHKP Outperform

Growing base of recurring revenue, effective expense management, and in the right industry (cybersecurity).

Caps Pick

timbrugger made a pick in CAPS. 9:38 AM

Check Point Software Technologies (CHKP) will Outperform the S&P 500

Sun Mar 5

NL

Article

timbrugger published an article 1:41 PM

Better Buy: Palo Alto Networks Inc. vs. Fortinet Inc.

The data security peers have taken decidedly different approaches to their businesses.

Wed Mar 1

NL

Article

timbrugger published an article 11:58 AM

Better Buy: Cisco Systems Inc. vs. Oracle Corp.

One of these tech titans will likely show greater strides towards completing its transformation, but does that make it the smarter choice to invest in today?

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CAPS Stats & Trivia

CAPS Player Rating 28.27
Player Rank 50687 out of 70663
Score -35.10
Score Change Today +13.00
Accuracy 36.36%
Active Picks 12
Total Picks 79
Best Pick MSFT (+182.77)
Worst Pick M (-111.04)
Average Score per Pick -0.44
Charms Earned 2
Highest Rated Favorite No Favorites Selected
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