IB Net Payout Yields Model

FireEye: Slight Shift

FireEye generated impressive Q3 results with impressive cash flow improvements.
The cybersecurity company is in the midst of a shift towards Security as a Service.
The weak Q4 guidance placed the stock right back in the penalty box when trading at multi-year highs near $20.
My investment thesis has long held with most stocks that unless the stock throws off cash every day the company opens for business, the stock just isn't appealing. FireEye (FEYE) has long fell into that category due to the lack of growth to vastly change the cash flow picture, but the recent Q3 results change the equation ever so slightly.
Read the full article on Seeking Alpha. 

Disclosure: No position. Please review the disclaimer page for more details. 


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