Out Fox The $treet

Jive Software easily beat Q1'15 analyst forecasts. The business collaboration software firm is finally starting to gain traction with customers via new apps with lower prices points. The stock is on the verge of breaking a long three-year downtrend. When Jive Software (NASDAQ: JIVE ) went public back at the end of 2011, the company was proclaimed as the social platform for the business community. Jive though failed to gain critical mass and still today hasn't reached 1,000 customers. Read the full article on Seeking Alpha. Disclosure: Long JIVE. Please review the disclaimer page for more details. 

WPX Energy continues making progress towards becoming a diversified energy producer. The E&P firm is still more impacted by the price of natural gas taking a big hit from the price decline in that commodity. The company has some interesting negative implications for oil. Investors should remain focused on WPX Energy for the catalysts related to natural gas. WPX Energy (NYSE: WPX ) surprised investors with a second straight quarterly profit that substantially beat analyst estimates. As with all other E&P firms, WPX faces a tough market with the collapsing community landscape. The energy producer is making huge progress transitioning to liquids production, but it still faces a natural gas future. Read the full article on Seeking Alpha. Disclosure: Long WPX. Please review the disclaimer page for more details. 

Shake Shack finally cools off after an incredible surge in the stock price. The fabulous burger-joint has a valuation multiple only matched by fast-growing tech stocks that produce revenues gains of over 100%. Investors must not get caught up in the excitement of the Shake Shack concept and focus on the absurd valuation compared to other top fast-casual restaurant concepts. After a massive month-long run, Shake Shack (NYSE: SHAK ) finally took a step back. The fabulous burger joint has an enviable customer base and strong growth prospects, but the recent rally appears more fluff than reality. The stock started April below $50 and surged above $95 last week. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Michael Kors reported mixed results and provided a major guide down for the current quarter. The Coach example suggests that Michael Kors is unlikely to rebound from the collapsing stock price anytime soon. Limited downside risk is not a good enough reason to own the stock. With Michael Kors (NYSE: KORS ) down nearly 25% in trading on Wednesday following a weak quarterly report , investors that bought shortly after the IPO back in early 2012 now have limited gains. The large success of Michael Kors along with the recent resilience of Coach (NYSE: COH ) might highlight a saturated market for high-end handbags and related accessories. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Southwest Airlines plunged on fears of capacity additions. The market apparently over reacted to news of a slight capacity increase from previous expectations. The fears of a pricing war provide an opportunity to own one of the best airlines. The airlines were absolutely crushed during trading on Wednesday. Several events collided to create a panic causing some of the airlines to plunge up to 10%. Whether or not the news of the day was material, the media was full of market pundits referring back to the airline industry of old without justification. Read the full article at Seeking Alpha. Disclosure: Long AAL. Please review the disclaimer page for more details. 

Summary Zynga continues making progress towards shifting to a mobile game developer. The downshift in web game revenue is masking the progress made by the previous CEO. The company remains attractive at these valuations based on strong financial assets and game franchises. With all of the assets of Zynga (NASDAQ: ZNGA ), the biggest fear is a lack of focus at the game developer that slowly burns the cash balance. The company has spent the last few years building up new game categories and switching CEOs to only end up back in the same place. Read the full article on Seeking Alpha. Disclosure: Long ZNGA. Please review the disclaimer page for more details. 

GSV Capital reported its highest NAV in history, but the market hardly noticed based on the lack of analyst participation on the earnings call. The resolution of the tax-exempt status provides a major catalyst to increase value and reduce NAV discount. The stock provides intriguing value at $10 with potential other catalysts to increase the stock price. After another quarter of less than expected asset growth, GSV Capital (NASDAQ: GSVC ) has absolutely lost investor interest. The investment fund reached the highest NAV in its short history, yet the earnings call involved only one analyst. The NAV amount isn't appreciably higher than previous quarterly levels, suggesting the slow growth isn't enough to keep analysts' interest, even though it does continue to grow. Read the full article at Seeking Alpha. Disclosure: Long GSVC. Please review the disclaimer page for more details.