We are adding Zendesk to the Next Wave Portfolio with a buy limit of $25, and a stop loss of $19.50. Read More

Now that first quarter earnings season is mostly completed, here is an update on some of the Next Wave Portfolio holdings:Paycom Software (PAYC)—With the stock last week seeing a sharp increase in volatility, I am raising the stop loss to $33.50. In case the shares have hit a short-term peak,… Read More

I am adding Splunk to the Next Wave Portfolio because its solutions are increasingly being deployed across a variety of use cases— including traditional business intelligence (BI) functions—putting the company on a solid path to eventually reach $1 billion in annual revenue. Read More

Given Gigamon’s strong underlying momentum (especially related to security use cases), the company over the next few quarters could see upward revenue/earnings estimate revisions along with valuation expansion. Read More

On the Marketo (MKTO) fourth quarter earnings conference call earlier this month, CEO Phil Fernandez said demand was so strong into the end of last year that the company could have used another 10 sales reps to close more business. While this might be a good problem to have, being… Read More

Qlik Technologies (QLIK) is a leading provider of business intelligence (BI)/analytics solutions for the enterprise market. The company’s software allows users to visualize data from multiple sources in an effort to gain meaningful insights into what’s going on at a departmental level, with the goal to increase collaboration, improve overall… Read More

Australia’s top commodity export, iron ore, is already in trouble and Australia is now dealing with a 40% decline in the price of crude oil since mid-June.Plus, Australian companies involved in the $180 billion (all currencies in U.S. dollars) construction of infrastructure to export liquefied natural gas (LNG) are under… Read More

Looking to 2015, two major positive themes are expected to dominate the market for enterprise/public sector wireless infrastructure solutions: the ongoing upgrade cycle being driven by the transition to the newest 802.11ac WiFi standard and the coming expansion of the government’s E-rate Internet connectivity program covering the modernization of wireless… Read More

The latest wave of cyberattacks appears relentless, with the culprits getting more bold and brazen. A recent PwC global security survey showed a 48% increase in detected attacks so far this year; this figure doesn’t even include undetected and unreported attacks.Employees, former employees and third parties with trusted access to… Read More

The data deluge is upon us: 2.5 quintillion bytes of data are created each day, and 90% of the data worldwide has been generated in just the past two years alone! Read More