Stock版 - (ZT) FEYE, NMBL, RAX, SPLK, QLGC - Bounce? (转载) |
|---|
|
|
|
|
|
|
E**********r
发帖数: 327 | 1 【 以下文字转载自 kindred_spirits 俱乐部 】
发信人: EmilyForever (Emily), 信区: kindred_spirits
标 题: (ZT) FEYE, NMBL, RAX, SPLK, QLGC - Bounce?
发信站: BBS 未名空间站 (Sun May 11 15:22:43 2014, 美东)
Oversold Tech Momentum High-Flyers May Be Ready to Bounce
By Lee Jackson May 9, 2014 8:35 am EDT
Last year and the early part of 2014 was all about the momentum trade. There
was so much fast money chasing hot tech IPOs and tech darlings that the
market kept feeding on itself and going higher. In a scene reminiscent of
the late 1990s and the 2000 tech meltdown, when the day of reckoning came,
the selling started and turned into a tsunami. In a new research note out
from UBS, the technology team has identified five former tech names that
have been absolutely destroyed in the sell off and could be ready for a
trading bounce.
The analysts screen for stocks in their coverage-related universe for which
price and/or volume have hit extremes relative to the previous 90-trading
days. Here are five former super-hot tech names that could be ready for a
trading bounce.
FireEye Inc. (NASDAQ: FEYE) was absolutely eviscerated in the sell-off. The
stock is down an incredible 72% from its high that was hit just a short two
months ago. The company provides products and services for detecting,
preventing and resolving advanced cybersecurity threats, a theme that was
huge last year. Despite the massive punishment inflicted on the stock, it
will continue to be something that governments and businesses continue to
focus on with laser precision. The Thomson/First Call estimate is posted at
a whopping $52.20. FireEye closed Thursday at $27.45. That is down from a
high of $97.35 in early March.
Nimble Storage Inc. (NASDAQ: NMBL) made its IPO debut back in December and
has been crushed back below the original offering price after doubling.
Nimble has developed a hybrid storage architecture engineered from the
ground up to seamlessly integrate flash and high-capacity drives. Yet
another huge leap in storage technology that many people who need more
capacity than older enterprise systems have embraced. The consensus price
target for this stock, which has been shot down in flames, is $50.96. Nimble
closed trading Thursday at $20.55. The stock printed $58 in early March.
Rackspace Hosting Inc. (NYSE: RAX) is another stock that was absolutely
pummeled. The company took off as many investors embraced the cloud storage
revolution and bought the top stocks in the sector. In fact, the company
bills itself as the global leader in hybrid cloud and founder of OpenStack,
the open-source operating system for the cloud. The consensus price target
is $45.42. Rackspace closed Thursday at $26.64. That is down from a high of
over $80 in January of 2013.
Splunk Inc. (NASDAQ: SPLK) call option volatility is at record highs, and
the stock is another top tech name that has been absolutely crushed. Splunk
reported total revenue of $99.9 million, up 53% year-over-year. The company
’s guidance for the current quarter was also quite good. Splunk expects
total revenue between $78 million-$80 million, a year-over-year jump of 40%.
With those kinds of solid revenues, the company could start to look
attractive to investors. The consensus price target is a gigantic $100.96.
Splunk closed Thursday at $46.65.
QLogic Corp. (NASDAQ: QLGC) has been absolutely hammered over the past month
. The company designs and supplies high-performance server and storage
networking infrastructure products that provide, enhance and manage computer
data communication. Its products facilitate the transfer of data and enable
resource sharing between servers, networks and storage in enterprise data
centers, cloud computing, Web 2.0 and other environments. The consensus
price target is $11.33. The stock closed Thursday at $9.76.
Once the selling starts, often opportunistic hedge funds smell and sense the
weakness. They come in behind the shareholder selling and short the stocks
hard. They often will press the short day after day until something starts
to give and the stock rebounds. With stocks that are way oversold, a strong
trading bounce to the upside can often give nimble traders a handsome profit
. That said, this is very aggressive, and not for conservative portfolios.
By Lee Jackson
source: http://247wallst.com/technology-3/2014/05/09/oversold-tech-momentum-high-flyers-maybe-ready-to-bounce/ | E**********r
发帖数: 327 | 2 这篇捞底文章的作者还是很有料的。
文中提到的5个PICK，从上周五的关盘价算起，到这周的关盘价，分别涨／跌了：
RAX (26.28 - 36.12) +37.44%
NMBL (20.59 - 26.45) +28.46%
FEYE (26.44 - 27.89) +5.48%
QLGC (9.87 - 9.785) -0.86%
SPLK (46.50 - 43.76) -5.89% | E**********r
发帖数: 327 | | L****n
发帖数: 12932 | 4 看得很不错.
【在 E**********r 的大作中提到】
: 关盘前捞了FEYE
| E**********r
发帖数: 327 | 5 谢谢大夫！
上周日我在版面贴出这篇文章的时候，那个“yunj“还跑来骂我，实力和vision都很差
呀！ ：）
【在 L****n 的大作中提到】
: 看得很不错.
| L****n
发帖数: 12932 | 6 那几个都是专为骂人而生的马甲. 不值得理会.
【在 E**********r 的大作中提到】
: 谢谢大夫！
: 上周日我在版面贴出这篇文章的时候，那个“yunj“还跑来骂我，实力和vision都很差
: 呀！ ：）
| g****d
发帖数: 3461 | 7 那天我说nmbl转向，这个也跳出来说我是错的。呵呵
【在 E**********r 的大作中提到】
: 谢谢大夫！
: 上周日我在版面贴出这篇文章的时候，那个“yunj“还跑来骂我，实力和vision都很差
: 呀！ ：）
| E**********r
发帖数: 327 | 8 嗯，我看出来了，但那个“yunj”开始还装模作样写分析文章，可能还迷惑了几个人。
呵呵
【在 L****n 的大作中提到】
: 那几个都是专为骂人而生的马甲. 不值得理会.
| E**********r
发帖数: 327 | 9 看得出你也是有料的。谢谢你的指导。
【在 g****d 的大作中提到】
: 那天我说nmbl转向，这个也跳出来说我是错的。呵呵
| g****d
发帖数: 3461 | 10 不客气，这个是基于我的老师对CTRL下来和上去的分析。
CTRL现在都还是可以买的。
【在 E**********r 的大作中提到】
: 看得出你也是有料的。谢谢你的指导。
| | | l*********m
发帖数: 16971 | 11 May 14, 2014 13:09 EDT
ZU, FEYE
FireEye calls active with IPO lock-up date approaching
FireEye (FEYE) May 28 and 29 weekly calls area active on total call volume
of 13K contacts (3K puts) with lock-up date approaching on May 21.
zulily (ZU) had an IPO lock-up expiration today and shares are recently up.
May weekly call option implied volatility is at 94, June is at 79, September
is at 72; compared to its 26-week average of 67 according to Track Data.
Active call volume suggests traders taking positions for upside price
movement into a lockup expiration. | E**********r
发帖数: 327 | 12 你的老师来这里么？
【在 g****d 的大作中提到】
: 不客气，这个是基于我的老师对CTRL下来和上去的分析。
: CTRL现在都还是可以买的。
| E**********r
发帖数: 327 | 13 谢谢信息。
.
September
【在 l*********m 的大作中提到】
: May 14, 2014 13:09 EDT
: ZU, FEYE
: FireEye calls active with IPO lock-up date approaching
: FireEye (FEYE) May 28 and 29 weekly calls area active on total call volume
: of 13K contacts (3K puts) with lock-up date approaching on May 21.
: zulily (ZU) had an IPO lock-up expiration today and shares are recently up.
: May weekly call option implied volatility is at 94, June is at 79, September
: is at 72; compared to its 26-week average of 67 according to Track Data.
: Active call volume suggests traders taking positions for upside price
: movement into a lockup expiration.
| C*********n
发帖数: 1083 | 14 要身轻如燕，来也匆匆去也匆匆。
.
September
【在 l*********m 的大作中提到】
: May 14, 2014 13:09 EDT
: ZU, FEYE
: FireEye calls active with IPO lock-up date approaching
: FireEye (FEYE) May 28 and 29 weekly calls area active on total call volume
: of 13K contacts (3K puts) with lock-up date approaching on May 21.
: zulily (ZU) had an IPO lock-up expiration today and shares are recently up.
: May weekly call option implied volatility is at 94, June is at 79, September
: is at 72; compared to its 26-week average of 67 according to Track Data.
: Active call volume suggests traders taking positions for upside price
: movement into a lockup expiration.
| g****d
发帖数: 3461 | 15 不来，他们要是发现我贴这些，会把我踢出门去的。
好在讲中文，他们看不懂。
【在 E**********r 的大作中提到】
: 你的老师来这里么？
| E**********r
发帖数: 327 | 16 哈，隐世高人。有意思！
【在 g****d 的大作中提到】
: 不来，他们要是发现我贴这些，会把我踢出门去的。
: 好在讲中文，他们看不懂。
| b****o
发帖数: 360 | 17 哈哈，俺有点受不了，几天没来，艾米丽变化推大啦，跟着大夫这两步走越来越象大牛
了，语气透着很显然， 要命的是还搞起了亲民，完全不是往昔咬住死嗑的容颜。
还我原来的那个。
【在 E**********r 的大作中提到】
: 哈，隐世高人。有意思！
| l***o
发帖数: 5337 | 18 艾米莉原来真是喜欢吵架啊？ ：）我那时候在股版时间不多没注意过。现在的艾米莉
又有水平又有风度，教人敬佩啊。
【在 b****o 的大作中提到】
: 哈哈，俺有点受不了，几天没来，艾米丽变化推大啦，跟着大夫这两步走越来越象大牛
: 了，语气透着很显然， 要命的是还搞起了亲民，完全不是往昔咬住死嗑的容颜。
: 还我原来的那个。
|
|
|
|
|
|
|
|
