Before contributing to platforms such as TheStreet and Seeking Alpha, Herve Blandin was an IT engineer and a part-time investor. In 2016, Herve quit his IT career to become a full-time value investor. Herve focuses on the U.S., Canadian, and European equity markets with a long-term horizon. Due to his background, Herve specializes in tech companies. Follow him on Twitter @RV_Blandin
To offset the decline of its legacy video business, Comcast is developing a streaming offering. This transition will provide the company with extra synergies and growth potential.
The immediate distractions related to the development of its streaming video service will provide opportunities to buy the shares at a good price, since Disney's long-term potential is still supported by unique assets.
Salesforce's short-term guidance disappointed the market. But there are many reasons to think the long-term growth potential remains intact.
Considering the strength of Microsoft's cloud and enterprise segments, the company is a good position to reach a market cap of $1 trillion.
Adjusted earnings above guidance drive Palo Alto Networks close to GAAP profits thanks to its operating leverage.
Cisco's size is an edge it has over rivals that should allow it to compete successfully in new growth areas.
The company is scaling its growth businesses to offset the decline of the cash cow partnership with eBay.
With a stock price above $225, Palo Alto will have to deliver on these promises to justify a higher valuation.
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