The Arora Report

September 29, 2015

SURPRISE! BARRACUDA SAYS CYBER SECURITY MARKET IS SLOWING $CUDA $PANW $CYBR $FTNT $FEYE $HACK $QLYS

SURPRISE! BARRACUDA SAYS CYBER SECURITY MARKET IS SLOWING $CUDA $PANW $CYBR $FTNT $FEYE $HACK $QLYS

This post was just published on ZYX Buy Change Alert.

CUDA is a cyber security firm. After reporting roughly in line earnings, CUDA just had a very disappointing conference call. In a surprise, the company says that the security market it serves is slowing. CUDA guides Q3 EPS $0.07 – $0.08 vs. consensus of $0.10; guides Q3 revenue $79 – $81 million vs. $82 million consensus.

Company guides FY16 EPS $0.30 – $0.36 vs. consensus of $0.39; guides FY16 revenue $320 – $323 million vs. consensus of $352 million.

Previously stop hit at $22.73 on half the position (1/2).

The stock is being crushed in the after market. … Please click here or the title below to read more.

September 29, 2015

INITIATE OR ADD TO HEALTH NET $HNT $CNC

INITIATE OR ADD TO HEALTH NET $HNT $CNC

This post was just published on ZYX Buy Change Alert.

HNT is a health insurance firm. It has a buyout offer from CNC under which it will receive $28.25 in cash and 0.622 shares of CNC.

Consider accumulating a total of up to 70% of the full core position size in the zone of $53 to $59.81. It does not make sense to trade HNT with a stop. Those who want to reduce may consider reducing the quantity.

The plan is to tender the shares to CNC and then hold CNC.

Full disclosure, there is a separate CNC position in the portfolio. … Please click here or the title below to read more.

September 29, 2015

UPDATE ON BANCO SANTANDER $SAN

UPDATE ON BANCO SANTANDER $SAN

This post was just published on ZYX Buy Change Alert.

The new buy zone for SAN is $4.31 to $5.52.

Our long-term target for SAN remains $16.00 to $18.00.

What To Do Now?

It is important not to buy all at once. Consider scaling in on down spikes.

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Check out our enviable performance in both bull and bear markets.… Please click here or the title below to read more.

September 29, 2015

UPDATE ON RITE AID $RAD

UPDATE ON RITE AID $RAD

This post was just published on ZYX Buy Change Alert.

The new buy zone for RAD is $5.20 to $6.50.

Our first target zone for RAD remains $11 to $12.40. Our very long-term target is $14.00 to $16.00.

What To Do Now?

It is important not to buy all at once. Consider scaling in on down spikes.

You are receiving less than 2% of the content from our paid services …TO RECEIVE REMAINING 98%, TAKE A FREE TRIAL TO PAID SERVICES.

Please click here to take advantage of a FREE 30 day trial.

Check out our enviable performance in both bull and bear markets.… Please click here or the title below to read more.

September 29, 2015