FEYE

damn hope someone was at least able to get in its up 4+ % since i posted that lol still has room to run over 14.50 thats what id watch (very beaten up name and OI on calls keeps rising

 edit 11:37 am :watching closely over 14.50 seeing if it holds there was nice block that came in over that 
edit 11:42 am back under 14.50 by 4 cents,  didn't hold on the 5 min candle though, still watching  for that retest it was a nice vol punch through and it was taken back down on little volume. 

toggling between .49 and .50 now

I've been following FEYE closely this past year and personally work in the cybersecurity industry. After listening to their last conference call, I sold and told myself to never look back. They have a great product, but their path to profitability is getting shakier and shakier. They've consistently lowered guidance throughout the year, and on the most recent conference call the CEO admitted that slowed growth was due to changes in the cybersecurity landscape that made their offerings less relevant.

Personally I'd stay away. They'll likely appreciate in value over time, but the trajectory the company is on isn't promising. Seems the price is being kept up by BO rumors (these are constant for FEYE...)

Also, they're going to be paying some pretty major fees for restructuring this quarter. Next ER will be disappointing, but in the long run this will open up millions in savings for them from an operational standpoint. At best, I'd say that there will be a better buying opportunity for you in the upcoming weeks / months.

Ha! I love that reply, so full of character.

Yes, I've been "stalking" these boards for a time and finally decided to jump in and join the conversations. Everyone is so civil and welcoming to ideas (as long as they're not too out there I suppose).

I guess I should have included this... I'm a very new investor, less than a year at it, but I've dived into it to try and learn as much as possible. FEYE was my first stock purchase. Those who say that Cybersecurity is a fad are mistaken... The industry is here to stay. I'm 50/50 on whether FEYE will do well in the long-run. I think I lean towards them doing well. It was just this certain tone that existed on their last conference call that had me feeling shaky. On the one hand, they are a subscription-based solution leading to high-margin recurring revenue streams.

On the other hand, their primary product offering is appliance-based, and I'm confident that as the cloud market matures we'll see more and more movement towards cloud app-driven enterprises (FEYE has a solution for the cloud, but it's much less profitable). This, combined with new executive sales leadership, hints at slowed growth (when they're not even profitable yet). They're generating new offerings that exist in a now semi-saturated market.

I'll be keeping my eye on it as well, but for now I just have a "feeling" (that, I admit, may be driven by my inexperience).

Thanks for not calling me AWAL... That was my nickname on my high school football team. I don't think they caught the pejorative connotation...