Mark Cash

We think the cloud holds substantial--and underestimated--opportunity for some of these companies.

We are raising our fair value estimate for the narrow-moat company.

We're maintaining our fair value estimates for both firms.

We are raising our fair value estimate for the narrow-moat firm.

We believe that Cisco is navigating the pandemic well by finding pockets of strength while efficiently managing costs.

We are raising our fair value estimate for the narrow-moat company.

After updating our model for the increased purchase price, we are maintaining our $48 fair value estimate for Cisco.

We are maintaining our fair value estimate of the narrow-moat company and view the shares as undervalued.

We believe the breach will benefit vendors within our security coverage.

With Cisco more positive about the demand environment ahead, shares increased over 7% after reporting. We are maintaining our $48 fair value estimate and believe shares are undervalued.

Palantir, which we have given a narrow moat, sells software platforms aimed at solving big data integration and analytics challenges for government and commercial clients.

We value the company at $28.2 billion, reinforced by a sticky customer base and positive moat trend.

Cloud-based protection trends are accelerating, and moaty companies are positioned to reward investors.

Narrow-moat Cisco Systems' 10% year-over-year revenue decline in the fourth quarter was slightly ahead of CapIQ consensus estimates, and the company performed well on the bottom line.

We are maintaining our fair value estimates for these two technology firms.

We are maintaining our fair value estimate and view shares as undervalued.

We are maintaining our fair value estimate of $48 per share for Cisco Systems and view shares as fairly valued.

We are maintaining our fair value estimate of $48 per share and view shares as fairly valued.

A fresh look yielded a lowered fair value estimate, but we still see a margin of safety.

Customers are hooked on cybersecurity vendors' lures.

We are maintaining our fair value estimate and view shares as slightly undervalued.

No details of the takeover offer were provided, and we are maintaining our fair value estimates for the firms.

We view shares as slightly undervalued but would wait for a better risk for reward entry point.

Investors have an opportunity to benefit from the rapid adoption of cloud-based resources.

We're positive on the acquisition and are maintaining our current fair value estimate on Cisco for now.

We believe Palo Alto Networks is an attractive investment in cybersecurity.

A strong brand and sticky services businesses combine to ward off competitive threats.

Results were below expectations, but the no-moat firm increased its EPS guidance for 2019.

We're raising our fair value estimate as the firm becomes less reliant on the hardware refresh cycle.

We are increasing our fair value estimate for the narrow-moat firm.

The no-moat firm has a sound strategy, but uncertainty is very high given debt levels and ownership concentration.

The narrow-moat firm showed strength across all business segments and provided strong guidance for next quarter.

We are encouraged by HP's execution and road map, but a highly competitive marketplace will cap long-term excess economic returns.

We don't think the firm's long-term growth strategy will adequately offset challenges within core business segments.

We expect the networking giant can turn itself into a software- and services-focused firm while delivering on its commitment to returning cash to shareholders.

The narrow-moat firm's largest advantage may be its ability to sell an entire networking solution whereas competitors can only offer partial solutions.