FireEye (NASDAQ:FEYE)

CAPS Rating: 3 out of 5

Results 1 - 20 of 28 : 1 2 Next »

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Member Avatar TMFCavalier (58.51) Submitted: 11/21/2014 10:28:16 AM : Outperform Start Price: $33.44 FEYE Score: -8.70

Cyber security is a growing trend that needs to be addressed by all companies, large and small. FireEye helps to do this with their virtual machine technology. Seems to be a very effective and promising technology that has proven its worth and should become more powerful with the more users signed up with FireEye.

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Member Avatar ELPastor (38.01) Submitted: 11/20/2014 2:57:55 PM : Outperform Start Price: $31.50 FEYE Score: +1.32

I picked this on a simple conjecture that cybersecurity firms are well-positioned for future growth.

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Member Avatar DrGoldin (99.71) Submitted: 11/14/2014 2:24:10 PM : Outperform Start Price: $33.60 FEYE Score: -6.78

Financially, FEYE doesn't look particularly appealing, but every cyber security person I know says this is the most interesting (in every sense of the word) company in the business, and at some point I can't ignore that. I have every reason to believe that cyber security is going to be a major industry in the coming years; I'm just not convinced that any particular company today is the right one to bet on. Valuations are rich everywhere, so I'm doing an ignorant and optimistic green button. But I'll take some solace in knowing that my basis is less than half of where this share price used to be. Real position today @ 33.61.

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Member Avatar bartlettmi (68.00) Submitted: 10/29/2014 12:55:45 PM : Outperform Start Price: $32.76 FEYE Score: -7.35

CNBC interview this morning suggested these guys are the real deal - and that management is among the most competent in the cyber security space... I expected it to pop, to be honest, and it's instead down. They report in a few days and this should give me enough time to close the position after an earnings-related pop.

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Member Avatar warrenout (99.30) Submitted: 10/29/2014 8:18:30 AM : Outperform Start Price: $34.02 FEYE Score: -10.71

Might this be on of the best long-term plays in the entire stock market? Look at the year over year and quarter over quarter P&L. Pretty impressive growth. I'm in. Here and for real.

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Member Avatar Gilcon (< 20) Submitted: 10/19/2014 8:46:20 AM : Outperform Start Price: $28.87 FEYE Score: +0.23

Possible target.

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Member Avatar rayankh (77.13) Submitted: 10/7/2014 2:33:39 PM : Outperform Start Price: $28.21 FEYE Score: +6.22

Cyber security play

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Member Avatar TheLongView4u (62.12) Submitted: 8/18/2014 4:55:24 PM : Outperform Start Price: $28.88 FEYE Score: +5.54

feeling out rock bottom

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Member Avatar hairball23 (21.97) Submitted: 8/18/2014 4:33:54 PM : Outperform Start Price: $28.88 FEYE Score: +5.54

Too Low, some downside maybe but this will more likely reverse course soon relative SnP

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Member Avatar malleableplato (< 20) Submitted: 7/9/2014 10:55:50 AM : Outperform Start Price: $34.23 FEYE Score: -12.22

Price point value

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Member Avatar LukB4ULeap (< 20) Submitted: 6/11/2014 11:25:23 AM : Outperform Start Price: $34.46 FEYE Score: -13.84

1) Revenue growth - significantly above average
2) SG&E growth - rate is slowing
3) product quality - one of top performers
4) Investment/R&D - above average; more acquisitions likely
5) Management development - top management is learning what market expects concerning financial/operations performance; if not, management will change at top, but underlying business is still solid

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Member Avatar MotleyGiu (47.30) Submitted: 6/3/2014 12:43:17 PM : Outperform Start Price: $31.15 FEYE Score: -5.30

Cyber security matters...and will matter even more over the next 5-10 years. These guys seem cutting edge, strong balance sheet, great product portfolio and a valuation that now seems reasonable (in the light of their competitive position in a fast growing space). Let's spot the bad cyber guys, happy hunting!

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Member Avatar anindakumars (24.09) Submitted: 5/12/2014 12:16:32 PM : Outperform Start Price: $27.66 FEYE Score: +6.11

super niche company cyber sec will take top dollars in the coming years. Has had a staggering drop. Company is investing in technology and people today to earn in the future.

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Member Avatar IdogbertI (71.91) Submitted: 5/8/2014 3:53:25 PM : Outperform Start Price: $28.25 FEYE Score: +2.33

Oversold after last earning report. On leading edge of Cyber Security market

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Member Avatar myjay (< 20) Submitted: 3/26/2014 1:03:31 PM : Outperform Start Price: $62.23 FEYE Score: -59.68

Small cap - it security. Chosen by Target after hacking.

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Member Avatar milla516 (< 20) Submitted: 3/14/2014 1:31:07 PM : Outperform Start Price: $77.13 FEYE Score: -70.42

necessary industry with unlimited applications; unique approach in just developing industry

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Member Avatar km00nster (< 20) Submitted: 3/12/2014 10:35:04 PM : Outperform Start Price: $78.25 FEYE Score: -70.12

I currently work for a major government organization. FireEye is one of my favorite security tools to use. It is extremely user friendly and with the buy out of mandiant, sales can only accelerate. Cyber Security is going to be one of the top industries in the next couple of years.

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Member Avatar brittlerock (< 20) Submitted: 3/9/2014 12:04:45 PM : Outperform Start Price: $81.55 FEYE Score: -71.01

FireEye is a cyber security firm that offers an entirely new architecture for combating cyber crime. Traditional threat protection uses what is known as a signature based model. This model requires knowledge of vector characteristics in order to build software protection. This is the typical virus protection which is always reactive to threats after discovery. FireEye offers a new model based on real-time virtual machine which detects and protects against anomalous behavior (and other factors). FireEye has just acquired Mandiant which provides sophisticated vector removal so they now offer full spectrum cyber security: detection, protection and threat removal. While there are several companies that peddle cyber security products, they have no real competition due to the unique architecture of their products. Their product offerings address traditional server based network storage and the mobile markets. They are developing products to address security for cloud based applications. They already have solid international customer base of commercial and government clients. Their customer base is growing rapidly. They sell their products on a subscription basis so their revenue stream keeps expanding as the customer base grows.

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Member Avatar InvestorDeb (71.69) Submitted: 3/7/2014 1:17:27 PM : Outperform Start Price: $80.96 FEYE Score: -70.75

Demand for this will not weaken. The sell-off today is the manifestation of not knowing the mechanics of the mart. I have an order to put 1/3 position on under $80…

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Member Avatar Jfly2020 (< 20) Submitted: 3/4/2014 7:04:07 PM : Outperform Start Price: $89.80 FEYE Score: -74.72

Target, Neiman Marcus…who's next?

Security will be huge as we move forward.

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