Quick Updates

Just a quick note to subscribers: I am currently travelling and will hopefully have more detailed updates on the stocks I recommended, and which have just reported earnings, once I have had a chance to listen to the management conference calls. Importantly, after glancing at the earnings reports for NENG and SPRT, I see nothing that would change my investment thesis, even though the market seems to disagree with me. Both companies are executing well on new business plans, while displaying excellent cash management. Wall Street generally has little patience to wait more than a couple of months for results, so if you have the ability to look out a year or two, I still think these two stocks will provide excellent long-term capital gains.

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New survey reveals an unexpected increase in enterprise security spending

http://www.darkreading.com/document.asp?doc_id=100331&f_src=darkreading_section_296