Published : May 1 2012 at 13:35 ET

UBNT should reach enough volume to qualify for a pocket pivot. UBNT has undergone strong earnings and sales acceleration, return-on-equity 68.5%, pretax margin 31.6%, overall rating 97. UBNT makes tools for RF spectrum service providers in the unlicensed RF spectrum which comprise underserved, underpenetrated markets. Their products improve overall network performance.


SPLK may reach enough volume to qualify for a pocket pivot. SPLK is the 'google' of the business world. It is a search engine and analytic software program for a company’s IT data. It tracks customer behavior, user transactions, security threats, and more, and uses a company's IT data to help the decision making process. It holds agreements with a number of major companies.

SPLK is the first pure play of the so-called big-data companies to go public.

SPLK has yet to realize earnings, but its revenue growth is near triple digit percentage levels, quarter-over-quarter. SPLK plans to continue to put its earnings into aggressively growing the company, so the company may not show earnings for yet a few quarters.

It is a competitive space, has no earnings as of yet, and is an IPO, so expect volatility.


We have a small position in SPLK.

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