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Vm-Series on Amazon Web Services
VM-SERIES ON AMAZON WEB SERVICES Many organizations are moving their application development and production workloads to Amazon Web Services (AWS) with a goal of minimizing their physical data center presence over time. The VM-Series on AWS enables you to protect applications and data on AWS with next-generation firewall and threat prevention features. Security Challenges in the Public Cloud VM-Series on AWS Use Cases Organizations worldwide are expanding their use of AWS® at an Hybrid Cloud unprecedented pace. However, security, workflow automation, and how to build scalable, resilient cloud-centric architectures • Securely extend your application development and are key challenges that must be addressed. The VM-Series on testing environment onto AWS across a site-to-site AWS solves these challenges, enabling you to: IPsec VPN or AWS Direct Connect. • Protect your AWS workloads through unmatched applica- Segmentation Gateway tion visibility, control and advanced threat prevention. • Maintain separation of confidential data from other • Simplify management and automate security policy updates traffic for security and compliance purposes by as your AWS workloads change. controlling applications across VPCs and subnets while blocking threats. • Build secure, cloud-centric architectures that are scalable and highly available. Internet Gateway The VM-Series allows new cloud customers to protect their • Protect web-facing applications from advanced workloads with next-generation security features that deliver threats while securely enabling direct access to web- superior visibility, control and threat prevention at the appli- based developer tools and resources. cation level when compared to other cloud- oriented security solutions. Existing customers will reap the benefits of a security GlobalProtect feature set that mirrors those protecting their physical networks • Extend perimeter firewall and threat prevention and delivers a consistent security posture from the network to policies to remote users and mobile devices with the cloud. -
VM-Series on AWS • Complements Native AWS Security with Application Enablement Policies That Prevent Threats and Data Loss
VM-Series on AWS • Complements native AWS security with application enablement policies that prevent threats and data loss. VM-Series on AWS • Allows you to transparently Palo Alto Networks VM-Series Virtual Next-Generation embed security in the application ® development process through Firewalls protect your Amazon Web Services (AWS ) automation and centralized workloads with next-generation security features that management. allow you to confidently and quickly migrate your business- • Enables security to scale dynamically critical applications to the cloud. AWS CloudFormation yet independently of your workloads through integration with AWS Auto Templates and third-party automation tools allow you to Scaling and Elastic Load Balancing. embed the VM-Series in your application development • Cost-effectively protects lifecycle to prevent data loss and business disruption. deployments with many VPCs through a transit VPC architecture. Strata by Palo Alto Networks | VM-Series on AWS | Datasheet 1 As AWS becomes the dominant deployment platform for your User-Based Policies Improve Security Posture business-critical applications, protecting the increased public Integration with on-premises user repositories, such as cloud footprint from threats, data loss, and business disruption Microsoft Exchange, Active Directory®, and LDAP, lets remains challenging. The VM-Series on AWS solves these you grant access to critical applications and data based on challenges, enabling you to: user credentials and needs. For example, your developer • Protect your AWS workloads through unmatched application group can have full access to the developer VPC while only visibility and precise control. IT administrators have RDP/SSH access to the production • Prevent threats from moving laterally between workloads VPC. -
MM .1.20 Clking
CL King Market Maker List AAXN Axon Enterprise, Inc. CROX Crocs, Inc. HELE Helen of Troy Limited MPAA Motorcar Parts of America, Inc. SBAC SBA Communications Corporation ADBE Adobe Inc. CSCO Cisco Systems, Inc. HIBB Hibbett Sports, Inc. MRVL Marvell Technology Group Ltd. SBUX Starbucks Corporation ADSK Autodesk, Inc. CSOD Cornerstone OnDemand, Inc. HLIT Harmonic Inc. MSFT Microsoft Corporation SCVL Shoe Carnival, Inc. ADTN ADTRAN, Inc. CTAS Cintas Corporation HSIC Henry Schein, Inc. MU Micron Technology, Inc. SGMS Scientific Games Corp AGNC AGNC Investment Corp. CTSH Cognizant Technology Solutions Corporation HSII Heidrick & Struggles International, Inc. NDLS Noodles & Company SHOO Steven Madden, Ltd. AIMC Altra Industrial Motion Corp. CVLT Commvault Systems, Inc. HSKA Heska Corporation NEOG Neogen Corporation SMPL The Simply Good Foods Company ALGT Allegiant Travel Company DAKT Daktronics, Inc. HSON Hudson Global, Inc. NLOK NortonLifeLock Inc. SMRT Stein Mart, Inc. AMZN Amazon.com, Inc. DECK Deckers Outdoor Corporation IART Integra LifeSciences Holdings Corporation NTUS Natus Medical Incorporated SMSI Smith Micro Software, Inc. ANDE The Andersons, Inc. DENN Denny's Corporation ICON Iconix Brand Group, Inc. ON ON Semiconductor Corporation SNBR Sleep Number Corporation ANGO AngioDynamics, Inc. DIOD Diodes Incorporated IDXX IDEXX Laboratories, Inc. OSUR OraSure Technologies, Inc. SQBG Sequential Brands Group, Inc. ANSS ANSYS, Inc. DISCA Discovery, Inc. ILMN Illumina, Inc. Holdings PACB Pacific Biosciences of California, Inc. SRDX Surmodics, Inc. AOBC American Outdoor Brands Corporation DISH DISH Network Corporation IMBI iMedia Brands, Inc. PATK Patrick Industries, Inc. STAF Staffing 360 Solutions, Inc. AOSL Alpha and Omega Semiconductor Limited DLTR Dollar Tree, Inc. IOSP Innospec Inc. PDCO Patterson Companies, Inc. -
Portfolio Activity Q3 2018
Portfolio Activity Q3 2018 By Louis S. Foxwell, Research Analyst The following discussion mentions stocks that are widely — but not universally — held by clients of Horan Capital Management. Client portfolios are customized, so this commentary may or may not be directly applicable to any given client or account. Our intention is to provide general insight into portfolio holdings and into our overall approach and to highlight situations of interest, both positive and negative. The mention of any stock is neither advice nor a solicitation to buy or sell any particular investment and our opinions regarding securities are subject to change without notice. Investing involves risk of loss. See the legal disclosures at the end of this publication and on our website for more information. BUYS Booking Holdings Inc. (BKNG) Booking Holdings (formerly known as Priceline) operates as an Online Travel Agency (“OTA”). The company’s online platforms facilitate business transactions between travelers and hotels/airlines/rental car services. In most cases, Booking acts as a platform and receives a commission for lending its network to travelers and businesses. In other cases, Booking will act as the facilitator of payments, buying rooms in bulk and selling them individually at a profit. The company also generates advertising revenue on select platforms. Most of Booking’s revenue is generated in Europe where boutique hotels are commonplace and there is very little consolidation in the hotel industry. This lack of consolidation makes smaller hotels dependent on Booking’s services, giving the company a wide economic moat. The company has a pristine balance sheet, with net cash and investments. -
Cornerstone 8.3 Getting Started Guide 3 Introduction
IDEXX Cornerstone* Getting Started Guide 8.3 Proprietary Rights Notice Information in this document is subject to change without notice. Companies, names and data used in examples are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic, mechanical or otherwise, for any purpose, without the express written permission of IDEXX Laboratories. IDEXX Laboratories may have patents or pending patent applications, trademarks, copyrights or other intellectual or industrial property rights covering this document or subject matter in this document. The furnishing of this document does not give a license to these property rights except as expressly provided in any written license agreement from IDEXX Laboratories. © 2014 IDEXX Laboratories, Inc. All rights reserved. • 06-28486-05 *Cornerstone, IDEXX SmartOrder, IDEXX SmartService, IDEXX Monitor, IDEXX VetLab, IDEXX VetVault, Image Coach, I-Vision Mobile, LaserCyte, Patient Clipboard, Pet Health Network, SmartLink, VetConnect and VetTest are trademarks or registered trademarks of IDEXX Laboratories, Inc. or its affiliates in the United States and/or other countries. DICOM is the registered trademark of the National Electrical Manufacturers Association for its standards publications relating to digital communication of medical information. Microsoft, Hotmail, Internet Explorer, Outlook, Windows, Windows Server and Windows Vista are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Accelerated Payment Technologies and XCharge are trademarks or registered trademarks of Accelerated Payment Technologies, Inc. Topaz, ClipGem, SigLite and SignatureGem are trademarks of Topaz Systems, Inc. in the U.S. and/or other countries. AMD Athlon, Opteron and Sempron are trademarks of Advanced Micro Devices, Inc. -
Notice of 2019 Annual Meeting of Shareholders & Proxy Statement
Notice of 2019 Annual Meeting of Shareholders & Proxy Statement Wednesday, May 8, 2019, 10:00 a.m., Eastern Time Our PURPOSE To be a great company that creates exceptional long- term value for our customers, employees and shareholders by enhancing the health and well-being of pets, people and livestock. Out Guiding Principles achieve and sustain market leadership exceed the expectations of our customers empower and reward our employees innovate with intelligence cultivate entrepreneurial spirit contribute to our communities Our Achieve and sustain market GUIDING leadership PRINCIPLES Exceed the expectations of our customers Contribute Empower and to our reward our communities employees Cultivate Innovate entrepreneurial with spirit intelligence Jonathan W. Ayers President, Chief Executive Officer and Chairman of the Board of Directors March 25, 2019 Dear Fellow Shareholders, In 2018, IDEXX delivered another year of strong growth and financial performance, sustaining our track record of creating exceptional long-term value for our customers, employees and shareholders. We are inspired by the continued pursuit of our Purpose to enhance the health and well-being of pets, people and livestock. Our Purpose We achieved outstanding financial results in 2018, with 12% revenue growth over the prior year, driven by 12% organic revenue growth, operating margin expansion of To be a great company that creates 120 basis points and growth of diluted earnings per share (“EPS”) of 45% (or exceptional long-term value for our comparable constant currency EPS growth of 36%).1 We further extended our track customers, employees and record of long-term shareholder value-creation, as reflected in the 20% compound shareholders by enhancing the annual growth rate of our stock price over the past fifteen years, and our 19% annual health and well-being of pets, total shareholder return in 2018, which again outperformed the benchmark S&P people and livestock. -
Booking Holdings (Nasdaq: BKNG) Sector: Consumer Discretionary
Booking Holdings (Nasdaq: BKNG) Sector: Consumer Discretionary Target Current 52 Week 52 Week P/E Market Dividend Beta Price Price High Low Cap Yield $2,152.00 $1,732.13 $1,592.45 $1,592.45 17.37 70.82B - 0.96 Business Overview: 10 Year Stock Performance: Booking Holdings is a world leader in online travel and related services. They provide to customers and partners in over 230 countries and territories in over 40 languages. They operate through six brands; Booking.com, Kayak, Priceline, RentalCars.com, Agoda, and OpenTable. Revenues are collected through three primary business segments; agency revenues, merchant revenues, and advertising & other revenues. Risks: Industry Outlook: One of the most prevalent risks during this time The travel industry is the second fastest is the Corona Virus. The spread and severity of growing sector in the world at a 3.9% CAGR. this virus has caused travelers to be more Travel demand is driven by consumer cautious when planning trips. In fact, there are spending, health of the economy, and advances certain countries that the CDC has prohibited in information technology. The sector is seeing U.S. citizens from making any non-essential a shift to more bookings on mobile platforms as travel to. Although Booking has already seen technology continues to develop and increased cancellations and decreases in future e-commerce grows. room bookings in affected areas, they have been through situations like this before. There Management: is no definite timeline of the virus, but they are ● Glenn D. Fogel- CEO confident in their capabilities to bounce back ● David I. -
Booking Holdings, Inc.'S (BKNG) CEO Glenn Fogel on Q4 2020 Results - Earnings Call Transcript | Seeking Alpha
2/26/2021 Booking Holdings, Inc.'s (BKNG) CEO Glenn Fogel on Q4 2020 Results - Earnings Call Transcript | Seeking Alpha Transcripts Services Booking Holdings, Inc.'s (BKNG) CEO Glenn Fogel on Q4 2020 Results - Earnings Call Transcript Feb. 24, 2021 11:48 PM ET | Booking Holdings Inc. (BKNG) SA Transcripts Follow 111.66K Followers | Bio Q4: 2021-02-24 Earnings Summary 10-K EPS of -$0.57 beats by $3.65 | Revenue of $1.24B (-62.92% Y/Y) beats by $76.86M Booking Holdings, Inc. (NASDAQ:BKNG) Q4 2020 Results Earnings Conference Call February 24, 2021 4:30 PM ET Company Participants Glenn Fogel - President and CEO David Goulden - Chief Financial Officer Conference Call Participants Lloyd Walmsley - Deutsche Bank Justin Post - Bank of America Kevin Kopelman - Cowen Eric Sheridan - UBS Doug Anmuth - JPMorgan Naved Khan - Truist Securities Stephen Ju - Credit Suisse Mario Lu - Barclays Jason Bazinet - Citi https://seekingalpha.com/article/4408829-booking-holdings-inc-s-bkng-ceo-glenn-fogel-on-q4-2020-results-earnings-call-transcript 1/29 2/26/2021 Booking Holdings, Inc.'s (BKNG) CEO Glenn Fogel on Q4 2020 Results - Earnings Call Transcript | Seeking Alpha Operator Welcome to Booking Holdings Fourth Quarter 2020 Conference Call. Booking Holdings would like to remind everyone that this call may contain forward-looking statements, which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. Therefore, actual results may differ materially from those expressed, implied or forecasted in any such forward-looking statements. -
Area 1 Security & Palo Alto Networks Solution Brief
AREA 1 SECURITY & PALO ALTO NETWORKS SOLUTION BRIEF Preemptive, comprehensive protection from phishing attacks Fortify Network Phishing attacks, the cause of 95 percent of cybersecurity-related Defenses and Stop data breaches and financial loss, continue to evade security defenses. Phishing Attacks Detecting and protecting from these attacks is complicated by the fact that the attacks are often multi-vector, meaning that they impact email, Close the Phishing Security Gap. web, and network traffic. Further complicating defense, these attacks are dynamic, hackers often launch and shut down phishing sites and Area 1 Security plus payloads in a matter of hours to evade detection. Palo Alto Networks: • Deploy and integrate in minutes • Protects across all PHISHING ATTACK VECTORS attack vectors - network, web Attacks often start by tricking a victim into unknowingly downloading malware that is and email traffic hidden in an email file attachment or on a web page. Once the victim’s device is infected, a hacker can gain access to their network and systems. From there, the attacker can • Stops web-based establish communication with external phishing sites to exfiltrate data and download phishing such as credential harvest more malware, further infecting systems to achieve their malicious objectives. To protect and dropper attacks from attacks, organizations need phishing security solutions that can detect and block threats across all attack vectors, including email, web, and network. • Thwarts network phishing activity including attacker lateral movement, command and control traffic and data exfiltration PHISHING SITES AND CAMPAIGNS ARE DYNAMIC • Automated When executing phishing campaigns, hackers often first compromise trusted websites Mindmeld updates and email servers, or establish imposter websites and email accounts—weeks or even facilitate security months in advance of a planned attack. -
Mainstay WMC Growth Fund Q1 Holdings
MainStay MacKay Growth Fund Portfolio of Investments January 31, 2021† (Unaudited) Shares Value Common Stocks 99.9% Aerospace & Defense 0.1% Huntington Ingalls Industries, Inc. 3,791 $ 596,438 Air Freight & Logistics 0.6% United Parcel Service, Inc., Class B 32,175 4,987,125 Automobiles 3.2% (a) Tesla, Inc. 32,810 26,035,719 Beverages 0.3% Coca-Cola Co. (The) 17,778 856,011 PepsiCo, Inc. 14,841 2,026,835 2,882,846 Biotechnology 5.7% AbbVie, Inc. 31,475 3,225,558 Alkermes plc (a) 125,474 2,633,699 Amgen, Inc. 45,353 10,949,575 Biogen, Inc. (a) 19,841 5,607,265 Exelixis, Inc. (a) 222,526 4,942,303 Gilead Sciences, Inc. 8,818 578,461 Incyte Corp. (a) 43,832 3,933,922 Moderna, Inc. (a) 12,659 2,192,032 Regeneron Pharmaceuticals, Inc. (a) 13,324 6,713,164 Seagen, Inc. (a) 12,671 2,081,465 United Therapeutics Corp. (a) 10,649 1,744,519 Vertex Pharmaceuticals, Inc. (a) 7,737 1,772,392 46,374,355 Capital Markets 0.8% Lazard Ltd., Class A 41,097 1,693,196 LPL Financial Holdings, Inc. 43,402 4,702,173 6,395,369 Construction & Engineering 0.6% Quanta Services, Inc. 65,450 4,612,261 Consumer Finance 0.5% SLM Corp. 322,393 4,474,815 Diversified Consumer Services 0.0%‡ Graham Holdings Co., Class B 691 392,564 Electronic Equipment, Instruments & Components 0.5% Jabil, Inc. 97,473 4,032,458 Shares Value Common Stocks Entertainment 2.0% (a) Lions Gate Entertainment Corp., Class B 263,020 $ 3,250,927 Netflix, Inc. -
Polen Focus Growth Strategy
PORTFOLIO MANAGER COMMENTARY First Quarter 2018 POLEN FOCUS GROWTH STRATEGY Key Takeaways • During the first quarter of 2018, the Polen Focus Growth Composite Portfolio (the “Port- folio”) returned +3.41% gross of fees compared to +1.42% for the Russell 1000 Growth Index and -0.76% for the S&P 500 Index. • Our strong outperformance was driven by primarily what we own, but we also benefited from what we do not own. Company specific positives came from Adobe, Booking Hold- ings (formerly Priceline) and two of our healthcare companies: Align and Zoetis. From Dan Davidowitz, CFA a sector perspective, our lack of exposure to energy, materials and telecom companies Head of the Large Company also aided our relative performance. Growth Team & Portfolio Manager • Portfolio activity in the first quarter was higher than normal, although most of the changes were incremental adds and trims, with no new purchases in the quarter and only one outright sale. • Looking at the macroeconomic backdrop, there are some positive forces already in mo- tion such as accelerating GDP growth in the United States and abroad as well as lower tax rates coming to U.S. individuals and corporations. There are also risks to the current growth acceleration, namely the potential for protectionist trade wars and tariffs as well as higher interest rates. • For the first time in many years, there finally seems to be strong corporate earnings Damon Ficklin growth in the United States. For the full-year 2017, we calculated S&P 500 earnings Portfolio Manager growth was about 17%, well above its long-term annual average of approximately 7%, & Analyst and the highest it has been since 2010. -
OTA & Travel Distribution Update: Hopper Focuses on Hotel Bookings
Duff on Hospitality Law OTA & Travel Distribution Update: Hopper focuses on hotel bookings; Amazon's re-entry into travel; Facebook cryptocurrency a possible travel payment solution By Greg Duff on 6.28.19 | Posted in OTA Update Hopper Focuses on Hotel Bookings ("Hopper ramps up hotel booking with global private rates and price tracking," Phocus Wire on Jun 20, 2019 Over the past few years, we have featured a number of stories about Hopper and its many successes – though primarily in airline bookings. Now, Hopper is seeking to leverage some of that success in its pursuit of hotel bookings. Hopper currently features over 270,000 hotels worldwide and sources rooms from those hotels through both intermediaries and direct supplier relationships. Armed with its price predictive technology, Hopper claims to be able to provide users accurate rate forecasts for the hotels it features as well as unique “private” rates that are otherwise unavailable. Unlike typical booking channels, which generally promote and market their offerings broadly, Hopper derives 90% of its bookings through personalized “private” push notifications that are powered by Hopper’s personalization AI. Amazon’s Re-Entry Into Travel ("Alexa, how can I fly to Mumbai?," Reuters Technology on Jun 20, 2019) The recent news that Amazon has re-entered the travel industry has some in the airline industry concerned. Just when airlines were beginning to make demonstrable progress in creating direct booking relationships with its customers (and bypassing the many intermediaries who seek to control those relationships and charge handsomely for their services), along comes Amazon. While airlines such as AirAsia and easyJet are busy diversifying their products and services, many airlines are ill prepared.