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Joe Kunkle

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Specialty Insurance Secular Winner Bull Flag

Ryan Specialty (RYAN) an intriguing newer name that looks to be a long term secular winner in the Insurance group after reading over their latest earnings call, a true disruptor and a name tied to key secular trends. RYAN forming a nice bull flag pattern here after a...

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Small Cap Cyber Security Breakout

Qualys (QLYS) a $4.65B cyber-security software name breaking out of a nice weekly range to close the week and has always traded at attractive valuation to peers at 10.5X EV/Sales with double digit revenue growth. QLYS posted a strong EPS guidance raise back in August...

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