12/20/2023 0 Comments Hasten the day i still believe![]() That’s Jeremy’s ambition, “making it.” His “struggle” to achieve that consists of talking his way backstage at a concert The Kry are giving on campus, asking for advice from songwriter Jean-Luc ( Nathan Parsons), and becoming a roadie for the night. His struggling pastor dad ( Gary Sinise) keeps a pizza joint delivery sign on top of the family’s ’80s AMC Eagle station wagon, but the parents ( Shania Twain plays his mom) have managed to buy the kid a new guitar before he heads off. It’s 1999 and Jeremy has to calm his special needs brother ( Reuben Dodd) who is distraught at his leaving home. How we get to that “meet cute” - which isn’t “cute” - sets the tone for the movie. Apa from TV’s “Riverdale” plays young Camp, an Indiana lad who is smitten on sight when he spies pretty Melissa ( Britt Robertson of TV’s “Girlboss” and “For the People”) at a concert when he arrives at Calvary Chapel Bible College in California. All that’s missing are the basics of good drama - conflict - and commitment and chemistry from its stars. It’s more “I Can Only Imagine” than “God’s Not Dead,” a concerted effort at presenting a positive message without anger or political victimhood. ![]() This true story of singer-songwriter Jeremy Camp’s “love of my life” ill-fated romance has warmth and moments of charm. Not a Premium Member? Get this and other reports immediately when you try Morningstar Premium free for 14 days.An inspirational Christian music romance runs into the limitations common to the faith-based genre in “I Still Believe,” a bland tear-jerker that lacks the drama or commitment to wholly come off. ![]() Morningstar Premium Members gain exclusive access to our full analyst reports, including fair value estimates, bull and bear breakdowns, and risk analyses. In turn, we think long-term leaders in these areas need to be able to ingest data at scale, clean up and uncover insights from the deluge of data, and then automate tasks to remediate issues and enhance performance. We believe the lines between cybersecurity and networking are blurring and that organizations are clamoring for a more unified vision of their security posture across their hybrid cloud networks. Cisco has one of the largest cybersecurity franchises, but its growth has lagged industry leaders and we think adding Splunk's security information streaming and automated response capabilities could kick start growth and bolster its portfolio. Cisco helps organizations create all the connections necessary to transfer data, while Splunk enables entities to glean insights and optimize network and application configurations. The two companies are global strategic partners, and we see their offerings as mostly complementary with limited overlap. ![]() We think that Splunk's expertise of streaming data for IT observability and cybersecurity use cases would solidly fill gaps in Cisco's portfolio. Based on both the strategic fit plus the possibility of Cisco buying an undervalued asset, we would applaud a deal. We see Cisco's shares fairly valued and still view Splunk's shares as offering investors some upside. We are maintaining our fair value estimates of $54 for Cisco and $175 for Splunk for now. While the companies are reportedly not in active discussions, we believe this deal is plausible and would be aligned with Cisco's strategy of growing its recurring revenue base through subscription software and services and bolster its growth profile. The deal would imply a more than 10% premium to Splunk's shares that ended Friday around $115. After the markets closed on Friday, The Wall Street Journal reported that narrow-moat Cisco Systems ( CSCO)offered more than $20 billion to acquire narrow-moat Splunk, which would be more than $125 per share based on equity value.
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