Ho Ho Ho for Arlo?

To be sure, recent IPO Arlo Technologies has had unfortunate timing. The stock has been mercilessly pummeled since late-August as most tech-related names either cooled off or began to correct sharply. And the the last few weeks of broad market deterioration have only sought to pour more salt in ARLO's wounds. 

In front of earnings tonight, however, it is worth flagging ARLO's subtle relative strength the last few sessions--Especially during yesterday's bloodbath. 

To give some more background, ARLO was spun out of Netgear and makes home-security cameras that can be accessed remotely (it also sells additional security services). 

But the home-security technology is a hot, growing segment which could easily rise to the forefront as a top seller this holiday season. After all, in this day and age of apparently full surveillance and voyeurism to the max, it only makes sense that more and more consumers will bring their homes up to speed with ARLO-type of technology. 

From a purely anecdotal standpoint, I have a good friend who has done thorough channel checks on the ARLO products at various retailers like COST, and the results have been wildly impressive including how prominently displayed the products are. 

Barring a complete wipeout in earnings tonight, ARLO will certainly be on my radar as we approach the holiday season, for I suspect many an ARLO will be under the Christmas tree this year.