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Fidelity National Information Services, Inc. Message Board

  • dickeypiper1 dickeypiper1 Feb 18, 2007 12:20 AM Flag

    Merrill Lynch Conference 2/13

    the 45 minute question & answer session is available on the FIS website. absolutely a MUST listen. easy to understand why the stock is up over 18% in 2007 and in all likelihood is going higher. think that we will be seeing some analyst upgrades and initiation of coverage (with a buy) in the immediate future.

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    • Certegy has tried to move employment to India in the recent past, but that effort did not work and was abandoned. There's no reason to think things will go better this time.

    • An absolute MUST listen for any FIS employee that wants to know where this company is headed.

      Agree and am happy to hear a lot that was said. But if they think they can cut LPD deeper than one-third onshore vs. two-thirds offshore they are nuts. It's cut to the bone already!

    • Within the next month or two FIS will have its annual analyst day. At that time we may hear additional details regarding both the growth prospects as well as cost cutting initiatives.

      To repeat once again when a company is both growing the business AND reducing costs it will result in a much higher stock price for shareholders.

      As he did with FNF Bill Foley is applying similar standards and performance metrics to the FIS businesses. My conservative prediction is that the stock will easily double within 36 months.

      With the recent run-up in price the big loser here is the private equity boys who had bailed out. Guess that they were in search of the next big deal.

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