Tue, Sep 2, 2014, 7:08 PM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

ZAGG Inc Message Board

  • delphioracle2009 delphioracle2009 Aug 7, 2013 9:13 AM Flag

    Analysts have starts revising up ZAGG EPS ... iPhone %s momentum building up ...

    Analysts have starts revising up ZAGG EPS ... iPhone %s momentum seems to be building up ...

    Among all 3 accessory makers LOGI, SKUL & ZAGG the later is the best positioned and has the lowest P/E ratio for 2013 (LOGI 20.33, SKUL 41 & ZAGG 10.57) & 2014 (LOGI 32.24, SKUL 18.62 & ZAGG 8.83) and also the lowest PEG ratio (LOGI 1.15, SKUL 7.23 & ZAGG 0.87).

    ZAGG is worth at lest 2013 P/E valuation of 20, which translates to about $9.2/share and 2014 P/E of about 18, which is about which is also about $9.9/share ...

    On top of that it is now has probably over 36% of the float in short position, which makes ZAGG a good short squeeze candidate that could reach 1.5x to 2x of prospective valuation ... giving a potential PPS target of $15/share ..

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • zagg is only positioned well for smartphone growth in the US. it has limited international distribution, so it misses the growth in those markets. also, it is questionable whether customers of the new low-end iphones will purchase shields. it is quite possible that the iphone C takes sales away from the iphone S and so sales of high-end phones lag and zagg's falling attach rates on shields hurts them. also, logitech has moved heavily into tablet accessories, and zagg finally has real competition there.

      over the past year zagg failed to execute on ANY strategies that would drive profitable growth, why would this year be any different? logitech is the company with a strong product development process, international distribution and solid management. poised to break out (possibly tomorrow) above resistance level. sold my zagg for a huge loss and invested in apple and logitech. got tired of the unrealized potential in zagg.

      • 2 Replies to mngtscrwdup
      • Great post mngtscrwdup. Am I right that the arrangement between ZAGG and LOGI where ZAGG was manufacturing LOGI wireless keyboards has essentially ended? Did they only make one generation of keyboards together - focused on the iPad 2?

      • Dam it ... you bought at the wrong time (when Apple was not releasing any new phone) and got out right before the best time (right before Apple is about to release high end and a low end phone) ...

        Apple's low end phone would cost over $300 without contract and those who buy that would surely want to take best care of it, similarly iPhone 5S is going to have a great spec that beats the competition ... and between the low end and high end phones Apple would see much higher volume of new phones being sold ... both end of Apple phone could add tremendous momentum for ZAGG products ...

        ZAGG is getting their presence felt in Android phones as well and they seems to be all set to take off ...

    • Moto X has been released, LG G2 was announced on 08/07 ... along with that (anticipated) iPhone 5S release in September ZAGG EPS could get big boost ...

    • MSN Money StockScouter rating of ZAGG jumps from 2 to 5 ...

 
ZAGG
5.97+0.07(+1.19%)Sep 2 3:59 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.