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Analysts International Corporat Message Board

  • billy_berew billy_berew May 5, 2011 10:09 PM Flag

    Sequential revenue growth

    4% sequential revenue growth is not bad given first quarter is seasonally weak. At least that's what they said in last quarter's conference call. I think this bodes fairly well for 2011 earnings. I'm expecting $2M to $3M profit for the year, which at a 12 multiple gets you to a $24M to $36M stock value. Downside risk appears low, so I still give this a buy rating, especially if it drops tomorrow. Also, this copuld be a viable acquisition target, especially now that they are profitable, have costs under control, and are starting to show some progress on revenues.

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    • I think anly is a decent value here on the nice turnaround over the past few qtrs, but the move from one and change to four reflects some of that.

      The problem in 2011 may be that eps growth will be dampened by the initiatives they have put in place to grow the business by attracting and training more talent (mentioned in last qtrs conf call). Costs may raise and margins may be pressured as new talent will need time to be trained and become effective in driving new business.

      And the statement by the ceo in the pr that they are still guiding for a profitable 2011,(duyyyyy...), aint very comforting.

      CC should be interesting..maybe someone we'll get a better feel than just profitality in '11.


      • 2 Replies to fabulouspoodle
      • I am not on the conference call. Just finished the 10q.

        They are effectively guiding to a roughly break even second quarter. I am getting that because they had 200k in restructuring charges in the first quarter but are projecting 800k for severance and moving alone in the second quarter. The extra 600k should essentially be enough to negate the extra margin pickup.

        The DSO went up a tick, not a huge, deal, expense control was wonderful, they have hired one third of the 40% staff expansion they are expecting. That's about it.

        Overall, a nothing special quarter but I don't see the basis for a 20% sell off either. I guess a big investor must have really like the CFO.

      • agree with you....hard to see why the stock does not now trade at the low end of its comps (SFN) which would imply $6.25/share....not yet worth the high end (CTGX) which would put the stock at $12.50/share

        also, momentum one-year forward for this stock moved very positive relative to the Russell 2000 in March 2011 (up 54% relative to +20% for the index).....since March's average, ANLY as of today is down 19% and the Russell 2000 is up 3%.....implication is that you should buy ANLY now, before the very least, short the Russell 2000 against the purchase of ANLY

    • I am waiting for the Q to really dive in but I think the conference call is really going to be important to call investors down about the CFO departure and the sequential revenue decline.

      I thought it was a really nice quarter, loved the gross margin, and I still think fifty cents of EPS this year is possible if you get the normal seasonal margin improvement, a little bit of top line growth, and a modest additional amount of legacy cost cutting flowing through.

      Given how easy it was to buy shares in the afterhours last night, however, I think we could see the this trade down into the $3.50-$3.75 range short term but who knows, certainly not me!

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