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EnerNOC, Inc. Message Board

  • jpmarketer jpmarketer Aug 10, 2010 4:29 AM Flag

    Will Accenture, IBM, Cisco Buy Enernoc?

    Few months ago but more relevant than ever --

    With all the cash out there (IBM, Cisco, etc) -- the converging interest/jockeying for position for smart grid leadership, ENOC's growing footprint --

    This is part of the reason why I'm staying invested now. What I realy want to see is a formal increase of forward earnings so the pps can break 40 with a reasonable multiple. Net of macro forces, this is looking very good to me, and why I remain long.

    Poster who shorted the other day may get an opportunity today -- futures are down, china currency concerns, etc. It's a legit strategy, I maintain, on a stock as volatile as this.

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