If you have owned this for the last year consider yourself blessed and sell now.
This is HIGHLY overpriced.
Sentiment: Strong Sell
Every point this moves, the value goes up $70m (I know, simple math....).
How difficult will it be for this company to add another $70m of FCF?
Look at Intralinks for the difficulty of scaling. Even if they add $70m of revenue, it will not flow directly to FCF.
Who is buying this?
Message board seems quiet- so doesn't look like retail.
Insiders are selling.
Doesn't seem like much buying from institutions either.
I think we have hit a plateau.
Earnings November 2nd. Good time for a downward catalyst.