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Tuesday Morning Corporation Message Board

agnmills 21 posts  |  Last Activity: Jul 16, 2015 8:08 PM Member since: Aug 31, 2012
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  • Reply to

    What's up?

    by pikuspapa Jul 6, 2015 3:44 PM
    agnmills agnmills Jul 16, 2015 8:08 PM Flag

    I am hoping so, and I am also hoping for a break out Q also, They seem to be quite content putting a lot back into R & D and SGA and with 15% or so increases, am hoping for a larger growth eps, but quite happy with this recent stregth. It appears to me to be under accumulation as every time there is a big jump in only settle down for a week or so and then rises big again.

  • Reply to

    What's up?

    by pikuspapa Jul 6, 2015 3:44 PM
    agnmills agnmills Jul 11, 2015 12:45 PM Flag

    I think it's the pe expansion, as people realize the only competition that Guide Wire has is Sapiens.
    And Guide Wire sells at $56, earned $0.26 last year, and sells at pe of 231. And SPNS is now at what 30 I think we might be looking at last Q coming in at over a 30% increase in eps. They just keep to be singing more and more contracts, and it looks like in addition to going into some new fields that they the 'Decision' is the real thing as it gets adopted by more and more companies. I have been here for a long time since it was $1 a share and it looks like it is starting to fly. I would say the take-over rumors are a thing of the past.

  • agnmills agnmills Jun 24, 2015 9:45 AM Flag

    I thought the same thing, one our of four, until I continued to read and saw that it is significant considering there is nothing at all else that even comes close w/o horrible side effects.

  • agnmills agnmills May 24, 2015 1:49 PM Flag

    Yes, Morgan Stanley

  • Reply to

    Saturation = Cramer is an idiot

    by smmajmoney May 22, 2015 4:04 PM
    agnmills agnmills May 22, 2015 4:29 PM Flag

    Is MMX = TJX?

  • agnmills by agnmills May 15, 2015 6:13 AM Flag

    Until I read the entire cc talk by Roni A I hadn't recognized the true significance of something, and that something is Guidewre.

    Here is just one of the statements he made referring to them GWRE:

    "So right now we see positive momentum, almost every deal we are competing with Guidewire. But we already announced the deal and we hope to see a few more deals in this year. So, we don’t see any more new competitors but Guidewire is a market leader today but we in terms of the product, we position ourselves"

    Take a look at GWRE it is selling at a 200 pe to this year and a 76 pe to next year. And they made 7 cents in the last Q against a loss from last year. SPNS made 9 cents last Q and will probably do 40 cents for the year A 50 pe on 40 is $20 pps price and who knows where next year.

    Knowing GB I can't possibly think that $10 will be the top and I don't see with the potential here any sale unless the price is much higher and then perhaps GWRE wants in and why shouldn't they?

  • Reply to

    2 for 1 split!

    by jdguru Mar 24, 2015 2:04 PM
    agnmills agnmills Mar 29, 2015 12:40 PM Flag

    It means that in June you will have for every one share you won of ROST you will have two. Keep it forever or at least until they finally have stores in Maine. Probably about another 7 years or so. And at the time the stock should be almost three times what it is today.

  • Reply to

    OSIR gain turns to loss

    by efgolden Mar 7, 2015 1:48 PM
    agnmills agnmills Mar 8, 2015 4:23 PM Flag

    All my OSIR at Morgan Stanley is at $18.40

  • Reply to

    Anyone else noting

    by mbus57 Mar 4, 2015 4:25 PM
    agnmills agnmills Mar 7, 2015 6:55 AM Flag

    I have on my watch list. Already own COLB and also watching MNRK both COLB and MNRK look better to me. Primarily because NW and VA/NC are much better growing areas than W MA. Noting more depressing to be than driving through downtown Pittsfield. Do you think Springfield will benefit that much from MGM?

  • Reply to

    Osiris..real concerns

    by capitalpartner Mar 5, 2015 2:10 PM
    agnmills agnmills Mar 5, 2015 4:07 PM Flag

    Okay, okay agree all these deals are too soon to see in real $. And I am not a short in fact have over $100k here. I am merely suggesting, just suggesting, that making money is not something they are accustomed too. Best scientists, best salesmen, best any thing are not necessarily the best at getting to the bottom line.
    So when do you "Strong Buys" see that happening? Real eps?.

  • Reply to

    Osiris..real concerns

    by capitalpartner Mar 5, 2015 2:10 PM
    agnmills agnmills Mar 5, 2015 3:17 PM Flag

    As many cc's as I have listened to and I would say over 50 I have never heard a CFO voluntarily talk about slow payer as he said for $250 and then say they are allowing $2.1 for bad debts. I just don't like the feel of this one I have seen this pic before. All the news is fantastic except they don't know how to make $.

  • Reply to

    O -Sir ! why is it down 10% on good news

    by singh_rajindra Mar 5, 2015 10:22 AM
    agnmills agnmills Mar 5, 2015 1:03 PM Flag

    I certainly understand the considerations as this stage of a companies growth. There is also a thing call looking out for shareholders and taking them into consideration when budgeting. What I am attempting to convey is that $2 ml more would have had an impact on the eps and I don't get the feeling, at all, that they took that into consideration, which is a mind set do not like in a company I have so much invested in. Not even to make the estimated 5 cents shows me that. For now, I will stay and see next Q if they know how to make money but if it's the same bs you will see a lot of jumpers. Where are the novices that were predicting 20 this week?.

  • Reply to

    O -Sir ! why is it down 10% on good news

    by singh_rajindra Mar 5, 2015 10:22 AM
    agnmills agnmills Mar 5, 2015 12:01 PM Flag

    Where is the good news when it comes to profits? All the figure are up triple digits expect profits, There comes a time when you need to show the money and 3 cents a share ain't doing that. They know how to grow sales but not profits. This would have been a great time to cut back on R & D and SGA and give the eps some strength. Companies that don't know how to make $ are not given a lot of slack.

  • Reply to

    Bayback

    by bevegomo Feb 26, 2015 4:23 PM
    agnmills agnmills Mar 1, 2015 1:27 PM Flag

    I have owned ROST ever since I started selling them in '99 and done, to say the least, extremely well with the stock. However, that multiple is really high not too many retailers pe's are in the mid 20's. And I think this idea of lowering inventories even more could come to bite them. There is only so many visits to a store a customer will make and not find merchandise to buy and keep coming back to that same store. They better be very, very careful with that.

  • agnmills agnmills Feb 25, 2015 8:59 PM Flag

    As I suggested in my post of earlier today, MGIC bought a company with no name, no revs and didn't pay anything for it. Makes sense to me.

  • agnmills by agnmills Feb 25, 2015 8:26 AM Flag

    So, MGIC buys a IT company. Obviously, the company doesn't have a name. And no sales that are reported. And obviously, MGIC paid nothing for the company as there is no cost given. It is nice to know that this company, that has no name, no sales, and that we paid nothing for, is somehow profitable, isn't it?

  • Reply to

    Declared Dividend - Nice

    by shlomi_bisker Feb 5, 2015 7:41 AM
    agnmills agnmills Feb 5, 2015 12:10 PM Flag

    The reason that MGIC issues a divi is because in Israel, culturally, divis are important. I do agree with your point that the funds would more useful to retire shares.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    agnmills agnmills Feb 3, 2015 10:44 PM Flag

    Thanks for the kind words. GB seems like a pretty straight guy MGIC is an enigma the best software for integrating hands down but doesn't have the critical mass to make it grow. So he has been doing the consulting acqs to grow. He has an accountant background and will manage the company well which he has. He's very sure and also it's a slower process but 3-5 years and it's a winner. Plus the 3% divi.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    agnmills agnmills Feb 3, 2015 3:34 PM Flag

    I have more SPNS than MGIC and all I can say is that they publically stated that for the next two years there will be no eps growth as they spend the money on getting all their ducks in a row for growing purposes. So SPNS takes even a longer view than MGIC.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    agnmills agnmills Feb 2, 2015 7:25 PM Flag

    http://www1.magicsoftware.com/www/investors/Magic%20Software%20Enterprises%20Ltd.%20Q4%202014%20Results%20Conference%20Call%2030.01.15.mp3

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