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Tuesday Morning Corporation Message Board

agnmills 6 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?

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