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Tuesday Morning Corporation Message Board

agnmills 3 posts  |  Last Activity: Jun 9, 2014 11:37 AM Member since: Aug 31, 2012
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  • Reply to

    CEO comments make no sense

    by form1_fan May 7, 2014 2:23 PM
    agnmills agnmills May 10, 2014 1:12 PM Flag

    Obviously, GB is being super conservative, however, if you read between the lines, he has referred, a couple of times, to this being a good year. He was a CFO and now is has proven to be a capable CEO. He has the company now positioned for growth. So, in MGIC we have capable management, growing over 20% annual, with a substantial cash, and a 3% divi, trading at a 14 pe. I think it is reasonable, that if the 20+% continues, the pe will expand and we will be $10-12 by end of next year at latest.

  • Reply to

    Big Fish

    by clownchow Jun 3, 2014 4:32 PM
    agnmills agnmills Jun 5, 2014 11:49 AM Flag

    Well Hello Clown, shalom from over here
    In reality there is really no reason for the SPNS to be at this high a pe, There Q's have been less than stellar and they don't even think there will be any significant improvement until next year if then. I mean who the hell wants to by a stock that is not growing their eps? All this bs about r & d to prepare for what? And the secondary as MGIC"s, I figured there was something they wanted to buy. Or does GB just like cash and pps dilution??

  • Reply to

    Big Fish

    by clownchow Jun 3, 2014 4:32 PM
    agnmills agnmills Jun 9, 2014 11:37 AM Flag


    I do love this phrase in today's pr release in addition to a new area, that of their focus, it's the first time I have seen them use that phrase about focus:
    Sapiens International Corporation, (NASDAQ and TASE: SPNS), a leading global provider of software solutions for the retirement services and insurance industries, with an emerging focus on the broader financial services sector,

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