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Apollo Global Management, LLC Message Board

busy26795 87 posts  |  Last Activity: 21 hours ago Member since: Aug 26, 2009
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    VEEV on Mad Money tonight!

    by wallstreetmd Mar 7, 2014 10:09 AM
    busy26795 busy26795 Mar 7, 2014 1:52 PM Flag

    Cramer loves VEEV...says it's just like MDSO. He loves that too. CEO on MM tonight will put fear into the shorts

    Sentiment: Strong Buy

  • Headlines crossing 22 states are considering a nat gas vehicle purchase plan

    Sentiment: Strong Buy

  • X U.S. Steel can cut at least $1B in cost savings, says Goldman
    Goldman's analysis suggests U.S. Steel can cut costs by more than $1B over the next few years. The analyst expects management to be aggressive in its actions to make earnings sustainable through the cycle, driving shares significantly higher. The firm rates shares a Buy with a $36 price target

    Sentiment: Strong Buy

  • VEEV Helps pharmaceuticals sales reps do a better job promoting their product. This is really crucial in the drug business where you have a really limited window to commercialize your products before your patents expire.

    When you look at the numbers VEEV reported a terrific quarter, better than expected revenues up 57.8%, better than expected billings up 56%, upside guidance, I'm certain might be conservative.

    Deutsche in a bullish research report gave you, quote... everything that bears didn't want to see. Now VEEV has sold off to 32 and change, yet short sellers seem to went to bang it down every time it lifts it's head!

    In this quarter alone 6 thousands users went live in China, 7 thousand users in 30 countries went live, 15,00 users in an other contract. These are amazing numbers!

    Sentiment: Strong Buy

  • 03-Feb-14 10:11 ET

    WPCS

    WPCS Intl (+24%) lifts on positive blog mention (1.76 +0.34)

    Friday morning BlackRock (BLK) filed a 5.3% passive stake.

    WPCS operates in two business segments including: (1) providing communications infrastructure contracting services to the public services, healthcare, energy and corporate enterprise markets worldwide; and (2) developing a Bitcoin trading platform.

    Sentiment: Strong Buy

  • 07:28

    AA

    Alcoa target raised to $14 at Stifel; applying higher EV/2014 EBITDA multiples in sum-of-the-parts analysis (11.85)

    Stifel raises their AA tgt to $14 from $11. In the GRP and EP&S segments, firm continues to expect strong 2014 results driven by the automotive and aerospace markets. Together, firm estimates these value-added segments will contribute 63% of segment EBITDA. For EP&S, firm notes that the stand-alone peer group now trades at 12.2x 2014 EBITDA.

    Sentiment: Strong Buy

  • Search for this SWHC video on Yahoo headlines


    IMAX CEO: Pipeline good for company
    Thu 20 Feb 14 | 05:20 PM ET

    Trader Jon Najarian sees unusual activity at Smith and Wesson. And IMAX CEO Richard Gelfond joins the "Fast Money" crew to discuss the company's future and concerns for technology in China.

    Jon said. SWHC over 6K May 14 calls purchased yesterday, total volume 7900....investors looking for a lot of upside in SWHC

    Sentiment: Strong Buy

  • This was one of the highest buzz Biotech/Pharma IPOs to come to market this year. I think a lot of people piled into the deal, including many flippers. Once the deal went south, the fast money wanted out. The real money is made once the flippers are gone and patient holders emerge.I've found that the patient approach delivers the monster gains. :-)


    Market-cap is pretty small at under $200 mln and growth has been explosive.


    EGRX is one of the most promising Biotech IPOs to come out of the chute recently.


    Not to mention that EGRX, first and foremost, is one of the rare drug IPOs to actually have commercial revenues lol


    For another quality biotech IPO with revenues take a look at QURE. I'm long that too and quiet period is over in a couple of days :-)

    Sentiment: Strong Buy

  • MDR McDermott downgraded to Equal Weight from Overweight at Stephens

    Stephens downgraded McDermott following the Q4 report citing restructuring charges and reduced profitability. Price target lowered to $6 from $9.50

  • busy26795 busy26795 Mar 21, 2014 8:30 AM Flag

    There is always a short here lol

    Sentiment: Strong Buy

  • Jim, "VEEV, is a cloud based software company that helps pharmaceuticals sales reps more be more efficient ,do a better job of promoting their product. This is really crucial in the drug business where you only have a really limited window before your patents expire so you want to commercialize your new drugs as fast as possible. That's what Veeva Systems is all about.

    VEEV got slammed 8% after reporting a terrific quarter on Tuesday

    When you look at the numbers VEEV reported a terrific quarter, better than expected revenues up 57.8%, better than expected billings up 56%, upside guidance, I'm certain might be conservative.

    So why did the stock get crushed, even after Deutsche in a bullish research report said VEEV gave you, quote... everything that bears didn't want to see? Now VEEV has sold off to 32 and change, yet short sellers seem to went to bang it down every time it lifts it's head!

    Let's speak with Veeva's CEO Peter Gassner and find out:

    Jim, alright Peter your number one value is customer success, How are you giving the customer success?

    Gassner, Well our customers are life sciences customers this is a big industry. Our customers are people like Pheizer, Amgen, Novartis. They have a very specific industry 1.6 billion industry. They're stuck on a bunch of legacy client server applications that are really holding them back. They are not able to innovate. They are not able to be efficient. So we're replacing those legacy client server applications with cloud based applications that are easier to use and they just fit their business processes better help them be more efficient and effective in what they do

    Jim, Ok so if I'm a sales rep for Lilly. if I have a client service system I couldn't bring my iPad and jot things down on my IPad and what would happen is I would take notes and enter in my PC when i get back and then it would go to some central computer?

    Sentiment: Strong Buy

  • 29-Jan-14 05:57 ET OESX Orion Energy Systems (OESX) initiated with a Buy at Singular Research; tgt $10.

    Firm notes co is entering growth phase with increasing margins. Successful recent acquisition making significant contributions. Reorganization of the sales force is expected to increase revenue growth rates. They believe OESX to be undervalued and is not well recognized by the investment community.

    Sentiment: Strong Buy

  • Union vote this weekend ..YRCW a $30 stock

    Sentiment: Strong Buy

  • busy26795 busy26795 Mar 8, 2014 11:24 AM Flag

    Part 3

    Gassner, "Yeah, I think. We believe the old fashioned way, you should have a strong top line and bottom line, and I believe that sets you up for long term growth. So, boy, I'm not so good a predicting the market from day to day so we just try to grow the business efficiently and effectively and grow the top line and the bottom line."

    Jim, "last time I talked to we didn't deal with your Vault product. I want you to lead with that. I realized that was something I should have brought up in November because that seems to be doing really incredibly well."

    Gassner, "Yes Jim, I'm very excited about Veeva Vault. It's a content management application, content management platform, and applications built on top of there are very specific for life sciences. We help them for example organize their documents that they need for there clinical trials, and organize the documents that they need for their standard operating procedures and their manufacturing processes. Critical documents and critical processes for example in the manufacturing area if you don't have a good application like this and you are a large life sciences company you could get your manufacturing plant shut down and that's a critical impact. So last quarter we announced just tremendous progress with Vault. We signed up 10 new customers including our first 2 over 7 figure annual contract value deals. Vault is taking off in a similar way that CRM took off in the early days of the company, so we're, I couldn't be more excited. I'm very proud of our progress and our product team on the Vault product line.

    Jim, "You absolutely should be, and it looks to me all systems go at Veeva!

    Thank you, so much to Peter Gassner the co-founder, and CEO of Veeva Systems."

    Sentiment: Strong Buy

  • busy26795 busy26795 Mar 8, 2014 11:22 AM Flag

    Part 2
    Gassner, "That's a great example. In a legacy platform you may not be able to take that computer with you in the field, you are jotting down notes, forgetting things, and may not have anything to show the show the doctor.

    Jim, "In this quarter alone 6 thousands users went live in China, 7 thousand users in 30 countries went live, 15,000 users in an other contract. These are amazing numbers. So I'm trying to rationalize why you can have such big contracts, the stock has come off? Is it possible in one particular moment in the conference call you talked about some seasonal issues that might lead to a sequential decline, could that be what people are seizing on?"

    Gassner: "Yeah, it is impossible to know what people are seizing on We had a great year, a great quarter, but we are building this business for the long term. For our customers we approach it on a 10, 20 year basis. We a have a strong record of high growth last year 62% growth, and always strong profitability over the past three years above 20% operating margin. We have a valuation, I think reflects that. You'll see some fluctuation on a quarter by quarter basis. I think the macro trend is good for Veeva."

    Jim, "I think it's almost like you're being penalized because unlike a lot of the other cloud plays that are growing at a rate that is somewhat like yours, you're actually making money. I mean it's almost ironic, don't you think?"

    Gassner, "Yeah, I think. We believe the old fashioned way, you should have a strong top line and bottom line, and I believe that sets you up for long term growth. So, boy, I'm not so good a predicting the market from day to day so we just try to grow the business efficiently and effectively and grow the top line and the bottom line."

    Jim, "last time I talked to we didn't deal with your Vault product. I want you to lead with that. I realized that was something I should have brought up in November because that seems to be doing really incredibly well."

    Sentiment: Strong Buy

  • Think of RGSE as a SolarCity (SCTY) play but with a much, much cheaper valuation. This is not some fly-by-night. The company has been around for decades and is one of the largest solar installers in the United States.


    Here are some the things that make this name attractive to me:


    Valuation: RGSE trades at approx. 1.8x Enterprise Value to Sales (trailing 12 months) vs EV/Sales of 47x for SCTY. Actually, I don't think I've ever seen a disparity like this between two legitimate companies since I've been doing relative value analysis.


    For 2013, co is projecting revenues of $122-130 mln (which includes a recent acquisition; $105-110 mln excluding the acquisition). For 2013, SCTY didn't do much more in revs, yet has a market-cap of $6.2 bln vs about $200 mln for RGSE.


    In Q3 2013, the company was the #5 U.S. Residential PV Installer (vs #1 for SCTY).


    Before joining RGSE, the co's CEO, Kam Mofid, was the General Manager of Global Residential and Light Commercial Systems at SunEdison (SUNE 20.50). Before joining SunEdison, Kam was President of Mainstream Energy, the parent company of REC Solar and AEE Solar. Note that SunEdison has risen from the $7.00 area since August as more investors move into the Solar space, including one of my favorite value investors -- Leon Cooperman, who owns about $160 mln worth of SUNE.


    With Alt-Energy and Solar names being just about the hottest space in the market right now, I like the relative value opportunity in owning Real Goods (RGSE). I think the stock is well off the radar of most people and could really find a bid once it gets a little attention from momentum players and relative value buyers like myself. I have a position, which I plan on adding to :-)

    Sentiment: Strong Buy

  • busy26795 by busy26795 Mar 21, 2014 2:23 PM Flag

    http://seekingalpha.com/article/2094663-plug-power-setting-the-facts-straight-a-rebuttal-to-citron-and-the-critics

  • EPAM Systems downgrade details -- to Equal Weight at Barclays; tgt lowered to $38

    Barclays downgraded EPAM to Equal Weight from Overweight and lowered their tgt to $38 from $47. With the political crisis deepening in Ukraine, firm sees increased risk around EPAM's revenue growth outlook and labor supply, which firm believes may keep pressure on the stock's multiple in the near term. While firm believes that co's operations remain intact for now and that co's overall fundamentals were strong as of the recent quarter, firm also recognizes that some clients may become wary about operational work performed in such an unstable region (not only Ukraine, but also Russia and possibly Belarus).

    Barclay is essentially saying that are getting wary of doing business with EPAM. Barclay is EPAM"s largest customer. if they pull their business from them it would be very detrimental to EPAM's revenue growth

    Sentiment: Strong Sell

  • busy26795 busy26795 Mar 21, 2014 9:21 AM Flag

    I heard him :-)

    Sentiment: Strong Buy

APO
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