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BroadSoft, Inc. (BSFT) Message Board

drwhip13 5 posts  |  Last Activity: Sep 18, 2014 4:28 PM Member since: Aug 25, 2004
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  • drwhip13 drwhip13 Sep 18, 2014 4:28 PM Flag

    This company will rally once the conference call begins and their outlook is given. This quarter beat on both EPS and Revenue is better than any of the last 4 quarters. No reason the company's shares shouldn't rally nicely to a new 52 week high. They are executing very well and demand for the cloud products are accelerating. Meanwhile ORCL and MSFT are lagging in this are while HPQ and CSCO are collaborating on the Open Source initiative.

  • After the close of the market yesterday another research firm picked up coverage of ZU. Piper Jaffray initiated ZU with an outperform rating and a $44 price target identical to that of RW Baird the day before. Clearly both firms walked away from the research analyst meeting last week at the company's newly automated fulfillment center in Ohio bullish on their prospects going forward. This positions the stock nicely for short term appreciation given both firms pice target is 20% away. Factor in the extremely large short percentage in the name and a squeeze is also likely in the cards especially given the strength of the back to school and holiday season upon us. This should be an exciting few weeks for this name as more investors are looking for growth in their portfolios.

  • Another analyst has gotten on the ZU bandwagon. RW Baird initiated coverage with a Outperform and a 44 price target. This is another reason to cover a short position following a very upbeat research analyst meeting last week at ZU Ohio fulfillment center. Looks as though it is going to be a very good next 2 quarters with the back to school and holiday season. Great model and solid execution will make this a much higher stock price as evidenced by the stocks movement over the last few weeks.

  • drwhip13 by drwhip13 Sep 12, 2014 10:21 AM Flag

    Company Executives hosted research analysts at their newly automated fulfillment center in Ohio yesterday and it was quite impressive. Going from manual to automated fulfillment is huge on the efficiency and cost savings. This will contribute to shortening the ship to timeframe closer to the goal of 7 days as well as move closer to the long term margin target of 30%. I think given the amount of volume that ZU is seeing and the freshness of their product offering on a daily basis, these added improvements and ultimately the addition of another fulfillment center in PA in the first half of next year are all going to contribute to a very successful
    model. Their process is very difficult to replicate and their expertise in logistics is contributing to industry leading metrics. The large short position in unwarranted and will begin to unwind very quickly as we move into a very exciting holiday season. Upgrades and upward price targets adjustments to come.

  • Reply to

    Opening $28

    by drmlk3 Jul 10, 2014 4:26 PM
    drwhip13 drwhip13 Jul 11, 2014 2:41 AM Flag

    Sorry that you find yourself short but you're an absolute idiot so please do us all a favor and cover your position and take an investment class. You're embarrassing yourself!

BSFT
23.52-0.26(-1.09%)Sep 19 4:00 PMEDT

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