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dutchref 8 posts  |  Last Activity: Apr 11, 2014 9:45 PM Member since: Feb 1, 2010
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  • Thus, I buy at 13.6 or keep the money. I'm fine with either.

    Sentiment: Hold

  • Tibco CEO Vivek Ranadive Discusses Valuation Following Q1 Earnings

    Luke Jacobi, Benzinga Staff Writer March 27, 2014 2:31 PM
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    Tickers: TIBX
    Share: 0300000


    Related TIBX
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    In an exclusive interview with Benzinga, Tibco (NASDAQ: TIBX [FREE Stock Trend Analysis]) Chairman and CEO Vivek Ranadive discussed valuation following the company’s first quarter earnings announcement. EPS was $0.19 up from $0.18 year-over-year and revenue of $252.9 million was up from $237.8 million year-over-year.

    Last quarter, Ranadive stated that shares around the $20 level was the best buying opportunity since the stock was at the $5 level. He reiterated his position this week, explaining, “If we were valued the same as companies who had comparable size, then the $20 stock would be a $100 stock. I think that this is actually a bigger buying opportunity than when the stock was five dollars.

    "The company has an amazing presence with its customers, we have the full stack for doing fast data, we have a global presence, and we have very low risk because so much of our revenue is coming from existing clients.”

    Related: Box Files For Initial Public Offering

    Ranadive also emphasised the strength of Tibco’s product offerings versus competitors and commented on their valuation.

    “If you look at a company like Tibco, it's bigger than Palantir and Tableau combined... everybody knows that Tibco has a far superior product, Spotfire, to Tableau and it's roughly a similar-sized business. And Palantir is mostly a services business with not much product and that company is worth like $10 billion; our technology completely blows that away. We’ve always had this belief that we want to grow, but that we also want to make profit and the market treats it as if its almost a negative to make profit.”

    Tibco has been aggressively repurchasing stock. $35.8 million were spent buying sha

    Sentiment: Strong Buy

  • Reply to

    Going to new lows.

    by dutchref Feb 20, 2014 7:22 PM
    dutchref dutchref Mar 1, 2014 6:18 PM Flag

    you should listen to the conference call. This will get to $10 before $20.

    Sentiment: Sell

  • dutchref by dutchref Feb 20, 2014 7:22 PM Flag

    This may be a buy at $10. No wonder Soros sold out at $20. These guys better get their act together.

    Sentiment: Sell

  • In a report published Wednesday, Morgan Stanley analyst Katy L. Huberty reiterated an Underweight rating on QLogic (NASDAQ: QLGC [FREE Stock Trend Analysis]), but removed the $10.50 price target.

    In the report, Morgan Stanley noted, “QLogic's acquisition of Broadcom's Ethernet business gives it access to higher growth market with exposure to cloud data centers and begins to transform the company into an I/O platform play rather than just a connectivity supplier. The deal is expected to be EPS accretive to both QLogic and Broadcom.”

    She should be raising estimates instead.

    Sentiment: Strong Buy

  • Instead of the current $468 million for the 2015 fiscal yr revenue estimate, the new revenue estimate is now increased to around $503 million! ($458 million 2014 yr rev plus $45 million increase due to brcm purchase)
    Qlgc may now have just bought themselves back into growth.
    Also, Qlgc will still have $250 million in cash left over after the deal, and they stated that they will be rebuilding their cash back because the new deal will generate more cash flow from the combined businesses.

    This is a really good deal for both companies, I think once analysts create their new estimates, we will see the stock adjust upward to a new level. Let's hope soon.

    Sentiment: Strong Buy

  • QLogic expects this transaction to be immediately accretive to revenue and non-GAAP earnings per share.

    Way to go Qlgc - use $147 million of cash sitting around to grow the business. Now let's get this stock trading back to the $14-$17 range.

    Sentiment: Strong Buy

  • Reply to

    We think, this can easily go to 4 on market correction

    by wforty Jan 27, 2014 12:13 PM
    dutchref dutchref Feb 3, 2014 7:00 PM Flag

    "We" are you Golom from Lord of the Rings?
    How about when numbers come out soon high growth in wifi equipment and traffic? What then? $16?
    What will "we" think then?

    Sentiment: Strong Buy

ATVI
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