How are the politicians going to answer in the next election? You can't tell the Demos from the Rep. (they both want to spend). You have valid points, but how is it going to be corrected? If you don't have a viable answer, get off the soap box. This board is about TASR, not government debt.
The big boys are indexed on the stock side. It would take them days, if not weeks, to eliminate their positions in large cap companies, in order not to impact stock prices. They don't trade other than quarterly adjustments. Institutional holdings in TASR exceeds 80%.
You said simply gold and silver. Yeah, we want Ron Paul's Value Added Tax (VAT) program, just like leftist Europe. Low-income people will love that since it is a consumption tax, and they pay a disproportionate amount of their total income on consumption of food, rent, and utility payments. See if the Demos agree to that.
Gold and silver do not earn income (dividends or interest) and there are storage costs involved. What part of the woodwork did you come out of?
TASR took $0.04 off for obsolete equipment in 4Q14. Fourth quarter of any company is a coin flipper. Add that four cents back and you have $0.13 of OPERATING earnings, not $0.09 as reported. That's why the analysts missed the 1Q15 results and they are underestimating 2Q15 results (average estimate is $0.09).
Who are the companies that are ready with more advanced solutions? Certainly not Panasonic. What parameters are being used to determine "advanced solutions"? You are correct in that it will take longer if LE performs careful DD; one PD is currently reviewing six different cameras.
Not necessarily. This private company is being bought by another private firm that wants to beef up its security business before going public next year. We know neither the transaction price to determine valuation nor the financials of either participant. Perhaps the IPO prospectus will provide the necessary information, but it won't occur until 2016.
Either does TASR. TASR spent $4.6 million on R&D in 1Q15 (10% of revenue). And their subscription program can include updates in technology in 2 1/2 year increments.
TASR made $0.37 EPS in 2014. They look like they can do $0.52 for 2015 (they've had three consecutive quarters of at least $0.13 EPS operating earnings, beating $0.12 while the average 2Q15 EPS estimate is only $0.09). That's 40% EPS growth, and 2016 results could top that. Divide that growth rate into the P/E ratio and you get a PEG of 1.9x. That's not out of the realm of reasonableness.
It would be nice if Zachs Equity Research had more balanced reporting. Cash flow growth of 2.8% is not "far higher" than 2.6% for the industry. It would be nice if they indicated who are the industry participants. Yahoo Finance does a miserable job at it.
The integration process, and the unavailability of features, is so bad that the demo cannot start until August or September.
Mac, I hope you aren't using Yahoo industry data for a comparison. They list three competitors. One has had its stock delisted, another doesn't have significant operations, and the third makes a chemical product (mace). Yahoo industry data is sad. They don't even include DGLY as a competitor.
2.8 vs. 2.6 is "far higher"? And how many of its peers are reporting cash flow figures?
They want to make sure they get the right camera. Earlier this week, it was disclosed that Panasonic body cameras are not fully compatible with Panasonic in-car cameras! Why would any PD want to be Panasonic's guinea pig?