Because VEEV is profitable it becomes an easy target for pundits and nay-sayers. There are numerous cloud focused companies that are loosing money that trade at far higher multiples of revenues that VEEV. This co has real growth and real earnings.
Food for thought; mounds of fresh debt added to balance sheet; 8.8 million shares issued to further dilute earnings, lots of unprofitable or breakeven stores up in Wisconsin. Sorry, I dont see $6 as cheap.
I was surprised by Cerberus' investment in Jewel and now am very surprised by the Safeway gamble. I would think a private equity firm like that could find much more profitable investments than high volume low margin grocery stores with less than stellar nameplates.
The parent company of Jewel-Osco is buying five more locations of the now-dark Dominick's Finer Foods grocery chain.
A spokeswoman for New Albertson's said the company is purchasing the following locations:• 1763 Howard St. in Rogers Park• 424 W. Division in Old Town• 3243 S. 115th St in Merrionette Park• 800 NW Highway in Fox River Grove • 345 S. Rand Road in Lake Zurich.
Lots of volume and headlines right now but wait till things settle down and upward trend resumes. Mgmt has given a clear summary of how their products are doing. Wait till the noise settles down.
"We had solid growth in 2013 with a year-over-year increase in revenues of 19 percent to a record $662 million and executed in all sectors of our business. During the fourth quarter, revenues came in higher than we expected due to strong automotive volumes, especially in Asia. In addition, we improved our gross margin for the year which returned to the levels we expect, delivered record profits, expanded our customer base and increased our global product offerings." The Company experienced significant growth in every geographical region in which it does business and had significant market penetration in the automotive cable business, particularly in Europe. Gentherm's European-based sales were 17 percent higher than the prior year despite local economic weakness.
Lets tamper down the irrational exuberance about software still in development.
"deceleration", "saturated and threatened", and my favorite "countertrend rally". These guys are working overtime to try to control the damage. It's laughable.
Their feeble attempt on the day earnings are released completely backfired in their faces. OUCH, mass panic at Suhail
Seeing as Buffet is openly stating that BH is actively on the prowl for big game one would have to deduct that USG could fall in his cross hairs. But he's never been one to overpay.