growing SAAS revenues and slowly but steady growing MSFT royalties--all point to margin increases and exceeding EPS expectations. $70 by August?
because of accelerating MSFT royalties foreseen for 2014 and increased large institutional exposure at four (4) upcoming investor conferences. Increased awareness of their fast growing SAAS option for customers. Maybe we get a 2-1 stock split in June or September?
in my opinion and result in higher margins, higher growth thru larger average sales and a number of large cap MSFT following portfolio managers to bend over and pick up some smaller cap TYL shares. Notice how the shareholder list is starting to change after two recent presentations at insitutional investor conferences!
Is that why they picked up research coverage?
not as big an issue as short term analysts are focused on.
and institutional coverage to pick up
after successful user and analyst meeting As AMZN bought their robotics warehouse vendor would they seek a supply chain manager as SQI to offer procurement to local government opporunitities?
upside to $22?
as municipal tax revenues are coming in ahead of expectations which will free up funds for a HUGE backlog of needed IT spending. TYL applications in some parts of the country have highest amount of demos and support meeting in company history. Sales team seeing quotas exceeded over next few quarters. a number of much larger accounts coming in for final pitches. Microsoft royalties will cause analysts to raise 2014 and 2015 revenue, MARGINS and EPS estimates over next few quarters. TYL's market cap still below the rda screen of average mutual funds and major research shops like Merrill, Goldman and Morgan Stanley. But that will change with several appearances at institutional conferences in second half of 2013. Ignore the price chart--there are a group of MSFT shareholders focusing on what MSFT is doing with smaller TYL now and look for major new TYL buyers.