Welcome, to the world of irrational behavior. Nothing is up with Supervalu, but the fickle nature of individuals to sell shares, sometimes-institutionally , despite very favorable company results. Use this decline to your advantage. The conference call spoke to more improvement, coming, on top of, reported, excellent results.
The past quarter indicates continued progress. The rational response, to an irrational response, is to take advantage of today's share price and purchase more. This decline is temporary in nature.
Demand Media (DMD) complements existing Yahoo services, but also, opens new paths to creative revenue growth for the company. The M&A division must be looking at this property, and if not, should be replaced with personnel that shall.
Adding DMD .....along with GLUU, a move higher is underway. Appears to have significant upside potential. Major, long-term value fundamentally, and, a great technical look. Nice cash position, no-debt, and a trend higher in billings.
If you do, you know where the company lies in respect to its resource value, and the, forthcoming, resource- cycle. If you do not, these words have no content value. Too, bad for those who must discover it for themselves.
The company gave guidance that they will exceed by more than they can yet know. The only difference between us, is that I know of it, now. So, I am adding common.
I appreciate the recent steps to re- establish confidence in the firm's accounting. The stock action on the tape, supports better results forthcoming. I continue to add common to my position.
JCP's chart-trend line, indicates, $20-$24, suggesting, more positive developments within the company are underway. Recent action to expand the company's reach to the consumer, is a welcome change.
Ipass is hiring, again. Has approx. $ 33m in cash, without any debt. Retained an M&A V.P. from Jefferies Grp.
And, has much of the common-share float in strong hands. A surprise of .02-.04 better than expected earnings per share, February 18, (-.05 is the consensus,) would catapult the market-cap. to $150m, or higher.
Sequential, and y.o.y growth, nicely beyond expectations, would also stir an investment advisor upgrade, or two.
I am adding common, predicated on the assumption of either a strategic relationship, or the former, to push the market capitalization higher.
$2.33 - $3.64 per share, over the next months, on any of the above transpiring (a market cap. between $150m-$240m). Anything is possible, including a demonstrable quarter of solid growth. Whereupon, I will maintain my position for the duration.
Many companies are actively seeking new avenues of growth, from Oracle to Cisco. All adding to existing divisions of revenue, or creating new divisions through acquisition. So....... on balance, the company is yet attractive.
I have made preliminary contacts w/complementary organizations to initiate due diligence. If any of you have ideas of strategic, or complementary fits with other deep-pockets, do not hesitate to initiate a due diligence process by those firms. Ipass is an attractive value at $92mm....too attractive. So, lets get this ball rolling. Kaplan, and Tedesco, need all the help they can muster; It is our company, after all.
There is so much opportunity to a larger conglomerate, that it is a wonder we still remain independent.
Anyhow, we'll get what we desire. Let's hasten the process.