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Claymore/AlphaShares China Real Estate Message Board

rogerabc100 190 posts  |  Last Activity: Jul 28, 2014 10:58 AM Member since: Nov 27, 2005
  • rogerabc100 rogerabc100 Jun 9, 2014 12:08 AM Flag

    Even DB analyst is optimistic on RALY as of 6/5/13:

    "While the headline revenue numbers and guidance came shy of consensus, adjusting for one-time events, billings were up 18% if we include the $2.1m ACV ($3.7m total) telco deal that is off-balance-sheet—a lot better than the 3% computed number, but lower than the TTM average of 21%. Seat-count grew 23% y/y and 6% sequentially, a bit slower than TTM average of 33%. Pricing trends have apparently been stable, even though competition may be intensifying on the margin from the smaller, private vendors. The improved opex profile should assuage investor concerns on cash burn versus the outlook provided on last quarter’s call. And finally, sales productivity disrupted by reorganization and rapid hiring of new heads will need to stabilize as we progress through FY15

  • Deutsche Bank downgraded Rally Software Development (NYSE: RALY) from Buy to Hold with a price target of $15.00 (from $30.00).

    Analyst Nandan Amladi said, "Rally reported mixed F1Q15 results with revenue below and EPS above expectations, with revenue/EPS of $19.4m/($0.27), versus our estimates of $19.5m/($0.52) and the Consensus of $19.6m/($0.50), due to slower than expected seat count growth (12k additions during the quarter vs. 16k in the prior quarter) as the negative impact of lower sales was offset by lighter expenses. As the market leader, we see RALY well-positioned to take advantage of the shift towards Agile software development longer-term, but near-term execution issues exacerbated by investor disdain for small-cap growth stocks push us to the sidelines."

    "While the headline revenue numbers and guidance came shy of consensus, adjusting for one-time events, billings were up 18% if we include the $2.1m ACV ($3.7m total) telco deal that is off-balance-sheet—a lot better than the 3% computed number, but lower than the TTM average of 21%. Seat-count grew 23% y/y and 6% sequentially, a bit slower than TTM average of 33%. Pricing trends have apparently been stable, even though competition may be intensifying on the margin from the smaller, private vendors. The improved opex profile should assuage investor concerns on cash burn versus the outlook provided on last quarter’s call. And finally, sales productivity disrupted by reorganization and rapid hiring of new heads will need to stabilize as we progress through FY15.

  • Conference in Washington, D.C. Features Best-Selling Authors and Recognized Experts in Business Strategy and Next-Generation Technology Adoption for Both the Private and Public Sectors

    BOULDER, Colo., June 3, 2014 /PRNewswire/ -- Rally (NYSE: RALY), a leading global provider of enterprise-class software and services solutions to drive business agility, will host the RallyON! 2014 conference this month in Washington, D.C.—an event that will bring together thought leaders and industry professionals to share proven strategies for increasing business agility, and remaining competitive and profitable in a rapidly changing market. This year's event centers around The Agile Impact: the impact of empowered teams, the quantified impact of Agile performance, and the global impact of a transformed organization.

    The conference, being held June 9-11, places a unique focus on developing agility throughout an organization, from improving execution and innovation engines to creating and supporting adaptable business processes and cultures—all of which are required for a company to thrive in today's dynamic, hyper-competitive economy.

    The conference will also shine a spotlight on how these best practices can be successfully applied to both the private and public sector, including federal and state government agencies. Related keynote topics include:

    Big Bang Disruption: Best-selling author and industry analyst Larry Downes will discuss the development of business strategies in an age of constant technological disruption.
    Adaptive Leadership: U.S. Ranger veteran and entertainer Keni Thomas, whose military and singing career have taken him from the firefight that inspired the book and movie Black Hawk Down to the Grand Ole Opry, will discuss the importance of leadership and a sense of duty, how organizations can inspire their team members, and how organizations can harness that to drive success.
    Making Tough Decisions: Best-selling author of Switch, Made to Stick and How to Make B

  • 1) Minor "miss" but typical Wall Street games being played to screw the retail investors.

    2) FY 2015 revenue consensus estimates were $92.3 million and company guided to $87 - 90 million which is a pretty minor "miss" and still reflects 20% growth.

    3) Consensus EPS estimates were -$1.57 and company guided to $-1.59. Essentially RALY was performing as expected but the Street manages to portray this as a disaster, as they always do.

    4) Wall Street likes to screw as many people as they can to sell their shares in cheap so the Street can scoop up the cheap shares and resell them at a huge profit once they decide to reverse course and push the stock up.

    5) Thestreet website and other websites did spread the misinformation "For the full year analysts were looking for $116.63 million but Rally estimates were $87-90 million." The estimates of $116.63M was for FY 2016.

    6) RALY has strong growth, excellent prospects and plenty of cash while trading at all time lows now.

    7) All fundamental metrics indicate a strong buy at MC of $190M.

  • Reply to

    10 Reasons 42% Meltdown Is Unjustifies

    by rogerabc100 Jun 3, 2014 9:33 AM
    rogerabc100 rogerabc100 Jun 3, 2014 1:33 PM Flag

    New article: There is a Rising Tide of DNS Attacks
    In the last year , DNS attacks have increased by 200% with average cost of $27M.

    See Your Network the Way Hackers Do—as a Target

    The news is full of stories about disastrously successful cyberattacks. In many cases, the companies attacked have sophisticated security systems in place. So how does this happen even when appropriate measures are taken?

    The truth is the bad guys have found a #$%$ in your armor, and they’re planning to exploit it for everything your company is worth. It’s called ‘DNS,’ and cybercriminals love it.

    They know that the DNS protocol is easy to exploit.
    Layered security, next-generation firewalls, and secure web gateways were not designed to protect DNS.
    Crooks have an extensive arsenal of attacks with scary names like “DrDos” and “DNS cache poisoning.”
    Whether the motive is gain, revenge, mischief or sheer malice, DNS attacks get the job done.
    Find out what the bad guys have planned for your network. Take the critical step to protecting your DNS and request your copy of this white paper today

  • 1) HSOL stock will rocket up once the 2Q14 earning confirms the 1Q14 ER guidance for continued growth in 2014. According to recent news , HSOL has 2100MW pipeline and they want to increase capacity in H2 of 2014. These new deals should be reflected in their 2Q results

    2) The new CEO was a respected VP of Samsung which is a giant $240B company. He increased 300% market share of Electronics Division in 3 years. He promised to improve the financial of HSOL in his very first comment to the media. The new CEO could be a start of new era for HSOL

    3) The new CEO from Samsung was praised before for his good relations with the media and Samsung shareholders. He will do a much better job of PR with HSOL if he wants to be successful CEO as he was with Samsung.

    4) Gross margin of 13.9% in 1Q14 is one of highest in the Chinese solar sector

    5) Price/Sale of 0.2 is lowest in the healthy companies of the Chinese solar sector

    6) HSOL is flagship of Hanwha the fifth largest company in Korea with $70B market cap. Hanwha will not tolerate that its flagship is valued as tiny $200M. The new CEO has assignment to increase market cap and he said that in his very first comments on Solarone .

    7) The new CEO has more authority to finalize the 700 MW deal og 1/16/14. The delay to finalize the deal could be related to replacement of the CEO and learning curve of the new CEO.

    8) Using P/S of 0.7 of JKS and P/S of 0.9 of CSIQ, HSOL should have market cap of $610M and $660M respectively.

    9) HSOL has shortcut to reach low cost capital from its parent, just like SPWR's Total. Financing issues are less bothersome to HSOL, especially for its EPC business expansion.

    10) HSOL will be winner of solar industry consolidation, due to its robust financing backup and efficient German technology

  • In the last year , DNS attacks have increased by 200% with average cost of $27M.

    See Your Network the Way Hackers Do—as a Target

    The news is full of stories about disastrously successful cyberattacks. In many cases, the companies attacked have sophisticated security systems in place. So how does this happen even when appropriate measures are taken?

    The truth is the bad guys have found a #$%$ in your armor, and they’re planning to exploit it for everything your company is worth. It’s called ‘DNS,’ and cybercriminals love it.

    They know that the DNS protocol is easy to exploit.
    Layered security, next-generation firewalls, and secure web gateways were not designed to protect DNS.
    Crooks have an extensive arsenal of attacks with scary names like “DrDos” and “DNS cache poisoning.”
    Whether the motive is gain, revenge, mischief or sheer malice, DNS attacks get the job done.
    Find out what the bad guys have planned for your network. Take the critical step to protecting your DNS and request your copy of this white paper today.

  • Big corporations need DNS services of BLOX. DNS protection is a very hot issue in IT deoartments

  • Reply to

    10 Reasons 42% Meltdown Is Unjustifies

    by rogerabc100 Jun 3, 2014 9:33 AM
    rogerabc100 rogerabc100 Jun 3, 2014 11:56 AM Flag

    In the last year alone, DNS hacking attacks have increased by 200% with an average cost of $27 million dollars. Big companies need DNS protection of BLOX

  • Reply to

    10 Reasons 42% Meltdown Is Unjustifies

    by rogerabc100 Jun 3, 2014 9:33 AM
    rogerabc100 rogerabc100 Jun 3, 2014 11:01 AM Flag

    Any rational response? Which item is wrong and why exactly is wrong? Any smart discussion about the 42% meltdown ?

  • 1. CEO was 66 years old and resigned because he was not a good CEO.
    2. A new CEO will be much younger and bring a new spirit to the company
    3. BLOX had triple crashes in past 6 months and recent 42% crash is overshoot & capatulation
    4. Web Security is a major problems of American corporations and SLOX is dealing with important section of web security
    5. At market cap of $660M , BLOX is extremely undervalued compared to its peers
    6. BLOX actually beat the estimates by 350% ( from 2 cent to 7 cents)
    7. BLOX is takeover target according to WSJ article
    8. BLOX intentionally always reduce guidance and then it beat the estimate every quarter
    9. BLOX is in accumulation mode during the meltdown of recent days
    10. BLOX has tiny float that could be easily manipulated up when accumulation is over

  • rogerabc100 rogerabc100 Jun 3, 2014 9:15 AM Flag

    The editors of SA decoded to publish it to morrow. They decide when the articles be published.

  • Reply to

    what about a $1 billion offer of buyout?

    by cuiabab Jun 2, 2014 12:57 PM
    rogerabc100 rogerabc100 Jun 2, 2014 11:30 PM Flag

    Agreed. BLOX is too high growth to be traded at MC of $466M. In addition there will be :

    June 12, 2014 , Infoblox Inc will present at William Blair & Company LLC Growth Stock Conference

  • June 12, 2014 , Infoblox Inc will present at William Blair & Company LLC Growth Stock Conference - 11:00AM EDT

  • Infoblox Stock Rating Reaffirmed by Piper Jaffray (BLOX)
    June 2nd, 2014 - 0 comments - Filed Under - by Hanz Christensen
    Share on StockTwits
    Infoblox Inc logoPiper Jaffray restated their overweight rating on shares of Infoblox (NASDAQ:BLOX) in a report released on Friday. Piper Jaffray currently has a $20.00 price objective on the stock, down from their previous price objective of $30.00.

  • Article: How does Infoblox DNS Firewall protect customers against hacking attacks?

    Obviously most IT security personnel want to prevent this from happening and that's where Infoblox DNS Firewall comes in:

    Shortly after the attack occurred, the Infoblox DNS Firewall RPZ feed was updated to blacklist the SEA name server IP addresses.
    If our customer tried to surf to the New York Times web site, Infoblox DNS Firewall would get a response back directing it to the name servers controlled by the SEA. However, because the SEA name server IP addresses were blacklisted, the DNS firewall would block the query.
    As an alternative, the Infoblox DNS Firewall could have been configured to return a different IP address to redirect to the web page provided by IT security. For example, this site could have a warning page to tell users they were trying to surf to a malicious site.
    Note that since the Infoblox DNS Firewall RPZ feed blacklisted the SEA name servers, end users would also be protected against going to any other sites (such as some of the Twitter sites) hacked by the SEA: As long as those other domains have the SEA systems as name servers, they would be treated as malicious.
    This fix was made automatically via the feed as opposed to requiring manual updates to a traditional DNS blacklist.
    In the event that a customer PC had gotten infected during the brief window of vulnerability before the Infoblox DNS Firewall RPZ feed got updated, the DNS Firewall would still provide protection, since malware infecting the PC would then be unable to communicate out to its command-and-control network, as they would be blacklisted as well.
    Finally, if the Infoblox appliance were directly handling the DNS query (as opposed to having queries forwarded to it from Microsoft DNS servers), then IT security would have the true source IP address of the PC or other device accessing the malicious site.

  • We prepared a well analysis on all aspects of BLOX and it will be published tomorrow morning in Seeking Alpha .

  • I had a very nice profit from 2 stocks (DRL and ZBB) and used the profit to come back to HSOL at 2.25.

    Here is a nice article in SA that everybody should read about the manipulation of solar stocks by analysts of DB and CS
    __________________________________________________________________

    Why Not To Listen To Sell-Side Solar Analysts

    If I had only one recommendation for investors that are interested in capitalizing on the solar industry, it would be don't read Barron's. When summing up a few headlines from the past six months, you'll get my point:

    China Solar Demand Questionable/ December 9, 2013.
    Deutsche Bank Predicts Solar Gold Rush/ January 9, 2014.
    Update: China's 2014 Solar Target Falls Short/ January 24, 2014.
    China Solar: Beijing Raises Solar Target To 14GW/ February 12, 2014
    China May Not Meet 14GW Target, Say Deutsche/ April 14, 2014.
    Policy Headwinds, 1H Demand Collapse, Says Deutsche/ May 15, 2014.
    As you can see, it is nearly impossible to make any investment related decisions based on sell-side analysts. These Barron's articles are all based on sell-side reports.

    To further underline what I mean, imagine a horse race. After a few laps, it is clear that "Sun," the horse you bet on, is about to win the race. Now, imagine the sell-side guys sitting in the crowd and screaming: "No! He is going to get to the finish line 12 seconds later than you expect!" After a few seconds, another sell-side guy screams: "Wait! It seems he is going to make it 3 seconds earlier than you expect!" You might get scared listening to those guys and pull your bet although it is clear your horse is winning.

    .......

  • rogerabc100 rogerabc100 May 30, 2014 12:33 PM Flag

    I am serious about my post. I did not make up that story because it is illegal to produce takeover rumors

  • rogerabc100 rogerabc100 May 30, 2014 12:24 PM Flag

    Takeover of BLOX by IBM is making sense or is totally BS? Any rational response?

TAO
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