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Alfred Castle  

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  • Digital River Needs A Dividend [View article]
    Now I see that DRIV acquired this company. I had seen that but didn't get the Beanstream connection right away. This was done under the prior CEO so it will be interesting to see how much the leverage this acquisition and other initiatives in payment services.
    Apr 5, 2013. 07:13 AM | Likes Like |Link to Comment
  • The F5 Analyst Debacle [View article]
    Great article. I really appreciated it. A little while ago an indicator I run put up a screaming red signal on VMW and I was one day late. They had reported the night before and the stock would open down hard.

    I believe that event was the harbinger for subsequent weak results from Oracle, Red Hat and now F5. Something is going on in IT spending.... I don't know what it is though.
    Apr 5, 2013. 06:49 AM | 2 Likes Like |Link to Comment
  • Digital River Needs A Dividend [View article]
    Hello there "identities6" and thanks for your comment. The Beanstream potential seems interesting. However when I look at the website I find the following:

    "Beanstream Internet Commerce Inc. and Beanstream Internet Commerce Corp. are wholly owned subsidiaries of LML Payment Systems Corp, a Canadian company that is traded on the NASDAQ stock exchange under the symbol LMLP. Based in Victoria, British Columbia and Wichita, Kansas, Beanstream has provided payment, risk management and authentication solutions to some of North America’s leading companies and institutions over the past 10 years."

    I will look into it on the DRIV end to see if it's in the filings. I hear you on the "store" stuff but I think that's dying too. I think the Apple app store and the Android app store are probably good opportunities. These other ones seem fairly weak.

    Don't get me wrong. I'd love to see a clear and meaningful growth engine emerge for DRIV but haven't found it yet.
    Apr 5, 2013. 06:34 AM | Likes Like |Link to Comment