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Gino Verza

 
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  • Ubiquiti: A Cutting Edge Networking Company In A Deep Value Screen [View article]
    Thank you for the article.
    A couple of comments. Not quite sure how the $36 price stock worth is arrived at. I happen to think that the stock intrinsic value is much higher.
    It would be great if the stock dropped to $27 or $28. I doubt it.
    Dec 17, 2014. 03:43 PM | Likes Like |Link to Comment
  • Expect American Software's Growth Problem To Continue [View article]
    Readers ought to take the implications of the article with a grain (or two) of salt. Specific metrics of AMWSA and competitors regarding “revenue growth” and “better solutions” are missing. Relevant investment value metrics, such as FCF and ROIC (and dividends), are also missing. FYE 4/13 revenues were 100.6 million vs. $85.6 million in FYE 4/11. In the least three fiscal years FCF/Revenues averaged about 11%; ROIC 51% (repeat 51%).
    In my opinion the conclusion is not actionable or helpful.
    Nov 20, 2014. 01:32 PM | Likes Like |Link to Comment
  • Avoid Ubiquiti Networks For Now [View article]
    First quarter results were lower than anticipated; guidance was also softer than expected. Nonetheless, Ubiquiti's model and investment thesis remain intact. The severe drop in the stock is way overdone in my opinion. It reminds me of the over-reaction to the inventory buildup in a previous quarter by way of a disproportionate drop in the price of the stock, which subsequently recovered. Likewise analysts in the conference call, for the most part, focused on inconsequential detail at the expense of substantive value matters. All this boils down to a current investment opportunity.
    Nov 18, 2014. 11:50 AM | 9 Likes Like |Link to Comment
  • Holy Spirit: Herbalife Director Wanted For Fraud [View article]
    Matt, Did you see (in HLF Directors' description) that Cardoso has a university degree in Applied Mathematics? Cardoso should be in a good position to understand the "real economics" of HLF's business model.
    Nov 15, 2014. 04:34 PM | 2 Likes Like |Link to Comment
  • Herbalife: Last One Out, Turn Off The Lights [View article]
    Say what?
    Nov 7, 2014. 08:57 PM | 8 Likes Like |Link to Comment
  • Tripling Your Money [View instapost]
    "Holistic services"?
    Nov 3, 2014. 12:40 AM | 2 Likes Like |Link to Comment
  • Drad up 3.9% after earnings beat [View news story]
    Please correct your figures. The company's numbers for quarter ended 9/30/14 show: Operating Income of $1,032,000; and Net Income $1,028,000.
    Oct 31, 2014. 07:55 PM | Likes Like |Link to Comment
  • Goldfield: Strong Backlog And Low EV/EBITDA [View article]
    Thank you Andrea.
    Oct 10, 2014. 12:09 AM | 2 Likes Like |Link to Comment
  • Ubiquiti -8.8%; Wunderlich cuts estimates on Russian concerns [View news story]
    Agree with Matthew regarding Wunderlich.
    Why the note now after Russia was acknowledged and discussed, and weakness built into guidance, time ago?
    Why the note while keeping $55 target price unchanged?
    Wunderlich is not credible.
    Sep 23, 2014. 11:26 AM | Likes Like |Link to Comment
  • Documents From Inside The Herbalife Cartel: How The Company Euthanized E-Tailers (Part 2 Of 2) [View article]
    Thank you, Matt.
    Sep 11, 2014. 12:19 PM | 3 Likes Like |Link to Comment
  • Confessions Of Another Herbalife Distributor, More 'Scumbaggery' And A James Bond PR Nightmare (1 Of 2) [View article]
    Dreamer34,
    I can see the couple you describe as trying hard to continue dancing in the party. Meanwhile the trickle of guests leaving is growing into a flood. Who will be the last remaining to turn off the lights?
    Sep 10, 2014. 12:56 PM | 4 Likes Like |Link to Comment
  • Capitalize Off Democratization Of The Internet With Ubiquiti Networks [View article]
    I agree Mingran. The computation/chart is not clear.
    Sep 5, 2014. 11:07 AM | 1 Like Like |Link to Comment
  • Sold Peerless Systems: A Net Net That Worked Out In 1 Year [View article]
    "(I own HLF by the way)"
    A surprise. I would have never expected it.
    Sep 4, 2014. 12:07 PM | Likes Like |Link to Comment
  • Breaking It Down: Adept Technology's Q4 2014 Earnings Call [View article]
    I fail to see any purpose or insight in the article
    Aug 27, 2014. 04:25 AM | Likes Like |Link to Comment
  • Salesforce Has The Strength To Push Your Investment Up [View article]
    "Salesforce currently reports a loss on GAAP basis. The company hasn't given any dividend to date. Yet, these details don't indicate that investors should sell their stake."
    Details, uh?
    Aug 25, 2014. 10:17 AM | Likes Like |Link to Comment
COMMENTS STATS
318 Comments
202 Likes