Seeking Alpha

Mark Gomes'  Instablog

Mark Gomes
1,259 Followers
32 Following
Send Message
All investors should read Mr. Gomes Stocks To Triple "Instruction Manual" before acting on his investment ideas. http://seekingalpha.com/instablog/84364-mark-gomes/526481-stocks-to-triple-instruction-manual Mark Gomes founded Pipeline Data LLC in 2004. Pipeline Data provides investment... More
My company:
Pipeline Data, LLC
My book:
Faster Than Forty
View Mark Gomes' Instablogs on:
  • CALX Looking To Acquire ZHNE?

    On CALX's earnings call last night, management expressed keen interest in improving its international footprint.

    ZHNE would provide CALX with a business that derives over 60% of revenue from outside of the U.S. (despite a substantial commitment to U.S.-based manufacturing).

    CALX already acquired one Stimulus-related competitor (OCNW). Taking out ZHNE would provide the international exposure it seeks along with a company whose expenses could be substantially improved to the benefit of its acquirer.

    Considering the nascent recovery in Stimulus spending, the timing for a deal could be right.

    Disclosure: I am long CALX, ZHNE.

    Tags: CALX, ZHNE
    May 02 5:52 PM | Link | 7 Comments
  • SoundBite Communications Looks To Buck Trend Of Seasonality

    SoundBite Communications, Inc. (SDBT) will report Q1 fiscal 2012 earnings on Wednesday May 2, 2012. Wall Street analysts are expecting $10.9 million in revenue. This is within the guidance range of $10.2 to $11.0 million given by management on the last earnings call, but still down from record revenue of $12 million achieved in Q4. Earnings guidance called for -0.05 to -0.09 versus current analyst estimates of -0.07.

    CFO Robert Leahy pointed out that last quarter's positive upswing was due in part to seasonality, but also represents a growing client base and increased usage on their platforms. CEO James Milton expressed his excitement over the positioning of SDBT's cloud-based multi-channel and preference management platforms. He also expressed his commitment to continue seeking acquisition opportunities. Its SmartReply deal contributed substantially to revenue in Q3 and Q4.

    SDBT has certainly been active in acquiring its way into the mobile marketing space. This has made the company more comparable with Augme Technologies (AUGT.OB) - especially via Augme's recent acquisition of HipCricket - along with Velti (VELT). The space is hot. Shares of both AUGT.OB and VELT are up approximately 100% year to date. SDBT's stock has also been on the move, but is still only up about 20%. Catching up to AUGT.OB and VELT would take shares of SDBT well over $4.00 per share.

    The Bottom Line: Pipeline Data believes that SDBT has been more of victim of poor market conditions than poor management. At present though, SDBT's addressable market mix has become more favorable and face-to-face meetings with Mr. Milton reveal him to be a sharp and seasoned executive. We believe SDBT has a good shot to meet, if not to beat, analyst estimates on Wednesday evening.

    Disclosure: I am long SDBT.

    Tags: SDBT
    May 02 3:53 PM | Link | 1 Comment
  • Still Negative On Shares Of BVSN

    I have great respect for all of my readers, but it's hard watching them get influenced by flawed due diligence.

    Folks, if Gartner doesn't even acknowledge them among their 20 Magic Quadrant vendors, what does that tell you about the product and how much competition there is out there?

    Here's my latest exchange with a reader...

    p.s. As always, you can get my free real-time Twitter alerts by texting FOLLOW BOSTONGEKKO to 40404. Cheers.

    Kelstar62

    I believe investors realizes this is definitely not a pump & dump stock. Business Social Networking is here and BVSN is poised for success with Dr. Chen at the helm.

    27 Apr, 02:46 PM

    Mark Gomes Comments (410)

    Kelstar62,

    I can't say that I agree.

    The shares deserved a higher valuation when I first picked it (see http://seekingalpha.co...), but the valuation most certainly became excessive, which is why I flipped from long to short and called the last two earnings disappointments:(http://seekingalpha.co...).

    You can count on me to call the stock a good buy gain when it is warranted. I have great respect for Dr. Chen, but I still believe that BVSN shares are overvalued. Plus, the momentum has clearly turned negative.

    Keep in mind that we've called this stock right (long, short, and quarterly results). I will be waiting for a pullback to our fair-value target of $15.50.

    Best Wishes,

    Mark G

    Disclosure: I am short BVSN.

    Tags: BVSN
    Apr 27 3:41 PM | Link | 1 Comment
Full index of posts »
Latest Followers

Latest Comments


Most Commented
Posts by Themes
Alternative Energy, Big Data, Biotech, broadband, broadband stimulus, Broadband Stimulus, Broadband stimulus, CALX OCNW, CALX OCNW Internet "Broadband Stimulus" "Small Caps" M A, Cloud Computing, Data Center, Data Integration, earnings, ECRI, facebook, Facebook, Fitness, fitness, Green Energy, InfiniBand, Internet, internet, Long Ideas, long-ideas, M A, m a, M-n-A, Media, Mellanox, microcaps, Networking, networking, Procurement, quick-picks-lists, SaaS, Short Ideas, short-ideas, Shorts, shorts, Small Cap, Small Caps, small caps, Social Networking, social networking, software, Software, special dividend, Stimulus, stimulus, tax benefit,
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.