Seeking Alpha

Philip Obal » Comments » BEAS

  • Software Stocks: High-Risk, Low-Risk and Takeover Targets [View article]
    How about GlobalScape (GSB) and some of the security software stocks? GSB should continue to grow at 35% a year or more!
    Dec 26 18:53 pm |Rating: 0 0 |Link to Comment
  • BEA Systems: Ripe for Activist Picking  [View article]
    I love technology stocks because I have been involved in software development for 20+ years.

    BEAS is a kinda maybe becareful stock. Most software companies that are worth their weight have zero percent long-term debt. NOT the case with BEAS. How come? That makes me cautious before investing - wondering why the debt load - what caused it. When a company has low or zero debt - they can run through the 'tough periods' without much issue. But when they have debt and a tough period (remember what Sept 11th did to technology companies? in Oct Nov Dec and 2002 it was tough - people just put their buying plans on hold - even 2003 was slow) - then it's much tougher to grow and survive.

    I will analyze BEAS some more, but need to see some significant insider buying, reduction of debt, and high growth. Waiting on those things....
    Mar 20 20:38 pm |Rating: 0 0 |Link to Comment
More on BEAS by Philip Obal
Comments by Ticker
AAPL, AAV, ADBE, ADCT, ADK, ADVS, AHD, AKAM, ALK, ALU, AMR, AMRI, AMZN, ANH, APA, APC, APL, ASEI, ATLS, ATN, ATVI, AXB, AZPN, BBBB, BBND, BEAS, BGM, BHI, BLOG, BMR, BP, BPT, BRP, BX, C, CAEI, CAL, CAM, CASC, CE, CECO, CEDC, CETV, CFW, CGV, CHCG.OB, CHK, CHKP, CIEN, CKGT.OB,
Philip Obal's
Comments Stats
86 comments
Rating: 4 (6 - 2 )