ExactTarget And E2open: 2 Intriguing SaaS Plays [View article]
Although we sold our E2 Open (NASDAQ:EOPN) position on 4/3/2013, the stock slightly missed on its fourth quarter numbers for fiscal 2013. The company has offered first quarter fiscal 2014 guidance that is significantly less than analyst estimates. It has attributed this to operational changes which the company expects to benefit from in the second half of fiscal 2014. Our Premium Members may recall that we sold EOPN due to the risk that we saw from being long SaaS companies in the current volatile market. We will revisit in the future. The stock is down sharply in early trading.
Goldfield: No Longer A One Project Story [View article]
MG. GV's revenues are typically a multiple of year end backlog. Last two years (6.2 and 4.3X). If they replicate these multiples the company can report revenues of $100 million plus, when combined with remaining CREZ revenues. Regarding employees, we failed to mention that GV has significantly increased its headcount as margins have improved. This is a good sign. Regarding replacing CREZ, management did not say "sufficient". They said more than sufficient. Backfilling CREZ probably becomes a factor going into the fourth quarter, giving GV plenty of time to ink some significant contracts.
Goldfield: No Longer A One Project Story [View article]
XD. The long term options look interesting. September calls, strike $5 at $0.50 are appealing vs. the May calls at $0.40. That provides some time for the company to report a couple good quarters and some more contract news. I will look at historical prices on these options tomorrow. I am also looking at the September $2.50 calls.
Goldfield: No Longer A One Project Story [View article]
All we can do is wait now and let the company preform. Hopefully the recent developments will convince management that it's time to step up its IR efforts.
Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
Sarah, PWR and WG are multi billion dollar enterprises. The comparison is off the mark. Furthermore, PWR and WG are in many different sectors than GV's target markets. PIKE recently attained pre tax margins of near 15%. CREZ is not the GV story anymore. It is much broader. GV grew core revenues by 20% in 2012. Sure margins may come down somewhat in the long-run but not at this time. GV has entered a new growth stage.
Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
R59, you summed it up. This article is flawed in so many ways I do not know where to begin. I may write a quick rebuttal this evening.
I have to give it to you Matt. Your article was well constructed if was intended to ilicit a response from investors by insinuation, but poorly written as it fails to explain the dynamics of what is going on at GV and other firms benefiting from a favorable industry trend.
ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets [View article]
I was being sarcastic since I did not think a valuation analysis of a SaaS company is complete without discussing additional topics such as EV/S and a thorough look at the acquisition activity in the space. I think ET is tier one player in its space that possibly deserves a premium EV/sales multiple closer to ELOQ's take out multiples.
That being said, other SaaS stocks exist that offer considerable upside if their business plans stick. SLTC being one of them.
Why Ceco's Dividend Increase Translates Into A Higher Price Target [View article]
Porch411. It not preposterous if the company is also in growth mode. The proof is in the pudding. You can also reference our SA article on TIS. Dividend yields also include a risk premium assumption. Why should a growing company that is perceived less risky today maintain a higher dividend yield tomorrow?
Cloud Star Technicals Breaking Down [View article]
Site Visit To Cleantech Solutions Reveals A Busy And Robustly Growing Operation [View article]
ExactTarget And E2open: 2 Intriguing SaaS Plays [View article]
Site Visit To Cleantech Solutions Reveals A Busy And Robustly Growing Operation [View article]
Goldfield: No Longer A One Project Story [View article]
Goldfield: No Longer A One Project Story [View article]
Goldfield: No Longer A One Project Story [View article]
Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
I have to give it to you Matt. Your article was well constructed if was intended to ilicit a response from investors by insinuation, but poorly written as it fails to explain the dynamics of what is going on at GV and other firms benefiting from a favorable industry trend.
ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets [View article]
That being said, other SaaS stocks exist that offer considerable upside if their business plans stick. SLTC being one of them.
Good Luck
ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets [View article]
Why Ceco's Dividend Increase Translates Into A Higher Price Target [View article]
Goldfield: A 'Four-Bagger' In The Making [View article]
the stock must reach about $6/shr to attain "4-bagger" status from our first mention. Right around the corner....
Goldfield: A 'Four-Bagger' In The Making [View article]