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  • K-V Pharmaceuticals - One Of The Best Risk/Reward Scenarios You'll Come Across [View article]
    TST does a horrible job outlining both sides of the story, If they were not bias they should have talked about the bullish and bearish view.
    Jul 30 05:09 PM | Likes Like |Link to Comment
  • Duff Brothers Seeks To Increase Stake In Frozen Food Express To 100%: Under Board Review [View article]
    Today the Duff Brothers agreed to acquire FFEX for $2.10 per share. The takeover comes on the heels of our ET call which was acquired for $33.75 by CRM. The takeout price of $2.10 for FFEX was dead on the low-ball takeout price that we mentioned in our article, which leads us to believe business is not going so well for FFEX.
    Jul 15 09:56 AM | Likes Like |Link to Comment
  • Site Visit To Cleantech Solutions Reveals A Busy And Robustly Growing Operation [View article]
    Pleasant surprise with CLNT guidance!
    Jul 2 09:09 AM | Likes Like |Link to Comment
  • Stay A Long Way Away From Longwei Petroleum [View article]
    an update for you...Longwei Petroleum (LPIH) Dismisses Legal Action Against GeoInvesting Et Al.
    Jun 28 10:39 AM | 1 Like Like |Link to Comment
  • Stay A Long Way Away From Longwei Petroleum [View article]
    an update for you...Longwei Petroleum (LPIH) Dismisses Legal Action Against GeoInvesting Et Al.

    http://seekingalpha.co...
    Jun 28 10:38 AM | 1 Like Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    Longwei dismissed lawsuit.

    http://bit.ly/1alE21h
    Jun 28 10:13 AM | 3 Likes Like |Link to Comment
  • Responsys: Last SaaS Standing [View article]
    JMP raises MKTG target from $14 to $18
    Jun 21 08:32 AM | Likes Like |Link to Comment
  • Responsys: Last SaaS Standing [View article]
    Billy, IL sales growth is very low.. less than 5%. Do you know why?
    Jun 17 11:50 PM | Likes Like |Link to Comment
  • Responsys: Last SaaS Standing [View article]
    Stock.. looks like the entire SaaS sector is getting a lift from the ET deal. The same situation occurred when ELOQ was acquired.
    Jun 17 11:41 PM | Likes Like |Link to Comment
  • Responsys: Last SaaS Standing [View article]
    hey, Thanks for the question:

    In a nutshell, when looking at MKTG as a potential investment or acquisition target it’s important to see how its operations could be manipulated to bring it more in line with some of the characteristics of its comps. What MKTG loses on the gross margin, it makes up at the pre-tax margin. MKTG spends less on marketing expense. So top line growth could probably be dialed up. More on this, possibly in a follow up article after we perform additional DD.

    Remember, we are saying that MKTG EV/S multiple should stand at around 5, not necessarily 8, which is the takeout multiple of ET and ELOQ comps.

    Using an EV/S of 5 equates to a price of $19.78 or $18.6 if total liabilities are included in the EV calculation.

    A reasonable EV/S of 4 equates to a price of $16.25
    Jun 17 11:39 PM | Likes Like |Link to Comment
  • Unlocking Value At Magnetek [View article]
    HI Nick, Link is no working
    Jun 13 09:02 AM | Likes Like |Link to Comment
  • Unlocking Value At Magnetek [View article]
    NIck, I am curious why you have not mentioned

    1). company is exploring alternatives to enhance shareholder value

    2). The recent 13D activity that disclosed an offer to acquire the company at $16.00 that should provide a floor for the stock. The 13D investor scooped up more shares on some recent weakness. Management is also adding shares.
    Jun 12 10:17 PM | Likes Like |Link to Comment
  • Hey! Don't Forget About The Little Guys [View article]
    Nice article. $TIS is currently a GeoBargain. I think TIS makes for a great acquisition target. Keeping with your dividend logic you should look at $CECE.
    Jun 11 09:05 PM | Likes Like |Link to Comment
  • ExactTarget And E2open: 2 Intriguing SaaS Plays [View article]
    As we predicted, ET was acquired at $33.75 by CRM which was at the higher end of price target.
    Jun 4 10:26 AM | Likes Like |Link to Comment
  • ExactTarget And E2open: 2 Intriguing SaaS Plays [View article]
    how about that? ET taken over right where we valued it.
    Jun 4 10:09 AM | Likes Like |Link to Comment
COMMENTS STATS
357 Comments
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