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During the IPO season Francis Gaskins, editor of IPOdesktop.com & director of research for Equities.com, regularly appears on CNBC TV, Bloomberg, thestreet.com & other financial cable channels. On the day of the Visa IPO he appeared on four cable TV financial shows including Bloomberg... More
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  • LogMeIn's IPO's current price range a clear discount... 0 comments
    Jun 30, 2009 4:00 PM | about stocks: CRM, N, SFSF

    See ‘compare & contrast’ in pre-IPO report below. LOGM compared with other on demand software companies including Salesforce (CRM), Netsuite (N), SuccessFactors (SFSF)

    LOGM Pluses
    . 5 sequential quarters of increasing top line revenue
    . Recurring revenue base with 80% renewal rate
    . high gross margin, net profit margins increasing on a quarterly basis
    . Less expensive customer acquisition model than major competitors
    . High rate of customer acquisition

    Negatives
    . Relies on a combination of copyright, trade secret, trademark and other rights
     

    read more in pre-IPO report
    http://gaskinsco.com/linkto-logm.shtml

    Themes: IPO analysis Stocks: CRM, N, SFSF
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