Ansys, Inc. (ANSS)
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ANSS Forum Topics
- All Comments on ANSS
- General Discussion on ANSS
- ANSYS, Inc. Q1 2008 Earnings Call Transcript [view article]
- Ansys's Valuation Continues to Justify My Love [view article]
- A Smorgasbord of Tech Bargains - Barron's [view article]
- The Risk/Return Tradeoff For Technology Stocks [view article]
- Eye on Energy: Specialized Technology Stock Picks [view article]
- Companies With 100% Earnings Beat Rates Over Last Few Years [view article]
Recent ANSS Articles
- Ansys Investors Don’t Like Ansoft Acquisition
- Ansys's Valuation Continues to Justify My Love
- A Smorgasbord of Tech Bargains - Barron's
- Parsing the Engineering Software Earnings Calls: Ansys, Dassault and Parametric
- The Risk/Return Tradeoff For Technology Stocks
- Ansys Raises Guidance Again: Shades of Adobe 10 Years Ago
- Companies With 100% Earnings Beat Rates Over Last Few Years
- Wall Street's Undercovered Winners
- Undercovered, Affordable and Working: A Great Pond to Fish In
- The Week Ahead: Earnings Season Continues In Full Force
- Full List of Articles »
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Transcripts
ANSYS, Inc. Q1 2008 Earnings Call Transcript [view article]
The audio for this transcript can be found at the company's web site: phx.corporate-ir.net/p...We hope that you continue to enjoy our transcripts. Reply
ANSYS, Inc. Q1 2008 Earnings Call Transcript [view article]
Where can I listen to this transcript? ReplyEditors
General Discussion on ANSS
Is this a buy or a sell? ReplyAnsys's Valuation Continues to Justify My Love [view article]
Hi, thanks for the articles. How did you arrive at a fair price for ANSY, how do we go about valuing a company before we purchase shares of the stock? Thanks! ReplyA Smorgasbord of Tech Bargains - Barron's [view article]
"Integral's Chip Morris likes stocks "people have thrown away or ignored" "I applaud contrarians, usually, but this guy's got a tough row to hoe. Reply
Eli Hoffmann
A Smorgasbord of Tech Bargains - Barron's [view article]
Thanks! Fixed that. ReplyA Smorgasbord of Tech Bargains - Barron's [view article]
Stratasys is SSYS not SYSS Replysh
The Risk/Return Tradeoff For Technology Stocks [view article]
Is there a caveat here. Some Questions. Why are my highly speculative PANL and TIVO stocks slightly rising while my cash rich quality stuff and recently high risers are being hammered? On a broader question why are bread and butter companies, i.e. consumer retailers that normally survive bad times, going down in a supposedly good economy with high employment? And why are the precious metals going down also? I think that the dirty, no-longer-secret truth is, that the highly leveraged fund managers are exiting their over extended borrowing and lending practices by selling the hard earned cash value of their best stocks (our profits) in order to survive.More to the point about Apple, the survival mind set of the hedge fund manager is to take the profits in cash or commodities for their credit bailout by selling the most valuable things in the house first before they are foreclosed on by their international banking creditors. They will publically attribute this large sale of profitable companies as profit taking and are praying that JQ public will not realize what a sh*t bag of a financial mess they have created. Reply
Eye on Energy: Specialized Technology Stock Picks [view article]
Notes from the Ira Sohn dinner in May on HLX. The notes were taken in real time, and may contain transcription errors:<blockquote><... Einhorn- Greenlight Capital</strong>
Long- HLX-Helix Energy Solutions.
He believes HLX has suffered from investor disappointment following its acquisition of Remington Oil & Gas. The company’s original investor base gave up. The acquisition originally appeared to be a bust after the first to Remington holes drilled were dry. Since then they have hit 14 successful holes in 2006-2007.
Prospects:
40% additional proved reserves to 600bcf.
Estimated $1Billion in EBITDA-for 2007, approximately$3.50 per share.
Estimated $1.4Billion in EBITDA-for 2008, approximately $5.00 per share.
Estimated $7.00 per share earnings for 2009.
While high the company’s $1billion in capex is leading to a solid IRR.
Possible but not necessary share repurchase.
No commodity hedging.
</blockquote> Reply
Companies With 100% Earnings Beat Rates Over Last Few Years [view article]
GOOG did not beat Q1 last year, of course!!!!!!! Reply