CSG Systems International Inc. (CSGS)

All Comments on CSGS

  • commenter
    Aug 30 05:32 PM
    My Website
    Stock Screen: Price Momentum + Fundamentals = Profits [view article]
    It is a very large Excel spreadsheet. Reply
  • commenter
    Aug 26 05:05 PM
    Stock Screen: Price Momentum + Fundamentals = Profits [view article]
    what stock screen tool is this? Reply
  • commenter
    Aug 26 05:02 PM
    Stock Screen: Price Momentum + Fundamentals = Profits [view article]
    I like this approach. What stock screening tool is this? Reply
  • commenter
    Aug 26 02:49 PM
    My Website
    Stock Screen: Price Momentum + Fundamentals = Profits [view article]
    Interesting analysis but Mark Barath misses one key point. Fundamentals lag price by at least three months and in some cases more, especially at key turning points. In other words, investors (or traders) who focus on the fundamentals and wait for them to give them an entry signal in the recovery or an exit signal in a slowdown will be severely punished.

    Homebuilders are an excellent example. The following chart shows homebuilder stocks leading up to a peak in 2005 followed by a big breakdown. But as you see from the lower subgraph showing earnings growth, GPE (growth to PE) and EPS (earnings per share) did not show signs of real trouble until the price of the homebuilders index had been cut in half. (See Figure 5 tradesystemguru.com/co... ).

    My research has consistently shown that while fundamentals provide useful confirmation in an uptrend (and weakening fundamentals confirmation of a bear market), price is the leading indicator and ignoring a price surge or breakdown while waiting for the fundamentals to tell you what to do can be an extremely costly practice.
    Reply
  • commenter
    Aug 26 01:13 PM
    Stock Screen: Price Momentum + Fundamentals = Profits [view article]
    Contrast this method with the old 'Buy low P/E stocks'.... And you don't know where to turn.... What I'm trying to do lately is screen for stocks that have a steady uptrend over a period of months (I'm looking for nice clean steady movers..) and buy on the break back up through the MA20.

    jegan ;-)
    Reply
  • commenter
    Aug 26 07:51 AM
    My Website
    Stock Screen: Price Momentum + Fundamentals = Profits [view article]
    Simple, yet interesting. RS screens usually yields stocks that are "momentum" stocks. These could definitely outperform, but the volatility is usually a bit extreme. In other words, not for the faint of heart. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on CSGS
    Is this a buy or a sell? Reply
  • commenter
    Dec 02 07:57 PM
    Goldman Cuts Estimates, Targets for Slew of Tech Stocks [view article]
    Goldman sucks. Whatever they say, do the opposite. They are crooks. That being said, they say tech stocks are weak. I say buy all you can. Don't let them BS you and steal your shares. Tech is the best play right now through March!!!! Reply
  • commenter
    Dec 02 10:34 AM
    Goldman Cuts Estimates, Targets for Slew of Tech Stocks [view article]
    Is there somewhere we can see these "cut" estimates? Downgrading someone like NVDA is just silly. The company is selling at a ridiculously cheap P/E and they are not indicating any slowdowns. Reply
  • commenter
    Jul 18 03:38 PM
    Is CSG Systems Hiding Something Before Earnings Come Out Next Week? (CSGS) [view article]
    That wouldn't surprise me. The up-front costs make it difficult to displace CSG where their new systems have been installed, but the Comcast deal (largest customer) is non-exclusive. So Comcast could either install Amdocs in other municipalities or use them as a bargaining chip to lower CSG prices across the board.

    With the timing of these announcements, we may find out next week.
    Reply
  • commenter
    Jul 18 12:29 PM
    My Website
    Is CSG Systems Hiding Something Before Earnings Come Out Next Week? (CSGS) [view article]
    Sleepy old CSG is facing increased competition from AMDOCS who want into the Cable business. These guys are going to see increased pressure around their billing processing cash cow.

    Adam
    Reply