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Medguy

Medguy
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  • Tyler Technologies: Shareholder Wealth Compounder That Will Reward Patient Long-Term Investors [View article]
    This is still a relatively small market capitalization for major institutions to own so there remains a "discovery " process still ahead . None of the top 5 institutional investment research firms have picked up coverage of TYL yet. The company has an excellent management team that had been together for several years and has done the right thing for all shareholders over the longer term. The expansion of their products and services to mobile platforms and some international business started with the MSFT relationship bode well for the future.
    Apr 15, 2015. 06:45 AM | Likes Like |Link to Comment
  • Why I Think ServiceNow Is A Great Cloud Investment [View article]
    Useful fundamental comments but given the current NOW valuation,outperformance and major reports from Morgan Stanley and others I doubt it is under followed or under appreciated.

    A better under followed and under appreciated candidate is TYL which is not YET followed by any of the top 10 investment research brokerage firms, has no major competition in its municipal markets,solid 15-22% revenue track,continues to shift revenue mix to SAAS model, is solidly profitable with increasing ROI and ROE, has MSFT marketing its products outside the U.S. and has new "e-filing" products that offer major upside for shareholders. Read the past two weeks press releases!
    Apr 10, 2015. 06:06 AM | Likes Like |Link to Comment
  • Genesis Energy misses by $0.09, misses on revenue [View news story]
    "missed" vs analyst consensus ? your estimates?
    Numbers look ok.
    Can you clarify please..
    Thank you.
    Doc
    Feb 19, 2015. 09:06 AM | Likes Like |Link to Comment
  • SPS Commerce (SPSC) Q4 2014 Results - Earnings Call Transcript [View article]
    SEC filings in past few weeks show that three firms have accumulated 28+% in SPSC shares:
    Columbia Management 12.6%
    Wells Fargo 5.9%
    T Rowe Price 10%

    These are firms with very good research teams-they have developed strong conviction. Northland Securities has good analyst with $80+ target.
    Feb 13, 2015. 05:20 PM | Likes Like |Link to Comment
  • Healthcare Services' (HCSG) CEO Dan McCartney on Q4 2014 Results - Earnings Call Transcript [View article]
    SEC filings over the past few weeks show four firms have accumulated 28+% of HCSG shares:
    Neuberger Berman 8.2%
    Vanguard 7.3
    Wm Blair 4.2
    Black Rock 8.8

    Strong research firms with high conviction in HCSG
    Feb 13, 2015. 05:13 PM | Likes Like |Link to Comment
  • Guidewire Software's (GWRE) CEO Marcus Ryu on Q1 2015 Results - Earnings Call Transcript [View article]
    SEC filings in past few weeks shows that 38+% of GWRE stock accumulated now by
    Vanguard 6.2%
    Wm Blair 7.4
    Black Rock 5.7
    T Rowe 7.8
    Artisan 6.3
    JP Morgan Chase 5.5%
    Feb 13, 2015. 05:11 PM | Likes Like |Link to Comment
  • Proto Labs: Growth Doesn't Justify Valuation [View article]
    SEC filings over past few weeks show 30% of stock accumulated during the sympathy decline with SSYS by Vanguard 5.1%, Franklin Resources 5.4%,Wells Fargo 7.6%, Brown Management 6.2% and RiverBridge 6.6%.

    These firms have strong research teams and have developed conviction. The new CEO and her previous successful industrial background are getting positive reviews.
    Feb 13, 2015. 05:06 PM | 3 Likes Like |Link to Comment
  • SciQuest EPS in-line, beats on revenue [View news story]
    SEC filings over the past few weeks show four firms have accumulated 29% of the outstanding shares.These folks have strong research teams and have developed some strong conviction..

    FMR 10.7
    Riverbridge 5.4
    Conestoga 6.3
    Mass Financial 6.7
    29.1%
    Feb 13, 2015. 04:59 PM | Likes Like |Link to Comment
  • Proto Labs: Growth Doesn't Justify Valuation [View article]
    SEC filings over the past few weeks show almost 31% of PRLB stock accumulated during this sympathy panic with SSYS:
    Vanguard 5.1
    Franklin 5.4
    Wells Fargo 7.6
    Brown Inv 6.2
    Riverbridge 6.6

    Solid hands that do their due diligence.
    Feb 13, 2015. 04:56 PM | 3 Likes Like |Link to Comment
  • Facebook Sees Massive Institutional Buying [View article]
    Some of the same firms bought almost 28% of TYL outstanding shares based on SEC filings over past few weeks:
    Neuberger 6.8
    Vanguard 6.1
    Brown Inv 7.1
    Black Rock 8.4
    28.4%
    Feb 13, 2015. 04:53 PM | 3 Likes Like |Link to Comment
  • Facebook Sees Massive Institutional Buying [View article]
    Some of the same firms bought almost 39% of GWRE outstanding shares based on SEC filings over past few weeks:
    Vanguard 6.2
    Wm Blair 7.4
    Black Rock 5.7
    T Rowe 7.8
    Artisan 6.3
    Chase 5.5
    38.9%
    Feb 13, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • SciQuest (SQI) Q4 2014 Results - Earnings Call Transcript [View article]
    Any insights from longer term shareholders?

    There seem to be issues in the marketing and sales teams with weaker progress on larger contracts and significant turnover in staff recently?

    Who is the direct competition in education? commercial? government?

    Thank you for any insights.
    Doc
    Feb 8, 2015. 10:48 AM | Likes Like |Link to Comment
  • NIC (EGOV) Q4 2014 Results - Earnings Call Transcript [View article]
    Just learning about EGOV. Would appreciate any insights from longer term shareholders.

    Was this public, then taken private, than IPO again?

    Interesting history of giving back to shareholders through special dividends. Seems unusual. What is history or reason?

    Stock reacted negatively. Was this quarter or outlook comments worse than expected?

    Which is worse competition? decision by state to go in-house upon renewal or another company?

    Federal Government opportunities would seem limited given politics and much larger companies?
    Feb 8, 2015. 10:45 AM | Likes Like |Link to Comment
  • ShopHouse Expansion Should Be In Chipotle Plans [View article]
    How is shophouse doing?
    Feb 3, 2015. 02:29 PM | Likes Like |Link to Comment
  • Aspen Technology: Uncertain Growth, High Valuation = Short Opportunity [View article]
    Busher 1018
    Thank you for taking the time to provide these useful insights. I tend to agree with many of your observations and do worry about the management being weak vision "caretakers". Any idea how the stock is held and could this be a takeover candidate? Only takes the right new Chairman or CEO to shake this place up.
    Feb 3, 2015. 02:28 PM | Likes Like |Link to Comment
COMMENTS STATS
81 Comments
31 Likes