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ryank30

ryank30
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  • Positioning For A Pullback [View article]
    From 2/12/13 Earnings Call:
    Revenues grew 51% in Q4 compared to last year and 79% for fiscal year 2012 compared to 2011.

    RKUS is gaining market share in two high growth markets:
    -Service Provider Wifi: 57% annual growth from 2011-16 ($300M market to $2.8B)
    -Enterprise Wifi: market growth from $3.5B to $7.0B by 2016.
    The combined forecasted growth rate of these two markets is approx 21%...have any stats on RKUS market share gains? Their margins are also very high (over 60%) so earnings should outpace revenue. I hope stock hits 16 so I can buy some more at that value.
    Mar 26 04:41 PM | 0 Likes Like |Link to Comment
  • Positioning For A Pullback [View article]
    where did you get the 25% growth rate for RKUS? I thought it was much higher.
    Mar 26 02:38 PM | 0 Likes Like |Link to Comment
  • Cisco Targets Ruckus Wireless; Avoid New IPO [View article]
    any update to this article...RKUS stock is crushing it since the IPO!
    Dec 28 01:31 PM | 1 Like Like |Link to Comment
  • Can March's Hottest Small Caps Go Even Higher? [View article]
    Have you been to the travelzoo website and looked at the local deals section? Your arguement that travelzoo will be hard pressed to grow revenues by 20% this year misses the fact that the local deals revenue grew by 1,000% from Q3 to Q4 2010 (review the seekingalpha TZOO earnings call transcript from Q4). Local deals has further ramped up this quarter and is "crushing it." The stock price may have gotten a little ahead of itself, but the company's fundamentals are better than you describe.
    Apr 6 12:23 PM | 0 Likes Like |Link to Comment
  • Future Still Looking Good for Travelzoo [View article]
    Hey Long Value,

    Are you still tracking the monthly deal and revenue estimates? Can you post an update at the end of this month for Jan Feb Mar? Any updates to your ideas/summary from a couple of months ago? I continue to be bullish even with the continued run up in the stock price.
    Mar 30 12:44 PM | 0 Likes Like |Link to Comment
  • Future Still Looking Good for Travelzoo [View article]
    Got it- thanks.
    Feb 2 07:10 PM | 0 Likes Like |Link to Comment
  • Future Still Looking Good for Travelzoo [View article]
    Can you post the link on the TZOO website with the data:

    Deals
    Oct. – 35,346 Deals
    Nov. – 46.441 Deals
    Dec. – 59,357 Deals

    Gross Revenue
    Oct. - $1,528,920
    Nov. - $2,801,644
    Dec. - $3,394,431

    Thanks
    Feb 2 03:33 PM | 0 Likes Like |Link to Comment
  • CoStar Group: Investment Climate Highly Favorable for REITs [View article]
    Why was there such a large selloff in the REIT sector today?
    Nov 9 06:33 PM | 0 Likes Like |Link to Comment
  • Las Vegas Sands: Rolling Along at 53x Forward Earnings [View article]
    Nasdaq 99 was fueled for the most part by future earning prospects of unprofitable companies? There were also many competitors (.com's) trying to grab market share that were all valued like they would be the market leader? LVS is profitable and is a market leader in Macao and Singapore...maybe more like a ".com" survivor of the Nasdaq crash? Casino Revenues up 73%, Room Revenues up 34%, Retail/Convention up 54% compared to last year and profitable.
    Oct 29 01:46 PM | 1 Like Like |Link to Comment
  • Las Vegas Sands: Rolling Along at 53x Forward Earnings [View article]
    Is LVS now in the "mature on optimism" phase?
    Oct 29 01:32 PM | 0 Likes Like |Link to Comment
  • Las Vegas Sands: Rolling Along at 53x Forward Earnings [View article]
    Did you "miss the boat" or are you thinking LVS might still have more room to grow after they crushed earnings today? Let us know when/if you update your assumptions.
    Oct 27 08:29 PM | 0 Likes Like |Link to Comment
  • Las Vegas Sands: Rolling Along at 53x Forward Earnings [View article]
    Earnings are an ok metric but should be looked at along with several other indicators of value...such as land holdings...land won't add to 2011 earnings but Sands controls a lot of it in Macao...Cotai Strip is quickly resembling the Las Vegas Strip (but larger) and will be largely controlled by Sands.

    Growth in gambling revenues in Singapore is exceeding projections...and Sands only has one competitor (duopoly).

    In any case, look for 2011 earnings to be revised upward.
    Oct 12 12:50 PM | 3 Likes Like |Link to Comment
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