Clik here to view.
CTSH: Still Wary About Cognizant After Strong Earnings Report
This article is a reprint of my February 11, 2008 RealMoney column After Cognizant Technology Systems (CTSH) declined sharply upon reporting its third quarter results, I said the stock was looking like...
View ArticleANSS: ANSYS Beats Estimates and Raises Guidance
I have long been a fan of engineering simulation software developer Ansys (ANSS), and in January I bought shares for my personal account. Today I was rewarded for that position when ANSYS reported...
View ArticleADSK: Autodesk Not as Safe as I Thought
Clearly Autodesk (ADSK) wasn’t as safe as I thought. The question of what to do with it now would be easier if the miss made more sense. Company claims $0.05 reduction in full year EPS is due to...
View ArticleDBD: Diebold Takeout Offer Making Me Look Stupid
I should probably learn to take the money and run more quickly. Back in December I wrote about Diebold (DBD) at about $33 per share and said investors should probably look elsewhere due to earnings...
View ArticleWBSN: Trying to Make Sense of Websense
My latest column is up at RealMoney. It is about Websense (WBSN), which provides companies with Internet security tools. In brief, I like the company, but I’d like it more at a different price. The $48...
View ArticleADBE: Adobe’s Sitting in the Suite Spot
My latest column is up at RealMoney. You can read the full article there, but here is a summary: Adobe has also generated nearly $1.5 billion in free cash flow over the last 12 months, which gives it a...
View ArticleBMC: Street Overreacting to BMC’s BladeLogic Purchase
My latest column is up at RealMoney. In it, I explain why I think the negative reaction to BMC Software’s (BMC) purchase of BladeLogic (BLOG) was overdone. In summary: BladeLogic is growing nearly 40%...
View ArticleANSS: Investors Don’t Like Ansoft Acquisition
This morning Ansys (ANSS) announced it would buy Ansoft (ANST - Annual Report) for $16.25 per share in cash and 0.431882 shares of Ansys. A conference call discussing the deal will be webcast at 11:30...
View ArticleIKN: I Think IKON
My latest column is up at RealMoney. Ikon Office Solutions (IKN) was recently upgraded to buy by TheStreet.com Ratings, and as I look at the fundamentals, it isn’t hard to see why. As the world’s...
View ArticleACIW: Don’t Care for the Price
My latest column is up at RealMoney. With the stock market flirting with “official” bear market territory, I realized I hadn’t written a bearish piece in a couple of months. Not wanting to buck the...
View Article
