February 17th, 2011 by Michael A Tyler
Vonage’s 4Q results matched management’s guidance: another uptick in gross customer additions, slightly lower churn, improving average revenue per sub, and slight margin improvement compared with the third quarter. Management also reaffirmed its 2011 outlook, so the casual investor might wonder what caused the stock to rocket forward. Short-covering undoubtedly contributed, but the fundamentals also support a richer valuation. The question is whether the stock has gone too far, too fast, or whether the emerging mobile strategy — thank you smartphones! — merits further price appreciation.
January 14th, 2011 by Anatolii Fesiuk
In the first part of December insiders bought SGMS’s shares for $40,044,688.
Average daily dollars traded is near $10M, insiders were buying on the 3rd, 6th, 8th and 10th of December and bought more than average trading volume in those 4 days.
I want to find out what makes this stock so valuable and is it time for us to join insiders and buy?
January 13th, 2011 by Michael A Tyler
Vonage has rebounded tenfold from its near-death experience two years ago, but it’s still down 80% from its IPO. The rebound reflects new management and sharply improved financial results, leaving investors to wonder whether it’s time to exit. Does the stock price still have room to grow? With a defensible market niche, stronger balance sheet, smarter management, and more loyal customers, Vonage can still see a 50% gain in the next year.
December 10th, 2010 by Chuck Carnevale
In this Part 2, we will shift our focus on how to value faster growing companies.
December 6th, 2010 by Chuck Carnevale
Why have SCG, VFC and UTX historically commanded approximately the same True Worth™ price earnings ratio?
