I wouldn't say that the market's love affair with all things “cloud” or
collaborative is over, but having the right buzzwords is no longer an
express ticket to a high multiple. Due in part to self-inflicted wounds
that management blames on execution and investor/analyst worries about
competition, Jive Software (Nasdaq:JIVE) has dropped more than 10% over the past year and significantly underperformed its peer group.
It may be early to throw in the towel, though. The company's new sales
approach, one based on establishing real-world value for clients, is
still fresh and the company continues to have the opportunity to show
that it can offer a better collaborative platform than less focused
rivals like IBM (NYSE: IBM), Microsoft (Nasdaq:MSFT), and Salesforce.com (NYSE:CRM).
Although Jive's shares don't look very cheap on a discounted cash flow
basis, that's nothing new in the world of growing software companies and
other methodologies suggest more upside.
Continue reading here:
http://www.investopedia.com/stock-analysis/081313/jive-software-worth-closer-look-jive-msft-ibm-crm.aspx
Showing posts with label Jive Software. Show all posts
Showing posts with label Jive Software. Show all posts
Tuesday, August 13, 2013
Friday, September 7, 2012
Investopedia: Bull Vs. Bear - Facebook May Not Have The Long-Term Value
Question: Did Facebook and its investors have realistic expectations for the company's growth potential?
Bear's Response
"What's wrong with Facebook (Nasdaq:FB)?" is probably one of the most popular themes in financial/investment writing these days. The poor performance of this stock post-IPO has plenty of people speculating that there was a social media bubble (and that the bubble is now deflating), and now there are rumblings that Facebook is already on the wrong side of its growth curve. While I do think a lot of the pessimism and criticism of Facebook is overheated click-bait, I do believe that the company is growing more slowly than investors expected, and investors may want to take a closer look at some reasons to avoid Facebook.
Click the link to continue:
http://www.investopedia.com/
Bear's Response
"What's wrong with Facebook (Nasdaq:FB)?" is probably one of the most popular themes in financial/investment writing these days. The poor performance of this stock post-IPO has plenty of people speculating that there was a social media bubble (and that the bubble is now deflating), and now there are rumblings that Facebook is already on the wrong side of its growth curve. While I do think a lot of the pessimism and criticism of Facebook is overheated click-bait, I do believe that the company is growing more slowly than investors expected, and investors may want to take a closer look at some reasons to avoid Facebook.
Click the link to continue:
http://www.investopedia.com/
Thursday, September 6, 2012
Investopedia: Jive Could Be The Next Big Thing
With all of the hype that still surrounds the social media and cloud
computing spaces, putting the two together sounds a little like a hype
supernova. To be sure, there is a lot of hype and hope with Jive Software (Nasdaq:JIVE),
a stock that IPO'ed not all that long ago and now sits close to new
lows. Although the valuation on this stock still looks pretty rich, it's
not hard to see that Jive could become a hot property if it can prove
that enterprise customers really are willing to spend money to
facilitate workplace collaboration.
Please read more here:
http://www.investopedia.com/
Please read more here:
http://www.investopedia.com/
Tuesday, June 26, 2012
Investopedia: Bull Vs. Bear - Tech IPOs Are A Smart Play For Savvy Investors
Question: Is it foolish to buy into tech IPOs?
Bull's Response
Initial public offerings (IPOs), and tech IPOs in particular, seem to garner a disproportionate share of financial media attention. Maybe it's simply the novelty of the new, or maybe it's because hot tech IPOs are often associated with companies that are just coming into their own and getting the attention of the public, but many of these IPOs tend to be real events for the market.
History shows that not all of that attention is well-deserved. The process of bringing a company to the public markets inevitably involves a lot of promotion and hype; bankers profit directly from investor interest in IPOs and almost every company wants to have a hot IPO. In that process, then, it's entirely common for excitement and hope to take the place of reason and prudence, and many of these deals go off at poor prices. What follows is as predictable as Tuesday following Monday - the stocks go out at too high a price and ultimately fade in the after-market, leaving investors who bought into the hype holding losses.
Please click here for more:
http://stocks.investopedia.
Bull's Response
Initial public offerings (IPOs), and tech IPOs in particular, seem to garner a disproportionate share of financial media attention. Maybe it's simply the novelty of the new, or maybe it's because hot tech IPOs are often associated with companies that are just coming into their own and getting the attention of the public, but many of these IPOs tend to be real events for the market.
History shows that not all of that attention is well-deserved. The process of bringing a company to the public markets inevitably involves a lot of promotion and hype; bankers profit directly from investor interest in IPOs and almost every company wants to have a hot IPO. In that process, then, it's entirely common for excitement and hope to take the place of reason and prudence, and many of these deals go off at poor prices. What follows is as predictable as Tuesday following Monday - the stocks go out at too high a price and ultimately fade in the after-market, leaving investors who bought into the hype holding losses.
Please click here for more:
http://stocks.investopedia.
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