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let it break out through resistance first.....
shares to be bought.....
its out there!
anyone?
gl
On Watch!
better quarter ahead!
gl
high risk, high reward.....
gl
whats the latest?
gl
Growth against every fundamental saying this should not happen
Impressive
Ebix Purchases Two New Buildings in India, to Build an Office Campus Over 4000 Square Meters
excellent summarization.
and 100% similar to my conversation with Dr Yu.
gl
Lol,
Anyone using bloggers as a reference as serious issues lacks any further discussion
Thanks.
Gl and seriously...
Honestly, I think nothing has changed for the long term
Singhvi is a good candidate and has a good shot as I think this would be sign of internal struggle to gain control of this hot potato.
I would not feel bad for Manish Singh as he still owns 4 percent of the company.
I expect the end of enrollment to be confirmed before the end of August.
Things will right itself out.
Actually looking to add in the morning, pre market should interesting
Big picture in play!
Gl
Let me rephrase. Short term momentum is lost (especially) when you drop 20 percent.
Should be ok, of your an investor
Gl
Dont think this has anything to do with the study, as its a double blind study and truly think this is an optics issue.
momentum may have been lost, but the science is solid.
gl
food for thought:
Warren Buffett warned, "You pay a very high price in the stock market for a cheery consensus." In other words, if everyone agrees with your investment decision, then it's probably not a good one.
"The time to buy is when there's blood in the streets."
hopefully this is just a battle of egos, but never a good sign.
poor leadership on the failure of settling differences.
fact:
science doesnt change, and clarity from the company should be forthcoming, asap.
gl
100% behind the "buy". As there will be an opportunity too pick up shares.
Not all warranted shares will be sold, so enjoy the opportunity!
Gl guys!
good volume.
company has generated interest and eincreased exposure.
nicely done
gl
Did i ever say, " i love this stock "....:)
gl
Carlyle Buys Stake in Chinese Private Medical Company
gl
steady growth.
I dig the perculation of the play!
gl
The Carlyle Group and Getty Images Management to Acquire Getty Images from Hellman & Friedman for $3.3 Billion
gl
(Carlyle group) CG: strong value $22--------> $26!
look for this to continue!
http://finance.fortune.cnn.com/2012/05/02/carlyle-group-prices-low-ipo/
gl
Keep an eye on "Square"
http://www.forbes.com/sites/davefeinleib/2012/08/08/why-this-company-may-be-next-years-biggest-ipo/
gl
Its an opportunity for many to pick there moments and entry.
Value is always dependant on entry.
http://moneymorning.com/2012/07/31/another-1-7-billion-reasons-to-avoid-facebook-stock/
July 31, 2012
By Diane Alter, Contributing Writer, Money Morning
As if there weren't enough factors to make Facebook (Nasdaq: FB) stock unattractive, there's a flood of free shares about to hit the market that could make it even harder to raise the share price.
In two weeks comes the first expiration of "lock-up" agreements, meaning certain investors barred from selling their shares will then be able to do so. Typically employees and big investors are required to hold shares for a certain time period after an IPO. This is done to reduce selling pressure and the chance of a mass exodus as soon as the stock starts trading.
But now some of those investors' shares will be freed up, and they want to cash in.
Nearly 1.7 billion shares of Facebook stock will enter the market over the next few months, starting in mid-August. That is more than four times the number of shares now floating on exchanges.
"It's like a train coming around the corner toward shareholders, so they better get out of the way, Francis Gaskins, president of research firm IPOdesktop.com, told the Los Angeles Times.
The first batch of 268 million shares will be freed up in mid-August, followed by 192 million more shares in mid-October, and a whopping 1.2 billion shares will be let loose in mid-November.
Granted, a slew of those shares will not be sold, but the fresh torrent of shares to be set free far outnumbers the 421.2 million shares Facebook sold in its fabled IPO.
"Certainly many shareholders will sell to diversify," Jay Ritter, an IPO expert at the University of Florida, shared with the LA Times. "If I was an employee of the company, and I had a lot of my paper wealth in Facebook stock and I was renting an apartment even though I was a millionaire on paper, I would sell some of my stock."
Investors who were considering Facebook may very well opt to stay on the sidelines over the next few months in anticipation of the deluge of new shares. That alone could hold Facebook shares from much, or any, upward momentum.
"Buying Facebook now is like trying to catch a falling knife. You don't want to have a piece of it," Josef Schuster, founder of IPO research firm IPOX Schuster in Chicago told the LA Times.
Michael Pachter of Wedbush Securities, who has been covering Facebook from the start, said the tone set from Facebook's rocky start as a public company makes this post-lockup period even more volatile.
"I think Facebook is going to be a mess until the lock-ups are done," Pachter told the LA Times. "Nobody trusts their shareholders, the insiders, the VCs and the way they behaved in the IPO-greedily."
Facebook Stock: Third Quarter and Beyond
Since its debut on May 18, Facebook shares are down some 38%. Valued at $100 billion when it went public, Facebook's valuation has been sliced in half.
Investors that stuck around for the second-quarter earnings report released July 26 after the close didn't hear much they liked. Shares were slapped 12% lower the following Friday to close at $23.70. Intraday, shares reached a then all-time low of $22.28.
Setting off the rash of selling and sending shares reeling downward were clear signals that the social networking giant continues to struggle to tap into a profitable revenue stream from the explosive mobile arena.
"Mobile is a huge opportunity for Facebook," claimed CEO Mark Zuckerberg during the company's earnings call. "Over the next five years, we expect 4 billion or 5 billion people to have smartphones. That's more than twice as many people that have computers today."
While Facebook acknowledged the growing trend in users accessing their Facebook accounts via mobile devices, the company did not detail how it plans to capitalize on the shift.
In addition, Facebook reported its slowest revenue growth in at least a year, costs and expenses that tripled, a slight defection of some users; and waning user activity in some segments. The company was also vague on future guidance.
Notably absent in the wake of the earnings report were any upgrades from the rich roster (33) of underwriters or other industry analysts.
Facebook stock was down more than 6% by 3 p.m. today, to new all-time lows below $22 a share.
good volume, good support, ask slapping: a good short term trend developing.
gl
Its an opportunity for many to pick there moments and entry.
Value is always dependant on entry.
http://moneymorning.com/2012/07/31/another-1-7-billion-reasons-to-avoid-facebook-stock/
July 31, 2012
By Diane Alter, Contributing Writer, Money Morning
As if there weren't enough factors to make Facebook (Nasdaq: FB) stock unattractive, there's a flood of free shares about to hit the market that could make it even harder to raise the share price.
In two weeks comes the first expiration of "lock-up" agreements, meaning certain investors barred from selling their shares will then be able to do so. Typically employees and big investors are required to hold shares for a certain time period after an IPO. This is done to reduce selling pressure and the chance of a mass exodus as soon as the stock starts trading.
But now some of those investors' shares will be freed up, and they want to cash in.
Nearly 1.7 billion shares of Facebook stock will enter the market over the next few months, starting in mid-August. That is more than four times the number of shares now floating on exchanges.
"It's like a train coming around the corner toward shareholders, so they better get out of the way, Francis Gaskins, president of research firm IPOdesktop.com, told the Los Angeles Times.
The first batch of 268 million shares will be freed up in mid-August, followed by 192 million more shares in mid-October, and a whopping 1.2 billion shares will be let loose in mid-November.
Granted, a slew of those shares will not be sold, but the fresh torrent of shares to be set free far outnumbers the 421.2 million shares Facebook sold in its fabled IPO.
"Certainly many shareholders will sell to diversify," Jay Ritter, an IPO expert at the University of Florida, shared with the LA Times. "If I was an employee of the company, and I had a lot of my paper wealth in Facebook stock and I was renting an apartment even though I was a millionaire on paper, I would sell some of my stock."
Investors who were considering Facebook may very well opt to stay on the sidelines over the next few months in anticipation of the deluge of new shares. That alone could hold Facebook shares from much, or any, upward momentum.
"Buying Facebook now is like trying to catch a falling knife. You don't want to have a piece of it," Josef Schuster, founder of IPO research firm IPOX Schuster in Chicago told the LA Times.
Michael Pachter of Wedbush Securities, who has been covering Facebook from the start, said the tone set from Facebook's rocky start as a public company makes this post-lockup period even more volatile.
"I think Facebook is going to be a mess until the lock-ups are done," Pachter told the LA Times. "Nobody trusts their shareholders, the insiders, the VCs and the way they behaved in the IPO-greedily."
Facebook Stock: Third Quarter and Beyond
Since its debut on May 18, Facebook shares are down some 38%. Valued at $100 billion when it went public, Facebook's valuation has been sliced in half.
Investors that stuck around for the second-quarter earnings report released July 26 after the close didn't hear much they liked. Shares were slapped 12% lower the following Friday to close at $23.70. Intraday, shares reached a then all-time low of $22.28.
Setting off the rash of selling and sending shares reeling downward were clear signals that the social networking giant continues to struggle to tap into a profitable revenue stream from the explosive mobile arena.
"Mobile is a huge opportunity for Facebook," claimed CEO Mark Zuckerberg during the company's earnings call. "Over the next five years, we expect 4 billion or 5 billion people to have smartphones. That's more than twice as many people that have computers today."
While Facebook acknowledged the growing trend in users accessing their Facebook accounts via mobile devices, the company did not detail how it plans to capitalize on the shift.
In addition, Facebook reported its slowest revenue growth in at least a year, costs and expenses that tripled, a slight defection of some users; and waning user activity in some segments. The company was also vague on future guidance.
Notably absent in the wake of the earnings report were any upgrades from the rich roster (33) of underwriters or other industry analysts.
Facebook stock was down more than 6% by 3 p.m. today, to new all-time lows below $22 a share.
Ebix Takes Strategic Position in London With the Acquisition of Reinsurance Trading Hub - TriSystems
slowly, controlling the niche market.
gl
Facebook will evolve and has many investors wondering where the next leg up in revenue stream will come from.......
The jury is out, and is "PayPal" concept next.....?
http://fox2now.com/2012/08/14/facedeals-facial-recognition-sends-you-coupons-via-mobile-phone/
http://sanfrancisco.cbslocal.com/2012/08/14/app-on-facebook-uses-facial-recognition-to-provide-deals/
Gl
Time for accumulation?
Is it time to sell Ebix (Nasdaq: EBIX ) ? You won't find many reasons to do so from the insurance software-as-a-service provider's quarterly results. Revenue increased 13% year over year to $47.7 million. Earnings grew 14% to $18.1 million after excluding one-time non-recurring gains in the second quarter of 2011. The stock has soared 35% since the beginning of June.
However, re-evaluating a highflier like Ebix every now and then makes sense for investors. The stock might be nearing its top after a great run. Then again, Ebix could be poised to continue its winning ways. Which view is on target? Let's look at both sides.
Sell side
Some might say to sell simply because the stock has risen so quickly. However, Foolish investors examine the company's underlying business rather than just stock prices to determine the best course of action.
Probably the main business concern for Ebix is how well the company will be able to integrate its recent acquisitions. Ebix bought PlanetSoft and Fintechnix in June. PlanetSoft focuses on streamlining processes such as underwriting for life and property and casualty insurance companies. Fintechnix is an information technology company that provides products to improve front- and back-end operations for Australian financial services companies.
Due in large part to acquisitions like these, Ebix carries an extraordinarily high amount of goodwill and intangibles on its balance sheet. Fellow Fool Rex Moore recently pointed out the potential dangers with Ebix maintaining a high ratio of intangible assets to total assets. Since that article was published, the intangible assets ratio for Ebix has increased to 82%. The risk for investors is that if the company ever writes off large amounts of these intangible assets, shares could plummet.
Ebix also faces competition in several areas. Since the company receives around 80% of its revenue from its exchanges, rivals in the exchange markets present the greatest challenge. Privately held Aplifi (formerly known as Blue Frog) is a primary competitor in the life insurance and annuity exchange markets. IVANS is the Ebix's main rival in the U.S. property and casualty exchange market.
Earlier this year, Aplifi announced that Genworth Financial (NYSE: GNW ) will use its life insurance electronic application platform. This is a shot across the bow for Ebix, since it also partners with Genworth in several areas.
Buy side
On a positive note, the rest of the company's financials are solid. Solid revenue and earnings growth? Strong cash flow? High profit margin? Low debt? Check them all off the list.
Perhaps the best reason to buy Ebix is its customer relationships. Major insurance companies such as Manulife Financial (NYSE: MFC ) , Prudential (NYSE: PRU ) , and many others partner with Ebix to help streamline insurance processing for agents, brokers, and customers.
These customers tend to stay with Ebix. The company claims a 99.5% customer retention rate. Since Ebix generates around 80% of revenue from recurring subscriptions, this high customer retention results in predictable cash flow.
Growth opportunities exist in the U.S. and internationally. Ebix estimates that 89% of life insurance applications and 78% of annuity applications in the U.S. are still processed via paper rather than electronically. The world insurance market is significantly larger than the U.S. market, yet Ebix only receives 30% of revenue from international customers.
Second-quarter results reflected only one month of revenue from newly acquired PlanetSoft and Fintechnix. These additions should boost revenue going forward. Ebix CEO Robin Raina says that the company expects to make a few more accretive acquisitions this year with a focus on growing exchange business across the world. These could present positive catalysts for the stock.
Taking sides
In my view, Ebix should continue its upward momentum. The high intangibles ratio is somewhat concerning, but the company's other strengths are compelling.
The stock appears to be valued attractively at current levels. The forward P/E of 13.52 seems cheap considering the consensus analyst estimates of 20% annual growth over the coming years.
It wouldn't be surprising if some big players might eye Ebix as a potential acquisition target. Computer Sciences Corporation (NYSE: CSC ) is one that comes to mind. The large IT firm already competes in the property and casualty market. It also has more than $1 billion in cash and short-term investments, more than the current market cap of Ebix.
Sure, Ebix has shot up a lot in a short time. Investors probably couldn't be blamed for taking some profits off the table. If you're patient, though, this stock looks like it has more room to run.
Ebix is one of several technology companies to excel in a niche market. Learn about another great company that fits this bill in The Motley Fool's special report "The Only Stock You Need to Profit from the NEW Technology Revolution." Get your free copy now!
http://www.fool.com/investing/general/2012/08/08/is-it-time-to-sell-ebix.aspx
dont think any non-dividend stock is meant to be held.
gl
the current value is very subjective, and technologies rarely trade where they supposed to be.
entry, and a happy trigger finger will alleviate some stress, or not:)
cheers mate, and gl
Opportunity?
Values is always at the entry?
http://finance.yahoo.com/news/shrewd-hedge-fund-buys-facebook-215005557.html
Famed hedge fund Tiger Management recently picked up 2 million shares of Facebook (FB). If the smart money is getting in, should you buy too?
In case you're not familiar with Tiger Management, it was founded by legendary investor Jullian Robertson. The fund generated annualized returns of 32% each year between 1980 and 1988.
(Click here to see Julian Robertson on CNBC)
One of ways in which Tiger profits is by identifying the best companies in the world and then investing in them. Therefore, when Tiger makes a buy of this magnitude, traders take note, especially when the stock is as controversial as Facebook.
In a live interview on CNBC, FX Concepts Chairman John Taylor suggests that Tiger may see value. He tells us at current levels Facebook is priced right. And he adds that there's plenty of future potential. With over 900 million users worldwide, it's just a matter of time until the company "figures something out," he says.
In other words, Tiger may be betting on lots of upside with little downside.
Jeremy Levine of Bessemer Venture Partners also sees reason for optimism. "It might be an attractive buy given Facebook's growth rate," he says.
Trader Guy Adami, however remains skeptical. He thinks the trade is watch and wait."Give them 2 quarters to prove themselves," he says. Adami thinks it's more prudent to miss the first leg higher rather than get caught by a downdraft.
And a downdraft may be coming. Early investors and a handful of top executives become eligible on Thursday to sell stock they own in a lock-up expiration.
It marks the beginning of a process that will last for months as other Facebook employees receive the same right to sell their shares.
It's conceivable none of them will sell. But if they do, up to 1.91 billion more shares could flood the stock market, joining the 421 million that have been trading since Facebook's IPO in May. (Read More: Facebook Will Regain IPO Price...In a Year: Underwriters)
For that reason, trader Josh Brown shares Adami's skepticism.
"Facebook is the kind of stock where I'd love to get bullish," he says, "but I just can't right now."
gl
10-Q Key points.
The Issuer had 40,620,796 shares of its common stock outstanding as of August 10, 2012.
Cash and cash equivalents: $11,339,843 as june 30th 2012
(As of June 30, 2012, we had working capital of $10,936,266 compared to working capital of $4,893,165 as of December 31, 2011)
Legal Proceedings : None.
Liquidity —As of June 30, 2012, the Company had working capital of $10,936,266, compared to working capital of $4,983,165 as of December 31, 2011. The Company believes that its existing cash balances are sufficient for the next twelve months.
As of June 30, 2012 the Company had $598,521 of deposits that were in excess of the FDIC insurance limit.
In November 2006, the Company entered into a license agreement with Cedars-Sinai Medical Center
Sponsored Research Agreements:
Aptiv Solutions
University of Pennsylvania
The John Hopkins University Licensing Agreement
The University of Pittsburgh Patent License Agreement
As of June 30, 2012, Warrants to purchase 4,110,992 shares of the Company’s common stock remain outstanding relating to this public offering.
Loss: We incurred a net loss of $6,451,817 and $1,550,825 for the three months ended June 30, 2012 and 2011, respectively.
GL
Link to transcript
http://transcripts.cnn.com/TRANSCRIPTS/1208/11/hcsg.01.html
Further justification of the science, and imuc.
Gl
Agree. But 12 months away from any thing stable.
Imuc & Clsn are more immediate plays this year
Gl
Something like this take time.
And would not be surprised
Gl
It was a LOI that was null and void after UNLA failed to meet preconditions.
As you know this is a definitive agreement.
Lol
as i said, best time to enter as a trader or investor is now.
the next catalyst will be the upcoming finanicals, as this will show cash at hand.
if is consistant with prior cash flows estimates and sufficient to last till end of 2013. we will be in good shape, and likley another leg up moving forward.
gl
EXCELLENT NEWS!
Ebix Announces Record Revenues With Second Quarter Diluted EPS of 47 Cents
just a quarter later than i expected1
gl
Historically, yes
Dead cat bounce. But there is value here as they will survive.
Gl