Reactions to story from BloggingStocks

Reactions / posts that link to this post

View all reactions »
  • Author unknown

    Aladdin Knowledge Systems is no fairytale

    http://www.inmoneytoday.com/2008/01/25/aladdin-knowledge-sys...
    314 days ago in money news blog · Authority: 36

    Aladdin Knowledge Systems is no fairytale Posted by: in Stocks Money News Filed under: Earnings reports, Rumors, Personal finance, Stocks to Buy, Technology, Israel Aladdin Knowledge Systems Ltd. (NASDAQ: ALDN) is surging more than 18%, as the company posted strong earnings and upped its 2008 guidance. The Israeli company produces security products that are used to manage network security, including applications for managing content and guarding against computer viruses, spyware, and spam. Commenting on the results Yanki Margalit, Chairman and CEO of Aladdin Knowledge Systems, stated, “2007 was an exceptional year for Aladdin as we crossed the $100 million mark in annual revenues while driving record levels of operating cash flow and bottom line profitability. Our software security business grew 9 percent year- over-year supported by the launch of HASP SRM, the industry’s first software protection and licensing system that offers customers both hardware- and software-based security in a unified solution, while our eToken and eSafe businesses combined to drive enterprise security revenues up a truly impressive 40 percent year-over-year. Overall, Aladdin delivered full year results at the high end of our stated 2007 revenue and net income guidance, excluding the impact of the non-recurring cost recognized in the fourth quarter of 2007. “From an operational perspective Aladdin made excellent strides in 2007 in terms of leveraging its global presence and driving new customer growth across geographies as well as key business verticals. Overall, demand for content, Internet and enterprise security solutions remains robust, driven by the rising range of IT security threats in mature as well as emerging markets. Based on the combined strength of our portfolio of software and enterprise security solutions, Aladdin has never been better positioned to capitalize on these industry growth trends, building upon our significant financial and operational achievements in 2007,” concluded Margalit. Even with today’s surge the stock is trading at a PEG of just 0.95, and is still 20% of its’ 52 week high. Aladdin looks like a winner at these levels. Aaron Katsman is the lead Portfolio Manager and Managing Director of America Israel Investment Associates, LLC. and Senior Editor of IsraelNewsletter.com. DISCLOSURE: Writer has a position and is long ALDN. He has no positions in any stock mentioned as of 1/23408 Read | Permalink | Email this

  • Author unknown

    The Conspiracy

    http://thehardheadfund.blogspot.com/2008/01/conspiracy.html
    313 days ago in The HardHead Fund · Authority: 2

    The Conspiracy: - is it just bad luck? - just STUPIDITY & PANIC? - is it the Arabs? - is it the Money Managers? Ok, the first two I can combine: I did my homework over one year ago and Apple hit 200 before Jan 08 report as I expected it would. I loaded up the truck and continued to buy on margin as the year went by. My plan was to sell 80% during the Jan 08 report. The market started selling off just after XMAS and Apple fell from 200 to 190 along with other hi-tech's. Analyst were screaming recession and the market continues to fall. Apple down to 180. No fear I told myself...I will get it back going into MacWorld holding over 4000 shares. Duh! No surprises during MacWorld Apple settles to 160. No problem everyone will be buying ahead of earnings! The market was taking major hits and Apple was hanging on for dear life at 160 and dropping to about 150 into earnings. The earnings was a SMASH with only one minor shadow of lite iPod sales (which was expected by most). But as always the CRAPPY outlook in the January traders SOLD and SOLD and SOLD --- ALL WEEK pushing Apple to 130. OUCH MARGIN CALL - I had to sell 1000 shares last week. But what pissed me off - NO DEAD CAT BOUNCE since XMAS. All of the other hi-techs have had a nice bounce off their bottom this week - EXCEPT APPLE! So, YES I WAS STUPID not selling when Apple hit $200! Why I didn't? I didn't want to add to my tax base! I thought I would be ok going into earnings. THE ARABS? The e Abu Dhabi Investment Authority, the world's largest sovereign-wealth fund has an estimated $875 billion in assets! Remember two years ago when the Congress pressured UAE Dubai to back out of a deal to manage U.S. ports. Well folks today the governments within the Persian Gulf, China and Singapore have snapped up $37 billion of Wall Street. NO ONE IS COMPLAINING NOW!!! The Kings of Wall Street -Six gulf states control sovereign wealth fund assets of some $1.7 trillion. Here are the men who manage these funds THE MONEY MANAGERS The drumbeat grew more intense as the possibility that the global selloff was at least partly a false alarm, reflecting French bank Société Générale SA's unwinding of a trader's unauthorized bad bets, and due less to economic anxiety. It is unclear how much Société Générale contributed to Monday's market drop, which began in Asia. I'm sure this is not the only asshole out there playing with the market - he is only one that got caught! French Bank Rocked by Rogue Trader SO... what does one do here in this NASTY market! It is one of the best damn chances in history of the market - Recession my ass - well except for all these rate cuts which will push INFLATION sky high chance. Were is the damn problem? Look at this weeks earnings below - recession my ass! All provided upward guidance going into the next quarter. Screw Analyst expectations... most are wrong more than 50% anyway. The earnings crunch is in full swing, and here are a few of the highlights of this past week's earnings coverage from BloggingStocks: Abbott Laboratories (NYSE: ABT) swung to a profit on the strength of drug sales. AK Steel Holding Corp. (NYSE: AKS) swung to a fourth-quarter profit and easily beat estimates. Aladdin Knowledge Systems Ltd. (NASDAQ: ALDN) posted solid results and raised its forecast. Amdocs Ltd. (NYSE: DOX) reported a record quarter and reaffirmed its guidance. Amgen Inc. (NASDAQ: AMGN) beat exectations, but concerns remain about FDA scrutiny. Apple Inc. (NASDAQ: AAPL) easily beat expectations and offered revised guidance (see live blog, transcript). Caterpillar Inc. (NYSE: CAT) posted a solid quarter on strong international growth. Coach Inc. (NYSE: COH) beat estimates on strong direct-to-customer and same-store sales. ConocoPhillips (NYSE: COP) posted a strong fourth quarter due to rising oil prices. CSX Corp. (NYSE: CSX) beat expectations as increased productivity offset increased fuel costs. Eaton Corp. (NYSE: ETN) posted solid fourth quarter results due to growth overseas. Equity LifeStyle Properties Inc. (NYSE: ELS) beat expectations in the fourth quarter and offered guidance. Franklin Resources Inc. (NYSE: BEN) reported solid results and increased its quarterly dividend. Johnson & Johnson (NYSE: JNJ) posted a solid fourth quarter and affirmed its 2008 guidance. Microsoft Corp. (NASDAQ: MSFT) posted strong results due in part to demand for Vista. Nintendo Co. (OTC: NTDOY) profit soared on demand for the Wii, and the company raised is sales outlook. Nokia Corp. (NYSE: NOK) reported a strong fourth quarter and increased market share in handset sales. Nucor Corp. (NYSE: NUE) easily beat analysts' expectations for the fourth quarter. PetMed Express Inc. (NASDAQ: PETS) profits soared as more people buy pet meds online. Qualcomm Inc. (NASDAQ: QCOM) reported a solid first quarter on strong demand for its chips. Skyworks Solutions Inc. (NASDAQ: SWKS) beat expectations and offered revised guidance. Southwest Airlines Co. (NYSE: LUV) profit nearly doubled despite weather and operational challenges. Sun Microsystems Inc. (NASDAQ: JAVA) net income soared despite stiff competition. Texas Instruments Inc. (NYSE: TXN) beat fourth quarter earnings estimates (see transcript). Xerox Corp. (NYSE: XRX) profit soared on strong sales and it announced a share buyback plan. Xilinx Inc. (NASDAQ: XLNX) beat expectations due to strong demand for its new products. NOTE: with all the volatility the market experienced this week the S&P 500 barely moved!