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May 2012



PLCM is cheap - but it's for a reason.

May 04, 2012 – Comments (0) | RELATED TICKERS: PLCM

Polycom is trading for about $2.2B, has $565MM in cash, and no debt.  The company generated $230MM in FCF last year ($40MM of which was working capital changes, though) and revenue growth was pretty substantial in the first quarter of this year.  Profits dropped from the same quarter a year ago, and earnings and FCF are currently on track to be substantially lower this year.  [more]



Good report from TRLG; initiates dividend.

May 02, 2012 – Comments (1) | RELATED TICKERS: TRLG.DL

True Religion reported some pretty good news, which included 14% revenue growth, 13% same store sales growth, and a drop in SG&A costs.  [more]

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