Use access key #2 to skip to page content.

gnulaw (54.44)

Analyst Reports - Research Provider & Rating (PVSW) (GKNT) (CYAN)

Recs

2

January 23, 2012 – Comments (9) | RELATED TICKERS: PVSW.DL , GKNT , CYAN

 

Analyst Reports - Research Provider & Rating *

                                             PVSW                GKNT                CYAN

ResearchTeam
                      REDUCE           REDUCE          ACCUMULATE

TheStreet                              HOLD                 HOLD              BUY

Market Edge                          AVOID               AVOID              -  

Ford Equity Research           HOLD                 -                      STRONG BUY

Jaywalk Consensus              HOLD                 SELL                BUY

 

NOTE: These are latest consensus ratings as of January 23, 2012 before the opening bell (Source: TD Ameritrade).

9 Comments – Post Your Own

#1) On January 23, 2012 at 4:02 PM, TMFPennyWise (< 20) wrote:

thanks, gnu,

 So, do you think Pervasive Software PVSW is a good buy, despite what the analysts are saying? (or are you the 'Research Team" recommending a reduction? If so, perhaps you could explain?)

I like the stock for its future growth potential and new(er)  lines of business (Datarush) that they are bringing to market not to mention take over potential.

 PVSW seems to be out of favor by most stock pickers but maybe that means it's time to buy?  Tomorrow is a quarterly earnings report so perhaps I will wait until that announcement to buy.  Any additional thoughts? 

Report this comment
#2) On January 29, 2012 at 7:51 AM, gnulaw (54.44) wrote:

Sorry for the delay 3Fairfield.

I just updated PVSW here . There appears to be significant potential here but I do not like how they are  issueing themselves multimillion dollar option bonuses when there is no earnings growth, their largest revenue producing division, database, is mature and PVSWs sales people have failed to generate sales from PSQL V11 competitive advantages. I am also concerned that Pervasive has not produced a competitive SQL distribution ala MySQL and PostgreSQL. This says a lot about Pervasive and their technical/management depth. 

Theoretically Pervasive DataRush looks promising but given the above concerns do they have the technical and management depth to 1. generate critical mass interest/revenues and 2. compete with 1010Data, Splunk, Tableau, GoodData, Continuuity, all of whom are generating huge interest and funding as PVSW trades at 2.24 cash/share!? Something is accordingly very very wrong here.

PVSWs work is cut out for them. They simply have to establish critical mass with DataRush [now].

 

 

 

Report this comment
#3) On January 29, 2012 at 8:31 AM, gnulaw (54.44) wrote:

>>(or are you the 'Research Team" recommending a reduction?

 

3Fairfield, one more thing gnulaw is not associated with ResearchTeam. Per their "About":

ResearchTeamTM is a unique third-party research tool that employs a 'wisdom of crowds' strategy to investment research by combining the strengths of numerous research providers (a team). The team is constructed using five underlying third-party research providers: Standard & Poor's, Ford Equity Research, TheStreet.com, Market Edge and Jaywalk. Using a series of rules, the strengths of each research provider are combined to create team recommendations that may perform better than the recommendations of individual research providers.

 

 

Report this comment
#4) On February 12, 2012 at 9:13 AM, gnulaw (54.44) wrote:

Analyst Reports - Research Provider & Rating *

                            PVSW           GKNT         CYAN

ResearchTeam
     REDUCE        HOLD         ACCUM

TheStreet             HOLD             HOLD         BUY

Ford Eq Rsch       HOLD             -                STR BUY

Market Edge         NEUTRAL       NEUTRAL     -

Jaywalk                HOLD             HOLD          BUY

 

*  NOTE: These are latest consensus ratings as of February 12, 2012 before the opening bell (Source: TD Ameritrade).

Report this comment
#5) On February 13, 2012 at 9:51 PM, TMFPennyWise (< 20) wrote:

Thanks, gnulaw, for compiling the update and giving your latest observations on PVSW on your other post. 

I will have to really have a look at it, especially since you find a lot not to like in the company.  On the surface it doesn't look so bad to me, but obviously I don't know the company as you do.

 And thanks for explaining the 'research team' lingo, too.

Report this comment
#6) On March 09, 2012 at 11:32 AM, gnulaw (54.44) wrote:

Analyst Reports - Research Provider & Rating *

                            PVSW           GKNT         CYAN

ResearchTeam
     HOLD            REDUCE     ACCUM

TheStreet             BUY               HOLD         BUY

Ford Eq Rsch       HOLD              -                STR BUY

Market Edge         NEUTRAL       AVOID        -

Jaywalk                HOLD             SELL          BUY

 

*  NOTE: These are latest consensus ratings as of March 09, 2012 (Source: TD Ameritrade).

Report this comment
#7) On March 27, 2012 at 9:51 AM, gnulaw (54.44) wrote:

Analyst Reports - Research Provider & Rating *

                            PVSW           GKNT         CYAN

ResearchTeam
     HOLD            REDUCE     ACCUM

TheStreet             BUY               HOLD         BUY

Ford Eq Rsch       HOLD              -                STR BUY

Market Edge         NEUTRAL       AVOID        -

Jaywalk                HOLD             SELL          BUY

 

*  NOTE: These are latest consensus ratings as of March 26, 2012 (Source: TD Ameritrade).

Report this comment
#8) On April 15, 2012 at 9:46 AM, gnulaw (54.44) wrote:

Analyst Reports - Research Provider & Rating *

                            PVSW           GKNT         CYAN

ResearchTeam
     REDUCE        REDUCE     ACCUM

TheStreet             BUY               HOLD         BUY

Ford Eq Rsch        SELL              -                STR BUY

Market Edge         NEUTRAL       AVOID        -

Jaywalk                HOLD             SELL          BUY

 

*  NOTE: These are latest consensus ratings as of April 15, 2012 (Source: TD Ameritrade). Note: If Rating changed from previous update then is in Bold/Italics.

Report this comment
#9) On May 26, 2012 at 4:49 PM, gnulaw (54.44) wrote:

Analyst Reports - Research Provider & Rating *

                            PVSW           GKNT         CYAN

ResearchTeam
     REDUCE       REDUCE    ACCUM

TheStreet             BUY               HOLD         BUY

Ford Eq Rsch        SELL             -                STR BUY

Market Edge         LONG           LONG         -

Jaywalk                HOLD             SELL          BUY

*  NOTE: These are latest consensus ratings as of May 18-26, 2012 (Source: TD Ameritrade). Note: If Rating changed from previous update then is in Bold/Italics.

 

Report this comment

Featured Broker Partners


Advertisement