gnulaw (65.57)

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Target #3. Pervasive Software (NASDAQ:PVSW)

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April 22, 2011 – Comments (4) | RELATED TICKERS: PVSW , GKNT , CYAN

Target #3. Pervasive Software (NASDAQ:PVSW). Recommendation: Strong Buy
Disclosure: Long since 2009. Under accumulation. Never sold.

Of the three positions taken (GKNT, PVSW, and CYAN), PVSW fulfills Zenpenny's (@Zenpenny1) "5 elements that make for a successful investment" (1.) the best (Technical Perfection, Value, Cricket and the fact they are profitable).

5 elements that make for a successful investment

A restructuring angle (GKNT, CYAN)

Technical perfection (GKNT, PVSW)

A value angle (CYAN, GKNT, PVSW)

A macroeconomic angle

The cricket effect (GKNT, PVSW)

although GKNT is coming up fast and in some aspects exceeds PVSWs qualifications (iCade potential and Ken Langone's recent hiring of Geeknet's new Media CEO. CYAN is much more speculative. CYAN will either explode and create substantial shareholder value or will implode and remain an off-off broadway black hole neutra/pharmaceutical. CYAN should explode but its ability, to date, to create shareholder value is reprehensible and simply should not be tolerated by their shareholders going forward, given their new CEO, their new Chairman (also a 13D shareholder), and Wilmington Trust, also a 13D Shareholder, and owns 15.5% of CYAN common.

For PVSW analysis I will defer to Mark Gomes' (Seeking Alpha) superior spot-on analysis.

1. (April 20, 2011) Seeking Alpha, Pervasive Beats Its Numbers and Raises Guidance

2. April 19, 2011 @PervasiveDS Pervasive Solutions

3. April 02, 2011) Seeking Alpha, Why Pervasive's Shares Remain Under the Radar.

4. (March 20, 2011) Seeking Alpha, Pervasive Software Shares Are Poised to Triple (PVSW no longer a cricket)

Reference:

4 Comments – Post Your Own

#1) On May 06, 2011 at 7:04 PM, gnulaw (65.57) wrote:

Big Data M&A Heats Up: Pervasive Software Could Be Acquired Next - Source: May 5, 2011 Seeking Alpha

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#2) On May 26, 2011 at 2:17 PM, gnulaw (65.57) wrote:

Additional references, especially Robin Bloor's analysis, which, of significance, preceded Seeking Alpha's. Nice work Robin.

(March 31, 2011) Pervasive Software among Information Management’s “40 Vendors We’re Watching in 2011”

(November 30, 2010) Pervasive Software Positioned in the Visionaries Quadrant for Data Integration Tools

(October 28, 2010) Pervasive Software Positioned in Magic Quadrant for Application Infrastructure for Systematic Applications Integration Projects

(October 4, 2010) Pervasive in Leading Analyst Firm’s “Innovative Application Development and Deployment Companies to Watch Under $100M" Report

(January 13, 2010) Pervasive Software among Robin Bloor's "10 IT Companies to Watch in 2010"

(January 3, 2010) Robin Bloor, 10 IT Companies to Watch in 2010

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#3) On July 14, 2011 at 9:05 PM, gnulaw (65.57) wrote:

(NASDAQ:PVSW) +11.23% on 8.4X ADV (3 mo) after raising guidance today for q4/fy ending June 30, 2011

"...announced that financial results for the fourth quarter ending June 30, 2011 are expected to exceed the company’s financial guidance previously provided on April 19, 2011.

Based on preliminary unaudited financial results, the company now expects total revenue for the fourth quarter to be in the range of $13.5 million to $13.7 million and GAAP-basis diluted earnings per share of $0.06 to $0.07, representing Pervasive's 42nd consecutive quarter of profitability. Guidance for the fourth quarter given in the company's April 19, 2011 press release was for revenue in the range of $11.2 million to $12.2 million and GAAP-basis diluted earnings per share of $0.01 to $0.04. Revenue and GAAP-basis diluted earnings per share for the June quarter of last fiscal year were $11.7 million and $0.05, respectively..."

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#4) On September 01, 2011 at 6:04 PM, gnulaw (65.57) wrote:

(NASDAQ:PVSW) CTO Dumps $590,846 PVSW common(1.) While Chief Scientist Works for Two Companies?(2.) Pervasive and Click Forensics nka Adometry(3,4). FTW?

(1.) http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0001181431%2D11%2D047563%2Etxt&FilePath=%5C2011%5C08%5C31%5C&CoName=PERVASIVE+SOFTWARE+INC&FormType=4&RcvdDate=8%2F31%2F2011&pdf=

(2.) http://www.linkedin.com/in/marinnena

(3.) http://www.crunchbase.com/company/click-forensics

(4.) http://www.enotes.com/topic/Pervasive_DataRush_Technology

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