$11.67 -0.21 (-1.77%)
11/27/2009 1:00 PM

Acxiom Corp (ACXM)

CAPS Rating: 2 out of 5

The Company integrates data, services and technology to create and deliver customer and information management solutions for many respected companies in the world.

Results 1 - 10 of 10

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Member Avatar ViolentCapital (97.90) Submitted: 1/10/2009 12:47:42 PM : Outperform Start Price: $8.61 ACXM Score: +10.03

this share price is ridiculous

trading at EV/FCF of about 6x (based on next yr) or 7.5x considering there's no income next yr (doubtful since new management is concentrating on profits and cash flows - evidenced by return to profitability and lowering debt load).

btw - lowering debt is such a great move with their loan agreements at base rates +1.5% to 2%, will add almost $1.5 mil/yr in cash flows if they continue to pay down debt at a rate of $100mil/yr. for people who are too dumb to read financials or about how this company operates, showing leverage lower than book value will be good for shareholders as these retards come back to invest - since technically its tangible book value is negative.

for smarter investors, negative tangible book value means nothing when you generate +$150 mil in free cash flow.

these guys are worth 20 at minimum, looking to expand business abroad, if even slightly successful these guys are worth much more than 20.

with major holders not owning more than 10%, investors can be assured that full value will be recognized. There's no chance of this company being sold for less than 20/share without a major, major! bruhaha.

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Member Avatar Gravy232 (< 20) Submitted: 10/17/2008 8:21:10 PM : Outperform Start Price: $8.74 ACXM Score: +15.74

Acxm is at bargain basement prices. Their business will be sought after in these bad times so as to target specific business.

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Member Avatar jd2485 (< 20) Submitted: 6/2/2008 3:50:29 PM : Underperform Start Price: $14.67 ACXM Score: +2.22

The company is primed for getting bought. With that said it will under perform the S&P over the next few months until it is gobbled up. Not impressed with sales and income growth.

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Member Avatar dothedow (74.74) Submitted: 5/3/2008 12:41:16 AM : Outperform Start Price: $12.30 ACXM Score: +14.36

valuepick

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Member Avatar hermonator4 (39.35) Submitted: 3/7/2008 5:06:44 PM : Underperform Start Price: $11.93 ACXM Score: -9.87

Guessing

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Member Avatar nicmatzen (88.91) Submitted: 10/5/2007 1:14:46 PM : Outperform Start Price: $15.33 ACXM Score: +2.19

up to at least $23 we go

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Member Avatar cphill1219 (< 20) Submitted: 2/16/2007 9:44:51 PM : Underperform Start Price: $21.71 ACXM Score: +26.15

This stock has been stuck for years.

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Member Avatar LROCKACE (< 20) Submitted: 12/4/2006 10:08:59 AM : Outperform Start Price: $24.50 ACXM Score: -34.91

This stock is a favorite of two major hedge funds who have been actively accumulating shares. It's in the middle of its 52-week range and long-term growth prospects look good. Also possible buyout prospect at higher per/share levels than presently trading. Very limited coverage by the street makes for potential bounce once the rest of the street discovers it!

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Member Avatar extremeinvesting (97.96) Submitted: 11/27/2006 4:56:25 PM : Outperform Start Price: $23.87 ACXM Score: -35.24

ACXM is an extreme performance stock that has just started to recover from being beaten down earlier in the year. The industry of utilizing IT to improve both efficiency and effectiveness continues to grow throughout corporations.

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Member Avatar gohogs3400 (< 20) Submitted: 8/7/2006 11:43:06 PM : Outperform Start Price: $24.30 ACXM Score: -42.93

Just put a potential proxy fight behind it by putting a private equity activist investor on the board to shore up governance. Also has outperformed it's peer group for the last 4 quarters and has a ton of market potential if it can execute.

Results 1 - 10 of 10

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