Acxiom Corp (ACXM)
The Company integrates data, services and technology to create and deliver customer and information management solutions for many respected companies in the world.
Recs
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.
Recs
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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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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up to at least $23 we go
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This stock has been stuck for years.
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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!
Recs
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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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.

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