$39.21 -0.03 (-0.08%)
11/25/2009 4:00 PM

BMC Software, Inc. (BMC)

CAPS Rating: 2 out of 5

The Company provides software solutions, which customers use to drive significant business value through better management of technology and IT processes.

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Member Avatar JDKeene (92.63) Submitted: 8/12/2009 1:01:32 PM : Outperform Start Price: $35.09 BMC Score: +0.96

Ford Strong Buy, S&P (4 or 3 stars), Member of S&P 500

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Member Avatar usmcharley (< 20) Submitted: 6/16/2009 1:02:46 PM : Underperform Start Price: $34.71 BMC Score: +9.74

to much competetion in this field you have to have the brightest and best and pay what the market will bear and there are others out there who have deeper pockets

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Member Avatar Foolomon (< 20) Submitted: 5/12/2009 12:19:19 PM : Outperform Start Price: $34.70 BMC Score: -11.97

BMC's portfolio is the best of the big 4 (BMC, HP, IBM and CA); it is continuing to generate good sales; and they are taking cost cutting measures to ensure that operating margins are at the best possible levels.

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Member Avatar TMFFischer (72.14) Submitted: 10/6/2008 2:06:34 PM : Outperform Start Price: $31.30 BMC Score: +27.01

BMC Software trades at only 8 times True Free Cash Flow (TFCF) at prices in the upper $20s, so it's very inexpensive. TFCF grew more than 50% annualized the last few years; it will likely flatten this year, but it will not likely go down, so the price remains attractive. Fears in Sept. 2008 that IT spending will slow have hit BMC hard (along with higher costs as it integrates acquisitions -- a temporary issue), although in the last quarter, BMC said customers save enough money on their software, and soon enough after buying it, that they're still implementing it. A slowdown? Sure, it's possible in a weaker economy. But even so, BMC is inexpensive on its free cash flow, so the rebound, when it comes, should be strong.

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Member Avatar mattchenzo (< 20) Submitted: 6/10/2008 7:52:30 PM : Outperform Start Price: $35.75 BMC Score: +27.86

part of the mattchenzo 50, my own index of the 50 fundamentally best stocks in the s&p 500, almost sure to beat it over about a year or so...

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Member Avatar klc20071989 (< 20) Submitted: 5/18/2008 12:00:54 AM : Outperform Start Price: $38.84 BMC Score: +20.07

This stock is moving up and moving fast shouldnt be to long

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Member Avatar NoSpinZone (74.88) Submitted: 5/17/2008 11:49:04 PM : Outperform Start Price: $38.84 BMC Score: +20.07

deal

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Member Avatar amos41 (62.31) Submitted: 4/6/2008 10:33:10 AM : Outperform Start Price: $32.03 BMC Score: +38.66

The Bladelogic acquisition completes BMC's product portfolio to win the data center automation market.

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Member Avatar StockMarketBeat (77.90) Submitted: 3/28/2008 2:28:10 PM : Outperform Start Price: $32.56 BMC Score: +32.98

http://stockmarketbeat.com/blog1/2008/03/26/bmc-street-overreacting-to-bmcs-bladelogic-purchase/

Although the BladeLogic deal is expected to reduce BMC’s 2009 per share earnings by 10 or 11 cents, BMC’s estimates for 2009 had already risen by a similar amount. Effectively, the dilution from BladeLogic offsets BMC’s organic improvements for a year.

Meanwhile, BMC has generated more than $540 million in free cash flow over the last 12 months. Some of that is unsustainable, as it comes from collecting on financed receivables. However, I think the sustainable free cash flow is more than $400 million. That still amounts to a 6.5% free cash flow yield at a time when five-year Treasuries return a paltry 2.2%.

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Member Avatar digitaldad1 (39.33) Submitted: 1/22/2008 5:28:33 PM : Outperform Start Price: $29.10 BMC Score: +43.41

This company will most likely be taken over within a year.
IBM and Oracle are focussing on taking over more and more software specialty companies

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Member Avatar SteelBreez99 (88.74) Submitted: 12/11/2007 5:47:27 PM : Outperform Start Price: $35.00 BMC Score: +34.78

VALUE LINES - TIMELY STOCKS IN TIMELY INDUSTRIES

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Member Avatar richmouse (37.87) Submitted: 10/12/2007 1:19:24 PM : Outperform Start Price: $33.15 BMC Score: +43.36

Acuity Brands Inc. (AYI, $51.13, -$0.55, -1.06%) said its board approved the completion of the previously announced spinoff of its specialty products business. The new company will be called Zep Inc., and it is expected to be listed on the New York Stock Exchange under the ticker symbol "ZEP." Acuity Brands will distribute pro rata to its stockholders all of the shares of Zep common stock by means of a stock dividend on Oct. 31. The stock dividend of one share of Zep common stock for every two shares of Acuity Brands common stock will be paid pro rata to holders of Acuity Brands common stock who hold their shares at the close of business on Oct. 17, which is the record date for the distribution.

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Member Avatar xhan2 (28.12) Submitted: 8/7/2007 11:18:23 AM : Outperform Start Price: $30.03 BMC Score: +50.59

cool

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Member Avatar St1nkbutt (< 20) Submitted: 7/31/2007 3:49:03 PM : Outperform Start Price: $28.75 BMC Score: +56.12

BSM is ripe for the picking and BMC's platform is way ahead of the competition

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Member Avatar richardoku (< 20) Submitted: 2/16/2007 4:22:52 AM : Outperform Start Price: $31.56 BMC Score: +42.96

Although the Mainframe

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Member Avatar MCKInate (95.60) Submitted: 1/23/2007 5:39:33 PM : Outperform Start Price: $34.45 BMC Score: +31.13

VL

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Member Avatar stockyjester (46.49) Submitted: 12/15/2006 9:08:22 AM : Outperform Start Price: $32.62 BMC Score: +37.44

Product receives good reviews. Company really upbeat about prospects - recently added to Zacks #1 rank and IBD top 100

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Member Avatar drsky143 (24.74) Submitted: 10/17/2006 1:41:56 PM : Outperform Start Price: $29.57 BMC Score: +45.43

Steady rise form a low and a lot of room to get back to its high.

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Member Avatar FourthStooge (90.27) Submitted: 10/5/2006 3:04:02 PM : Outperform Start Price: $27.42 BMC Score: +55.47

BSM (Business Service Management) is gaining traction, primarily because the solution is complete, the value is easily illustrated and the ROI is fast. Competitors compete only on price and do not deliver the value. Look for aggressive market expansion in the coming quarters.

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Member Avatar sdsherman (24.09) Submitted: 9/15/2006 5:37:15 PM : Outperform Start Price: $27.25 BMC Score: +54.74

BMC has good relative strength and the industry as great price performance.

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