CA, Inc. (NASDAQ:CA)

They recently raised the dividend from $.20 a year to $1.00 a year. At the current price, $26.72, it's yielding 3.74% The dividend is covered 15 times over, which means there's still plenty of room for it to go up. Gross margin is 86.85% which beats IBM, Oracle, Cisco systems, and Intel. Net margin is also very good at 19.52%. Insiders own a little over 25%. The balance sheet is also very good; cash is almost twice as much as long term debt 1.90 to be exact.

low peg

Undervalued high risk/high reward type relevant tech company in a rebounding market. Have faith gents.

Profit missed by $0.02 per share (missed by 4%), and stock is down nearly 10% today. This is an overreaction, and hopefully, buyers continue to overreact, and I can get this one at $20

Solid financials with a trend of growth from 2008. EBIT growing and Cash outpacing A/R growth. A reduction in R&D seems strange however they seem to be slightly more focused on selling the products they offer now. Also seem to be focusing on investing and buying back stock.

Cash flow and margins

It got smacked way too hard on its earnings report. I'm a buyer under $19 a share. It should recover up to about $23 in the next 3-6 months once the stock market volatility subsides.

mf/ piot- 8.5/ schw-A

Lowering debt and significant cash flow

CA has a very strong book of business that generates significant ongoing maintenance revenue, and is easily leveraged into expanding footprints of existing customers. Additionally, the company has invested significantly in new emerging markets such as Project Portfolio Management (PPM), cloud computing & virtualization. All thats missing is a cohesive marketing campaign to allow this company to really outperform the market.

lots of inside buying

fool

fundamentals and momentum; favorable StockScouter rating

Conservative picks in case the market stays down.

This company is dead. Cutting jobs in the US and hiring abroad to increase profits. No innovation. No flagship product. Even the company name CA was a horrible choice (abbreviation for California). Trying foing a Google search on the company name and see what you get (garbage). Unfortunately, there aren't any pieces to this company that someone would want to buy or investors could get some money via being acquired. Swainson has made his millions; spent a ton on SAP; and surrounded himself with more high-priced incompetents...and the only thing he has to show for it is the EITM strategy (actually stands for Executives In The Money) and is executed by putting Employees In The Street!

IMHO after more than 10 years in the company (no longer there now); CA will be around for a long while .. why? Simply because it's mainframe business is a cash cow. Mainframe users typically do not change their MF software unless there are very compelling reasons - just too painful and risks are too high for the CIO. More than 50% of their revenue are from MF. As far as Open Systems are concerned - in general quality is simply not up to mark even for their core open system solutions and they are simply not good at integrating, developing and implementing them. Once a while after buying good software their sales may go up a little otherwise it would be a struggle..So bottomline, they should not be posting big losses but their numbers would be fairly stagnant. A major achilles heel is its management - it is a sad thing to see incompetent folks move up (those that are the "Yes man" category and are well verse in office politics) while the really good performers left behind and leaving the org.

CA has been sitting at the bottom of the pack of information technology companies for a number of years, but things are looking up. The executive leadership team is finally starting to get a hold of the situation and are setting a new standard for the corpoarte culture, one which rids the company of the ghosts in its past.

The stock has been stagnant for a number of years now, and in a recession spending on enterprise technology will only increase as employers search for ways to cut costs ranging from energy to sales to human resources.

THIS COMPANY IS NOT GOING TO DO GOOD IN THE STOCK MARKET

Has #1 selling security software suite after entering this field just 2 years ago - strong management team and loyal base