Cadence Design Systems, Inc. (CDNS)

Silvertip7 (< 20) Submitted: 11/1/2009 10:55:32 AM : Start Price: $6.13 CDNS Score: -6.75

financial model in transition and stock remains in penalty box until more evidence of profits. good company and favorable competitive landscape. subscription model will yield 20%+ Op margins and $0.70 EPS several years out. 15x = $10-$11 stock or +60% from here. could be higer if full blown bull case plays out.

sahmednj (79.22) Submitted: 5/26/2009 9:06:22 AM : Start Price: $5.56 CDNS Score: -16.86

Semi conductor industry will grow out of current recession. This software tool provider will benefit from it.

fedja2 (81.30) Submitted: 10/6/2008 9:42:46 AM : Start Price: $6.12 CDNS Score: -6.47

target - 12$

SBeren (93.56) Submitted: 8/11/2008 2:00:46 PM : Start Price: $7.20 CDNS Score: -2.36

Dodge & Cox Stock Fund buying lots of shares.

sprezzatura (95.26) Submitted: 6/3/2008 3:03:17 PM : Start Price: $11.25 CDNS Score: -28.89

Morningstar is pitching this company (http://news.morningstar.com/articlenet/article.aspx?id=240173&pgid=hparticle) saying that they have a nice moat and that customers are locked in due to the high cost of switching to competitors. They state CDS is the industry standard, that they are undervalued, and that they estimate a 25% return over the next 3 years. Sounds good enough to me.

mochamind543 (< 20) Submitted: 3/9/2008 9:32:37 AM : Start Price: $10.80 CDNS Score: -32.40

citipick

Snarcels (28.20) Submitted: 2/27/2008 1:50:03 AM : Start Price: $11.11 CDNS Score: -28.96

These guys got Whammered with the best of them by some ruthless analysts in the Tech sector. Gotta like their spirit, right after the hammering they announce a 500 mill. buyout of their own flesh, God I love that kind of spirit.
I like them back in good health in a few mo. Till them I'll play them like drums.

crlchmprth (34.02) Submitted: 1/31/2008 12:07:40 PM : Start Price: $10.52 CDNS Score: -26.55

Cheap stock. I believe the 2008 revenue guidance was overly pessimistic considering that the downstream semiconductor industry hasnt evidenced much of a slowdown (see TXN guidance).

reconknight (< 20) Submitted: 11/7/2007 6:25:30 PM : Start Price: $17.68 CDNS Score: -43.90

Great news six companies have joined the growing list of Cadence OpenChoice IP program since its introduction in 2004 which includes ChipIdea, GDA Tecnologies Inc., Intelliprop Inc, IPextreme, Fabbrix, and Ingot Systems, Inc. It's only a matter of time will we see the company grow.

greatwriter (31.45) Submitted: 10/2/2007 6:40:21 AM : Start Price: $22.25 CDNS Score: -47.64

The company has had strong technology and sales but was saddled with a poor CEO. Fister will right the ship, sell higher, and increase shareholder value. He might even sell Cadence. IBM?

Matt8265 (93.35) Submitted: 7/6/2007 11:34:21 PM : Start Price: $21.67 CDNS Score: -48.91

I am beating Jim Cramer and I don't know shite from shinola.
If Cramers picks it, do the opposite.... that's my rule!

jcrudo (31.62) Submitted: 2/8/2007 4:01:41 PM : Start Price: $20.35 CDNS Score: -51.06

looks good

Raichusays (42.46) Submitted: 12/12/2006 12:11:20 AM : Start Price: $17.78 CDNS Score: -48.65

#s are slow but sure to the upside.

gr8iml8 (< 20) Submitted: 11/6/2006 11:02:09 PM : Start Price: $18.39 CDNS Score: -51.88

Cadence owns the best IC mask design software. Bottom line improvement over the next 4 quaters contines the resurgence.

eks73 (< 20) Submitted: 9/16/2006 3:27:43 AM : Start Price: $16.55 CDNS Score: +52.34

EDA market is simply not growing.