Ellie Mae (NYSE:ELLI)

CAPS Rating: 5 out of 5

Results 1 - 20 of 25 : 1 2 Next »

Recs

0
Member Avatar tylee100 (95.53) Submitted: 4/4/2014 2:40:20 PM : Outperform Start Price: $25.81 ELLI Score: +23.46

Real estate is just beginning its turnaround.

Recs

0
Member Avatar tdonb (29.41) Submitted: 2/14/2014 2:05:49 PM : Outperform Start Price: $28.96 ELLI Score: +7.90

Housing - Loan Origination. http://boards.fool.com/elli-news-from-the-field-31119232.aspx

Recs

0
Member Avatar BMunkers (49.01) Submitted: 7/15/2013 9:19:31 PM : Outperform Start Price: $24.39 ELLI Score: +19.56

OK.

Recs

0
Member Avatar Treborn822 (93.10) Submitted: 6/20/2013 3:07:02 AM : Outperform Start Price: $23.98 ELLI Score: +17.22

Growth ahead

Recs

0
Member Avatar dstwhit (81.68) Submitted: 5/24/2013 2:25:31 PM : Outperform Start Price: $22.40 ELLI Score: +29.68

moat from network effect; ongoing need for their products

Recs

1
Member Avatar thumbsUpFool (97.79) Submitted: 5/12/2013 3:12:19 PM : Outperform Start Price: $25.41 ELLI Score: +10.29

I have looked into this one quite a bit, and the numbers look great. I like the concept as well. Big potential risk in the equation would be a weakening housing market.

Recs

0
Member Avatar whoodatstockhot (82.70) Submitted: 5/2/2013 2:20:10 PM : Outperform Start Price: $24.12 ELLI Score: +14.71

Encompass is taking over the mortgage industry with its application software. Growth, revenue, and margins increasing for ELLI as it automates the process of originating and funding mortgage loans, and allows up to date regulatory compliance, plus reduces errors. It is extremely user friendly, and I expect Excompass to take over the entire mortgage industry as its cutting edge software is implemented everywhere. Encompass saves mortgage companies big money and a lot of headaches. Strong buy at these levels, as I would expect its share price does not come close to reflecting its cutting edge software taking the mortgage industry by storm. This could easily break out above $30 in the near term.

Recs

0
Member Avatar mopoff (< 20) Submitted: 5/1/2013 12:57:15 PM : Outperform Start Price: $25.26 ELLI Score: +7.67

HG

Recs

0
Member Avatar NumbersDontLie (43.32) Submitted: 4/30/2013 4:18:29 PM : Outperform Start Price: $26.14 ELLI Score: +3.59

long term bet. The mortgage process is out of date.

Recs

0
Member Avatar smith972 (83.22) Submitted: 4/29/2013 11:51:56 AM : Outperform Start Price: $25.84 ELLI Score: +4.94

I will submit it here in caps to keep an eye on it. Will consider a real position soon.

Recs

9
Member Avatar TMFInnovator (51.37) Submitted: 4/17/2013 11:23:25 AM : Outperform Start Price: $23.14 ELLI Score: +16.86

- Rapidly growing user base (+40% yr/yr) that is adopting the Encompass software solution.
- As users become more comfortable/familiar with Encompass, switching costs rise and # of transactions/user increases (revenues to ELLI).
- Asset-light business model that is easily scalable.
- Huge addressable market that is in flux due to increased regulations. Increased regulation is good for ELLI business.
- Network Effect: The Ellie Mae Network becomes more valuable as more users subscribe.

Full Overview of my bullish thesis:
http://beta.fool.com/txinvestor82/2013/03/06/why-ellie-mae-needs-be-your-radar/24624/

Recs

0
Member Avatar stockclubpicks (52.31) Submitted: 3/15/2013 10:06:16 PM : Outperform Start Price: $21.71 ELLI Score: +25.93

Growth Stock finding a base

Recs

0
Member Avatar Lippoldtskivich (43.95) Submitted: 2/28/2013 3:11:44 PM : Outperform Start Price: $20.19 ELLI Score: +35.87

housing market activity continues to improve and ELLI offers the market an efficient way to conduct business.

Recs

0
Member Avatar LOTAsCapital (< 20) Submitted: 2/27/2013 1:59:12 AM : Outperform Start Price: $19.30 ELLI Score: +41.53

Housing recovery and new mortgage applications bode well for ELLI.

Recs

0
Member Avatar Sundeeez (< 20) Submitted: 2/23/2013 10:26:16 AM : Outperform Start Price: $19.74 ELLI Score: +40.03

Huge upside.

Recs

1
Member Avatar TMFHumbleServant (98.07) Submitted: 2/20/2013 10:01:35 PM : Outperform Start Price: $22.01 ELLI Score: +20.90

Looks like its software is set to become the de facto standard for the mortgage industry. That's a strong position to have.

Recs

0
Member Avatar TMFTypeoh (80.11) Submitted: 2/20/2013 8:20:50 PM : Outperform Start Price: $22.01 ELLI Score: +20.90

Cheap with multiple catalysts in the years ahead. Interesting way to plan the housing recovery.

Recs

0
Member Avatar TMFBreakerForce (78.13) Submitted: 2/5/2013 12:38:54 PM : Outperform Start Price: $19.26 ELLI Score: +42.71

Growing fast, and has approximately 1/3 of the available market. Lots of room to grow yet..

Recs

0
Member Avatar TMFPennyWise (< 20) Submitted: 1/26/2013 12:12:08 PM : Outperform Start Price: $22.16 ELLI Score: +19.27

I just listened to the Needham investor presentation (January 17, 2013) and the ELLI CFO said that they had a pilot program going with CITI to buy ELLI's on demand automated mortgage solutions. I'm trying to refinance a property with CITI and it's been impossible to deal with their (clueless) mortgage people--if ELLI sells to CITI, which desperately needs ELLI services IMHO, I think it will be a huge new revenue source. Likewise according to the CFO ELLI recently landed another big bank account and that will bolster 2013 revenues/earnings as well. And surely there are other big banks shopping for electronic mortgage services to streamline for the projected housing boom.

Right now ELLI is on a dip, likely because of one recent negative analyst report, but I think it will rebound quickly and continue to grow in the quarters ahead.

Recs

0
Member Avatar stationfool (47.99) Submitted: 11/14/2012 11:44:14 AM : Outperform Start Price: $23.12 ELLI Score: +0.42

real estate recovery

Results 1 - 20 of 25 : 1 2 Next »

Featured Broker Partners


Advertisement