i2 Technologies, Inc. (ITWO)
The Company is a provider of supply chain management solutions, including various supply chain solutions consisting of software and service offerings.
Recs
Prodigy16
(81.52)
Submitted: 10/27/2009 4:49:03 PM :
Start Price:
$16.48
ITWO Score:
+8.01
Joel Greenblatt Pick
Recs
kaleidoscopic
(< 20)
Submitted: 10/20/2009 5:39:17 PM :
Start Price:
$17.05
ITWO Score:
+7.03
sel 09.10.20
Recs
ZiggyLuckyShadow
(75.38)
Submitted: 9/8/2009 3:38:25 PM :
Start Price:
$15.77
ITWO Score:
+9.14
There were 30 items in your list. Here they are in random order:
ITWO
SOLR
AMED
NTRI
CBI
CYTK
FWLT
USMO
PTIE
ELNK
GTLS
JCOM
FIX
QCOR
KHD
PPD
UNTD
LO
VCLK
GIGM
EME
FRX
ENDP
DIVX
EXBD
TRA
VM
DLX
INT
PRIM
Timestamp: 2009-09-08 19:37:25 UTC
Recs
Recs
Caligiuri
(98.18)
Submitted: 7/2/2009 5:09:52 PM :
Start Price:
$12.33
ITWO Score:
+24.87
Considering Book value, earnings, and market cap...this should beat the market in 5 years.
Recs
Bojac3728
(96.76)
Submitted: 6/18/2009 6:28:40 AM :
Start Price:
$11.85
ITWO Score:
+33.92
Good growth and earnings.
Recs
JackCaps
(< 20)
Submitted: 6/4/2009 1:10:42 AM :
Start Price:
$12.05
ITWO Score:
-34.32
i2 Technologies has had 5 consecutive years of declining revenues and 2009 is on track to continue this trend.
Recs
tenmiles
(99.99)
Submitted: 12/4/2008 10:01:37 AM :
Start Price:
$6.56
ITWO Score:
+150.38
Buying small cap ITWO following its decline due to the failed merger (will pick up $20 million fee). Company has some management issues, including past income recognition issues, but overall looks cheap at $6.49 given strong balance sheet and client profile.
Recs
sm21
(< 20)
Submitted: 11/18/2008 1:00:40 PM :
Start Price:
$8.18
ITWO Score:
+91.73
P/E is way too low... JDA wants the merger to go through... and is a bargain for JDA even at the price they're attempting to negotiate down. With the current economy, this plays right into the hands of i2, efficiency... and who does it better? There's been others tried and some success in limited areas, but i2 appears to still have the decisive advantage... and I'd expect with companies trying to keep from losing money, they'll need more efficiency and visibility into their supply chain... just up i2's alley... what else is the best way to save money other than through efficiency... the next year I'd think is going to be pretty hot for i2.
Recs
JMPingFool
(72.54)
Submitted: 4/4/2008 12:33:45 PM :
Start Price:
$11.84
ITWO Score:
+72.12
buyout target - last pure play SCM vendor
Recs
charliebch
(< 20)
Submitted: 3/11/2008 3:10:10 PM :
Start Price:
$12.57
ITWO Score:
+58.84
Good candidate for takeover by ORCL
Recs
rivilian
(38.40)
Submitted: 2/1/2008 9:53:55 AM :
Start Price:
$14.19
ITWO Score:
-46.68
Debt is a liability when creditors come calling in this economy.
Recs
TFNdaddy
(87.49)
Submitted: 5/3/2007 5:57:19 PM :
Start Price:
$18.33
ITWO Score:
+23.15
ITWO is a supply-chain software company that helps customers manage inventory levels, forecast demand, and distribute products efficiently.
ITWO delivered weak first-quarter financial results, and the shares sold off substantially. The company's results suffered from what I think are temporary problems. The sales force got off to a slow start after a strong fourth quarter and several large deals slipped into the second quarter because of unforeseen delays.
The second quarter is off to a strong start and the company should regain its momentum going into the second half of the year.
On top of the earnings miss, the company announced that the company's CEO will retire by the end of the year. While this was unexpected, the company is in much stronger financial and operational state than when the CEO joined two years ago. While it's a loss, it's not as life threatning as it was would have been 24 months ago.
At 12x earnings and 1.6x sales, the stock trades at the low end of enterprise software companies.
Recs
tverkerk5212
(< 20)
Submitted: 4/4/2007 6:12:29 AM :
Start Price:
$24.23
ITWO Score:
-4.94
Best-in-Class in next generation of Supply Chain Management Solutions
Recs
Sridhartoronto
(< 20)
Submitted: 1/12/2007 7:18:46 PM :
Start Price:
$22.50
ITWO Score:
-0.19
The excesses of 2000 have not yet worn off The company is still in the red..In addition there is a significant problem of dilution when convertible notes get converted into shares in 2010. Advantages of offshoring to India have considerably reduced due to increasing wages , operational costs and higher attrition rates.
Recs
tsekuang
(< 20)
Submitted: 1/2/2007 4:16:45 PM :
Start Price:
$22.98
ITWO Score:
-1.97
best B2B turn-around stock, all comparisons will turn big positive starting q1, 2007 and going forward.
Recs
NoahCAPS
(< 20)
Submitted: 12/5/2006 5:39:24 PM :
Start Price:
$19.42
ITWO Score:
+12.11
ITWO has a substantial customer base that is committed to their supply chain platform and can not easily switch. Revenues have stabilized, profits are growing and the combination makes for an undervalued stock.
Recs
100milerunner
(< 20)
Submitted: 10/31/2006 5:01:55 PM :
Start Price:
$19.95
ITWO Score:
+7.75
Re-structured the company and are on track to gain market share with their next generation offerings;
Recs
tverke
(78.15)
Submitted: 10/3/2006 12:37:40 PM :
Start Price:
$18.30
ITWO Score:
+12.78
Best-in-class in SCM
Recs
BalGee
(51.15)
Submitted: 9/20/2006 5:20:35 AM :
Start Price:
$18.60
ITWO Score:
+10.61
This is going to do well atleast in the short term as the turn around is apparent. But how long will the growth last. not sure. but then again SOA is a boon to niche players such as these.
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