j2 Global Communications, Inc. (NASDAQ:JCOM)

CAPS Rating: 4 out of 5

The Company provides outsourced, value-added messaging and communications services to individuals and businesses throughout the world.

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Member Avatar Flygal5 (98.99) Submitted: 6/6/2014 11:57:03 AM : Outperform Start Price: $48.47 JCOM Score: +1.26

Saul pick, inst own 120% of float, looking to squeeze the shorts

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Member Avatar TMFDitty (99.55) Submitted: 1/15/2014 11:26:37 AM : Outperform Start Price: $47.10 JCOM Score: -1.62

In an overvalued market, this one just always seems cheap. That doesn't bode well for stellar, moonshot returns, but does suggest you can just keep on buying it and buying more, without ever overpaying. Great free cash flow, growth rate, and a nice stable of digital content for techies and gamers.

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Member Avatar MihirMehta (< 20) Submitted: 8/10/2013 11:30:15 PM : Outperform Start Price: $50.07 JCOM Score: -18.21

1.Opportunities for cloud service providers going ahead.
2.Beginning of high growth phase in its digital media segment.
3.Reasonable valuation coupled with a robust dividend history.

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Member Avatar ScalaAnalyst (23.02) Submitted: 5/30/2013 4:45:11 PM : Outperform Start Price: $49.25 JCOM Score: -20.40

This company works two segments; cloud computing services and digital media make up most of their income. In the cloud services they offer online fax, virtual phone, email, email encryption, email archival, email marketing, customer management and back up services. In the digital media they sell advertising on their dot com sites like PCMag, ExtremeTech, Geek, ComputerShopper, LogicBuy and Toolbox. Their recent acquisition of Ziff Davis and Carbonite will expand both their cloud computing and media outlet markets, so this explains why their last annual report had some low numbers. I believe they will be consolidating operations and their business in order to become more efficient in the next year ahead. There will be problems, but I'm sure they will solve them within a year.

Under the hood
Their trailing EPS is 2.50/sh with a PE of 16.11. They trade about 13.380M dollars per day so they are well within 'market liquidity' for most fund managers. The company has a MC of 1.84B and has lot of room to grow. Insider control only 5% of the company, which could be larger, but at least they have some vested interest. Their Quarterly Revenue Growth has been 31% and they have a healthy Operating Margin of 40% Their PEG is high at 0.95 and their price per sales is high at 4.61. Most companies with very strong growth rates would be high priced and this would be expected. They do have a high Debt/Equity Ratio at 0.40 meaning that they will have to spend some of their earnings paying back this debt. They just recently increased their debt because of a savvy acquisition, which I'm sure will pay for itself in time.

Earnings
Analysts have raised quarterly expectations from 0.61/sh to 0.72/sh. So the street is expecting some good news in the next few quarters. They have also raised annual revenue estimates from 2.56/sh to 2.70/sh. Expectations for the next 5 years is only 10%, but I believe they will do better. The last 5 quarterly earnings exceeded street expectations 4 times in a row.

Income Statement
Most of the Total Revenue Growth has been in the last two years, which explains why the price of this stock has taken off. This give us Total Net Income Growth which is quite stellar for the last 5 years.

Balance Sheet
Total Current Assets are looking strong. Their Accounts/Receivable have increased, but this may have been A/R that came in with the acquisition. But it isn't that big and I am sure they will keep their accounts paying on time. With their recent acquisition they have managed to increase the book value of the the company while managing their debt effectively. They did acquire some long term debt, but this was due to their recent acquisition. If they can continue to reign it in, and pay their loans, then the future will eventually look bright. All in all, Total Equity has increased which is a good thing.

Cash Flow
Well, the bottom line is that cash flow is positive. The did get in influx of 249M cash to make their recent acquisition, but basically they have managed to keep enough cash available to keep the company moving.

My position:
I would probably acquire stock in the company at the 39/sh level, probably rethink it if it fell below 34/sh and considering selling at 50/sh level.

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Member Avatar Teacherman333 (40.15) Submitted: 5/26/2013 1:32:00 PM : Outperform Start Price: $38.63 JCOM Score: +7.54

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 20.15%
Trailing PE 16.19
PB 3.02
Div yield 2.40%

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Member Avatar 2trpop (93.82) Submitted: 1/29/2013 4:30:44 PM : Outperform Start Price: $30.77 JCOM Score: +30.41

fstg experiment

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Member Avatar kulls81 (20.07) Submitted: 11/29/2012 1:06:11 PM : Outperform Start Price: $29.15 JCOM Score: +31.34

Magic Formula 11-29-12

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Member Avatar Dobeedo (< 20) Submitted: 6/3/2012 8:59:48 AM : Underperform Start Price: $22.86 JCOM Score: -63.69

eFax is scam. Check that out:

http://brontecapital.blogspot.be/2011/09/electronic-fax-really-doing-time-warp.html

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Member Avatar jamiemcsteal (34.18) Submitted: 5/14/2010 12:54:29 PM : Outperform Start Price: $22.23 JCOM Score: +57.75

Definite buy under 20

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Member Avatar UCTECH (36.79) Submitted: 12/14/2009 3:04:19 PM : Outperform Start Price: $18.11 JCOM Score: +98.09

Strong infrastructure and marketing machine built for outsourcing of fax and vmail - their growth will be in adapting this to outsourced email and other profitable services.

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Member Avatar jhuffard (< 20) Submitted: 5/19/2009 11:37:52 AM : Outperform Start Price: $19.57 JCOM Score: +35.98

In the current economic environment, JCOM offers products that are both useful and cost effective for small businesses of all kinds, which will be the growth engine of our economy coming out of the current recession/depression. I think that their opportunity is large and their profitability is already proven.

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Member Avatar normtrader (80.45) Submitted: 1/25/2009 7:16:32 PM : Outperform Start Price: $16.83 JCOM Score: +54.84

Niche palyer in fax and communications. Well amnaged and positioned for growth if markets do not tank further.

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Member Avatar kevinottofro (98.91) Submitted: 11/12/2008 3:43:01 PM : Outperform Start Price: $15.06 JCOM Score: +94.13

bottom fishing low pe 11/12

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Member Avatar jfsoroka (< 20) Submitted: 8/11/2008 8:27:25 PM : Outperform Start Price: $24.72 JCOM Score: +44.71

it's back

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Member Avatar NoTouch5Yr (99.21) Submitted: 5/22/2008 5:23:40 PM : Outperform Start Price: $23.02 JCOM Score: +68.61

As with all my picks: A very attractive P/E, excellent EPS growth rate and high five year growth prospects.

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Member Avatar GemstoneQueen (30.94) Submitted: 3/29/2008 12:45:34 PM : Outperform Start Price: $20.99 JCOM Score: +79.99

1. a nice portfolio of telecom services with a reasonable protection from competition, at least in the next 1-2 years

2. great financials, no debt, strong margins

3. Strong growth rate (top & bottom line) (although top line rate of growth is declining, could be leveling off

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Member Avatar IMakeItRain (91.29) Submitted: 3/13/2008 10:52:05 PM : Outperform Start Price: $21.21 JCOM Score: +78.49

INTERNET SOFTWARE AND SERVICES

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Member Avatar 21popsontop (< 20) Submitted: 1/6/2008 10:19:08 AM : Outperform Start Price: $19.51 JCOM Score: +108.89

Very boring company,solid growth story.

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Member Avatar sycdynasty (< 20) Submitted: 1/3/2008 8:08:01 PM : Outperform Start Price: $20.34 JCOM Score: +100.01

the company is currently undervalued i for see about 8 more good quarter depending the election

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Member Avatar dickeypipes (51.15) Submitted: 12/18/2007 3:19:18 PM : Outperform Start Price: $20.34 JCOM Score: +101.93

stong positives

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