Mentor Graphics Corp (NASDAQ:MENT)

CAPS Rating: No stars

The Company is a supplier of electronic design automation systems, advanced computer software, emulation systems and intellectual property designs and databases used to automate the design, analysis and testing of electronic hardware and embedded systems

MENT News and Commentary

Caps

How do you think MENT will perform against the market?

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All Players

105 Outperform
34 Underperform
 

All-Star Players

23 Outperform
5 Underperform
 

Wall Street

6 Outperform
3 Underperform
 

Top MENT Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

borngiantsfan (68.81)
Submitted March 31, 2011

Growing revenues, increasing profits, capturing market share, and reducing expenses - MET will continue to climb over the next 2 years.

TMFMattyA (99.83)
Submitted October 09, 2012

Though the company is making strides in the aerospace and automotive industries, it's still heavily tied to the ups and downs of the semiconductor market. At best I think this company is a market performer, but the reason for my thumbs down here is… More

MENT VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about MENT.

Recs

0
Member Avatar TMFDeej (98.34) Submitted: 10/11/2016 10:03:07 AM : Outperform Start Price: $26.91 MENT Score: +14.46

I always find activist investors' positions to be fertile hunting grounds for potential investment ideas. Not only do activists generally tend to invest in cheaper stocks, but they also often agitate change that helps close companies valuation gap relative to their peers.

Elliott Associates new position in Mentor Graphics (MENT) fits this description to a tee. Mentor’s current EV/Revenue ratio is 2.54, compared with valuations at similar companies of 3.41 at Synopsys and 4.18 at Cadence Design Systems. Mentor is one of the least expensive billion dollar plus software companies in the world.

Elliott aims to change that. One possibility is for them to push for a new CEO who might be more open to change than the Mentor's 70 year-old long-time CEO and chairman. Mentor is also a potential buyout target for Elliott 's PE fund or another software company.

"Activist Elliott Associates Focuses on Mentor Graphics

To the investor, the circuit design, testing, and analysis company looks mighty cheap. Plus filings on nine others."

http://www.barrons.com/articles/activist-elliott-associates-focuses-on-mentor-graphics-1475906027?mod=BOL_hp_mag

Jason
No position in MENT

Recs

0
Member Avatar AdamGalas (< 20) Submitted: 3/3/2015 1:10:15 AM : Outperform Start Price: $27.26 MENT Score: +8.88

A Grand Adventure Dividend Holding:

http://boards.fool.com/the-grand-adventure-121197.aspx

Recs

4
Member Avatar TMFMattyA (99.83) Submitted: 10/9/2012 10:02:13 AM : Underperform Start Price: $15.34 MENT Score: -59.61

Though the company is making strides in the aerospace and automotive industries, it's still heavily tied to the ups and downs of the semiconductor market. At best I think this company is a market performer, but the reason for my thumbs down here is management. Both the CEO and CFO have presided over a company that has gone nowhere in terms of market value for nearly 20 years. They own around 1% of the outstanding stock, but have instituted a poison pill provision that pays them nearly $25 million in the event of a change in control, or if an outside party acquires 40% of the stock or is successful in electing indepedent, non-incumbent members to the board. Shameful. Strong underperform.

Leaderboard

Find the members with the highest scoring picks in MENT.

Score Leader

SSPXXX

SSPXXX (82.72) Score: +458.86

The Score Leader is the player with the highest score across all their picks in MENT.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
SSPXXX 82.72 6/8/2009 Outperform 5Y $4.99 +645.82% +186.96% +458.86 0 Comment
2009pix 97.81 1/2/2009 Outperform NS $5.01 +642.99% +199.88% +443.12 0 Comment
hkcivg 90.16 1/20/2009 Outperform NS $4.89 +662.02% +222.00% +440.02 0 Comment
1st1 88.40 1/8/2009 Outperform NS $5.33 +598.70% +199.89% +398.82 0 Comment
YahooSIRIous 93.28 7/13/2009 Outperform 5Y $5.79 +543.02% +203.24% +339.78 0 Comment
hook53 46.57 8/3/2009 11/1/2011 Outperform NS $6.71 +455.37% +168.19% +287.18 0 Comment
sanjay102 < 20 11/25/2009 Outperform 3Y $7.15 +421.01% +139.73% +281.28 0 Comment
Pi4Trepa4 87.53 11/16/2009 Outperform 5Y $7.22 +416.12% +141.45% +274.67 0 Comment
Ponzarelli 90.00 11/4/2009 Outperform 5Y $7.16 +420.28% +152.59% +267.69 0 Comment
luisvale < 20 11/18/2009 Outperform 5Y $7.44 +400.77% +139.54% +261.23 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackPoisedTo < 20 10/10/2012 Underperform 5Y $15.04 +147.66% +84.85% -62.82 0 Comment
TrackNeedham 91.44 11/18/2011 Outperform NS $11.43 +225.84% +117.56% +108.28 0 Comment
TrackJPMorgan 88.88 12/2/2009 Outperform NS $8.07 +11.40% +7.11% +4.29 4/30/2010 @ $8.99 0 Comment
TrackNeedham 91.44 11/12/2008 Outperform NS $4.97 +197.28% +50.63% +146.65 3/31/2011 @ $14.78 0 Comment
TrackDADavidson 92.93 8/18/2008 Outperform NS $10.39 +258.42% +111.96% +146.47 0 Comment
TrackCitigroup 93.00 2/19/2008 Outperform NS $8.45 +340.88% +103.19% +237.69 0 Comment
TrackJPMorgan 88.88 1/23/2008 Underperform NS $8.15 -0.98% -12.55% -11.57 12/1/2009 @ $8.07 0 Comment
TrackSherman 43.38 9/30/2007 Outperform NS $14.53 +156.35% +83.00% +73.35 6 Comments
TrackCitigroup 93.00 3/6/2007 Underperform NS $15.78 -44.36% -1.62% +42.74 2/19/2008 @ $8.78 0 Comment
TrackCanaccord < 20 10/27/2006 Outperform NS $15.75 +136.46% +104.12% +32.34 0 Comment
TrackNeedham 91.44 10/26/2006 Outperform NS $15.90 -6.04% -5.82% -0.22 6/24/2008 @ $14.94 0 Comment
TrackDeutscheSec 88.22 10/19/2006 Outperform NS $14.95 +149.10% +107.47% +41.62 0 Comment
TrackHSBC < 20 9/5/2006 Underperform NS $13.25 +181.12% +116.04% -65.07 0 Comment
TrackJimCramer 85.08 7/7/2006 Underperform 3W $12.10 +207.95% +124.91% -83.05