Perion Network Ltd. (NASDAQ:PERI)

NovaTodd (89.28) Submitted: 5/20/2013 1:21:34 PM : Start Price: $14.47 PERI Score: -5.07

Quarterly revenue growth (YoY) of 150% next to an EV/FCF (ttm) of less than 10 make this a very interesting CAPS play. I don't think I have the stomach to put any real money down; consumers are just too fickle in this industry, and it's hard to see how Perion, or any of its competitors, can build a lasting brand advantage.

AndreCCCP (93.65) Submitted: 5/13/2013 2:49:22 PM : Start Price: $6.85 PERI Score: +69.44

13-05-13 (earnings)

PERI posts $0.45 vs. $0.22 Q1 non-GAAP EPS on sharply higher revenue.
For 2013, expects to achieve, and likely exceed, non-GAAP EPS of $1.61 on revenue of $110M.
Capital IQ consensus forecasts for non-GAAP EPS were $0.37 for Q1 and $1.61 for full-year 2013.

windowman100 (< 20) Submitted: 1/9/2013 12:49:55 AM : Start Price: $11.27 PERI Score: +7.37

Bought 10-27-2011 just as they were in the process of changing their name and cancelling the dividend. It promptly tanked when people realized the killer dividend was going away, but it came back with a vengance. I finally picked a winner for my wife's IRA.

GirlsUnder30 (68.37) Submitted: 12/27/2012 12:31:17 PM : Start Price: $8.74 PERI Score: +37.80

Long term growth prospect in the global internet space.

DealLawyer (68.12) Submitted: 11/7/2012 3:57:18 PM : Start Price: $7.88 PERI Score: +54.46

Valuation does not reflect strong execution of growth plan.

AdBanker (72.72) Submitted: 11/2/2012 11:09:53 AM : Start Price: $7.68 PERI Score: +61.42

Perion's stock is cheap relative to its growth trajectory. The stock is up substantially this year already, but this move is more than justified given management's strong execution of an under-appreciated model.

vaderblue (< 20) Submitted: 1/13/2012 5:08:48 PM : Start Price: $4.75 PERI Score: +159.81

Perion is expecting 30% growth now earning .12 per
share plus .80/sh dividend.

Small Cap. I started accummulating shares at 39m and in two weeks we are at >42million.

I am long and loving it as long as they dont blow up Isarel.

knudfool (96.51) Submitted: 9/23/2011 2:34:29 PM : Start Price: $4.72 PERI Score: +142.72

Cash with good dividend with growth and good insider ownership. That is what I like to see.

navydog11 (26.49) Submitted: 8/19/2011 6:49:46 PM : Start Price: $5.71 PERI Score: +94.98

At purchase price of $5.59 today, too good to pass up. Cash flow machine.........worth risk of Smilebox acquisition.

bbaehr (< 20) Submitted: 5/17/2011 2:52:08 PM : Start Price: $7.49 PERI Score: +57.65

Good product, strong customer service. Increased earnings

VAContrarian (< 20) Submitted: 2/19/2011 10:51:47 AM : Start Price: $6.78 PERI Score: +76.11

This stock will have steady to improving earnings, has high margins and trades at a very low P/E ratio.

mrcarlen (< 20) Submitted: 11/26/2010 6:17:06 PM : Start Price: $6.38 PERI Score: +73.99

Financials look strong

stuartgordon69 (44.15) Submitted: 10/29/2010 10:21:01 PM : Start Price: $6.33 PERI Score: +76.26

SOLID COMPANY AT A CHEAP PRICE. LOW P/E HIGH D/Y. A LITTLE SPECULATIVE AS LIMITED AND SOMEWHAT RISKY PRODUCT PROFILE BUT SO CHEAP ITS WORTH A GO.
I OWN PERSONALLY

blueoni (69.20) Submitted: 10/15/2010 12:40:37 AM : Start Price: $5.71 PERI Score: +98.93

Numbers look good, and price looks great for a company with nice growth and return on equity.