Polycom, Inc. (PLCM)
A global provider of a line of high-quality, easy-to-use communications equipment that enables enterprise users to more effectively conduct video, voice, data and web communications.
Recs
carolivia2000
(< 20)
Submitted: 10/29/2009 10:59:50 PM :
Start Price:
$21.96
PLCM Score:
+2.22
The video conference market has been slow to take hold, but with the abundance in broadband and cloud computing I believe it is only a matter of time before the world communicates face to face over the internet and Polycom along with Tanberg, pioneers in the field will capitalize on their experience.
Recs
Recs
SmallPimpin
(98.78)
Submitted: 10/21/2009 8:30:22 PM :
Start Price:
$21.98
PLCM Score:
+3.89
Mmm...communications equipment...
Recs
downyesterday
(< 20)
Submitted: 10/21/2009 5:13:21 PM :
Start Price:
$21.98
PLCM Score:
+3.89
Pick on a dip
Recs
latimerburned
(80.82)
Submitted: 10/21/2009 11:41:22 AM :
Start Price:
$21.96
PLCM Score:
+5.55
They just reported decent earnings but the stock was hammered and I think it presents a good buying opportunity for the RB. Cisco just bought their main competitor so they should gain short term and long term gains for those who hate Cisco. Could also be bought out by Avaya or HP as they beef up to compete with Cisco.
Recs
Artanis1
(< 20)
Submitted: 9/20/2009 2:09:03 AM :
Start Price:
$26.05
PLCM Score:
-14.34
With the swine flu epedimic just getting started and here to stay, as well as El Nino coming up companies will travel less to avoid illness and videoconferencing will skyrocket. I see this stock at $38 within the year.
Recs
hspack
(< 20)
Submitted: 5/2/2009 4:13:31 PM :
Start Price:
$18.11
PLCM Score:
+2.66
Well positioned to take advantage of the shift to teleprecense for the next few years.
Recs
paladin65
(45.42)
Submitted: 8/1/2008 10:15:55 PM :
Start Price:
$23.71
PLCM Score:
+7.73
3 to 5 star stock in one year.
Recs
lapinkpanther
(70.16)
Submitted: 7/31/2008 10:11:42 AM :
Start Price:
$23.79
PLCM Score:
+8.78
I use VOIP for my business and while researching companies I stumbled across these folks.
I know nothing else about them. Just starting my research.
I like what they do...all else is a gut feel
Recs
ResearchLover
(74.95)
Submitted: 6/4/2008 1:03:02 PM :
Start Price:
$25.71
PLCM Score:
+7.85
I've shorted this before, and this looks like it's surpassing a short-term technical barrier, without much pause in terms of profit taking. So, rather than short now, I'm stepping back. Looking at the big picture (5 year trailing 41% annual growth rate), I'll give it a long term thumbs up.
Recs
HgtsRob
(< 20)
Submitted: 5/9/2008 1:54:23 PM :
Start Price:
$24.61
PLCM Score:
+11.85
Soaring prices for jet fuel are leading to higher airfares. That, plus a shrinking bottom line for many US companies will lead to more videoconferencing.
Recs
Longylala
(88.88)
Submitted: 12/21/2007 5:16:37 PM :
Start Price:
$27.70
PLCM Score:
+6.64
Just watching it for now.
Recs
d2mccarthy
(< 20)
Submitted: 12/17/2007 3:48:38 PM :
Start Price:
$24.95
PLCM Score:
+13.38
Video conferencing is big business away from the USA. Watch this company grow in the short term, especially outside the US. Write it down and hang it on your bulletin board. Very well managed, and in an area of little (comparable) competition, which equates to dollars as we all know.
Recs
PIcolano
(27.24)
Submitted: 12/13/2007 2:11:51 PM :
Start Price:
$24.63
PLCM Score:
+16.08
The growth rate looks good, and the entry price for this pick makes it particularly attractive. This will eventually win!
Recs
barrettfodder
(< 20)
Submitted: 10/22/2007 12:17:03 AM :
Start Price:
$28.50
PLCM Score:
+3.97
VoIP ... DoD usage ... I use it why not invest in it.
Recs
ID1OTSAVANT
(< 20)
Submitted: 10/16/2007 11:39:27 PM :
Start Price:
$25.79
PLCM Score:
+15.29
videoconferencing will grow
Recs
NeroSagetrade
(84.75)
Submitted: 10/12/2007 1:04:12 AM :
Start Price:
$24.05
PLCM Score:
+21.85
I was first attracted to Polycom shortly after the Sept. 11th attacks. Polycom looked like a great play to benefit from the heightened interest in video meetings and VoIP. Today nothing has really changed, except PLCM has improved margins and is growing at nearly the same rate they were in 2001. PLCM is still seeing 20% revenue growth year over year and is trading at a mere 14 times future earnings. They maintain 307 million in cash versus no debt, and their price to book is below their historical average at 2.2! The long-term technicals show that this has an up-line trend support at roughly $23, thus the reason for today's pick. I can't fathom this heading much lower.
Nero
Sagetrade
Recs
wernickejc
(< 20)
Submitted: 9/24/2007 10:03:09 PM :
Start Price:
$27.84
PLCM Score:
+6.83
Audio side has great corporate visibilty which will enhance entry into video conferencing, recent drop not supported by any ratings changes or business changes, stock remains a potential buyout firm with high cash flow and cash balance
Recs
Recs
Batman45
(< 20)
Submitted: 7/14/2007 8:37:36 PM :
Start Price:
$34.95
PLCM Score:
-8.04
I have worked for big companies. No matter ow much they make they are allways trying to cut costs. I have been in many conference meetings with many groups from all over the country simultaneousely. In A global market travelling around the world is just going to cost to much. This is a logical progresion in the way buissiness will handle training,company role outs,etc. No travel exspence,hotel exspence,and no restriction to amount of attendants.
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