RightNow Technologies (NASDAQ:RNOW)

CAPS Rating: 5 out of 5

The Company provides industry software solutions that help companies improve customer experiences while reducing operating costs.

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Member Avatar Calinvestments (94.89) Submitted: 5/13/2011 1:42:52 PM : Outperform Start Price: $31.98 RNOW Score: -19.85

This is a small/mid cap high growth stock that should outperform the S&P during the bull market.

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Member Avatar tommyboy1969 (46.29) Submitted: 12/28/2010 7:59:18 PM : Outperform Start Price: $22.01 RNOW Score: +31.31

good upside here>>>>i hope.

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Member Avatar Psantore13 (< 20) Submitted: 4/7/2010 4:44:48 PM : Outperform Start Price: $18.03 RNOW Score: +63.26

I bought RNOW as a spec because I feel a larger business that would like to get into the cloud computing arena may purchase this company. RNOW's CEO has sold a previous company prior to starting RNOW. I am thinking history may repeat with RNOW.

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Member Avatar JerryDreamer (< 20) Submitted: 8/2/2009 8:28:58 PM : Underperform Start Price: $12.21 RNOW Score: -144.19

There is less momentum, less volume, and less buying going on. We are in the last part of this rally.

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Member Avatar Paramnesia1930 (29.00) Submitted: 7/31/2009 7:24:20 PM : Underperform Start Price: $12.21 RNOW Score: -144.19

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

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Member Avatar Chesterfool2 (76.50) Submitted: 7/19/2008 11:15:52 AM : Outperform Start Price: $14.07 RNOW Score: +136.95

Movin' up.

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Member Avatar SURC11 (< 20) Submitted: 6/4/2008 11:30:55 PM : Outperform Start Price: $14.24 RNOW Score: +147.50

30% 5-Year Growth Estimate

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Member Avatar bid2ask (< 20) Submitted: 7/13/2007 1:03:23 PM : Outperform Start Price: $15.76 RNOW Score: +132.34

The company took a short term hit to earnings and cash flow when they decided to go with subscription licenses over traditional perpetual licenses. This is a short term problem and it will make the company more competitive over the long run. Additionaly, they are the leader in the B2C part of CRM-see Gartner.

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Member Avatar Redzz (< 20) Submitted: 3/27/2007 8:15:31 PM : Outperform Start Price: $16.50 RNOW Score: +106.89

A strong SaaS player with great customer following.

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Member Avatar cottagetrees (< 20) Submitted: 3/10/2007 12:18:37 PM : Outperform Start Price: $16.18 RNOW Score: +109.53

RNOW has emerged as one of the leading customer service automation companies. The company has shown revenue growth in 35 of the last 36 quarters as of this writing in March 2006.

RNOW's products are used primarily by mid to large-sized companies to help streamline customer support. RNOW's core web-self-service software allows its clients' customers to find answers to their own questions faster than it would take for them to pick up the phone and make a phone call. The product improves customer support while reducing support expenses.

Contrary to what one other poster here claimed, RNOW has extremely high customer renewal rates. Based on conference call disclosures, the renew over 90% of their 2-yr subscription contracts and they renew, on average, at greater than 100% of the previous price (this means as RNOW's product line options have expanded, they finding great success cross selling their other modules to customers.

RNOW was one of the first software companies to deliver their software as a hosted solution, what many now call software-as-a-service, or SaaS. They were doing this even before Salesforce.com was launched. By hosting their customer's software implementations, and making the software available over common web browsers, RNOW's clients reduce their cost of ownership because they don't need to shell out their sheckles on expensive hardware and database administrators.

In January, 2006, the company changed how it recognized revenue and expenses so that their accounting structure and sales process is aligned around the idea of selling subscriptions only. While this move is going to make Q1, Q2 and Q3 year over year comps look ugly on first glance, don't be deterred. The ugly looking GAAP results mask true underlying 40%+ revenue growth and 50% free cash flow growth.

Many shorts are attracted to RNOW because the business model change makes otherwise strong financial results look ugly. Investors with the savvy to see the real picture will be rewarded with a company who has amassed a proven track record of consistent 30-40% revenue growth over the last 8 years, even in times of recession.

The company is somewhat more recession proof than other companies because clients are locked into 2 year contracts, and because companies can ALWAYS justify an information technology expense if it's proven to reduce costs and increase revenues, which RNOW is proven to do across thousands of successful customer implementations.

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Member Avatar pafarmboy (75.36) Submitted: 2/14/2007 12:40:52 PM : Underperform Start Price: $16.33 RNOW Score: -112.51

The company's core product is their customer service database, fronted by a promised easy-to-find-an-answer consumer search tool. The reality: the product stinks. Go to any of their customer sites, ask what you believe to be a common support question of the merchant and see the long list of "support" answers. Customers deserve far better than search as a means of customer support. The product is flawed at every corner. They sold long-term deals, locking clients into 2 year agreements, and now those customers are beginning to flee, despite new deal-making attempts by the MASSIVE RNOW sales force. They are a sales/marketing machine pushing inferior goods. In every one of these cases the s--- eventually hits the fan when the customer realizes they bought (or rather, were sold) something inferior.

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Member Avatar johnnyboy100 (23.63) Submitted: 2/3/2007 1:52:37 PM : Outperform Start Price: $16.65 RNOW Score: +106.65

Totally speculative.. A little piece of heaven if it works, if not, well.. >?

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Member Avatar sandersj (21.24) Submitted: 2/2/2007 5:03:29 AM : Outperform Start Price: $16.08 RNOW Score: +115.84

B - AoC

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Member Avatar obiwankenobe1250 (90.56) Submitted: 12/10/2006 9:01:16 PM : Outperform Start Price: $17.35 RNOW Score: +92.72

Did I mention they've been picked by some brilliant Fools?

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Member Avatar tverke (93.34) Submitted: 10/10/2006 7:41:13 AM : Outperform Start Price: $16.42 RNOW Score: +99.51

Ondemand CRM Solutions company with strong growth in revenue

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Member Avatar gregula (93.62) Submitted: 9/20/2006 12:52:40 PM : Outperform Start Price: $16.20 RNOW Score: +99.55

With their upcoming release, they are bound to go up in value.

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Member Avatar jfjf88 (72.10) Submitted: 8/28/2006 6:57:37 PM : Outperform Start Price: $14.93 RNOW Score: +119.10

Another software as a service pioneer, which focuses more on the customer service backend, than Salesforce.com. RNOW founder, Greg Gianforte is a devotee of bootstrapping -- and has written a book on the subject -- so, he won't waste opportunities or resources.

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Member Avatar motleytimber (93.79) Submitted: 8/24/2006 1:45:39 AM : Outperform Start Price: $14.37 RNOW Score: +129.86

punished for recent not so bad news.

Results 1 - 19 of 19

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