RPX Corp (NASDAQ:RPXC)

CAPS Rating: 5 out of 5

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Member Avatar SegaRob (43.89) Submitted: 10/29/2014 4:14:14 PM : Outperform Start Price: $13.60 RPXC Score: -4.86

profitable business, recent drop after earnings (even though beat forecasts), $6 in cash per share with no debt. fiscal year earnings ~$1. stock trading at $14 now, should be worth $20+.

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Member Avatar SpartanMAC (20.39) Submitted: 12/20/2013 8:57:49 PM : Outperform Start Price: $16.80 RPXC Score: -32.71

Greenblatt over 75M top 30 companies.

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Member Avatar 401ktimer1 (50.94) Submitted: 10/9/2013 10:57:48 AM : Outperform Start Price: $17.47 RPXC Score: -47.74

IBD 50

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Member Avatar TerryHoodSr (58.93) Submitted: 8/20/2013 8:36:25 AM : Outperform Start Price: $13.92 RPXC Score: -7.25

1yr rev grwth 30%, 3yr EPS grwth 30%, TP $20

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Member Avatar freecapital (72.29) Submitted: 5/6/2013 7:29:26 PM : Outperform Start Price: $15.00 RPXC Score: -37.22

Jg

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Member Avatar udyr (< 20) Submitted: 5/4/2013 8:54:47 PM : Outperform Start Price: $15.11 RPXC Score: -38.39

Anti patent troll

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Member Avatar scrubs62074 (69.38) Submitted: 2/13/2013 12:41:22 PM : Outperform Start Price: $12.99 RPXC Score: -31.49

High Volume Breakout on 02/13/13

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Member Avatar Incom (56.19) Submitted: 1/16/2013 3:41:17 PM : Outperform Start Price: $9.62 RPXC Score: +0.58

ET Screen "$, 20% 52 low"

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Member Avatar MrRoell (84.83) Submitted: 12/19/2012 6:45:56 PM : Outperform Start Price: $9.37 RPXC Score: +1.67

RPX CORP, RPXC is trading at $9.33 with a market cap of $475 million. The company has a strong ROE of 11.3%, low PE of 13 and high net margin of 19% and ZERO debt. With over $200 million in cash ($4.30 per share). All of this presents an incredible bargain for a growing company with plenty of book value ( $6.77 per share). A definite buy in my book.

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Member Avatar TMFBlacknGold (98.65) Submitted: 10/12/2012 1:30:33 PM : Outperform Start Price: $10.47 RPXC Score: -12.44

Here's another recent CAPS pick that goes against my investing mantra of only looking at companies that are undervalued based on the simplest of metrics (shareholders' equity, etc). I hope I can still get in on some of the growth for RPX Corp before the growth engine stops and the share price collapses. If you read BuffetJunior's pitch you'll know that I was accepted to Notre Dame for a Master of Patent Law. My intention was to use patent agent credentials with my highly sought after degree in bioprocess engineering. Things changed and I deferred, but basically if RPXC can employ patent agents - who are much, much cheaper than patent attorneys - companies in IP heavy industries would be foolish to not look into their services.

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Member Avatar AndrewJust22 (< 20) Submitted: 8/27/2012 8:08:49 PM : Outperform Start Price: $11.74 RPXC Score: -31.65

see BuffettJunior1's post on this stock

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Member Avatar Imhilion (< 20) Submitted: 8/15/2012 2:32:04 AM : Outperform Start Price: $11.60 RPXC Score: -30.15

Really liked buffettjunior's pitch

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Member Avatar BuffettJunior1 (97.65) Submitted: 8/9/2012 11:31:55 AM : Outperform Start Price: $11.64 RPXC Score: -30.52

RPX Corp. is a fast growing company in a niche industry: patent defense. The company provides a subscription-based patent risk management solution that facilitates more efficient exchanges of value between owners and users of patents compared to transactions driven by actual or threatened litigation.

The company's fundamentals are outstanding, which is surprising for such a young company – (founded in 2008 and went public in May of 2011). As of the most recent quarter (6/30/12) the company had approximately $220 million in cash and investments on hand versus less than $5 million in debt (including operating leases). The company is also growing at an astonishing rate. For example, in 2011 revenue increased by over 62% from the year before. While it’s impossible for any company to continue to grow at a rate that high for any length of time, I don’t think it would be crazy to assume that this company can continue growing in the 15% to 20% range for a very long time (since this is a young industry with lots of growth potential). The company is also profitable (based on GAAP earnings); however, the company’s true earnings or “owner earnings” are negative. The reason why owner earnings are negative is because the company is spending a ton of money on “the acquisition of patent assets.” For example the company spent over $101 million on acquiring patent assets in 2011 alone, almost 7 times as much as its main competitor - Acacia Research Corporation (ACTG). I believe this will help RPX in the long run, because the company will have a larger portfolio of patents which will attract more customers.

I also believe that RPX is developing somewhat of a competitive advantage or “economic moat.” RPX’s business model has a “network effect,” because as the company adds new clients it generates new subscription fees that can be used to fund additional acquisitions of patent assets. These acquisitions enable RPX to add new clients and to deliver greater value to the company’s existing clients.

Kleiner Perkins Caufield & Byers (KPCB) one of the most successful venture capital firms in the world (paid $25 million for a 20% stake in Google in 1999) owns about 15.21% of the shares outstanding. This should give investors even more confidence to invest in RPX.

Overall, I believe RPX is an outstanding business with lots of growth potential and currently selling (trading) at a very low valuation. Those who are patient will be greatly rewarded by investing in this stock.

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Member Avatar mechanix544 (39.64) Submitted: 8/2/2012 11:58:55 AM : Outperform Start Price: $9.91 RPXC Score: -14.88

about to explode

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Member Avatar jmt587 (99.84) Submitted: 5/11/2012 1:07:10 PM : Underperform Start Price: $14.74 RPXC Score: +60.01

Unsustainable PE.

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Member Avatar bkwfool (36.11) Submitted: 4/4/2012 1:01:09 PM : Outperform Start Price: $15.88 RPXC Score: -62.98

Growing business area and it will soon come off of period when insiders can sell IPO shares. May take a while to "pop" but it likely will.

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Member Avatar newdealer (< 20) Submitted: 11/30/2011 4:07:29 PM : Outperform Start Price: $14.15 RPXC Score: -70.02

insider buying (board members) is also positive indicator

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Member Avatar TMFBiggles (32.49) Submitted: 8/5/2011 1:42:24 PM : Outperform Start Price: $24.01 RPXC Score: -114.41

Whoever owns the patents owns the world.

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Member Avatar TMFIPO2011 (< 20) Submitted: 7/6/2011 1:23:33 PM : Outperform Start Price: $26.45 RPXC Score: -112.81

**An industry-disruptive business model that brings order and efficiency to the exciting world of patent litigation and assertion.
**A rapid growth engine, mixed with sticky customers and the recurring revenue they provide.
**A network effect is being born — –client growth means RPX collects more subscription fees, which leads to additional patents purchased, making RPX’es its services incrementally more valuable for each new client.

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Member Avatar normdar (< 20) Submitted: 7/3/2011 5:24:33 PM : Outperform Start Price: $28.88 RPXC Score: -108.08

unlocking the value of patents and intellectual property is gaining momentum. nortel just received double of what they thought they would get for their patents. i like the sector as a whole

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