Saba Software, Inc. (NASDAQ:SABA)
The Company provides a software platform for enterprise learning, collaboration, performance, and talent management, as well as license updates and product support, OnDemand, implementation, training, and consulting services.
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Recs
Lots of PE and M&A activity going on in the human capital systems space. SAP acquiring SFSF is only latest. Others taken out by PE firms included SKIL and SUMT
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going up
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High Price with Low Professional Opinion
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Saba Software, Inc. (Saba), provide software platform for enterprise learning, collaboration, performance, and talent management, as well as license updates and product support, OnDemand, implementation, training, and consulting services. Saba offers the Saba Enterprise Suite, the Saba Centra product suite and a range of professional, education and customer support services. The Company’s customers include a range of global enterprises and small- to mid-size organizations in the automotive, communications, computer software and hardware, electronics, consumer package goods, energy, financial services, health care, manufacturing, medical equipment, pharmaceutical, professional services, retail and transportation industries, as well as government and other public sector organizations.
Recs
Very poor management that has not properly integrated acquisitions to create single culture. High staff turnover and maturing market.
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Tech stocks are booming. This is a solid pick with strong growth prospects.
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5-star $151 million market cap on 11/18/06
People management software.
5STARsmallCAPS picks five star stocks with the smallest market caps.
Recs
Great open-source product in the Human Resource Management area with a focus on training management. Potential for strong growth in a much needed market area. Several current government contracts with a nice array of commercial company customers make this a nice long term investment. If consolidation in this sector happens look for SABA to remain a market leader.
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