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on My Watchlist
SWI is cheap by its historical ratios. Earnings, cash flows, and book value are all more favorable at this price compared to the last 36 months. Combined with a nice technical move up in the last 3 months and it looks like SWI has the wind beneath its wings.
Solarwinds has nothing to do w/ alternative energy. They are a enterprise class software maker. This was a high flyer about a year ago, when earnings missed. Since then they have got their act together and are back on the upswing. Debt is nil, and ROE is about 20%. Free cash flow is increasing faster around 50% annualized over 5 years. The PE is a bit pricy at 35, but if I am right about future earnings it will be cheap. I did a discounted cash flow analysis and value a share price about twice what it is right now.
Looks like it is oversold to me.
steadily rising revenue, EPS, yet in a dip right now, good buying opp
Like Microsoft used to do, SolarWinds has been giving lousy guidance numbers so that they can easily outperform come earnings release day. With the recent exit of the CFO, we may start seeing more accurate guidance and with it, an increase in stock price. I'm betting that SWI is oversold.
Start of an uptrendNeed to break out from 52 wk high
High value in all fin stockscreener
SWI is closely tuned into the technical needs of IT Cloud Centers. It is agile enough to move quickly and efficiently to help these customers while the Big Boys, like IBM, continue to move slowly and ponderously.
Dumb name but everything else looks great
a great small it co. in the right field with significant broad corporate recognition and use.great canditate for significant buyout[2x to 3x]current value or potentional behemoth that buys out other similar firms like ssnc.
have to say no to this!
great products that I use my self. Constantly creating new networking and virtualization management products that temp users, including us to buy more. Then there is the yearly maintenance fees.
RETAIL CAN BE VERY TRICKY IN A MIXED MARKET WITH LACK LUSTER CONSUMERS
valinor - may be late on price
ROE over 80%, little debt, ipo'd in '09. Lots of growth potential.
Good niche in a growing industry (network monitoring and management) as the mobile web continues to build, companies go to the cloud and the internet becomes ever more integral to everything. I'm looking for good growth in this company that IPO'd a little over a year ago as one of the few IPO's of 09.<br /><br />Also like that they have a neat website with an active user community, free trial downloads and completely transparent pricing -- no fill out the form and be annoyed by a sales rep to find out what it costs. Wish more b2b companies would do this. As a b2b buyer at a smaller company, it's annoying to have to hook up with a pesky salesperson just to find out what ballpark their pricing is in and what options there may be.
I own this stock!SWI has scalable network management solutions with subscription based revenue.I'm surprised this isn't followed more closely on caps given its Market-Cap and it's recent IPO.I see this stock running up to 40 dollars within the the next 6 months, reasons being that the product they sell is simply superior to their competitors, and at a fraction of the cost. Furthermore, the companies directors are have shown to be honest, and forthright in their Earnings conference calls, as well as able managers, reducing debt from 100 million to 40 million in just this year.It was also one of only two IT companies followed by JP.Morgan to report license revenue growth for Q1,Q2, and has been earning market share during the downturn, from other bigger companies.The only thing that concerns me is the PE ratio, which at 47x, seems to be overvalued. This however, is a recent IPO, with high growth potential. Watch for a pull-back and consider initiating a position.
Wow! 95% gross margin. 43% operating margin.
Exclent Network Tools and not expensive
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