Teradata Corp. (NYSE:TDC)

Clean play on big data, market leader, technology leader

Expecting a rebound

Teradata made quite some pullback from it's 80's high. Never the less, I like the growth, the recurring revenues, the scale-able business model and, right now, what I consider a fair price for a nice business. The products are still very well sold, actually better than ever.

Buy it while it's cheap. Big data is going to be the future. As the ecomony improves, so will business spending. There is no way companies can process all that data. I am estimating a huge run in the 2nd half of the year.

Future

Bought in RL at 58.55

Top 25 pick

Industry leader...and we all need more virtual space.

TDC is beating expectations!

Data exploding, stock down, buy low

They will turn up as economy improves. Good overseas moats.

Fair price for this by my interpretation of data at other websites is only $32.50.

Leader in big database processing.

At the right price now.

Growth is still there.

It's about BIG DATA.

Data storage needs is growing exponentially with this so is the benefit of analysis. To play this theory I expect growth if storage of data and analysts who can efficiently review the data.

Teradata is the market leader in the data analytics industry, and this area is the #1 priority for new spending by corporate Chief Technology Officers these days, because it’s a spot where they can get a really high return on their investment, improving how they serve customers and ultimately improving profits. Teradata is purely focused on this analytics market, and is probably the best positioned company out there in the corporate technology world to benefit from this multi-year industry trend.

Data analytics is an industry that’s dependent on big-ticket, lumpy sales for a big portion of its total sales opportunity. That means analysts and investors can get skittish when Teradata has the inevitable lumpy results quarter to quarter that don’t line up nicely with their spreadsheets. I think this past quarter had a little bit of that going on and the selloff in the stock since then has given us a good spot to add to a Teradata investment as the company rides this multi-year industry growth trend.

Data analytics and big data are both hot growth fields in which TDC focuses. Clients are learning more and more about their customers, leading to new marketing and business decisions. That's valuable to TDC clients and they are likely to continue investing in the area.