VASCO Data Security International, Inc. (NASDAQ:VDSI)

CAPS Rating: 3 out of 5

The Company designs, develops, markets and supports open standards-based hardware and software security systems that manage and secure access to information assets.

Results 1 - 20 of 276 : 1 2 3 4 5 6 7 8 9 10 Next »

Recs

0
Member Avatar Ooker (52.09) Submitted: 7/24/2014 11:20:09 AM : Outperform Start Price: $8.14 VDSI Score: +59.44

This is my #1 pick...if you bought Vasco anywhere in single digits, then congrats. I like VDSI because of their small market cap and zero debt. I work in the technical security field and this is a huge growth sector for the next decade. Security companies will be raking in BILLIONS, and not just within the PCI scope of Visa/MC transactions.

As further automation is implemented and more services are provided online, the risk of hackers stealing information or simply disrupting service is an increasing concern. And the cost to properly secure and harden websites, servers and mobile devices will be intensive. Adobe, ebay, Target and Stubhub have all been hacked in the past year. This is a war that's not going away soon, much to the chagrin of corporations who don't properly value IT and see security as simply another cost center. But value investors should be aware that the future is here and extremely profitable.

Recs

0
Member Avatar DelCorral43 (< 20) Submitted: 11/2/2013 9:37:44 AM : Outperform Start Price: $7.51 VDSI Score: +66.73

Innovative internet security

Recs

1
Member Avatar EnigmaDude (94.39) Submitted: 7/26/2012 12:51:41 PM : Outperform Start Price: $9.15 VDSI Score: +0.50

Earning beat and,

VASCO is reaffirming its guidance for the full-year 2012 as follows:

•Revenue for 2012 is expected to be $175 million or more, and
•Operating income as a percentage of revenue, excluding the amortization of purchased intangible assets, for full-year 2012 is projected to be in the range of 13% to 16%.

Recs

2
Member Avatar sehawk99 (< 20) Submitted: 9/2/2011 5:50:14 PM : Outperform Start Price: $6.65 VDSI Score: +28.55

I sold this stock back at $14 and change. Now here it sits just below $7. I'm not sure I will buy back in, but I think it's worth a shot with regard to a CAPS entry. Yes, the services they offer are, or should be, in high demand. The problem is that VDSI has no real moat to speak of. In their industry, I view them as competent but not formidable. The PEG ratio at 2.5 is higher than I like, but tolerable. The P/E is now more reasonable at about 19. All in all, I'm thinking the stock has a reasonable shot at a 50% gain in the next year or two.

Recs

0
Member Avatar stpsoccer (< 20) Submitted: 4/19/2011 6:33:32 PM : Outperform Start Price: $12.39 VDSI Score: -41.03

Smartphones, Tablets, Laptops and basically anything else that is electronic requires PCB's (printed circuit boards). This company produces those in 8 plants based on the United States and 1 plant in China. With smartphone saturation at only 3-4% worldwide, the upside of this company to supply that industry (along with new customers in Aerospace/Biotech/Automotive industries) this company is bound to succeed. Recent acquisition of an Asian company with almost the exact same size and makeup only helps their cause. Should be a fun ride up!

Recs

0
Member Avatar snowtiger1 (< 20) Submitted: 3/29/2011 9:11:55 PM : Outperform Start Price: $13.92 VDSI Score: -53.34

I love the momentum of this stock and how it keeps beating the SPY Index time and time again. Security systems and IT are going to remain a prominent winning combination for years to come.

Recs

1
Member Avatar jgneuw (76.78) Submitted: 1/25/2011 4:26:01 PM : Underperform Start Price: $7.38 VDSI Score: -28.81

Vasco really has no moat. Tech is highly competitive and subject to geek-birth at any time. Banks also have other more pressing issues than record security ----- their ownership security. I own way too much of this stuff and I have learned to not listen to "you-know-who."

Recs

0
Member Avatar Maribaza (91.44) Submitted: 11/22/2010 12:37:39 PM : Outperform Start Price: $8.55 VDSI Score: -9.72

64,71,83
89,83,74

Recs

2
Member Avatar bleedingred (< 20) Submitted: 10/8/2010 4:05:47 PM : Outperform Start Price: $6.44 VDSI Score: +38.62

VDSI should be in double digits before next summer. I think it can crawl it's way to $8 before the year ends. Then it will continue to climb its way back towards $20 in a few years. Get in now or hate yourself later! (I put A LOT of real money into it..backing up my words)

Recs

1
Member Avatar kayceygirl (84.52) Submitted: 8/14/2010 1:41:49 AM : Outperform Start Price: $5.79 VDSI Score: +47.59

This is one of my STARZ.
Here is the thought process on this STAR:
a) Divided rate over Zero
b) 3 Year Beta between -5 & +3
c) 15% + Insider ownership
d) No greater than -50% Growth rate for the last 3 years (tough last couple of years so good that insiders are still owning the stocks)
e) Current CAPS rating between 3 Stars & 5 Stars
Open to all Industries and Sectors screened this down to just 250 stocks. I like round numbers. 12 of them I already own through other screening tools. I tend to be somewhat conservative but looking for 3 things at this point in my investing:
1. Stability & Strength
2. Yield and Modest Growth
3. Strong Position within a sector regardless of whether the
entire sector is strong or not. Each sector has to perform to some degree for the whole world economy to function. I am looking for 5 or more years down the road, ROI, and Growth. Not looking for rockets, just stars. This is a Star!!

Recs

0
Member Avatar 21popsontop (< 20) Submitted: 5/4/2010 12:07:08 PM : Outperform Start Price: $6.53 VDSI Score: +36.87

Security gaining new customers and forward guidance looks good.

Recs

0
Member Avatar dusand (43.10) Submitted: 5/3/2010 11:36:34 AM : Outperform Start Price: $13.68 VDSI Score: -63.99

Putting my money where my pick is ... bought today at $6.44

Recs

0
Member Avatar caffeineer (< 20) Submitted: 4/27/2010 10:10:25 AM : Outperform Start Price: $6.97 VDSI Score: +28.62

Picked up 438 new customers (including 52 banks) in Q1, but still managed to miss earnings estimate. However, they reaffirmed full-year 2010 guidance of 15% - 20% revenue growth. Even though Q1 net income was down on 3% increased revenue over Q1 last year, I'm figuring that with continued customer and revenue increases, they should be able to turn earnings around later this year and into 2011. Besides, after missing Q1 estimates, they're on sale today.

Recs

0
Member Avatar mj2boogie (< 20) Submitted: 4/25/2010 10:38:25 AM : Outperform Start Price: $8.00 VDSI Score: +5.04

Low current price and recovering markets will lead to earnings and stock price gains which will beat the S&P.

Recs

0
Member Avatar junior09 (90.96) Submitted: 4/6/2010 2:03:19 PM : Outperform Start Price: $8.05 VDSI Score: +0.05

ok

Recs

0
Member Avatar patternman99 (36.54) Submitted: 1/17/2010 5:10:03 PM : Outperform Start Price: $6.86 VDSI Score: +31.50

good company

Recs

0
Member Avatar fearoflemmings (41.24) Submitted: 1/7/2010 10:26:20 AM : Outperform Start Price: $6.26 VDSI Score: +39.74

Following Fools.

Recs

0
Member Avatar ElginBaylorkt (< 20) Submitted: 1/6/2010 8:15:52 PM : Outperform Start Price: $6.25 VDSI Score: +40.14

Banks rally play.

Recs

0
Member Avatar joepsthree (< 20) Submitted: 1/1/2010 7:22:18 PM : Outperform Start Price: $6.36 VDSI Score: +34.66

I work in the information security field. It is a rapidly growing industry and, as companies become increasingly reliant on computer systems to automate processes, will continue to grow more important. Companies such as VDSI are properly positioned to profit from this. VDSI caters strongly to an international market. Countries such as Japan and the U.K. are AHEAD of the United States and technologies, including in the security field. Operating without debt, VDSI is a very good long-term play in my opinion. I predict the stock price to trend slightly upward in the first half of 2010 and expect it to move much higher from there.

Recs

0
Member Avatar burnssage (< 20) Submitted: 11/13/2009 11:23:28 AM : Outperform Start Price: $5.97 VDSI Score: +44.06

Cybersecurity is still a growing market with plenty of room for growth. Although VASCO is down now, as the economy recovers they are postured for a comeback.

Featured Broker Partners


Advertisement