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

Wall Street has been waaaayyyy to zealous with this stock. The price should definitely rebound in the long term (Possibly short).

Yesterday, Vasco Data Security took a whack of over $6 per share, knocking them down to approx. $12.50 per share. Sales and net were only up over 50%, not good enough for the Wall Street idiots and their expectations. Give me a break! I expect VDSI to bounce back to voer $20 in the near term.

Un limited growth potential, no debt, good buisness model, I just bought it.

Risky but good product and high potential.

Clench the upholstery. Up/down day to day but coming attractions looks promising.

Earnings Call coming up on the 21st.

Buying into this company as financials are improving

Good Financials, more requirement of security products in the recession to protect misuse of funds by banks and lower exposure to US.

Been looking into this stock and I really like what I see. Improving margins, no LT debt, lots of cash. Although its main customers are banks, only 9% of revenue comes from US and Canada. That means they should be able to withstand any subprime-crisis-related hits and they have alot of room to grow.

I think the biggest risk is competition. Like with most tech stocks, new technologies can render old ones obsolete. However, they are good at what they do and the market they are in is growing due to growing demand for e-banking/e-commerce. So at least for the moment there is room for several companies to grow.

The stock was a bit pricey when first recommended, but after doing some DCF calculations the stock def. looks underpriced now. Analysts expect 30%+ earnings growth over next 5 years.

I just added more of this stock to my real $ portfolio, this stock has been beaten so badly for no real reason. I checked it out and calculated some of the the financial data and it's truly an amazing stock that is completely undervalued by the market. This is what i found:

Currently trading at ~37% of its 52 week high
ROE = 44.7%, ROA= 27.3%
Gross Margin = 66.5%
Current P/E = 28.4 vs Avg P/E = 44
PEG = 0.5
Price/book = 9.5 vs Avg P/B = 14.7
Ent Value / EBITDA = 17.3 vs Avg EV/EBITDA = 27.3
LTM EBITDA margin = 30.2%
P/E of 28x 2008 projected earnings, well below 2007 P/E of 53
Expected EPS growth of 30%
Practically no debt

In addition, this was a SA pick in December when the stock was trading around $27, it is now at a 40% discount in 2 months since the recommendation and is one of their Best Buy now picks. S&P had a fair value of $23 on this stock last week when it was trading at around $19, now it is under $17. I don't know a whole lot about the company besides the above data and reading the SA pick and S&P report on it, but based on these things alone I believe that this stock will be a long-term growth and value stock which can potentially trounce the market once Wall Street picks up on its fundamentals and business.

TOP FLIGHT SECURITY

An interesting play on what could be a mega trend and newly developing industry.

In the past when you went to the bank to withdraw money you'd have a simple driver's license and the attendant would look at the picture than you and bingo here is your withdrawal. Moving forward that attendant behind the virtual counter is going to require greater verification to ensure people are who they say they are.

Good fundamentals

VDSI provides the passkeys for many companies...Paypal for one. This company provides an important service and will increase in the years to come.

Innovation in a growing industry! Beaten down...a great time to buy!

Below 200 moving day average. P/E is too high for now.

I read somewhere, that more phsycology majors end up in marketing, than in social work. A lot of the fear mongering in the media these days, has thus been created by experts who really know how to make you jump.
More fear=more paranoia.

VDSI is positioned to cash in on that paranoia.

way over sold.

Security is key and it will become more and more important. VDSI has an excellent product and client

High and accelerating returns of capital and equity indicate Vasco is a wonderful small cap selling at a low price (Yahoo 5yr PEG is less than 1, 0.87).

Price has come down due to fears of US recession and subprime issues. However, a small portion of Vasco's revenues is in the US and subprime should not affect Vasco.

Demand for internet security will rise due to growth in internet fraud.

The have a one-time password device that I would love to have as a user of my internet sites.