Veeva Systems (NYSE:VEEV)

CAPS Rating: 5 out of 5

Results 1 - 16 of 16

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Member Avatar Utopia2025 (33.34) Submitted: 7/13/2015 12:12:23 AM : Outperform Start Price: $28.30 VEEV Score: -7.46

Crm platform in healthcare will distrupt the industry

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Member Avatar TMFJMo (75.67) Submitted: 6/30/2015 5:18:16 PM : Outperform Start Price: $28.15 VEEV Score: -7.57

The move to the cloud streamlines operations for Veeva's customers by giving them access to what they need, when they need it, wherever they are. Expect to see switching costs grow over time, giving Veeva the opportunity to exercise some modest pricing power.

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Member Avatar TMFBuckeye (< 20) Submitted: 6/23/2015 4:50:24 PM : Outperform Start Price: $28.20 VEEV Score: -5.81

Strong cash flow generation, proven ability to expand the top line while keeping lid on costs.

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Member Avatar Justify (< 20) Submitted: 3/5/2015 11:15:21 AM : Outperform Start Price: $24.93 VEEV Score: +5.71

Their superior technology should help them improve their market penetration.

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Member Avatar tersite (< 20) Submitted: 2/6/2015 4:50:00 AM : Outperform Start Price: $29.60 VEEV Score: -12.69

fool's advice

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Member Avatar sjinvestor (43.44) Submitted: 1/8/2015 6:43:23 PM : Outperform Start Price: $28.79 VEEV Score: -10.30

As long as they have the partnership agreement in place with SFDC (currently through 2025), this will continue to be a cash-generating machine.

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Member Avatar abundance2015 (< 20) Submitted: 1/6/2015 7:22:28 PM : Outperform Start Price: $27.37 VEEV Score: -8.07

No idea but I follow what other Fools think :)

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Member Avatar DLester78 (79.46) Submitted: 9/29/2014 5:59:55 PM : Outperform Start Price: $28.89 VEEV Score: -15.09

Drugs trials are bad um kay?

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Member Avatar tes1900 (< 20) Submitted: 9/24/2014 9:22:54 PM : Outperform Start Price: $29.22 VEEV Score: -15.40

I see connections to certain other industries - good potential

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Member Avatar TMFTypeoh (84.16) Submitted: 9/13/2014 6:41:41 AM : Outperform Start Price: $31.25 VEEV Score: -21.18

simon erickson piggyback

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Member Avatar mjjm1976 (< 20) Submitted: 5/23/2014 11:37:43 PM : Outperform Start Price: $21.26 VEEV Score: +13.88

I like the technicals at this level. The vision of the company is strong, and they are innovating outside of the Salesforce platform, but I am buying solely on technicals. The stock bounced up from what looks like rock bottom at $17.11 I have been buying since that level and believe $22 is the next resistance level. After than I am a holder with a stop-loss at $21, which eyes on $26.

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Member Avatar sobek1 (28.78) Submitted: 12/24/2013 12:09:51 AM : Outperform Start Price: $33.39 VEEV Score: -38.44

Cloud services is the way of the future, buy this stock on the pull back.

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Member Avatar TMFInnovator (76.50) Submitted: 12/9/2013 11:34:05 AM : Outperform Start Price: $38.20 VEEV Score: -46.71

- Life sciences is an industry that requires lots of regulated documentation. This is the perfect opportunity for a cloud-based SaaS company like Veeva.
- CEO and co-founder is Peter Gassner, who was previously senior vice president of Salesforce.com. Gassner was directly responsible for building the salesforce platform. He knows what he's doing and has a proven track record.
- IPO was in October and this company is still under-the-radar. Putting in the thumbs up before Wall Street catches on.
- The company has already attracted big clients. They already have 33 of the 50 largest pharmaceutical companies as customers. They have grown their customer list at 59%/yr for the past two years.

Will keep an eye on: 1) # of new users, 2) acquisition costs per new user, and 3) average revenue per user (ARPU).

There's lots of growth ahead for Veeva. Outperform.

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Member Avatar karlsmq (< 20) Submitted: 11/22/2013 3:28:08 PM : Outperform Start Price: $38.25 VEEV Score: -47.36

very interesting business model,it is profitable and growing at high rate .

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Member Avatar dubsac (32.73) Submitted: 11/6/2013 6:03:15 PM : Outperform Start Price: $38.64 VEEV Score: -50.12

Only viable cloud for pharmaceutical and biotech industries.

Results 1 - 16 of 16

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