VeriSign, Inc. (NASDAQ:VRSN)

Internet & wireless security is becoming a must, not an option. Verisign is well positioned in all areas. It seems to be headed on a climb to challange its all time highs. PE is a bit frothy but I believe it will grow its earnings. This should be a good long term hold.

VeriSign makes 80% of its revenue from domain names. This is a monopoly that will not last forever - once this monopoly is broken VRSN is history.

Additionally, their numbers are horrible. Their EPS is going from $1.70 to $0.18 which will raise its P/E ratio from 18 to over 170!

I am sorry if you are long this stock! This stock is headed to $12-15 a share (and at that price it will STILL be overpriced!)

The analysts have the end of year EPS at $1.07. So far this year they are at .22 cents for 6 months and the only reason they made money Q1 was because they sold off assets - otherwise they would have had a loss then as well. The trailing 12 months has them at (0.176 cents per share all four quarters combined! Take a look at the financials) They wont even get close to their mark by year end, even if they hit the rest of their estimates, which they wont.

This company is dying - why do you think their entire upper management bailed?

Business prospects for Verisgn look good, I expect good long term growth!

Solid business model. This one is a keeper. Currently undervalued. Although this one is in the tech space it could be bought and held forever

Pros:
Steadily increasing cash flow, and revenue. Good fundamentals. Practically has a monopoly on internet domains. ICANN also granted VeriSign the rights to raise the pricing up to 7% per year. Although 7% is only 42 cents the first year, VeriSign controls nearly 66 million domain addresses. They have a potential for large growth in the future as they have the infrastructure to appoint an IP address to every RFID tag and serve as the industry's defacto standard. CEO Stratton Sclavos will be replaced by two new executives that will bring fresh blood and renewed vigor to it's well established markets. Verisign will be approaching $1.8 billion in revenues for 2008 and will be a prime cadidate for a private equity buyout.

Cons:
Options back-dating issues: VeriSign will have to re-state its numbers from 2002 through the first quarter of 2006 due to back-dating options. Google and GoDaddy may pose a threat to Verisign's current monopoly on domain name registration.

These guys own the internet trade security bus. and are cash rich!

web encryption plus domain name income makes them a cash cow

PROFIT

Synergies among VeriSign businesses will bring greater revenues under the newly announceced organization. VeriSign will successful leverage their security brand into other growing segements like mobile commerce, banking and content delivery ( video ).

$6 per every .com domain registered through all registrars and lobbying for more. well diversified in emerging technologies.

great business, undervalued

Need for I net security of orders

Verisign issued a press release on Tuesday about restating financials due to stock option issues.

Strong fundamentals, the company sells for only 2.21x book value, looks like a growth stock selling at a discount.

this well managed company is posied to offer its products and services to companies who do business over the internet and wireless airwaves. Revenues and profits should grow at a respeciful rate of 20% per year over the next 5-years. I look for the stock price to hit $100 by 2011.

lots of acquisitions to put a long term infratsructure in place for security on the internet. will be the market leader in a huge market

Holds license to do bar code to web site resolution for mobile applications.

healthy free cash flow. Beaten down due to missing earning estimates, however sound business with good cash generating capacity

possible rally back to $27