Good Time to Buy Autodesk

I have worked a lot with CAD businesses in their various forms, so I have a fair bit of visceral knowledge of the market. I own Autodesk stock, and have no intention of selling it anytime soon. With that backdrop, let’s look at their most recent financials and business metrics. >>>

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Don’t get Nervous with NetSuite

Just like SuccessFactors, this was the first quarter since Netsuite went public. Earlier coverage is available here and here. Let’s look at how they are faring in this current climate of gloom. >>>

Buy SuccessFactors for the Long Term

In February, SuccessFactors (NASDAQ: SFSF) released its results for Q4 and fiscal year 2007 that ended 31 December 2007. This was the first quarter since they went public in November. I recently did an interview with its CEO, Lars Dalgaard, which is available here.
I will summarize some thoughts here, but highly recommend that you read the interview to get an in-depth view into how this company is run. You will learn much, and most importantly, develop a gut feel for the management. >>>

Comcast Climbs As Predicted

I said it was time to buy Comcast back in January. At the time, the stock had managed to hit its 52 week low of $16.11, but has since traded up 25%, now at above $20. So what’s going on in the company? >>>

Time to Buy WebMD

WebMD (WBMD), ranked by Time as one of the 25 sites we can’t live without, rated by Forbes as the best of online health information portal and recognized by Trustee as one of the top 20 most trusted companies on the web, announced their Q4 financials and their merger with HLTH Corporation in February. >>>

Hold On To RIMM

Yesterday, RIM (NASDAQ: RIMM) reported its Q4 and fiscal year 2008 financial results. Q4 revenue was $1.88 billion, up 104% y-o-y and 13% sequentially. Net income was $412.5 million, or 72 cents a share, up 118% y-o-y. It added 2.18 million Blackberry subscribers in the quarter bringing the total to over 14 million Blackberry subscribers. For the full year 2008, revenue was $6.01 billion, up 98%. Net income was $1.29 billion, or $2.26 per share diluted, up 105%. >>>

Accenture – A Good Long Term Investment

I have written a fair bit lately about the Indian outsourcing industry’s challenges. In my article Death of Indian Outsourcing, I had talked about how outsourcing companies need to come up with solutions to fight the growing inefficiencies of the cost structure in India. Labor Arbitrage strategies need to change for those in the outsourcing business who are using India as a key competitive advantage, including Accenture and IBM, besides the 3,500 odd Indian companies. >>>

Tessera’s Hiccups May be a Buying Opportunity

I have reviewed Tessera several times before. The stock has recently been going through a series of ups and downs. It has fallen more than 60% and touched its lowest in more than three years. Let’s look at what’s been going in this company, which I said in an earlier post is a beneficiary of the convergence device and electronics miniaturization trends. >>>

Shutterfly Looks Dirt Cheap

As a follow up to my recently concluded interview with Shutterfly’s CEO, Jeff Housenbold, here is an analysis of their Q4 results announced earlier last month.

With revenues at $97.5 million for Q4, Shutterfly (SFLY) recorded an impressive 49% year on year growth, and beat market expectations of $93.7 million. >>>

Chips and Infineon

We have reviewed a number of chip companies including deep-dives and valuation analysis on Broadcom, Qualcomm, Interdigital, and TI. We have not yet done Infineon, ST, or Marvell. We will, in due course, but for the moment, we will take a quick look at Infineon’s Quarterly results and signals. >>>