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Mensagens - Luka

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1
Comunidade de Traders / Trading Idea LOGM >>>
« em: 2013-02-19 23:59:54 »
Trading Idea LOGM

 LogMeIn's fourth-quarter results managed to top estimates -- EPS of $0.24 on revenue of $37 million versus the consensus of $0.18 and $36.7 million -- but downbeat first-quarter guidance is forcing analysts to recalibrate their growth expectations. Management blamed the miss largely on a higher tax rate, but analysts are more concerned that the revenue slowdown in its Customer Care and RMM segments suggest intensifying competitive pressure.

Now what: Management now sees first-quarter adjusted EPS of $0.09-$0.10 on revenue of $36 million-$36.5 million, well below the consensus of $0.18 and $38.2 million. "We plan to increase our investment in our Access and Collaboration cloud services this year to better capitalize on growing demand in this multi-billion dollar market," CEO Michael Simon said. "And we believe the recent introduction of Cubby -- our latest addition to our Access and Collaboration product group -- gives LogMeIn a compelling and complementary suite of cloud services for today's mobile workplace.

target >> $20
 ;)

2
Comunidade de Traders / Trading idea : CSTR >>
« em: 2012-08-02 23:11:08 »
Coinstar, Inc. (CSTR)

Shares of the coin counter and video and game rental name have been hammered in recent months, and I think that provides a nice opportunity for investors.

Coinstar's reported revenues of $532 million missed by $13 million, but earnings per share of $1.25 beat by 6 cents. However, guidance was mostly in-line. Q3 revenue guidance of $550 to $575 million was above expectations for $545 million. It appeared that seasonality led to soft Q2 sales that would be made up in Q3. Earnings per share guidance of $1.09 to $1.24 was mostly in line with expectations of $1.17. For the full year, revenue guidance of $2.21 to $2.31 billion was a little light compared to expectations of $2.28 billion. Earnings per share guidance of $4.60 to $4.90 was in-line with expectations of $4.74. The company did state that swapping out some of the NCR kiosks would result in some extra expenses, but that these costs were not applicable to its "core results." Thus, they are a one-time issue.

Coinstar shares had backed off their 52-week high near $72 in recent weeks and were just above $59 going into earnings. That was a 17.5% decline in itself. But Coinstar fell $8 after the earnings report, and has dropped another $4 since then, putting shares just around $47.50. It has now lost more than a third of its value since the 52-week high, and the guidance wasn't really terrible. I think Coinstar's drop has been a bit too much, and I would expect shares to rally back towards the mid $50s over the next month or two.


Trading Plan
Buy zone $47 to $49
Target $57 to $59
 ;)

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