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Stock Talk: RADCOM

I know it’s hard to keep up with all of my activities on PipelineDataLLC, Seeking Alpha, and Twitter. To make things a little easier, Intern Julie consolidates my most recent and relevant Seeking Alpha comments into one document. We call it "Stock Talk". In “Stock Talk”, the first thing you’ll see is a hyperlinked title of the article. Then, you’ll see the most important info that has been derived from the comments section of that article. FYI, the best way to get this info in real-time is to “follow” me on Twitter (@PipelineDataLLC). There, you will receive real-time alerts every time [...]

By |May 27th, 2016|Categories: News|

RADCOM And The Power Of Buying Low

On January 8, USA Today revealed that the average stock was down 27% from its 52-week high. Retail and institutional investors could all attest. Two-thirds of investors lost money in 2015. Worse yet, the market has started 2016 in a similar fashion. But there's always a silver lining. This article will discuss one of the strategies I used to profitably navigate Wall Street clients (and my personal portfolio) through the bear markets of 2000-2002 and 2007-2009. Those who follow me on Seeking Alpha and at PipelineDataLLC.com know that I have a generally strong track record, dating back to 2009. However, they also know that [...]

By |May 20th, 2016|Categories: News|

Intermap – Pipeline Data Deep Dive for Spring 2016 (Part III)

On Tuesday, March 29, Intermap Technologies (ITMSF) announced fourth quarter results, which included Revenue of $3.2M (+191% y/y) and an adjusted EBITDA profit of $0.2M. The company’s earnings conference call provided a wealth of new insight into the company’s activities and opportunity. This article represents Part III of an updated Pipeline Data deep dive. Part II can be found HERE.   In this part, I will review some of the key data points from the Q&A section of Intermap’s earnings call. I will also discuss and how those data points should be interpreted, based on our ongoing proprietary research. OK, [...]

By |May 18th, 2016|Categories: News|

Stock Talk: May 18, 2016

STOCK TALK I know it’s hard to keep up with all of Mark’s activities on PipelineDataLLC, Seeking Alpha, and Twitter. To help out, I created “Stock Talk”. It captures all of his recent / relevant Seeking Alpha comments into one document for you. I hope you enjoy it. ~Intern Julie   From The Article: It's Time To Sell Your Stocks (Again) Reader: It's all Obama's fault; until, of course we have a new president in office and then it will be his/her fault!!! We'll just have a different group of people complaining, that's all... Mark Gomes: At times, I believe [...]

By |May 18th, 2016|Categories: News|

Stock Talk!

Hello and welcome to our first edition of “Stock Talk!". I know it’s hard to keep up with all of my activities on PipelineDataLLC, Seeking Alpha, and Twitter. So, to make things a little easier, Intern Julie has consolidated all of my recent Seeking Alpha comments into one document. FYI, the fastest way to get this info in real-time is to “follow” me on Twitter (@PipelineDataLLC). There, you will receive real-time alerts every time I post something new on Seeking Alpha. In “Stock Talk”, the first thing you’ll see is a hyperlinked title of the article. Then, you’ll see the most [...]

By |May 11th, 2016|Categories: News|

Intermap: Deep Dive for Spring 2016 (Part II)

Welcome to Part II of our updated Pipeline Data deep dive on Intermap (ITMSF).   On Tuesday, March 29, Intermap Technologies (ITMSF) announced fourth quarter results, which included Revenue of $3.2M, which was up 191% versus last year. The company also delivered an adjusted EBITDA profit of $0.2M. In other words, Intermap is finally showing signs growth and profitability after a long history of declines and losses.   Best of all, this is happening without any help from a $175 million National Spatial Data Infrastructure (NSDI) megadeal, which it recently signed with the Democratic Republic of Congo. Indeed, this game-changing [...]

By |May 11th, 2016|Categories: News|

Night Descending on Workday?

This report was first published on April 15, exclusively to subscribers of our free Pipeline Data Newsletter. To subscribe, just provide your email address on our home page. From what I’m gathering from my Wall Street contacts, there is no clear sell-side consensus on Workday’s (WDAY) outlook. Personal experience has compelled me to short the stock. My industry contacts have been cautious for a while, expecting much-improved cloud solutions from Oracle and SAP to put pressure on Workday in the market for human capital management and financials. This brings the potential for pricing pressure and risk to future growth at Workday, [...]

By |May 3rd, 2016|Categories: News|

WDAY: Is The Workday Nearing An End?

Two weeks ago, we issued a Pipeline Data Newsletter report providing an industry-expert analysis of Workday (NYSE:WDAY). It concluded that Workday is a great company. However, its stock poses much risk for investors. This is primarily due to SAP (NYSE:SAP) and Oracle (NYSE:ORCL). The two software giants are ramping up their Human Capital Management (NASDAQ:HCM) offerings, which threatens WDAY's stranglehold on the segment. This comes as HCM faces the decelerating growth that affects maturing markets. To combat this, Workday is in the early stages of expanding into the Financial applications space. Gaining traction here will be critical for the maintenance of its [...]

By |May 2nd, 2016|Categories: News|

Brocade Falls (As Predicted): Is Cisco Next?

It's been a volatile Q1 for the networking space. Only a few vendors performed up to expectations. Several did not. This morning, Brocade (NASDAQ:BRCD) validated our recommendation to short the stock by preannouncing poor results. In an attempt to make sense of it all, I have recently been in touch with as many networking experts as possible. The following discussion took place with an analyst from one of the world's most notable industry research firms. It does a good job of personify what I'm hearing from most of my contacts, which include systems integrators, company contacts, recruiters, venture capitalists, and other industry [...]

By |May 2nd, 2016|Categories: News|

Institutional Research: Q1 Tech Channel Checks

Hi, Pipeline Data has begun providing Q1 institutional channel checks for the Technology sector... but this quarter, we are offering the reads au gratis.This is the same institutional Tech research that made AMR Research and Pipeline Data a multi-million dollar success with Wall Street buy-siders. So why are we giving it away this quarter? Simple. The reads are coming in, but our new monetization policies have yet to be finalized. Thus, for the first time (dating back to 1998) we have a window to showcase our capabilities without breaching our traditional semi-exclusivity. All you have to do is provide your email address on [...]

By |April 11th, 2016|Categories: News|