CMGI

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13.10.2006 18:06
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CMGI

Totgeglaubte leben länger - gemäss Q-4 Report gegen 1,1 Mrd Umsatz, entspricht aber leider NICHT dem Gewinn Biggrin

...heute wird aber eingekauft...

+11% auf $1.20 - Kursziel 2 Bucks innert Monaten, vielleicht Wink

Oct 13, 2006 (M2 PRESSWIRE via COMTEX) -- The Bellwether Report Takes Notice of CMGI Inc. (Nasdaq: CMGI)

CMGI sure is glad that whole dot-com thing is over. After extensive slash-and-burn restructuring, the company cut its Internet portfolio significantly. It now provides supply chain management services. Its ModusLink subsidiary offers inventory management and distribution services for a number of high-tech industries, including computer hardware manufacturers and software publishers; its largest customer is Hewlett-Packard, providing over a third of the firm's revenues. CMGI also has a technology-focused venture capital business called @Ventures.

CMGI Inc. after Tuesday's closing bell said it swung to a fourth-quarter net loss of $2.55 million, or a penny a share, as the company took a $7.4 million charge from discontinued operations. During the same period in the prior year, the supply chain management services company reported.....

Aufklappen

Gruss Hans

28.10.2013 20:24
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Wait until word gets out about this upswing. Everybody will be looking at it and wondering why a company with 800 million revenue, no debt, 77 million cash, etc... has a market cap of only $225 Million.

Gruss Hans

26.10.2013 16:53
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Turnaround-Chance -> Create triple-digit upside for longs ....wenn's gelingt, dann klimperst in der Kiste.... Moduslink ex CMGI .. NOLs oriented Wink

ModusLink: An Operational Turnaround, A Big Hidden Asset, An Activist, And A Low Valuation

Oct 25 2013, 09:30  |  about: MLNK BOOKMARK / READ LATEREditor's notes: MLNK's new management, cross over to operating profitability, and bounty of NOLs and fresh cash have shares poised to go higher. Acquisition-fueled growth could create triple-digit upside for longs.Alpha-Rich ideas are our best money-making long and short investment ideas.They are released exclusively to Seeking Alpha Pro users 24 hours before publication.  Though shares of ModusLink (MLNK) have performed well since releasing a strong set of earnings on October 15, the stock remains off the radar screens of most investors. While the company has nearly completed an operational turnaround, this isn't apparent from by looking at the ModusLink's income statement over the past couple of years which has been marred by restructuring charges. Similarly, its most significant asset, a deferred tax asset, is not included in the company's financial statements as there is a valuation allowance set against it - keeping it 'hidden.' These factors, coupled with an ugly history (discussed below) and a free float of only $135 million, make it unlikely investors have even heard of ModusLink. As we all know, the less followed something is, the more likely it is to be significantly undervalued. As hockey great Wayne Gretzky said "I don't skate where the puck is, I skate where it's going to be." Given ModusLink's operational restructuring and its large net cash balance (which its largest shareholder said will be used for acquisitions to make use of the tax assets), we can reasonably deduce that ModusLink will be in a very different place in a couple of years. In this article, I walk through what I expect the company will look like in the future and why I see the potential for 200% upside in the shares looking out 2-3 years. There are four main reasons which I believe make ModusLink a great investment: Operational turnaround - After some very difficult years (losing money on core operations, an accounting restatement, etc.), ModusLink made some key changes. It brought in a new head of operations in 2011 and hired a new CEO, John Boucher, at the beginning of 2013. The company has made significant cuts to headcount -reducing staff by 18% YoY while growing revenue 6%. Additionally, the company has diversified outside of its core customer base of tech customers which not only helped ModusLink increase revenue but it also expanded gross margins. While the reported results are messy, ModusLink actually earned an operating profit once you add back all of the charges: For year ended July 31, 2013 Operating loss -28.2 Add back: Restructuring charge 14.5 Severance payment 1.4 Professional Fees 1.3 Costs of SEC inquiry 10.8 Non-cash Amortization 1.1 Adjusted Operating Profit 0.9 This was a significant improvement versus an adjusted operating loss of nearly $7 million in the year prior. Given that the new CEO has been with the company just 10 months, I expect we will see further improvement going forward. Hidden Asset - ModusLink has $900 million in net operating loss carry-forwards. Prior to renaming itself ModusLink and focusing on logistics, the company was internet incubator CMGI. During the dotcom bubble, the company at one point had a market capitalization of over $45 billion! While the company was a terrific failure, managing to squander billions of shareholder capital, it generated significant taxable losses. These losses can be used to defer taxable income going forward. Because ModusLink has not been profitable in recent history, the auditors force the company to record a valuation allowance against its $800 million in deferred tax assets (which would allow it to shield ~$2.1 billion or so in taxable income). While it is prudent to keep a reserve against some of these assets, now that operations have been turned around, the company is expected to generate a profit starting with the current year and begin making use of these tax assets. Activist Investor - Warren Lichtenstein's Steel Partners took a 27% stake in ModusLink back in February 2013. For those who don't know Steel Partners, it is an activist fund founded by Warren Lichtenstein which is focused on small and midsize companies with large net operating loss carry-forwards (NOLs). Steel is basically a specialist when it comes to extracting the value of these loss carry-forwards and as mentioned above, ModusLink has a ton of them. The form of the deal is instructive as Steel Partners acquired its stake in a transaction whereby ModusLink issued $30 million worth of shares to Steel Partners at a price of $4/share, a 45% premium to where the stock had been trading. In addition, Steel received 2 million warrants which are exercisable at $5/share. Steel Partners placed two directors, Warren Lichtenstein and Glen Kassan on ModusLink's Board of Directors. ModusLink already had a healthy net cash position at the time with $52 million in cash and no debt at January 31, 2013. By now you are probably wondering what Steel Partners is planning to do with ModusLink. Why did it inject cash into an already cash-rich entity? How is it going to extract value from the NOLs? Acquisitions as a catalyst - At the top of page 3 of its April 8, 2013 letter to shareholders, Steel Partners tells you how it plans to monetize ModusLink's NOLs: "we are looking to grow Moduslink through acquisitions." Ok, now we know why it issued equity - to make acquisitions, make use of the NOLs and maximize shareholder value. So what might ModusLink be worth taking into account the operational restructuring of its logistics business and knowing that it will be making acquisitions over time? Let's first consider what type of profitability the logistics business will earn going forward. Last year the business was basically break-even after adding back restructuring charges. However, it didn't have the full-year benefit of its operating expense reductions. Also, the company has been both growing the business and expanding gross margins - we are likely to see some additional growth in gross margins going forward. Further, I expect that management will continue to find more efficient ways of doing business and think we might see a second wave of cost-cutting which could further boost operating margins. That said, logistics is a tough, competitive business. Overall, I think it is reasonable for the business to earn between a 2.5 and 4% operating margin. For the purpose of our analysis, I'm going to use a 3% operating margin assumption. Second, what type of incremental earnings can we expect from acquisitions? Let's assume that as the business turns profitable, it is able to borrow debt in the amount of 3x EBITDA. This could prove conservative given that debt markets are pretty generous today and that the company will benefit from Steel/Warren Lichtenstein's connections. Further, when the company sits down with its lenders, it will be showing them an EBITDA which includes a pro-forma adjustment for the acquired business. I'll expand on this more later. Anyway, using our 3% operating margin assumption and adding back $14 million in depreciation, I get an EBITDA figure of $37 million which at 3x is $111 million in borrowing capacity. Let's add to this the company's cash pile of $77 million. Also, I'm assuming that the company can sell its venture capital portfolio for book value which gives us another $8 million. This produces a total war chest of $196 million. Given that Steel Partners will play an active role in the acquisition process and that Steel has a strong track record of buying assets on the cheap, I'm assuming that ModusLink will get a pretty good deal on what it buys. Assuming ModusLink can buy a business (or more likely a couple of businesses) for 7x operating profit, this produces an additional $28 million in operating profit. Here's a look at the pro-forma ModusLink below: Revenue 777 +3% vs. 2013 results Operating Profit - Existing business 23 3% operating margin +Acquired Operating Profit 28 Spend $196 million; pay 7x Operating Profit Pro-Forma Operating Profit 51 -Interest Expense -7.8 -Taxes 0 No Taxes to be paid; Huge NOL position Net Income 44 Shares outstanding 51.5 +Warrants 2 $5 strike price Total shares outstanding 53.5 EPS 0.81 Multiple 12 9.76 13 10.62 14 11.40 15 12.25 16 13.04 I've awarded the company a multiple of 14x earnings. On the surface this seems high - ModusLink is a low margin business in a competitive business with high levels of customer concentration (Hewlett-Packard is nearly 30% of revenue). However, I believe the high multiple is warranted by growth - specifically, ModusLink will continue to make acquisitions going forward. Taking the model above, simplistically the company would have an additional $44 million to invest (assumes net profit = free cash flow). Actually, it is even better than that. After spending $196 million on acquisitions, ModusLink has EBITDA of $58 million (=44 million in operating profit + 14 million in depreciation) which would give it $174 million in debt capacity (vs. the $111 assumed pre-acquisition; still using 3x net debt to EBITDA). Taking this additional $63 million and adding in the $44 million of cash generated would give the company the ability to spend another $107 million on an acquisition. If we assume that it pays 7x operating profit again, ModusLink would add another $15 million in operating profit (~30% growth). We could then reasonably expect the company to do this again the following year. This is the strategy I expect the company will pursue in an effort to make use of its tax assets and maximize shareholder value. With a strong balance sheet, an activist investor, and a business that is now earning at least modest profitability, I don't see much downside in the shares. This is a highly asymmetric investment from my perspective. http://seekingalpha.com/article/1773112-moduslink-an-operational-turnaro... 

Gruss Hans

07.03.2011 22:45
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Dividende von $0.9134 per share

The special cash dividend of $40 million in aggregate, or $0.9134 per share, will be funded by cash on the Company's balance sheet. At January 31, 2011, the Company had cash totaling $154.2 million. After the special dividend is paid to stockholders, ModusLink believes it will have sufficient cash on hand to support ongoing business operations and execute its strategy for long-term growth.

"ModusLink is pleased to return value to our stockholders through this substantial special cash dividend," said Joseph C. Lawler, chairman, president and chief executive officer. "We carefully evaluated our balance sheet, and given ModusLink's liquidity, the Board unanimously determined that it was appropriate to return a portion of the cash on hand to stockholders. This one-time distribution also reflects the confidence we have in ModusLink and its ability to generate cash flow on a long term basis. ModusLink has a strong history of returning excess cash to our stockholders, and we remain committed to creating value for our stockholders as we continue to build upon our leadership position as a provider of global value chain solutions."

The special dividend is payable on March 31, 2011 to stockholders of record as of March 17, 2011.

.....noch 10 Tage Zeit um die Aktie zu bunkern und die üppige Dividende zu kassieren Biggrin

http://www.marketwatch.com/story/moduslink-announces-special-cash-divide...

Gruss Hans

09.12.2009 22:33
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CMGI

Ich hoffe du hast das seit 1.10 USD gehalten.

Well Done!

Wer nach vorne schauen will, muss erst mal zurück schauen:



http://www.youtube.com/watch?v=wdzzYkAfpDU

09.12.2009 22:07
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MLNK - ex CMGI

Gruss Hans

29.09.2009 22:17
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CMGI

Beim aktuellen wirtschaftlichen Umfeld, ein solch exzellentes Resultat - alle Achtung!

http://finance.yahoo.com/news/ModusLink-Global-Solutions-bw-656656120.ht...

Markt-Kap von $400 mio, Umsatz über $1 Mrd. - jede Menge Cash und keine Schulden Wink

As of July 31, 2009, the Company had working capital of approximately $237.0 million compared to $236.7 million at April 30, 2009 and $238.7 million at July 31, 2008. Included in working capital as of July 31, 2009 were cash, cash equivalents, short-term investments and marketable securities totaling $179.2 million compared to $167.8 million at April 30, 2009 and $162.1 million at July 31, 2008. The Company concluded the quarter with no outstanding bank debt.

http://www.marketwatch.com/investing/stock/MLNK/analystestimates?subview...

Gruss Hans

30.09.2008 21:14
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CMGI

Umfirmiert auf Modul Link...

Symbol: MLNK

Gruss Hans

13.09.2007 23:28
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CMGI

Gruss Hans

11.09.2007 23:19
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CMGI

$1.50 Biggrin

Bis zu den Zahlen sehen wir $1.80 Wink

11.09.2007 13:58

CMGI to Report Fourth Quarter and Fiscal Year 2007 Financial Results

CMGI, (Nachrichten) Inc. (Nasdaq: CMGI) will release financial results for its fourth quarter and full fiscal year 2007, ended July 31, 2007, on Tuesday, September 25, 2007 after the market closes.

Following the release, CMGI management will host a conference call to discuss the results. The conference call will begin at 5:00 p.m. Eastern Time. The conference call is open to all interested parties and will be hosted by Chairman, President and Chief Executive Officer, Joseph C. Lawler, and Chief Financial Officer, Steven G. Crane. A live webcast of the call will be available on the Investor Relations section of the Company's web site.

WHAT:

Q4 and Full Fiscal Year 2007 Financial Results Conference Call and Webcast

WHEN:

Tuesday, September 25, 2007 at 5:00 p.m. Eastern Time

Gruss Hans

11.09.2007 13:26
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CMGI

Also im Moment steht sie nur noch bei

$ 1.40?

Was ist denn passiert. Und seit 2002 lagen nie mehr drinn als 3$

Gruessle Meveric

09.09.2007 10:42
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CMGI

...CMGI macht 1,2 Mrd. Umsatz, und Gewinn von 60,3 Mio, MarketCap bei 700 Mio

http://moneycentral.msn.com/companyreport?symbol=CMGI

Bewertung bei 7 - aktuell ein klarer Kauf !

Gruss Hans

21.08.2007 19:08
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CMGI

Hyghflyer des Jahres 2000 - Aktie ist abgesoffen....aber Tenbagger liegt drin :shock:

Haut rein Biggrin

http://www.fool.com/investing/general/2007/08/20/the-easiest-money-youll...

Gruss Hans

26.03.2007 21:04
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CMGI

Biggrin

$2.50/ +13.4%

+104% seit meiner Erstnennung hier im Board, vor 3 Monaten :shock:

...gut, der CMGI-Höchskurs lag bei $350 im Jahr 2000... :twisted:

Kurz-Kommentierung vom Freitag:

Die CMGI Aktie befindet sich in einer dynamischen Kursrallye, welche wir bereits bei einem Kursstand von 1,20 $ prognostiziert hatten. Heute erreicht die Aktie das benannte Aufwärtsziel bei 2,30 $. Hier bieten sich nun kurzfristige Gewinnmitnahmen an, eine Zwischenkorrektur bis 1,90 und 1,77$ wird jetzt wahrscheinlich. Ein Anstieg per Tages- und Wochenschluss über 2,30$ eröffnet zunächst nur moderate Gewinne bis 2,45$. Erst über 2,45$ Biggrin eröffnet sich größeres Kurspotenzial bis 3,14$

Gruss Hans

22.03.2007 22:24
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Hallo Hans

ich könnte mich !!!

habe leider nach dem 1. Up bei 1.58 Stopp gesetzt und dann wie's oft ist bei 1.4 nicht zurückgekauft (ohjejejeje)

schönen Abend an Alle

22.03.2007 21:19
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CMGI

Biggrin

Heute herrschte Kaufpanik, über 43 Mio Aktien gehandelt, mit exorbitantem Schlussspurt :shock:

$2.18/ +13,5%

Gruss Hans

21.03.2007 21:56
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$1.92 Biggrin

..$1,1 Mrd. Umsatz und Market-Cap bei knapp 1 Mrd., da ist noch ne Menge Luft nach oben Biggrin

..es wird gekauft auf Teufel komm raus- heute wechselten mehr als 22 Mio Aktien den Besitzer !!

A Dot-Com Flameout Catches Fire Again

By TIERNAN RAY

IT'S HARD TO THINK of a more delicious example of 1990s dot-com excess than CMGI, which rose from mailing-list vendor to Internet "incubator," amassing stakes in a slew of tech darlings, including Lycos and Geocities.

Then came the crash, and CMGI plunged from a presplit high of $327.50 in January of 2000 to 28 cents a share by 2002.

But recently some of the savviest hedge funds, including Renaissance Technologies, have been buying CMGI stock as the company morphs again. Today CMGI gets paid a fee to streamline the delivery of electronics for firms such as Hewlett-Packard and Eastman Kodak.

After a year of little or no attention on Wall Street, W.R. Hambrecht business software analyst Robert Stimson initiated coverage of CMGI on March 9 with a Buy rating, saying the present value of CMGI's assets is $2.50 -- 35% above a recent price of $1.85.

"Where there has been enormous opportunity in tech is with some of these fallen angels," says Stimson.

But after a 40% jump this year in CMGI shares, is there any upside left?

We think so. CMGI may be a cheap bet that there's value in the electronics supply chain. Trading below the company's $1 billion in trailing 12-month sales, and with $275 million of cash and $2 billion of net operating loss carry-forwards, the company may even be an attractive take-out target for freight giants such as FedEx or United Parcel Service.

"As (CMGI) improves its gross profit and operating profit, this is a business whose sales can rise by 20% or more a year," adds Stimson.

After the dot-com crash, CMGI spent 2001 to 2004 transforming itself into a seller of corporate postage and shipping. In 2003 it paid $231 million to buy Modus Media, a firm that was in electronics distribution.

Chief Executive Joe Lawler, who arrived in late summer of 2004 from printing giant R.R. Donnelley & Sons, now has the company earning fees for what's called the "configuration" of electronics products.

For example, when a cable modem has to be shipped from Asia to a customer in the U.S., CMGI will take delivery of the modem from the manufacturer, bundle it with things like the appropriate power supply for the U.S., and put it all in a box.

"It's not even the same company as it was in the '90s, not even close," says Ryan Jacob, manager of the Jacob Internet Fund, which owned CMGI shares during the dot-com boom.

The new business has razor-thin margins: CMGI makes 10 cents on the dollar for a billion dollars worth of moving goods around the world.

But there are signs Lawler is making the business more efficient. Gross profit after the cost of goods, which has bounced between 8% and 11% in the last couple of years, was 12.5% in the most recent quarter.

"The whole supply chain area is a worthwhile place to be dealing these days," adds Michael Shinnick, who helps manage $3 billion for 1st Source in South Bend, Ind., and doesn't own CMGI shares.

CMGI seems to be in a hot market as more electronics goods are designed, built, and tested in Asia and shipped abroad.

But building a business with stable margins and steady cash flow is no slam dunk. Results quarter to quarter have been uneven. Last year, the company lost $70 million and $100 million in business from Kodak and H-P, respectively, as both found other ways to ship and configure products. The companies are still clients, though their business comprises a smaller percentage of total sales.

Hence, sales are expected to decline slightly in the fiscal year ending September 2008, while profit may dip to 11 cents a share from 13 cents this year.

What's more, CMGI still invests in young companies, which nowadays consist of alternative energy start-ups. And proceeds from selling its companies in its portfolio continue to be a big contributor to cash flow from quarter to quarter.

Former CEO David Wetherell, the deal maestro during the '90s, gave up his chairmanship last year but is sticking around as a consultant on venture investments.

All that gives Jacob and other investors pause.

"The cash and low valuation make CMGI a potential value stock, but I want to know whether this a business that can improve margins and really grow earnings," says Jacob.

In an interview with Barron's Online, Lawler says he can achieve annual gross profit of 12% to 14% of sales in coming years by eliminating waste in variable costs. Consolidating numerous software programs will help CMGI better plan the leases on its facilities and its labor costs around the world.

And Lawler says CMGI can replace lost business at H-P and Kodak with contracts for higher-value electronics such as communications equipment. CMGI's 41 locations in 13 countries outnumber competitors' facilities, which should be attractive to clients.

Lawler won't say who those new clients may be, but according to one source who declined to be identified, they could include storage equipment vendor EMC.

As a sign of progress, Lawler says that aside from business from H-P and Kodak, sales grew 8% or so in the last 12 months, in contrast to the 1% decline reflected on the income statement.

And the venture portfolio? "We see compelling valuations in clean tech," says Lawler, which makes it worth using the company's in-house investing expertise, he says.

CMGI's cash may offer some cushion for the stock while Lawler pursues his plan.

"The presence of cash and of net loss carry-forwards adds some support to that kind of a story," says Alan Loewenstein, senior vice president with American Fund Advisors, which doesn't own CMGI shares.

After the stock's recent run, there's more downside risk than there was at a dollar a share that Renaissance and other hedge funds will cash in their chips.

But the value of that balance sheet perhaps means it's worth it to investors to give Lawler time to show he can build substance at a company long known for dot-com pizzazz.

Full Disclosure:

• Renaissance Technologies purchased 1.42 million shares of CMGI in the quarter ended December 2006, for a total of 3.52 million shares, according to the firm's most recent filing with the Securities and Exchange Commission. Other funds that added to their holdings include Kingdon Capital Management and Barclays Global Investors.

Gruss Hans

11.03.2007 18:16
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CMGI

So, seit meiner Erstnennung ($1.20) konnte man schon 40% Buchgewinn realisieren Biggrin

JETZT: Upgrade BiggrinBiggrin

http://www.antandsons.com/2007/03/cmgi-upgrade-was-only-matter-of-time.html

Gruss Hans

03.03.2007 15:05
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CMGI

CMGI Inc. Shares Climb Following Baird Conference Presentation

Friday March 2, 4:17 am ET

Ant & Sons submits: CMGI Inc. (NasdaqGM: CMGI) came back into the spotlight recently after TheStreet.com's James Altucher said the stock was worth a look because it had "$47 million in operating cash flow last year and has almost $200 million in net cash in the bank. With an enterprise value of just $421 million, CMGI trades for just nine times cash flow, putting it in buyout territory." Another reason is that Renaissance Technologies, a hedge fund management company, has bought shares of CMGI. With retail investors building demand for the stock on the press coverage, CMGI shares spiked higher on heavy volume.

Yet, the company's latest earnings call in which the company forecasted revenues of approximately $1.10 billion in fiscal 2007 and full year gross margin improvement, did not seem to excite investors as much and shares slid. However, the stock has turned and is rallying following its presentation at the Robert W. Baird & Co. 2007 Business Solutions Conference. It's probably not much of a stretch at this point to believe that funds previously interested in the company are again scrambling to step up their accumulation of CMGI as retail investors eat away at the supply of shares. In late afternoon trading, CMGI closed up by 8.44% to $1.67 on volume of 31.6 million shares (average daily volume is just 5.4 million shares).

Brief notes on the conference presentation include highlights of a successful turnaround in 2006, with $16.6 million in cash flow from operations and a strong balance sheet with more than $225 million in cash. The company expects $1.10 billion in fiscal 2007 revenue and full year gross margin improvement. More specifically, the company is targeting 12-14% gross margin, 7% sales and administrative expenses and 5-7% operating margin as a percent of revenue in the coming year. This compares with 10.3% gross margin, 10.2% sales and administrative expenses and .05% operating margin as a percent of revenue in 2006. Finally, the company expressed optimism in its ModusLink supply chain business, expecting double digit growth in the supply chain service provider market and indicating that it could gain a more significant market presence as eight direct competitors account for just 10% of the market.

Gruss Hans

01.03.2007 22:44
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danke Hans, Du machst mir sehr Mut !!!

Hans wrote:

Was...nur 100% ...:?: ...mit Calpine habe ich mittlerweile +500% Buchgewinn - allerdings nur mit einer Tranche des Investments Wink

Du scheinst mir was Börse betrifft noch reichlich kurzfristig zu handeln... :roll:

CMGI: Kursziel $15.50 innert xx Monaten Biggrin

kenn dieses Ziel und will mal etwas bescheidener bleiben,

aber gerne nehme ich natürlich auch ein tenbagger !! BiggrinBiggrin

Leider beginnen auf vielen Foren die Basher schon wieder ihre fiese Tätigkeit, nachdem sie wahscheinlich ihre Shorts mit Verlust eindecken mussten.

Wenn sie so gut arbeiten wie angekündigt, dann wird natürlich alles möglich BiggrinBiggrinBiggrin

wünsche eine gute Nach an Alle

HS

01.03.2007 22:35
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CMGI

Was...nur 100% ...:?: ...mit Calpine habe ich mittlerweile +500% Buchgewinn - allerdings nur mit einer Tranche des Investments Wink

Du scheinst mir was Börse betrifft noch reichlich kurzfristig zu handeln... :roll:

CMGI: Kursziel $15.50 innert xx Monaten Biggrin

Gruss Hans

01.03.2007 19:49
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das Ding dreht weiter !!!!!

- ich will mindestens 100%, siehe nachfolgenden Chart

- die Shorties sind gegrillt

- ein Umsatz von .....

Last Trade: 1.67

Trade Time: 1:32PM ET

Change: Up 0.13 (8.44%) Biggrin

Volume: 26,301,649

Avg Vol (3m): 5,492,460

01.03.2007 12:10
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ein supter Tag gestern in NY

CMGI NSD $1.54 +0.16 +11.59% BiggrinBiggrin Volume 22,988,540 !!!!!!!!!!!!!

ich denke damit sind die Shorties raus !!

wobei es auch hier vorerst eine kleine Delle geben könnte, aber die Aussichten stehen sehr gut !!

Hier noch der Link zum Geschäftsbericht:

http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0001193125%2D07...

28.02.2007 16:11
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schöner Start heute,

kein Wunder bei dieser PE von ca. 5.5

und schönes Volumen !!!

Last Trade: 1.42

Trade Time: 9:54AM ET

Change: Up 0.04 (2.90%) Biggrin

Prev Close: 1.38

Open: 1.39

Bid: 1.41 x 60900

Ask: 1.42 x 82700

1y Target Est: N/A

Day's Range: 1.38 - 1.42

52wk Range: 0.98 - 1.58

Volume: 1,499,313

27.02.2007 00:29
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CMGI

Gruss Hans

26.02.2007 23:36
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die Zahlen 2.Q07 sind da !!!! Gewinn 0.07 :-)

schöne Zahlen IMO

Gewinn 0.07 je Quartal ist noch zu steigern

ergibt 0.3$ per Annum !!!!!!!!!!!!!!!!!!!

ergibt ein KGV von 5.166666 ist ja doch suuuuuppper und wird zu Kurssteigerungen führen.

wahrscheinlich werden morgen einige Gewinne mitnehmen,

aber das Ziel liegt noch weit !

23.02.2007 11:04
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gestern riesiger Umsatz

wahrscheinlich von Fonds usw. die Firma scheint auf dem richtigen Pfad zu sein. 8) 8)

CMGI NSD $1.54 +0.10 +6.94% Biggrin Volume 18,626,600

warum dies ?????????????

am Montag kommen die Zahlen

WALTHAM, Mass.--(BUSINESS WIRE)--CMGI, Inc. (Nasdaq: CMGI - News) will release financial results for its second fiscal quarter of fiscal year 2007, ended January 31, 2007, on Monday, February 26, 2007, after the market closes.

und

CMGI to Present at the Robert W. Baird & Co. 2007 Business Solutions Conference on February 28, 2007

Business Wire (Thu 8:08am)

Dont forget to see http://freewebpostcards.com/show.exe !

22.02.2007 22:53
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CMGI

CMGI - läck mir ..heute +7% auf $1.54 Biggrin

...über $1,55 wird ein mittelfristiges Kaufsignal mit Ziel bei 2,30 und $3,14 Biggrin ausgelöst.

...wird ein spannender Ritt - hier geht es um mehr als 20-30%

Gruss Hans

08.02.2007 23:15
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ich mache auch mit

erste Hedgfonds steigen ein, ich auch BiggrinBiggrinBiggrin

und 50% des Börsenwertes sind mit Cash unterlegt !!!

Stockpickr, run by TheStreet.com, unveiled a portfolio called "Whatever Happened To," consisting of stocks that crashed and burned after the burst of the dot-com bubble which included shares of CMGI Inc. (NasdaqGM: CMGI).

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TheStreet.com's James Altucher believes that the company is worth a look because it had "$47 million in operating cash flow last year and has almost $200 million in net cash in the bank. With an enterprise value of just $421 million, CMGI trades for just nine times cash flow, putting it in buyout territory."

Another reason is that Renaissance Technologies, a hedge fund management company, has bought shares of CMGI. For those who do not know the firm, Renaissance was started by Jim Simons in 1982 and its $5 billion Medallion Fund has averaged 35% annual returns, after fees, since 1989. With retail investors buying on this morning's article, it's probably not much of a stretch to believe that funds previously interested in the company are scrambling to step up their accumulation of CMGI. With volume now standing at 23.4 million shares (more than five times the daily average volume) in late-day trading, CMGI shares are up $o.15, or 12.10%, to $1.39. The stock will see additional upside on a break of the low 1.40's and could easily test the 52-week high of $1.55 in the very near future if the heavy volume momentum continues.

08.02.2007 19:05
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möchte auch mitmachen bei diesem Spiel..

ist es noch Zeit, oder verkauft ihr schon ??

thanks

08.02.2007 17:56
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CMGI

...heute läuft's rund +12% auf $1.40 Biggrin

Gruss Hans

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