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Entries Tagged as 'ELLI'

Ellie Mae’s Quarterly Miss, An Inflection Point?

August 2nd, 2017 · Comments Off on Ellie Mae’s Quarterly Miss, An Inflection Point?

The danger for expensive growth stocks is always an earnings miss, especially when accompanied by a considerable guidance reduction. This is exactly what happened to Ellie Mae, and the recovery from this won’t be easy or fast. One positive factoid, seats are still increasing, at least part of the underlying growth mechanics are still there. […]

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Ellie Mae Is Too Expensive

May 1st, 2017 · Comments Off on Ellie Mae Is Too Expensive

Ellie Mae has one of the best business models we have come across. But the law of big numbers and some headwinds in the mortgage market is slowing growth and exposing a valuation that is too rich. This could change if they land a big bank as a customer, which would be a breakthrough. Ellie […]

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Ellie Mae Remains A Good Company That’s Terrifically Valued

March 11th, 2017 · Comments Off on Ellie Mae Remains A Good Company That’s Terrifically Valued

Shares of Ellie Mae sold off after the Trump victory as people feared higher mortgage rates would cut their growth. But the company has demonstrated before that they can grow even with headwinds from the market, so the worries were overblown. They are also investing to service even more of the mortgage origination market; this […]

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Sell-Off In Ellie Mae Provides An Opportunity

December 22nd, 2016 · Comments Off on Sell-Off In Ellie Mae Provides An Opportunity

The shares of mortgage software provider Ellie Mae have sold off strongly on rising bond yields. While the shares are still anything but cheap (especially on a GAAP basis), we think the sell-off is a little overdone. It remains to be seen how far bond yields will rise, to what extent that will slow the […]

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5 Reasons To Buy Ellie Mae

September 1st, 2016 · Comments Off on 5 Reasons To Buy Ellie Mae

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Should You Still Buy Ellie Mae?

May 13th, 2016 · Comments Off on Should You Still Buy Ellie Mae?

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Ellie Mae Does It Again – Ellie Mae, Inc. (NYSE:ELLI) | Seeking Alpha

January 13th, 2016 · Comments Off on Ellie Mae Does It Again – Ellie Mae, Inc. (NYSE:ELLI) | Seeking Alpha

Ellie Mae streamlines and automates the mortgage origination market for ever more clients. The company has a habit of beating estimates and increasing guidance, and it didn’t disappoint in Q3. The shares sold off nevertheless, probably on interest rate worries. These are overdone, in our view, and the sell-off provides an opportunity. Source: Ellie Mae […]

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Ellie Mae Is Due For A Breather

September 6th, 2015 · Comments Off on Ellie Mae Is Due For A Breather

A terrific company with a terrific stock performance. However, the shares are rather expensive and they have run up quite a lot, while earnings are not expected to do better this year than the previous one. We therefore see little immediate upside and think they could be due for a breather. Source: Ellie Mae Is […]

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Ellie Mae breaks out of multi-year resistance

August 23rd, 2014 · Comments Off on Ellie Mae breaks out of multi-year resistance

Shares in Ellie Mae (ELLI) have finally broken out from multi-year resistance. This on stellar results in a very difficult market. The company is very well positioned to profit even more when mortgage volume will increase next year. Ellie Mae Breaks Out Of Multi-Year Resistance – Ellie Mae, Inc. (NYSE:ELLI) | Seeking Alpha

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Selling in Ellie Mae resumes

February 26th, 2013 · Comments Off on Selling in Ellie Mae resumes

Some more selling still, but the sellers are wrong..

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