06-30-2013, 06:20 AM
The barrage of emails is continuing, Jun 28 from Lebed, CCUR as a data analytics stock. You have to give these guys some credit, they're nothing if not persistant. This has been going on on a daily basis since Februari, it's amazing. The stock hasn't done all that much, as it happens:
Wall Street's two hottest Big Data plays Tableau Software (DATA) andSplunk (SPLK) are both currently trading with price/sales ratios of 22, as hundreds of millions of dollars are being invested into private Big Data start-ups! Concurrent (CCUR) just needs a business valuation of 2X sales to reach $17 per share, up 125% from its current share price of $7.57!
This weekend, many wealthy investors will begin to realize that the biggest Big Data play the summer is already public, but completely undiscovered!CCUR is a Big Data Analytics play that holds the largest market share in the cable TV industry, currently tracking the viewing behavior of 35 million pay-TV subscribers across all screens, platform, and network types! CCURwill soar next week from its current extremely undervalued enterprise value/revenue ratio of only 0.69. CCUR pays a HUGE cash dividend yield here of 6.3%, which should be enough by itself to drive CCUR into double digits!
With Accel, the VC fund that invested into Facebook at the ground-floor, investing a total of $200 million into Big Data start-ups - CCUR is a leader of the hottest technology space at the most perfect time! With DATA andSPLK already trading with outrageous price/sales ratios of 22, most investors who discover CCUR are likely to favor it over DATA and SPLK, with CCUR's business valuation currently less than 1X sales and less than 6X operating cash flow, which is unheard of for a company that reported 175% year-over-year EPS growth last quarter!
CCUR is one of the most well established and highly experienced Big Data Analytics companies in the world, with its Big Data solutions already having successfully processed 15 BILLION media transactions for its multi-billion dollar pay-TV operator clients including Time Warner Cable, Cox,Charter, Bright House, Rogers, and J:Com!
CCUR's 3Q results blew away expectations and today is the last trading day of CCUR's 4Q! CCUR's revenues, gross profits, operating income, and net income - have been improving every single quarter-after-after! Based on CCUR's fiscal 3Q2013 non-GAAP EPS of $0.16 on an annualized basis, with a conservative P/E of 20, CCUR deserves to be trading for $12.80 per share!
CCUR's operating margins have been rapidly improving for the past 12 months straight from 1.3% in 4Q2012, to 2.7% in 1Q2013, to 5.3% in 2Q2013, and to 7.3% in 3Q2013! On average, CCUR's operating margins have improved by 2% each quarter! Imagine if CCUR's 4Q revenues stay flat from last quarter at $16.927 million, and CCUR is able to successfully improve operating margins once again by 2% - with the company reporting 4Q2013 operating margins of 9.3%!
CCUR would report 4Q2013 operating income of $1.574 million, which would be up an AMAZING 742% from operating income of $187,000 in 4Q2012! This would likely equal net income of about $1.196 million for GAAP EPS of $0.14 and non-GAAP EPS of $0.19. Based on potential 4Q non-GAAP EPS of $0.19 annualized with a P/E of 20, CCUR could soon be trading for $15.20 per share!
Don't doubt me about CCUR... I guarantee Big Data Stocks will rule the market this summer like dot-com stocks did in 1999/2000, and cloud computing stocks did last year! I'm 99.9% sure that many Lebed.biz members will make more money on CCUR this year than any other stock!
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I am affiliated with a firm that owns 235,093 shares of CCUR that they intend to sell in the open market and can sell at any time. This firm reserves the right to add to its CCUR position at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.