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CCUR, by NIA, Lebed
#1
Concurrent (CCUR) on Friday gained $0.67 or 9.5% to $7.75 per share on HUGE volume of 227,571! CCUR closed at its exact high of day, which was also its high of the week, and its high of the past 4 weeks! NIA believes CCUR could soar above its 52-week high of $8.45 and reach $9 within hours of breaking $8 next week! CCUR has had major $8 resistance for months, but as soon as CCUR breaks through $8 next week, most of the investors following closely from the sidelines will rush to accumulate big positions, in NIA's opinion!
 
CCUR on Friday rose above its 5-day, 20-day, 50-day, and 100-day moving averages, which is a very strong technical sign that CCUR's biggest breakout and rally in history is now beginning! 100% ofCCUR's short and medium-term technical indicators are now rated a buy: http://www.barchart.com/opinions/stocks/CCUR
 
You must own CCUR at the close of trading on Wednesday to receive its HUGE quarterly cash dividend payment of $0.12 per share. WithCCUR's annual dividend now up to $0.48, CCUR's dividend yield here at $7.75 is an enormous 6.2%! NIA believes CCUR now has the highest dividend yield out of all technology stocks trading on the NASDAQ, and this will likely attract major institutional buying in CCURnext week that could cause it to quickly explode into double digits!
 
CCUR's MediaHawk VX on demand video server technology just surpassed Cisco (CSCO)'s CDE 250, to become the #1 highest rated in the industry! CCUR now has over 2.4 million VOD streams deployed worldwide, more than double CSCOCSCO's current dividend yield is only 2.8%! CCUR's dividend yield won't decline to 2.8% until CCURreaches $17.14 per share!
 
Next week is the biggest week of the year for the pay-TV industry and its technology vendors, with the Cable Show taking place in Washington, DC, from Monday through Wednesday. Every major pay-TV operator and technology vendor will be at the Cable Show! CCURwill host meetings with customers to discuss industry trends and opportunities in the multi-screen video market. CCUR will highlight the features and advantages of its unified CDN technology, content adaptation software, and media data intelligence solution.
 
Topics will include:
 
Status, Trends, and the Future of OTT and IP Video Services
eFactor™: CCUR's dynamic content adaption technology for easily reaching consumers on any device
MediaHawk VX™: CCUR's Unified Content Delivery Solution
CacheXpander™: CCUR's breakthrough new scalable caching solution to deploy larger video content libraries and better manage network constraints
Intelligent Video Archival Software: CCUR's breakthrough new technology for optimizing content storage for Network DVR applications
Media Data Intelligence (MDI): CCUR's cross-screen video analytics for improving the performance of multi-screen video services
 
NIA believes CCUR would already be trading for between $12-$15 per share today if not for its recent $8 resistance, and when CCUR blows through $8 next week it will become the #1 hottest play in the market!
 

NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.

 
Disclaimer: NIA currently owns 250,093 shares of CCUR. NIA intends to sell its CCUR shares in the future and can do so anytime. NIA reserves the right to add to its CCUR position at any time.
 
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
 
Additional legal disclaimer information: http://inflation.us/legaldisclaimer.html
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#2

Well, The guys from pumping BVSN, Lebed and the NIA are at it again, this time with CCUR, it will be interesting to follow this

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#3

Here is the chart, it updates automatically:

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#4

Their website isn't updated anymore so it's a little hard to figure out exactly when they started promoting this, probably in Februari when the volume spike happened.

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#5
June 7 email from Lebed:
Concurrent (CCUR) looks set to lead the market from Monday through Wednesday of next week with the largest percentage gains! With a 100% dividend increase, there is no doubt in my mind that this stock is about to break $8 and never look back. $8 has been such a major resistance level for CCUR that as soon as it breaks $8 on Monday, we could see the stock rally past its 52-week high of $8.45 and reach $9 per share within just an hour or two later.
 
To receive CCUR's latest quarterly dividend payment of $0.12 cash per share, you must be a shareholder at the close of trading on Wednesday! CCUR will likely receive MAJOR media coverage throughout all of next week from the Cable Show - as they are set to unveil their innovative new cloud computing solutions for OTT and IP video services!
 
CCUR already has 2 of the 3 largest U.S. pay TV operators as clients - as well as the #1 largest pay TV operators in Canada, Japan, the UK, and Germany! CCUR has successfully captured the #1 on demand video server market share and has the #1 rated on demand video server platform in the industry! The on demand video space is absolutely booming with 19% annual growth since 2009 - and CCUR's new CDN technologies are allowing its client to migrate to new IP-based video networks that allow for much larger storage capacity as well as streaming to tablets, smartphones, and other IP-connected devices!
 
Don't doubt me about CCUR...  I have been focusing solely on CCURfor a reason! 
 
-----
 
I am affiliated with a firm that owns 250,093 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.htm
 
Jonathan Lebed
Lebed.biz
Staff

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#6

It goes back at least to May 6, as the following email from NIA was from that date:

Concurrent (CCUR) could potentially be the strongest stock in the market today from both a fundamental and technical perspective, with the largest short-term upside potential. 13 full weeks have passed since NIA began covering CCUR as its #1 favorite stock suggestion. Last week, CCUR gained $0.95 or 14% to $7.75. This was CCUR's largest weekly gain since NIA began covering the company. CCURhas now gained 3 straight weeks, with total gains over the past 3 weeks of $1.42 or 22%.
 
CCUR last week traded its highest volume since the final week of February, and its highest volume in an up week since the first week of February. CCUR's total volume last week of 822,507 shares was up 148% from its total volume during the previous week of 331,400 shares. NIA believes major institutions are beginning to accumulate HUGE positions in CCUR and the shorts are beginning to get squeezed.
 
CCUR is fundamentally a lot stronger than the last two times it attempted to break through its $8 resistance. CCUR just reported non-GAAP EPS for the quarter ending March 31st of $0.16. CCUR's closest comparison Seachange (SEAC) is projected to only report non-GAAP EPS for the quarter ending April 30th of $0.02. If SEACmeets estimates, CCUR's non-GAAP EPS for the comparable quarter will be 8X higher than SEAC, yet CCUR is currently only $7.75 vs.SEAC's current share price of $10.97!
 
CCUR's non-GAAP EPS last quarter of $0.16 (GAAP EPS of $0.11) was up 100% from non-GAAP EPS of $0.08 (GAAP EPS of $0.04) in the same quarter last year, while SEAC's projected non-GAAP EPS of $0.02 for the comparable quarter will be down 66.67% from $0.06 in the same quarter last year. CCUR, unlike its competitors, made a very smart decision to focus on content delivery network (CDN) IP video solutions, and America's two largest cable TV companies Comcast (CMCSA) and Time Warner Cable (TWC) just began investing heavily into deploying their own IP CDNs for multi-screen video delivery, with TWC choosing CCUR's CDN technology to double their video on demand (VOD) title capacity and begin streaming VOD and live-TV to tablets, smartphones, and other IP connected devices.
 
CCUR's 3Q revenues and EPS far surpassed analyst estimates. Besides America's #2 cable TV operator TWC (with 12 million video subscribers) beginning to use CCUR's CDN multi-screen video solutions, so is Virgin Media (VMED), the #1 cable TV operator in the UK (with 3.8 million video subscribers). Revenues from VMED are expected to begin showing up in CCUR's 4Q results. This could potentially allow CCUR to once again blow away analyst estimates for the quarter and lead to CCUR seeing huge revenue and EPS growth in fiscal year 2014 beginning July 1st!
 
When CCUR reports their fiscal 2013 year-end results this summer, they will most likely report full year GAAP EPS of $0.32 and full year non-GAAP EPS of $0.50. SEAC recently reported their fiscal 2013 year-end results and reported full year GAAP EPS of negative ($0.53) and full year non-GAAP EPS of $0.48. Shortly before CCUR reports their year-end results this summer, SEAC will report their fiscal 2014 1Q results and their projected non-GAAP EPS of $0.02 will be down $0.04 year-over-year, which will reduce their trailing twelve month non-GAAP EPS from $0.48 to $0.44.
 
SEAC closed last week at $10.97 per share and based on this share price along with projected trailing non-GAAP EPS of $0.44 after their 1Q results, SEAC is being valued with a P/E of 24.93. Based onCCUR expected to finish fiscal year 2013 with full year non-GAAP EPS of $0.50, this same P/E will value CCUR at $12.47 per share.
 
Companies like CCUR that are rapidly growing their EPS typically deserve much higher P/E ratios than companies like SEAC with declining EPS. Therefore, CCUR could very easily reach a P/E of 30 based on expected non-GAAP EPS of $0.50 for the full year ending June 30th, which would value CCUR at $15. Although there are no guarantees or sure things in the stock market, we see almost no chance of CCUR continuing to trade with a non-GAAP P/E of below 20, which means CCUR should be trading at a very minimum price of $10 per share. CCUR below $10 is quite simply an opportunity that won't last for long and all NIA members who don't research CCURimmediately will regret it.
 
NIA's previous stock suggestion Synacor (SYNC), which initially gained 103.6% after NIA's profile, soared as much as 46% last week after announcing an expanded deal with Verizion Fios to provide TV Everywhere authentication services. NIA originally thought thatCCUR's new CDN deal with a Top 5 North American MSO could potentially be with Verizon Fios, but after performing additional due diligence we were ecstatic to determine it is TWC, which has 12 million video subscribers vs. Verizon's 5 million video subscribers.
 
TWC doesn't want CCUR including TWC's name in a press release yet, just like Verizon at first wouldn't allow SYNC to include their name in a press release. There have been hundreds of articles published in the media so far this year about TWC launching an iOS app and beginning to deliver VOD and live-TV to iPhones and iPads, with an Android app coming soon. Originally, the iOS app only allowed TWCsubscribers to access content from within their own home - but the latest version has expanded access to any location - making it a true TV Everywhere app. None of the articles written about TWC's new multi-screen services have discussed CCUR and the major role they are playing.
 
We are sure it is only a matter of time until CCUR is able to begin discussing their major TWC multi-screen CDN deal publicly, and when this time comes - CCUR will finally become recognized as the multi-screen CDN software market share leader in the pay-TV industry. Right now, almost nobody is aware of this deal yet - but once it is finally exposed publicly, we could potentially see CCUR very rapidly double or triple in share price. With just about every major pay-TV operator now planning to deploy their own CDNs, companies with the leading CDN video software solutions like CCUR could become the hottest plays on Wall Street over the next 30-90 days.
 
When a public company issues their annual report (10-K filing) they are legally required to disclose much more detailed info than in their quarterly reports (10-Q filings). With CCUR's fiscal year 2013 ending on June 30th, CCUR's 10-K filing is due to be released this summer and CCUR will most likely be required to provide official confirmation at that time. From NIA's experience, CCUR and TWC will most likely choose to provide official confirmation in a joint press release well before CCUR's 10-K filing. This is an equally HUGE development for both companies and TWC most likely informed CCUR that they would like to announce their agreement to the public in the form of a joint press release together with CCUR - perhaps around the time of a major industry event or trade show - for the purpose of receiving the most coverage for both companies in the media.
 
NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
 
Disclaimer: NIA currently owns 250,093 shares of CCUR. NIA intends to sell its CCUR shares in the future and can do so anytime. NIA reserves the right to add to its CCUR position at any time.
 
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
 
Additional legal disclaimer information: http://inflation.us/legaldisclaimer.html
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#7

New email June 9:

NIA believes that Concurrent (CCUR)'s upside potential at last week's closing price of $7.75 per share is astronomical! Although NIA isn't an investment advisor, it is NIA's own opinion that CCUR has almost no downside risk here at $7.75 and is about to explode to new 52-week highs this week and never look back!
 
With today's extremely low interest rates, there are no bonds, CDs, or any other dollar-denominated assets that will pay a return over the next year that is anywhere close to CCUR's current dividend yield at $7.75 per share of 6.2%. NIA calculates that there are a total of 1,857 U.S. dividend paying stocks and CCUR's dividend yield is the 148th highest, putting CCUR in the top 8%! The overwhelming majority of the 147 stocks with higher dividend yields than CCUR are either banks, REITs, or trusts.
 
There is not a single U.S. technology stock in any high growth markets like multi-screen video delivery, content delivery networks (CDNs), video on demand (VOD), media data intelligence, or real-time solutions - that is paying a higher dividend yield than CCUR. To the best of NIA's knowledge, there is not a single U.S. stock in any industry that is paying a higher dividend yield than CCUR and has seen its operating income ramp up big for four straight quarters by a total of over 550%!
 
Out of the 1,857 U.S. dividend paying stocks, 50 of them (includingCCUR) are paying an annual dividend of $0.48 per share. Here is a list of these 50 companies below, in order from highest share price to lowest (or lowest dividend yield to highest).
 
List of U.S. stocks paying annual dividend of $0.48 per share:
 
Randgold Resources, Ltd. (GOLD) $77.30 per share, Dividend Yield: 0.6%
FEI Company (FEIC) $73.86 per share, Dividend Yield: 0.6%
Wolverine Worldwide (WWW) $52.55 per share, Dividend Yield: 0.9%
WSFS Financial (WSFS) $51.68 per share, Dividend Yield: 0.9%
CBS Corporation (CBS) $48.03 per share, Dividend Yield: 1%
Agilent Technologies Inc. (A) $45.15 per share, Dividend Yield: 1.1%
Cheescake Factory (CAKE) $41.46 per share, Dividend Yield: 1.2%
Imperial Oil Ltd. (IMO) $38.98 per share, Dividend Yield: 1.2%
A.O. Smith (AOS) $38.78 per share, Dividend Yield: 1.2%
First Republic Bank (FRC) $38.37 per share, Dividend Yield: 1.3%
Lincoln National Corp (LNC) $35.89 per share, Dividend Yield: 1.3%
Century Bancorp (CNBKA) $35.11 per share, Dividend Yield: 1.4%
Royal Caribbean Cruises Ltd. (RCL) $33.99 per share, Dividend Yield: 1.4%
Banner Corp (BANR) $32.94 per share, Dividend Yield: 1.5%
Inter Parfums Inc. (IPAR) $31.54 per share, Dividend Yield: 1.5%
Western Refining, Inc. (WNR) $31.27 per share, Dividend Yield: 1.5%
BlackBaud (BLKB) $30.77 per share, Dividend Yield: 1.6%
Raven Industries (RAVN) $30.49 per share, Dividend Yield: 1.6%
Federal Agricultural Mortgage Corp (AGM) $29.85 per share, Dividend Yield: 1.6%
Nexstar Broadcasting Group, Inc. (NXST) $28.52 per share, Dividend Yield: 1.7%
NRG Energy Inc. (NRG) $27.10 per share, Dividend Yield: 1.8%
Texas Roadhouse, Inc. (TXRH) $24.33 per share, Dividend Yield: 2%
Allison Transmission Holdings, Inc. (ALSN) $23.53 per share, Dividend Yield: 2%
First American Financial (FAF) $22.74 per share, Dividend Yield: 2.1%
Briggs & Stratton (BGG) $21.22 per share, Dividend Yield: 2.3%
Crosstex Energy, Inc. (XTXI) $19.44 per share, Dividend Yield: 2.5%
Evans Bancorp (EVBN) $17.74 per share, Dividend Yield: 2.7%
Staples (SPLS) $15.48 per share, Dividend Yield: 3.1%
First Community Bancshares (FCBC) $15.18 per share, Dividend Yield: 3.2%
SAIC Inc. (SAI) $14.94 per share, Dividend Yield: 3.2%
Knoll Inc. (KNL) $14.81 per share, Dividend Yield: 3.2%
Nicholas Financial, Inc. (NICK) $14.75 per share, Dividend Yield: 3.3%
Commercial Metals (CMC) $14.62 per share, Dividend Yield: 3.3%
Ocean First Financial (OCFC) $14.40 per share, Dividend Yield: 3.3%
Gazit-Globe Ltd. (GZT) $14.24 per share, Dividend Yield: 3.4%
First Pactrust Bancorp Inc. (BANC) $13.45 per share, Dividend Yield: 3.6%
Oneida Financial Corp (ONFC) $13.44 per share, Dividend Yield: 3.6%
Bank Of South Carolina Corp (BKSC) $12.74 per share, Dividend Yield: 3.8%
Telular Corp (WRLS) $12.57 per share, Dividend Yield: 3.8%
Fauquier Bankshares, Inc. (FBSS) $12.19 per share, Dividend Yield: 3.9%
F.N.B Corporation (FNB) $11.40 per share, Dividend Yield: 4.2%
BCB Bancorp (BCBP) $10.06 per share, Dividend Yield: 4.8%
World Wrestling Entertainment (WWE) $9.83 per share, Dividend Yield: 4.9%
Intersil (ISIL) $8.08 per share, Dividend Yield: 5.9%
Cresud Inc. (CRESY) $7.86 per share, Dividend Yield: 6.1%
Concurrent Computer Corporation (CCUR) $7.75 per share, Dividend Yield: 6.2%
Roundy's (RNDY) $7.48 per share, Dividend Yield: 6.4%
BGC Partners (BGCP) $5.85 per share, Dividend Yield: 8.2%
Pengrowth Energy Corp (PGH) $5.18 per share, Dividend Yield: 9.3%
Box Ships Inc (TEU) $4.08 per share, Dividend Yield: 11.8%
 
Out of the 50 U.S. stocks paying an annual dividend of $0.48 per share, 45 or 90% of them are trading at a higher share price thanCCUR! These 50 U.S. stocks paying an annual dividend of $0.48 per share finished last week at an average closing price of $24.86 per share. This means they have an average dividend yield of 1.9%.CCUR's dividend yield at $7.75 of 6.2% is 226% higher!
 
If you look at the 4 stocks paying an annual dividend of $0.48 that are priced lower than CCUR with higher dividend yields, all of them have weak fundamentals with no where near the astronomical upside potential that CCUR currently has:
 
CCUR has a HUGE cash position and NO debt, but the four lower priced stocks listed above have debt well exceeding cash. TEU has $209.57 million in debt or 8 1/2X its cash position of $24.69 million.PGH has $1.66 billion in debt or 17X its cash position of $96.51 million.BGCP has $446.5 million in debt vs. its cash position of $373.58 million. RNDY has $692.25 million in debt or 11X its cash position of $65.32 million.
 
CCUR has trailing twelve month operating cash flow of $7.13 million and after subtracting capital expenditures has trailing free cash flow of $5.6 million. With 8.754 million shares outstanding, CCUR's annual dividend of $0.48 per share will equal cash dividend payments to shareholders of $4.2 million. CCUR has a free cash flow payout ratio of 75%, which NIA considers to be perfect. CCUR is paying out the majority of its free cash flow to shareholders, which makes it an amazing opportunity for dividend seeking investors, yet CCUR still has a healthy 25% cushion so that its cash position will increase by $1.4 million annually based on its trailing twelve month free cash flow.
 
Three of the four lower priced stocks listed above aren't presently earning enough free cash flow to support their dividend payouts. PGHhas negative trailing free cash flow of ($31.118 million). BGCP's annual dividend payouts of $168.824 million exceed their annual free cash flow of $117.73 million by $51.094 million (for an unhealthy free cash flow payout ratio of 143%). RNDY has negative trailing free cash flow of ($1.556 million).
 
NIA believes that CCUR deserves to be trading today with a very minimum enterprise value of 15X its free cash flow of $5.6 million, which would give CCUR an enterprise value of $84 million, for a market cap of $106.37 million and share price of $12.15. On a more aggressive basis, CCUR in NIA's opinion deserves an enterprise value of 20X its free cash flow of $5.6 million, which would give CCUR an enterprise value of $112 million, for a market cap of $134.37 million and share price of $15.35!
 
If not for CCUR's $8 resistance in recent months, NIA believes CCURwould already be trading in the $12-$15 per share range today. Investors who pay $8 for CCUR will be earning a HUGE dividend yield of 6%, so NIA is sure that CCUR is about to soar past $8 on Monday and never look back. NIA believes there are many investors following closely from the sidelines waiting for CCUR to convincingly break $8 before they begin accumulating, so when CCUR breaks $8 it could very quickly fly past its 52-week high of $8.45 and reach $9 within hours - followed by a major breakout into double digits in the following days!
 
NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
 
Disclaimer: NIA currently owns 250,093 shares of CCUR. NIA intends to sell its CCUR shares in the future and can do so anytime. NIA reserves the right to add to its CCUR position at any time.
 
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
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#8
Well, we'll see what happens on Monday..
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#9

A flurry of new emails from Lebed and the NIA (more than 10 in a couple of days, really remarkable..) We'll show only a couple. This was today (Wed Jun 12 after close)

When Concurrent (CCUR) released its fiscal 3Q 2013 results at the end of April and reported year-over-year GAAP EPS growth of 175%, its trailing twelve month free cash flow increased 46% to $5.6 million from free cash flow of $3.834 million at the end of its fiscal 2Q 2013!
 
With 8.754 million shares outstanding, CCUR has free cash flow of $0.64 per share! CCUR can easily afford its recent 100% dividend increase to $0.12 per share each quarter or $0.48 annually for a HUGE dividend yield at $8 per share of 6%! CCUR's annual dividend of $0.48 per share represents only 75% of CCUR's $0.64 per share in free cash flow!
 
NIA is extremely confident that CCUR will explode into double digits next week. The shocking truth is, CCUR's #1 rival Seachange (SEAC) is up $0.10 today to $11.19 per share, and SEAC wouldn't be able to afford a $0.48 per share cash dividend like CCUR!SEAC has trailing twelve month free cash flow of $13.58 million. With 32.75 million shares outstanding, SEAC has free cash flow of $0.41 per share!
 
CCUR's annual dividend of $0.48 per share equals a free cash flow payout ratio of only 75%. If SEAC paid an annual dividend of $0.48 per share like CCUR, it would equal a free cash flow payout ratio of 117%, which would be unsustainable as it would eventually use up all of SEAC's cash on its balance sheet!
 
If SEAC matched CCUR's free cash flow payout ratio of 75%, it would only be able to pay an annual dividend of $0.31 per share! With SEAC at $11.19 per share it would have a dividend yield of only 2.77% vs. CCUR's substantially higher dividend yield at $8 of 6%!
 
SEAC's share price of $11.19 is 27.29X its free cash flow of $0.41 per share! If CCUR was trading for 27.29X its free cash flow of $0.64 per share, CCUR would be trading at a share price of $17.47! CCUR could easily double by the end of June, in NIA's opinion!

NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
 
Disclaimer: NIA currently owns 250,093 shares of CCUR. NIA intends to sell its CCUR shares in the future and can do so anytime. NIA reserves the right to add to its CCUR position at any time.
 
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
 
Additional legal disclaimer information: http://inflation.us/legaldisclaimer.html

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#10
Still not quite through the $8, although we're getting there.. There is a multiple top at $8 so a breakout would indeed be quite significant

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