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  1. #21
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    Quote Originally Posted by ozzie View Post
    Is it really that well known? Morningstar and Skaffold both show only one analyst following (Skaffold only has two 'likes') and CommSec has zero analysts following. Not a great number of posts on
    HC either from what I can see.
    ozzie you'll learn one day that Skaffold is a joke that uses out of date information. RM is a brilliant salesman

  2. #22
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    Actually Skaffold's been greatly upgraded over recent months - where it used to log you out after a few minutes, was sluggish and not always
    up to date, now it stays on all day, is lightning fast and we're assured is updated overnight. However can you recommend any first-rate products
    or sites, I'm always looking to improve my sources of info? (HC, TBF and ACN are great btw. Also Eureka Report, UTR, YMYC and Smart Investor.)
    Last edited by ozzie; 15-11-2013 at 02:30 PM.

  3. #23
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    Would you guys please stop talking in acronyms and explain what the following are (for us less-well-educated investors): TBF, ACN, UTR, YMYC?

    Also, steve, how do you know which analysts cover a particular stock, such as this one?

    (Sorry for the newbie questions!)

  4. #24
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    TBF = To Be Fuc(Bonked)

    ACN= Action Caress Nurture

    UTR= U Twisted Recalcitrant

    YMYC= You Mother Yucker Clicker obvious really

  5. #25
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    TBF = https://www.facebook.com/TheBoatFund

    ACN= https://www.facebook.com/australiancapitalnetwork

    UTR= Under the Radar report

    YMYC= Your Money Your Call

  6. #26
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    Thanks ozzie, much appreciated :-) I'll check them out ...

  7. #27
    ? steve fleming's Avatar
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    Quote Originally Posted by steve fleming View Post

    there are at least 3 analysts that current cover RxP ( Cannacord, Ords and Wilsons)
    i have to correct myself, the brokers following RXP that I am aware of are:

    Cannacord – 96c target
    Ord Minnet - $1.00 target
    CCZ Stanton - $0.83 target (but this has not been updated since RXP has made their post year end acquisitions)

    I thought Wilsons had coverage but that may not be the case

    Catbert, this is from a subscription site called CapitalIQ
    Share prices follow earnings....buy EPS growth!!



  8. #28
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    Interesting announcement today that AMP have been recent heavy buyers of RXP. That would
    account for a lot of the recent volume.

  9. #29
    ? steve fleming's Avatar
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    Thanks to Ormond for this - the theory is these smaller IT players are more nimble and with more relevant offerings (i.e. RXP with its focus on mobile development, cloud offerings and strategic advisory services)


    What’s in store for IT stocks in 2014?

    By Tim McArthur - December 18, 2013

    Information technology (IT) services provider Oakton (ASX: OKN) has released a copy of a presentation given by CEO Neil Wilson at the BBY Technology Investment Conference. The presentation cut to the core of what has made 2013 a disappointing year for many investors in the IT services sector by declaring ‘significant shifts for traditional IT services companies’.

    The change in industry dynamics has forced many of the larger, more established players to review their business models and focus. In Oakton’s case this has led to the company transforming its business to establish a market position as a provider of specialist consulting and IT services which incorporate cloud based delivery models and allow for Oakton to deliver ‘solutions as a service’.

    While Oakton’s share price has moved significantly higher (around 30%) in the past few months the company’s full year results and outlook have not been inspiring. Trading profit fell 12% for the full year, while guidance provided during the BBY presentation stated that trading conditions remained challenging and that the firm would be relying on a strong second half in the current financial year.

    The adjustments required by the larger, more established IT services companies (with the exception of Oakton) have resulted in their share price performances significantly underperforming the S&P/ASX 200 Index (Index: ^AXJO) (ASX: XJO) over the past year. SMS Management & Technology (ASX: SMX) has seen its share price fall 21% in the past 12 months, while Data3 (ASX: DTL) and DWS (ASX: DWS) have recorded falls of 10% and 16% respectively. A favourite pick of a number of brokers at the moment UXC (ASX: UXC) has fared slightly better for shareholders with the stock price up 5%.

    It’s quite a different story amongst the smaller, more nimble firms however. Empired (ASX: EPD) and RXP Services (ASX: RXP) have seen their stock prices rally 64.5% and 44.4% respectively. The offerings by these two firms and the lack of legacy issues to deal with, have resulted in both companies posting solid earnings growth during the year.

    Foolish takeaway

    As the larger IT service companies deal with their legacy issues and adjust their cost bases they will be better positioned to deal with a cloud-based future. As trading conditions pick up and earnings improve the market may again start to look more favourably upon these stocks, which would make the sector worth keeping under review during 2014.

    The Motley fool
    Share prices follow earnings....buy EPS growth!!



  10. #30
    ? steve fleming's Avatar
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    http://www.eurekareport.com.au/article/2014/2/5/small-caps/it-sector-needs-reboot?utm_source=exact&utm_medium=email&utm_conte nt=593468&utm_campaign=Wednesday&modapt=


    .......Others like RXP Services (RXP) also is expected to report higher revenue due to a number of acquisitions it made in 2013.

    Top 10 IT stocks based on consensus sales growth expections for FY14
    Code Company Sales growth FY14 (%) Sales growth FY15 (%) EBITDA* growth FY14 (%) Total rtn 1-yr (%)
    RXP RXP Services 72.64 22.02 103.58 46.73
    EPD Empired 68.72 27.85 124.90 63.23
    PPS Praemium 31.98 7.03 -252.24 121.43
    HSN Hansen Technologies 28.88 4.14 55.93 51.00
    IFM Infomedia 13.06 3.54 123.97 80.67
    IRI Integrated Research 12.77 6.62 20.21 -2.20
    ASZ ASG Group 12.10 1.56 n.a. -28.36
    TNE Technology One 10.11 8.97 16.30 55.66
    UXC UXC 7.95 6.04 14.46 5.16
    OCL Objective Corp 4.36 5.01 8.84 8.78
    *Earnings before interest, tax, depreciation and amortisation
    Source: Eureka Report, Bloomberg
    B
    Share prices follow earnings....buy EPS growth!!



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