Message Font: Serif | Sans-Serif
UnThreaded | Threaded | Whole Thread (24) | Ignore Thread Prev | Next
Author: DrtThrwingMonkey Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 21924  
Subject: Re: random ideas Date: 10/10/2012 4:40 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
CHKP: 15% FCF/EV. enough said. i freely admit i buy software companies at 15% FCF/EV with eyes closed.

Just in case you were peaking out of the corner of your eyes, any thoughts about the business? In particular, how do they succeed in mobilizing an extra couple of hundred million from their balance sheet every year? Is this mostly pre-payment for subscription software while revenues grow quickly, meaning they have more and more cash which they can't count as earnings until the end of the year?

And why is a fast-growing debt-free software company trading at 13 (15?) times free cash flow? Could this be the market worrying about having a nuclear bomb pointed at the company's HQ in a few months,, by a guy who wouldn't like the sound of the names of the officers and directors?

Regards, DTM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (24) | Ignore Thread Prev | Next


Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Does Greece Want to Leave Eurozone?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.