Archive for February, 2008
SoundBite Communications: Record Profits, Beats Estimates, Guides Higher, Makes Acquisition
SoundBite Communications (Nasdaq: SDBT) reported its fiscal 4th quarter and full year 2007 earnings on Wednesday February 27th.
Not only did SoundBite post record profits and revenue and handily beat estimates, but they also raised guidance for Q1/2008, AND full-year 2008, while also announcing an acquisition that will be immediately beneficial to their platform and future product offerings to their customers. Read the rest of this entry »
The Double Thesis
When investing and trying to produce sizable gains that beat the market, there are no hard and fast rules that I play by. In fact, I don’t care where I have to look to make us money.
However, there are particular doctrines and methodologies that I adhere to that produce the most consistency and direction for my investments.
Some of these rules and methodologies that comprise my “Secret Sauce” I won’t share publicly, but others I will, as I feel it gives you a better idea of why and how I pick the stocks that I pick and what I look for in the companies that I want to make a long term commitment to.
One of these rules is what I like to call: The Double Thesis
The basic tenet of this rule is to ask myself one simple question when analyzing a company that appeals to me:
“Can this stock double in one year?” Read the rest of this entry »
New Company Spotlight and Buy Alert: SoundBite Communications
You’re phone is ringing again…should you pick it up?
“I dunno…” you say to yourself, “could be telemarketers bugging me again.”
As the phone continues to ring, you decide to finally pick up the phone and answer it.
Sure enough, you’re worst fears come to fruition: it’s an automated voice message…but something about it catches your attention right away.
This isn’t like other AVM’s you’ve gotten in the past. Right off the bat you know that something is different.
The message specifically asked for you by name, and when you heard that the phone call was from Capital One about some potential suspicious activity on your card, your ears definitely perked up.
After a few seconds, the message asks you to verify your identity with a question only you would know the answer to before proceeding with the rest of the message.
After verifying who you were, details about the suspicious transaction are presented to you.
After thinking about it for a second, you don’t at first recognize the charge, and as an option, ask to speak to a customer service representative.
In less time than it takes you to say “customer service”, someone is on the line with your full details ready to explain more about the potential fraudulent activity on your account.
You are impressed by not only the speed of the transfer to an agent, but also with the depth and responsiveness of the entire call and how seamless it was.
This time at least, you are certainly glad you picked up the phone!
So who’s behind this nifty technology? How can we invest in the growing trend of automating customer contact, bill payment, debt collection and customer service?
I’ve discovered a small company that just came public operating in this niche with nice growth prospects in an emerging and expanding field: SoundBite Communications (Nasdaq: SDBT) Read the rest of this entry »
I’m Freaking Out
For no good reason our stocks are getting hammered…I can’t take this anymore, I’m starting to panic…
Ok, sorry about that, just wanted to get your attention.
There’s been no panic on my side of the coin with the PeakStocks.com recommendations, but I can see from the comments and hesitation that I am reading out there, that some of you may be.
So to allay any fears, concerns or questions, I decided to post a quick update on not only the philosophy of PeakStocks.com, but some direct commentary on the stocks in the portfolio. Read the rest of this entry »
AuthenTec: Another Great Quarter/Year
AuthenTec (Nasdaq: AUTH) reported their fiscal 4th quarter and full year earnings on Monday, February 4th.
Needless to say, AuthenTec did exactly what I thought they would, and even surprised me with various improvements in their business. Read the rest of this entry »

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