July 30, 2015
“Analyst objectivity and accuracy is an issue that is frequently debated. Much of the criticism appears to focus on the business relationships between analysts and the technology providers that are the subjects of their research. In short, analyst firms often rely heavily on revenues from the technology providers they cover.”* In yesterday’s post, I revealed the […]
July 28, 2015
I have received numerous comments regarding my last couple of posts, particularly as it relates to a free press and the prevalence of native advertising or content. You should check out the John Oliver commentary on native advertising through the following link; https://www.youtube.com/watch?v=E_F5GxCwizc In the meantime, the reference in yesterday’s post to the falling knife analogy got […]
July 27, 2015
“Those who try to catch a falling knife only get hurt.” – old Wall Street adage In a recent Nasdaq website article titled The 5 Biggest Stock Market Myths, reference was made to a study which concluded that “Most market prognosticators are notoriously inaccurate.” The article also went on to say that with the advent of […]
July 25, 2015
The other day I received an e-mail from Fast Market Research under the heading “New Market Research Report: SciQuest, Inc. (SQI) – Financial and Strategic SWOT Analysis Review.” When I clicked on the link – which I have included for you above, I was taken to a press release. You already know how I feel […]
July 8, 2015
“If operations continue to improve, we view potential buyers to be IBM, Oracle, salesforce, NetSuite, and Workday.” – Northland Capital Markets article Let’s put aside for a moment the fact that boutique investment banking firm Northland Capital Markets “initiated coverage on SciQuest (NASDAQ: SQI) with an Outperform rating and a price target of $20.00.” Beyond […]
July 3, 2015
“Three research analysts have rated the stock with a hold recommendation, one has issued a buy recommendation and three have issued a strong buy recommendation on the company. SciQuest’s rating score has improved by 7.8% from three months ago as a result of a number of analysts’ ratings changes.” – July 2nd, 2015, Dakota Financial […]
June 22, 2015
One of the many things I like about social media is its spontaneity. Especially on Twitter. While having 18,000 plus followers certainly helps in terms of being exposed to a wide range of timely topics, it also affords one the opportunity to start an impromptu conversation, in which the exchanges are often times unfiltered or […]
Is selling the company before it is too late SciQuest’s only option? by Jon Hansen
August 3, 2015
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“I have enjoyed reading your notes on Sciquest. Seems like the only way the stock can go up at this point is if they sell the company because the fundamentals of their higher education segment sound like they are getting worse! Do you have any sense for the Board of directors and whether they are […]