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Compiling comments that experts make about stocks while on public TV.

Adobe Systems Stock Symbol: ADBE-Q

Last Price Recorded: $155.7700 on 2017-09-18

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Date Signal Expert Opinion Price
2017-05-02 COMMENT Gordon Reid

This has been a wonderful performer on a stock basis. One thing that has always been a bit of a pause for him is its valuation. It has high expectations of future earnings, cash flow and revenue growth, and has satisfied those expectations, but at the very minute it doesn’t, there is a freefall waiting to happen before it moves back into a normalized valuation. Because of this, he has not participated.


Price:
$135.000
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-04-27 PAST TOP PICK Mike S. Newton, CIM FCSI

(A Top Pick April 27/16. Up 39.46%.) Every quarter has been better than the previous quarter for 8 straight quarters. Earnings rose 370% when they reported last month. 26% growth in their Cloud business. It is very, very heavily used in corporate America.


Price:
$133.380
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK David Burrows

The leader in creating digital media. There is enormous growth in the creation of Digital media. They used to sell their software as a package, with an upgrade every couple of years. There was an enormous number of people pirating their software. They then started selling by subscription. They caught a bunch of pirates that needed their software and had to wind up subscribing. This is a quickly growing pie. As their subscriptions go up, their margins go up. They now have 10 million subscribers. There are 7 million users that continue to use old versions, and will have to upgrade. (Analysts’ price target is $145.)


Price:
$130.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK David Burrows

The two most important themes and most resilient in this market are technology and financials. Semiconductors look great. Software looks great. This company fits in a couple of key themes. They were the original big software company to go to the Cloud, selling their software by subscription. Today, 82% of revenue comes as a subscription. That is really attractive, because it is pretty predictable. Not only that, but revenues are growing very, very nicely. Revenues were up 22% in this most recent quarter. They should be able to grow revenue at 20% for quite some time, but because they make it and sell it a lot of times, as they grow their revenue, the margins go up. Their margins went to 36% from 31%, and the earnings went up 42%. Not an inexpensive stock, but the leader in software for Digital media, and we are all consuming quite a lot of Digital media. (Analysts’ price target is $143.50.)


Price:
$125.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-27 PAST TOP PICK Mike S. Newton, CIM FCSI

(A Top Pick April 27/16. Up 24%.) It surprises him how well they do. They are winning business from Fortune 500 companies at a record pace. Their latest earnings report demonstrated that. The ability is for mobile to be sent out and reach customers in a much more visual way. Adobe is really helping companies get that done. Still a buy.


Price:
$118.780
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-28 PAST TOP PICK John Stephenson

(A Top Pick Dec 16/15. Up 9.35%.) People know it for Acrobat the PDF maker, but they do a whole host of other products that are useful. They have Creative Cloud, and still need to migrate many of their existing clients to pay for the license for the subscription based model, which is extremely beneficial for them. They’re also focusing on reducing some of their costs. In general, this is a really strong, cloud-based solutions story.


Price:
$104.500
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2016-10-14 HOLD Hilary Kramer

Considers this as one of the horsemen of technology, an excellent company to buy. There is a dividend yield. They continue to readjust themselves in a Cloud-based format, rather than downloaded software. Has a recurring revenue structure. The company is excellent. Their editing programs and software have become the standard in the design world.


Price:
$107.840
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-05-05 BUY Paul Harris, CFA

(Market Call Minute.) An interesting story. Not cheap, trading at 24X earnings. They have done a very good job of trying to understand how people use their products and marketing and sales.


Price:
$93.500
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-04-27 TOP PICK Mike S. Newton, CIM FCSI

An interesting discovery for him when he was looking for low volatility names. What attracted him was that they completely changed the way they distributed their business as a subscription model. This makes it much more affordable for smaller businesses and individuals, and also makes strides to eliminate the potential for pirated and illegal copies. Their most recent earnings were really surprisingly good, and the adoption rate was a very, very high.


Price:
$95.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-12-16 TOP PICK John Stephenson

This is just in the right spot. They are sort of old technology/new technology. Have put their creative suite up on line into the creative Cloud. That has tremendous growth for them. Last quarter had blockbuster numbers and blew away the street. There is a ton more growth coming. Management estimates there is at least 8+ million of their installed base that has yet to migrate to the Cloud, and that becomes a recurring revenue model as well. Huge uptick in revenues and huge uptick in earnings with very strong margins.


Price:
$95.560
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-23 WAIT Don Vialoux

Like most technology stocks, this has a period of seasonal strength from October right through until usually the end of January. Looking at the technicals, the stock has continued to do very well. Chart shows it is still in an upward trend and recently hit an all-time high. Technically it looks very good. It is outperforming the market, trend is still on the upside and it is still above its 20 day moving average. His bias would be to use seasonality for this particular stock, i.e., buy it around the middle of October.


Price:
$80.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2013-10-29 PARTIAL BUY Bill Carrigan

Chart tells him that it is going higher. It shows a breakout. A wave count shows the 1st correction starting in mid-2011, levelling off through 2012 with a strong advance starting in late 2012. It is $10 above the 200 day moving average. If you ease yourself into it has more room to go.


Price:
$54.860
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2009-07-29 PARTIAL SELL Brett Hryb The quarter was fine but has had a good run. If you own, consider pulling back a little bit.
Price:
$32.060
Subject:
US EQUITIES
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2008-01-23 BUY Peter Hofstra Software producer. Into Web publishing. Getting into new higher growth markets with opportunities to get in front of content creators in all kinds of places. Very high quality name and a pretty good entry price.
Price:
$34.330
Subject:
TECHNOLOGY
Bias:
SELECTIVE
Owned:
Unknown
2007-10-16 HOLD Peter Hofstra Slightly rich better position then we have given them credit for.
Price:
$45.670
Subject:
TECHNOLOGY - LARGE CAPS
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 29 entries
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