Opinions Peter Brieger
GEAC ComputerGAC.TOPAST TOP PICKDec 15, 2005
(A Top Pick Oct 4/05. Up 16%.) Sold his holdings at $12.48 as it is being taken over.
$12.60
Stock price when the opinion was issued
computer softwareprocessing
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DON'T BUY
Ranks 423 out of 700 in his quant model. Earnings estimates have been chopped 7% in the last 90 days and 12% in the last 60 days. Earnings growth year over year is down by 21%. Earnings are expected to drop from $0.87 in Apr/05 to $0.79 in '06. Looking out to '07, the forcast is for $0.81.
computer softwareprocessing
TOP PICK
Its peak of $12.40 was in anticipation of a takeover offer. The company is in play.
Peter BriegerOwned
computer softwareprocessing
TOP PICK
$0.75/0.80 is your base rate of earnings. If the street pays 15 X, that gets you to $12. They have about $2.25 in cash. In the event of a takeover, it's probably around $14/15.
Peter BriegerOwned
computer softwareprocessing
TOP PICK
Has $2 cash per share. Expects $0.80 earnings. Would exit at $14.
Peter BriegerOwned
computer softwareprocessing
DON'T BUY
Cut his holding back because of the internal wrangling. Wouldn't buy until it's clarified.
David CockfieldOwned
computer softwareprocessing
