Adobe Systems | StockChase
29
Adobe Systems (ADBE-Q)

Last Price Recorded: $177.5100 on 2017-12-15

ON STOCKCHASE SINCE Nov 2001

computer software/processing
29
Adobe Systems (ADBE-Q)

Last Price Recorded: $177.5100 on 2017-12-15

ON STOCKCHASE SINCE Nov 2001

computer software/processing

Adobe Systems


Signal Opinion Expert
COMMENT
Adobe Systems(ADBE-Q) 

May 2, 2017

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.

computer software/processing

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.

computer software/processing
Gordon Reid

President, GoodReid Investment ...

PricePrice
$135.000
Owned Owned
No

PAST TOP PICK
Adobe Systems(ADBE-Q) 

April 27, 2017

(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.

computer software/processing

(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.

computer software/processing
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$133.380
Owned Owned
Yes

TOP PICK
Adobe Systems(ADBE-Q) 

April 19, 2017

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.)

computer software/processing

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.)

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$130.220
Owned Owned
Yes

TOP PICK
Adobe Systems(ADBE-Q) 

March 21, 2017

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.)

computer software/processing

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.)

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$125.070
Owned Owned
Yes

PAST TOP PICK
Adobe Systems(ADBE-Q) 

February 27, 2017

(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.

computer software/processing

(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.

computer software/processing
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$118.780
Owned Owned
Yes

PAST TOP PICK
Adobe Systems(ADBE-Q) 

November 28, 2016

(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.

computer software/processing

(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.

computer software/processing
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$104.500
Owned Owned
Yes

HOLD
Adobe Systems(ADBE-Q) 

October 14, 2016

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.

computer software/processing

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.

computer software/processing
Hilary Kramer

Editor in Chief, GameChangerStocks.co...

PricePrice
$107.840
Owned Owned
Unknown

BUY
Adobe Systems(ADBE-Q) 

May 5, 2016

(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.

computer software/processing

(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.

computer software/processing
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$93.500
Owned Owned
Unknown

TOP PICK
Adobe Systems(ADBE-Q) 

April 27, 2016

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.

computer software/processing

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.

computer software/processing
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$95.640
Owned Owned
Yes

TOP PICK
Adobe Systems(ADBE-Q) 

December 16, 2015

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.

computer software/processing

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.

computer software/processing
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$95.560
Owned Owned
Yes

WAIT
Adobe Systems(ADBE-Q) 

July 23, 2015

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.

computer software/processing

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.

computer software/processing
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$80.640
Owned Owned
Unknown

PARTIAL BUY
Adobe Systems(ADBE-Q) 

October 29, 2013

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.

computer software/processing

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.

computer software/processing
Bill Carrigan

Technical Analyst, Getting Technical In...

PricePrice
$54.860
Owned Owned
Unknown

PARTIAL SELL
Adobe Systems(ADBE-Q) 

July 29, 2009

The quarter was fine but has had a good run. If you own, consider pulling back a little bit.
computer software/processing
The quarter was fine but has had a good run. If you own, consider pulling back a little bit.
computer software/processing
Brett Hryb

Vice President & Senior Portfolio Manager, MFC Global Investmen...

PricePrice
$32.060
Owned Owned
No

BUY
Adobe Systems(ADBE-Q) 

January 23, 2008

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.
computer software/processing
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.
computer software/processing
Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Mana...

PricePrice
$34.330
Owned Owned
Unknown

HOLD
Adobe Systems(ADBE-Q) 

October 16, 2007

Slightly rich better position then we have given them credit for.
computer software/processing
Slightly rich better position then we have given them credit for.
computer software/processing
Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Mana...

PricePrice
$45.670
Owned Owned
Unknown

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