المساعد الشخصي الرقمي

مشاهدة النسخة كاملة : توصية إستثمارية


السبيعي2
30-01-07, 12:50 AM
Sigm

للي يصبر الهدف دبل

الشراء أقل من 23$

وبالتوفيق
:d

trades
30-01-07, 07:33 AM
اخي السبيعي

بارك الله يك على مجهودك المميز والموفق في اختيار الاسهم

بالنسبه للسهم المذكور مامدى قوه هذه التوصيه

وماهي المده المتوقعه لتحقيق الهدف ؟

السبيعي2
30-01-07, 08:49 AM
اتوصية إن شاء الله قوية جدا
المدة ليست أقل من سنة
وهذا سوق كل شيء ممكن يحصل فيه

السبيعي2
02-02-07, 04:39 PM
توصية ثانية

الشراء بأقل من 19$

Clrk


من أفضل 25 شركة بأمريكا نموا للسنة الثانية على التوالي

خلك شقردي
02-02-07, 05:24 PM
الله يوفق الجميع

الاستثمار يبيله من يصبر عليه.... وأظن الشباب أكثر مضاربين أو مدى قصير

السبيعي2
02-02-07, 06:02 PM
توصية عنوانها واضح

إستثمارية

:cool:

FreeTrader
02-02-07, 06:05 PM
توصية عنوانها واضح

إستثمارية

:cool:

انزين ليش معصب :) صج شايب

FreeTrader
02-02-07, 06:07 PM
الله يوفق الجميع

الاستثمار يبيله من يصبر عليه.... وأظن الشباب أكثر مضاربين أو مدى قصير

الشقردي صدقني في اسهم تستاهل تحط فيها كم الف وتنام عليها ابرك من المضاربه

سو مثلي حساب ثاني فقط للاسهم الطويله المده ( اسهم الشيبان )

trades
02-02-07, 06:17 PM
الاخ الكريم السبيعي

وجهت لك سؤال فوق في موضوغ مثبت:منتديات اقتصاديه

ارجو الاجابه

السبيعي2
14-02-07, 10:03 AM
لازالو يبدعون والوعد قدام:D :p ;)

FreeTrader
14-02-07, 10:08 AM
اتوصية إن شاء الله قوية جدا
المدة ليست أقل من سنة
وهذا سوق كل شيء ممكن يحصل فيه

الاخ الكريم السبيعي

وجهت لك سؤال فوق في موضوغ مثبت:منتديات اقتصاديه

ارجو الاجابه

جاوبك بوصالح يمكن انت ما شفت الاجابه

السبيعي2
17-02-07, 09:37 AM
لازالت التوصية قائمة

السبيعي2
08-10-07, 06:19 PM
Sigm

للي يصبر الهدف دبل

الشراء أقل من 23$

وبالتوفيق
:d

ولله الحمد والشكر تحقق الهدف:D

السبيعي2
31-10-07, 10:11 PM
توصية جديدة

الدخول بسعر 23 أو أقل

الهدف دبل والمدة مفتوحه

DBTK

شرعي

السبيعي2
08-11-07, 09:20 AM
NCT

الهدف من 15 الى20$

alisara
08-11-07, 03:23 PM
NCT

الهدف من 15 الى20$

النشاط غير شرعي

السبيعي2
15-11-07, 08:52 AM
NCT

الهدف من 15 الى20$

تحقق الهدف

السبيعي2
25-12-07, 09:36 AM
توصية جديدة

الدخول بسعر 23 أو أقل

الهدف دبل والمدة مفتوحه

DBTK

شرعي

شركة برامج جديدة مختصة ببرامج الحماية من الكوارث والمقصود هنا بالكوارث هو فقدان البيانات وطبعا هناك منافسين كبار بالسوق ولكن الشركة يميزها إن برامجها رخيصة جدا مقارنة بالآخرين بالإضافة أنه لايلزم شراء أي أجهزة مثل السيرفرات أو أي بنية شبكات تحتية والشركة حاليا تسحب شركات كبيرة من المنافسين وهناك خبر غير مؤكد حاليا إن برنامجها سيكون موجود في سيرفرات الويندوز 2008 وهي حاليا تعمل تحت بيئة الويندوز وتركز على تطبيقات الأوراكل والبلاك بيري ونظرا لرخص الشركة فمن المنطقي أن تكون هدف أستحواذ لشركات كبيرة مثل لمايكروسوفت أو من المنافسين مثل sysm+ca+emc
الفلوت 9 مليون سهم الإنسايدر 29% والمحافظ 76% والشورت 3% والديون صفر
وبنسبة نمو بالارباح تعادل 31%
الخلاصة شركة إستثمارية لا يمكن تجاهلها وهنا أتكلم عن مدة زمنية طويلة مالم تشتريها شركة أخرى

رأيي الشخصي فقط لاغير وبالتوفيق للجميع:)

السبيعي2
25-12-07, 09:44 AM
Double-Take Software
By David Gardner & Karl Thiel
Double-Take Software
• Software-based backup specialist offers business solutions without expensive hardware and infrastructure.
• Fast-growing company with huge market opportunity.
• Has a client list of more than 10,000 customers and 130,000 separate licenses.
Nasdaq:DBTK
• 257 Turnpike Road, Suite 210
Southborough, MA 01772
508-229-8483
www.doubletake.com
• Discuss Double-Take here
Market Cap: $470
Risk-Level Rating: Medium-High
Cash/Debt: $67.4/$0
Owner Earnings Run Rate: $15.5
* Except price, amounts in millions
The Blue Screen of Death. The virus. The programming bug. The cord snagged by your sneaker. The airborne cup of coffee. There are hundreds of ways that computers fail, and chances are you've encountered at least a few. With so many businesses placing the fate of their enterprises in the hands of file servers, the threat of crashes and lost data is a bigger issue than ever.
You can, of course, back up data every night with archaic tape drives or other media, but businesses looking for protection against natural disasters, technology snafus, and human error want continuous, up-to-the-moment protection. And they want little or no downtime as a lost system is recovered. Newly public Double-Take (Nasdaq: DBTK) provides a cost-effective solution in the ever-expanding computer software market. With its products, data changes on one server are echoed to a remote system as they happen, even down to a single byte ... and across any IP network.
This isn't unique. EMC (NYSE: EMC), Symantec (Nasdaq: SYMC), and CA (NYSE: CA) offer competitive products. But the difference is that these larger companies are mostly focused on "array-based" replication for high-end enterprises. Without trying to get geekier than I can safely pull off, let me just say that these array-based systems generally rely on expensive hardware and infrastructure upgrades as well as software. While these systems dominate the overall market and seem to work well, they require a lot of support from IT staff.
Double-Take, on the other hand, offers "host-based" replication. You don't need identical servers in remote locations; you can use just about whatever storage medium you want, located anywhere you want. That means a company can use its existing servers, storage, and infrastructure, and get a median-priced system up and running for about $4,000 -- with minimal time and hassle. Double-Take is the No. 1 stand-alone replication company addressing Windows-based servers. (Try saying that five times fast!)
Cheap and Plentiful
Cost-wise, Double-Take's products are a lot closer to tape backup than to high-end array-based services, but the company isn't just offering dumb storage. If one server goes down, Double-Take's software detects it and restores the system from replicated data with little or no interruption.
Instead of relying on huge enterprise deals negotiated with chief information officers, Double-Take is selling directly to IT managers, who appear to love the product and often come back to add more licenses for more servers.
Better yet, the company makes about 41% of its revenue from maintenance contracts, with about 75% of customers renewing annually. This ongoing income keeps the revenue base stable as Double-Take reaches out to new customers.
And its reach is formidable. Well over half its revenue comes from reseller agreements (Dell alone represented about 20% in 2006), while a direct sales force accounts for about 12%. Broadly, the company now serves more than 10,000 customers and more than half of the Fortune 500.
With these relationships comes some very nice growth.
How Nice?
Glad you asked. Revenues have grown about 46% over the past 12 months, following 36% growth in 2005 and 49% growth in 2006. Certainly, its multibillion-dollar competitors can't boast such nimbleness.
Indeed, from the chart to the left, you'll see that Double-Take looks attractive versus its key rivals on a price-to-earnings-to-growth (PEG) basis, though expensive on an enterprise-value-to-sales (EV/S) basis. (The company just went public last December, and this is its first year of profitability, so the earnings history is brief).
How Does Double-Take Stack Up?
Company Market Cap Revenue Growth (TTM) P/E Ratio (TTM) EV/S Ratio (TTM) PEG Ratio
EMC $42.78 B 18.4% 27.9 3.2 1.8
SYMC* $14.66 B 11.8% 48.4 2.7 1.2
CA* $13.27 B 6.7% 46.4 3.4 2.3
DBTK $0.47 B 46.0% 28.6 5.1 1.1
*Both SYMC and CA's GAAP earnings were substantially affected by restructuring charges and (for SYMC) an asset writedown, so forward P/Es are much lower. PEGs based on full-year fiscal 2007 earnings estimates of $1.18/share and $1.09/share, respectively.
But look at the magnitude of the other companies! Double-Take is a fraction of the size of its main competitors. Now, I'm not saying that there aren't other small companies in the space, but Double-Take is going toe-to-toe with these giants -- and in many cases winning the battle.
Right now, Double-Take only offers products for Windows-based servers. This has been a nice focus for a small company, allowing it to build expertise and reputation in one area. In addition, the Windows-based replication market is growing substantially faster than the overall replication market (a projected compound annual growth rate of 25% versus 15%, according to market research firm IDC).
And, in this niche, Double-Take has an impressive 13% market share for Windows-based data replication. That's more than 130,000 licenses.
Strong brand loyalty, solid penetration, and small size make a nice formula for Double-Take's future growth and market-beating returns. Analysts' projected growth rate of 25% assumes the company will not gain market share, but simply keep pace with new servers coming online, whether with existing or new customers.David and Goliath
I always pull for David in any David-and-Goliath story, but there's still a chance Goliath will win here. The giant to watch out for is Microsoft (Nasdaq: MSFT). Although it partners with Double-Take, its entry into the data-replication business would have serious ramifications. Double-Take only serves Microsoft products, and if Mr. Softy decides to bundle its software with its operating system, or makes changes to its operating system to disable Double-Take's software, it will be devastating to this recommendation. To mitigate this risk, Double-Take has started production of Unix/Linux software, but it's too early to know if this will gain traction.
Alternative technologies could also pose a threat. Larger competitors, seemingly content with high-end enterprise deals, could potentially go after the smaller fish Double-Take has successfully landed. Or, smaller upstart rivals could take away market share. It's a competitive business, and I don't pretend to know the technology well enough to foresee every potential threat. That's why I highly value Double-Take's reputation and customer loyalty. It makes it harder for rivals to win market share.
A final risk here is one that's on everyone's minds these days: an economic slowdown. Double-Take is priced with expectations of strong growth, so it will be a lot more volatile than its larger rivals in the face of any broad economic troubles. But I think Double-Take can weather a slowdown relatively well. Chief executive Dean Goodermote recently told an investment banking audience that he sees no slowdown in demand, even from the suffering financial services sector, which accounts for a lot of its business. It's hard to think of an industry hurting more than banking right now.
The Foolish Bottom Line
Databases, websites, e-mail -- these are the lifeblood of modern business. Companies can't afford to lose them, even for a few hours. But top-shelf data replication platforms can themselves be difficult to afford.
Sitting in the sweet spot between the failsafe, byte-level performance of high-end solutions and a price point closer to periodic tape backup is Double-Take. No wonder its customers are so loyal.

Double-Take Software is making a name for itself in the field of data protection. The company provides a low-cost software option for corporations looking to create redundancy systems and backup solutions without adding expensive infrastructure. In addition to being an acquisition candidate for any number of companies, including Microsoft (Nasdaq: MSFT), Double-Take is rapidly gaining acclaim in this vital field