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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: edkaiser who wrote (21443)	11/1/1999 9:26:00 AM
From: Kimberly Lee	Respond to of 108040

thanks, TDG. Bought INFM premarket on huge earnings news (eps 0.13 vs 0.03 consensus, +200% over the consensus) and $10M shares buyback. The float was only 5.9M; with this buyback and new interest coming in, it will be reduced significantly. This company is way undervalued: Price $ 4.16 EPS (TTM) $ 0.37 P/E (TTM) 11.39 52W High $ 8.38 Div. Rate $ 0.00 Yield 0.00 % 52W Low $ 3.50 Book Value $ 3.57 Price/Book 1.16 Shrs Out 12.38 Mil Cash $ 3.59 ROE (TTM) 11.19 % Float 5.90 Mil Rev (TTM) $ 9.60 ROA (TTM) 4.75 % Mon. Vol 1.10 Mil Curr. Ratio 1.37 Beta 0.89 LT Dbt/Eqty 0.00 BRIEF: INFM develops, markets and supports business software applications for the financial management, human resource management and materials management functions of organizations. For the 9 months ended 6/30/99, revenues rose 12% to $90.7M. Net income totalled $2.1M vs. a loss of $2.5M. Revenues reflect increased service revenues due to a growing installed base of customers. Earnings also reflect the absence of $11.2M in write-offs.