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To: Bill Harmond who wrote (30732)11/2/2006 10:13:15 AM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
02-Nov-06 07:54 ET In Play Investools misses by $0.13 (12.77 ) : Reports Q3 (Sep) loss of $0.22 per share, $0.13 worse than the Reuters Estimates consensus of $(0.09). Co mentions special charges, but they are small and we calculate they have a less than a penny impact on EPS. GAAP revenue fell 4% year/year to $35.6 mln vs the $48.2 mln consensus. However, co says sales transaction volume increased 47% yr/yr to $56.6 mln. The co is a provider of investor education products and services.



To: Bill Harmond who wrote (30732)11/2/2006 10:28:19 AM
From: Elroy  Read Replies (2) | Respond to of 57684
 
Yeah, it took awhile. I was wondering why it didn't move yesterday. The stock is cheaper than its peer group (AQNT, DTAS) by a lot, and has accelerating revenues and expanding margins, and is a nice acquisition target. Hard to understand why some stocks get premium multiples when their fundamentals are good, while others (VCLK) get multiple discounts when their fundamentals are good and improving.

Anyway, my numbers say its fairly values at about $26, so I'm just watching it move around until then.

AQNT reports tonight. Hopefully more fireworks.....