أول المقال: توصية بشراء CMGI

SKYHAWK · 16-03-2005, 09:40 PM

السلام عليكم:

شكرا لمنتداكم الممتاز والقائمين عليه، واشارك القراء بتوصية لشراء شركة (CMGI) ، حيث كان لها تاريخ مع بعض المستثمرين العرب والذين شروها قبل سنين بسعر يفوق ال 137 دولارا والغريب أن بعضهم لا زال متمسك بها آملا ان تعود يوما الى سالف عهدها...
سعرها يتذبذب بين ال 1.85دولار وبين ال 3.00دولاروأحيانا أكثر...

CMGI, Inc. (Nasdaq: CMGI) provides technology and e-commerce solutions that help businesses market, sell and distribute their products and services. CMGI offers targeted solutions including industry-leading global supply chain management and web-based distribution and fulfillment

*****************

CMGI ANNOUNCES SECOND QUARTER FISCAL 2005 FINANCIAL RESULTS

Company Posts Second Consecutive Quarter of Strong Operating Performance Following Modus Media Acquisition

Waltham, Mass. March 14, 2005 -- CMGI, Inc. (Nasdaq: CMGI) today reported financial results for its fiscal 2005 second quarter ended January 31, 2005.

Q2 2005 vs. Q2 2004 Operating Highlights

Net Revenue, increased 195% to $295.7 million
Operating Income, improved 283% to $8.8 million
Net Income, improved 232% to $7.2 million
Non-GAAP Operating Income, improved 805% to $15.5 million

"I am pleased to report that for the second consecutive quarter, we posted positive operating income," said Joseph C. Lawler, President and Chief Executive Officer of CMGI. "Our results continue to validate the strategic and economic value of the Modus Media acquisition. We are focused on operational excellence to ensure that we continue to realize the efficiencies of the combined organization. At the same time, we are developing and implementing strategies to position CMGI as a global leader in supply chain management."

CMGI reported net revenue of $295.7 million for the quarter ended January 31, 2005. This compares to net revenue of $100.3 million for the same period in fiscal 2004, an increase of $195.4 million, or 195%. This increase was primarily attributable to the Company's acquisition of Modus Media on August 2, 2004.

The second quarter revenue is affected by seasonality driven demand. This seasonality has contributed to higher sales in the Americas region during our second fiscal quarter as compared to other periods. This seasonality increase of approximately $26 million is not expected to be repeated in the Company's third and fourth quarters of fiscal 2005.

CMGI reported operating income of $8.8 million for the second quarter of fiscal 2005, compared to an operating loss of $4.8 million for the same period in fiscal 2004, an improvement of $13.6 million, or 283%, year over year. The increase in operating income was the result of the acquisition of Modus Media, a strong sales increase, as well as the realization of synergies and the related integration cost savings we have achieved to date. In addition, reflecting the impact of the acquisition of Modus Media, gross margins for the quarter increased from 6% to 13%, year over year. Operating income for the second quarter of fiscal 2005 included charges related to the amortization of intangible assets and stock-based compensation and depreciation totaling $5.6 million, and net restructuring charges of $1.0 million. Included in the Company's operating loss for the second quarter of fiscal 2004 were charges related to the amortization of stock-based compensation and depreciation totaling $1.5 million, and net restructuring charges of $1.1 million.

CMGI reported net income of $7.2 million, or $0.01 diluted earnings per share, for the second quarter of fiscal 2005. This compares to a net loss of $5.5 million, or ($0.01) diluted loss per share, for the second fiscal quarter of 2004, and represents an improvement of $12.7 million, or 232% year over year.

Excluding the effects of charges related to depreciation, amortization of intangible assets and stock-based compensation, and restructuring, CMGI reported non-GAAP operating income of $15.5 million for the second quarter of fiscal 2005. This compares to a non-GAAP operating loss of $2.2 million for the same period of the prior year, and represents an improvement of $17.7 million, or 805% year over year. The improvement in non-GAAP operating income was the result of the acquisition of Modus Media and the integration cost savings we have achieved to date.

The Company believes that its non-GAAP measure of operating income/(loss) ("non-GAAP operating income/(loss)") provides investors with a useful supplemental measure of the Company's operating performance by excluding the impact of non-cash charges and restructuring activities. Each of the excluded items was excluded because they may be considered to be of a non-operational or non-cash nature. Historically, CMGI has recorded significant impairment and restructuring charges. These charges, as well as charges related to depreciation and amortization of intangible assets and stock-based compensation, have been excluded for the purpose of enhancing the understanding by both management and investors of the underlying baseline operating results and trends of the business, which management uses to evaluate our financial performance for purposes of planning and forecasting future periods. Non-GAAP operating income/(loss) does not have any standardized definition and, therefore, is unlikely to be comparable to similar measures presented by other reporting companies. Non-GAAP operating income/(loss) results should not be evaluated in isolation of, or as a substitute for the Company's financial results prepared in accordance with United States generally accepted accounting principles. The Company's usage of non-GAAP operating income/(loss) and the underlying methodology in excluding certain charges, is not necessarily an indication of the results of operations that may be expected in the future, or that the Company will not, in fact, incur such charges in future periods. A table reconciling CMGI's non-GAAP operating income/(loss) to its GAAP operating income/(loss) and its GAAP net income/(loss) is included in the statement of operations information in this release.

As of January 31, 2005, CMGI had consolidated cash, cash equivalents and marketable securities of $188.6 million, versus consolidated cash, cash equivalents and marketable securities of $180.2 million at the end of the prior quarter.

جمشيد · 16-03-2005, 10:36 PM

cmgi تخوف احتاج ان ارى اقفال فوق الثلاثة دولارات حتى اقتنع بشرائها والله اعلم

جمشيد · 16-03-2005, 10:46 PM

شوف txcc$1.25 اذا انت من محبي هذه الاسهم الهدف 2

TranSwitch TXCC Stanford Research Buy $2

ترايدر · 17-03-2005, 03:17 AM

اهلين SKYHAWK
وارحب بانضمامك الى اسرة قسم الاسهم الامريكية وتمنياتي القلبية لك بالتوفيق
بالنسبة لـ CMGI .
كونه من الاسهم الصغيرة او مايسمى باسم البني ستوك ولكن وبكل امانه من الناحيه الفنية اكثر من رائع للاعتبارات الآتية :
1. السهم الان على وشك اختراق الموفنج افريج 10 ايام مع 50 يوم .
2. اختراق خط السجنل خط الماكد بالاضافة الى بدايه اختراق خط الماكد للصفر .
3. السهم كاسر ترندلاين القمه عند 2.80$ والقاع عند 1.80$ ويعتير فجوة المواصله وتم تعبئتها بشكل واضح عند سعر 1.80$ .
4. لدى السهم دعم قوي على الويكلي الموفنج افريج 10 عند 1.95 و الموفنج افريح 50 عند 1.73
==============
الاهداف بمشيئة الله تعالى :
الهدف الاول 2.30$
الهدف الثاني 2.80$
الستوب لووز 1.75$
يجب الحذر ان هناك مقاومه قويه جداً على الويكلي عند 3$==============
تحياتي ترايدر
=================

ترايدر · 17-03-2005, 03:58 AM

اهلين mass61
اذا مازلت متخوف من CMGI خذ RNDC
Last Trade: 2.28
الاهداف 3$ و 3.60$
Raindance Communications (RNDC) said it now expects first quarter net income of $750,000 to $1.0 million, or earnings of approximately $0.01 to $0.02 per share and continues to expect revenue of $18.5 million to $19.0 million. The company's
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تحياتي ترايدر

جمشيد · 17-03-2005, 02:10 PM

هلا ترايدر
نعم cmgi تخوفني فقد تكبدت الكثير من الخسائر فيها لذلك افضل انتظار اختراق 3

سأشتري RNDC ان شاء الله اليوم

تحياتي لك و للأخ SKYHAWK

SKYHAWK · 17-03-2005, 02:29 PM

شكرا لك يا ترايدر...

بالنسبة لـــ:RNDC

انا لا اشتري في مثل هذه الشركة، لأنه من الملاحظات والدروس التي استفدتها من السوق الأمريكي
الا أشتري في الشركة التي تداولها المتوسط أقل من 500,000سهم وهذه الشركة تداولها ضعيف...
هذا رأيي، ولكل رأيه.... وتمنياتي للجميع بالتوفيق.....................

Last ................ 2.28
High ............... 2.29
Low................ 2.24
Volum.......... 95,065

ترايدر · 17-03-2005, 04:58 PM

اهلين اخي الكريم SKYHAWK
سعيد جداً بتواصلك
اخي الكريم النقاش بعيداً عن هذه الشركة لانها من شركات البني ستوك ونسبة الخطأ في التحليل الفني كبيرة جداً وسبق الاشارة لذلك في مواضيع سابقه وهذا للتكرار .
الموضوع الرئيسي وهو موضوع ضعف التداول وكثيراً ما سمعته في المنتديات ومن اشخاص لااستطيع ان اطلق عليهم محلليل ولكن لنقل محترفين . ولست المقصود لانهم مشرفين على منتديات تعني بالاسهم الامريكية .
اخي الكريم عادتةً ما يتجاهل المحترفين عدد الاسهم العادية المصرح لها بالتداول حيث يؤخذ هذا الرقم بالاعتبار لاي شركة كانت بحيث اذا كان عدد الاسهم كبير فان الفوليم سيرتفع كون عدد الاسهم المطروحه كبير والعكس صحيح ولو لاحظنا ان عدد الاسهم المصرح به للتداول صغير جداً لذلك لاعجب ان يكون التداول ضعيف وهذا لن يؤثر على تحقيق اهداف التحليل الفني بمشيئة الله تعالى وهنا اتكلم بشكل عام بعيداً عن هذه الشركة للفائده فقط .

عدد الاسهم المصرح لها بالتداول
Shares Outstanding: 54.94M
===================
كما لايمكن ان نغفل قيام الشركة بعملية Buybacks او مايسمى بإعادة الشراء لان هذه العملية سوف تؤثر على عدد الاسهم المصرح به للتداول وبالتالي فان رينج او معدل الفوليوم سيتغير حتماً ليس هذا بل فان السعر العادل للسهم سوف يتغير لانه مرتبط ارتباط مباشرة بعدد اسهم الشركة .
========
تحياتي ترايدر

جمشيد · 18-03-2005, 12:21 AM

اقفال جيد last 2.38 volume 134,191

الف شكر ترايدر

جمشيد · 28-03-2005, 09:27 PM

Unusual Volume Movers on No News: RNDC, SVNX, AQA, ACCL, DAVE

The following stocks are already showing volume above average total daily volume in the just the first 3+ hours of trading: RNDC (2.66 +0.23, +9.5%, 4.2x avg daily vol), SVNX (15.75 +1.36, +9.5%, 2.6x), AQA (0.44 +0.05, +12.4%, 3.4x), ACCL (5.63 +0.38, +7.2%, 2.4x), DAVE (14.67 +0.71, +5.1%, 2.5x).

16-03-2005, 09:40 PM	#1
SKYHAWK متداول جديد تاريخ التسجيل: Feb 2005 المشاركات: 77	أول المقال: توصية بشراء CMGI السلام عليكم: شكرا لمنتداكم الممتاز والقائمين عليه، واشارك القراء بتوصية لشراء شركة (CMGI) ، حيث كان لها تاريخ مع بعض المستثمرين العرب والذين شروها قبل سنين بسعر يفوق ال 137 دولارا والغريب أن بعضهم لا زال متمسك بها آملا ان تعود يوما الى سالف عهدها... سعرها يتذبذب بين ال 1.85دولار وبين ال 3.00دولاروأحيانا أكثر... CMGI, Inc. (Nasdaq: CMGI) provides technology and e-commerce solutions that help businesses market, sell and distribute their products and services. CMGI offers targeted solutions including industry-leading global supply chain management and web-based distribution and fulfillment *************** CMGI ANNOUNCES SECOND QUARTER FISCAL 2005 FINANCIAL RESULTS Company Posts Second Consecutive Quarter of Strong Operating Performance Following Modus Media Acquisition Waltham, Mass. March 14, 2005 -- CMGI, Inc. (Nasdaq: CMGI) today reported financial results for its fiscal 2005 second quarter ended January 31, 2005. Q2 2005 vs. Q2 2004 Operating Highlights Net Revenue, increased 195% to $295.7 million Operating Income, improved 283% to $8.8 million Net Income, improved 232% to $7.2 million Non-GAAP Operating Income**, improved 805% to $15.5 million "I am pleased to report that for the second consecutive quarter, we posted positive operating income," said Joseph C. Lawler, President and Chief Executive Officer of CMGI. "Our results continue to validate the strategic and economic value of the Modus Media acquisition. We are focused on operational excellence to ensure that we continue to realize the efficiencies of the combined organization. At the same time, we are developing and implementing strategies to position CMGI as a global leader in supply chain management." CMGI reported net revenue of $295.7 million for the quarter ended January 31, 2005. This compares to net revenue of $100.3 million for the same period in fiscal 2004, an increase of $195.4 million, or 195%. This increase was primarily attributable to the Company's acquisition of Modus Media on August 2, 2004. The second quarter revenue is affected by seasonality driven demand. This seasonality has contributed to higher sales in the Americas region during our second fiscal quarter as compared to other periods. This seasonality increase of approximately $26 million is not expected to be repeated in the Company's third and fourth quarters of fiscal 2005. CMGI reported operating income of $8.8 million for the second quarter of fiscal 2005, compared to an operating loss of $4.8 million for the same period in fiscal 2004, an improvement of $13.6 million, or 283%, year over year. The increase in operating income was the result of the acquisition of Modus Media, a strong sales increase, as well as the realization of synergies and the related integration cost savings we have achieved to date. In addition, reflecting the impact of the acquisition of Modus Media, gross margins for the quarter increased from 6% to 13%, year over year. Operating income for the second quarter of fiscal 2005 included charges related to the amortization of intangible assets and stock-based compensation and depreciation totaling $5.6 million, and net restructuring charges of $1.0 million. Included in the Company's operating loss for the second quarter of fiscal 2004 were charges related to the amortization of stock-based compensation and depreciation totaling $1.5 million, and net restructuring charges of $1.1 million. CMGI reported net income of $7.2 million, or $0.01 diluted earnings per share, for the second quarter of fiscal 2005. This compares to a net loss of $5.5 million, or ($0.01) diluted loss per share, for the second fiscal quarter of 2004, and represents an improvement of $12.7 million, or 232% year over year. Excluding the effects of charges related to depreciation, amortization of intangible assets and stock-based compensation, and restructuring, CMGI reported non-GAAP operating income of $15.5 million for the second quarter of fiscal 2005. This compares to a non-GAAP operating loss of $2.2 million for the same period of the prior year, and represents an improvement of $17.7 million, or 805% year over year. The improvement in non-GAAP operating income was the result of the acquisition of Modus Media and the integration cost savings we have achieved to date. The Company believes that its non-GAAP measure of operating income/(loss) ("non-GAAP operating income/(loss)") provides investors with a useful supplemental measure of the Company's operating performance by excluding the impact of non-cash charges and restructuring activities. Each of the excluded items was excluded because they may be considered to be of a non-operational or non-cash nature. Historically, CMGI has recorded significant impairment and restructuring charges. These charges, as well as charges related to depreciation and amortization of intangible assets and stock-based compensation, have been excluded for the purpose of enhancing the understanding by both management and investors of the underlying baseline operating results and trends of the business, which management uses to evaluate our financial performance for purposes of planning and forecasting future periods. Non-GAAP operating income/(loss) does not have any standardized definition and, therefore, is unlikely to be comparable to similar measures presented by other reporting companies. Non-GAAP operating income/(loss) results should not be evaluated in isolation of, or as a substitute for the Company's financial results prepared in accordance with United States generally accepted accounting principles. The Company's usage of non-GAAP operating income/(loss) and the underlying methodology in excluding certain charges, is not necessarily an indication of the results of operations that may be expected in the future, or that the Company will not, in fact, incur such charges in future periods. A table reconciling CMGI's non-GAAP operating income/(loss) to its GAAP operating income/(loss) and its GAAP net income/(loss) is included in the statement of operations information in this release. As of January 31, 2005, CMGI had consolidated cash, cash equivalents and marketable securities of $188.6 million, versus consolidated cash, cash equivalents and marketable securities of $180.2 million at the end of the prior quarter.

16-03-2005, 10:36 PM	#2
جمشيد متداول نشيط تاريخ التسجيل: May 2004 المشاركات: 471	مشاركة: أول المقال: توصية بشراء CMGI cmgi تخوف احتاج ان ارى اقفال فوق الثلاثة دولارات حتى اقتنع بشرائها والله اعلم

16-03-2005, 10:46 PM	#3
جمشيد متداول نشيط تاريخ التسجيل: May 2004 المشاركات: 471	مشاركة: أول المقال: توصية بشراء CMGI شوف txcc$1.25 اذا انت من محبي هذه الاسهم الهدف 2 TranSwitch TXCC Stanford Research Buy $2

17-03-2005, 02:10 PM	#6
جمشيد متداول نشيط تاريخ التسجيل: May 2004 المشاركات: 471	مشاركة: أول المقال: توصية بشراء CMGI هلا ترايدر نعم cmgi تخوفني فقد تكبدت الكثير من الخسائر فيها لذلك افضل انتظار اختراق 3 سأشتري RNDC ان شاء الله اليوم تحياتي لك و للأخ SKYHAWK

17-03-2005, 02:29 PM	#7
SKYHAWK متداول جديد تاريخ التسجيل: Feb 2005 المشاركات: 77	مشاركة: أول المقال: توصية بشراء CMGI شكرا لك يا ترايدر... بالنسبة لـــ:RNDC انا لا اشتري في مثل هذه الشركة، لأنه من الملاحظات والدروس التي استفدتها من السوق الأمريكي الا أشتري في الشركة التي تداولها المتوسط أقل من 500,000سهم وهذه الشركة تداولها ضعيف... هذا رأيي، ولكل رأيه.... وتمنياتي للجميع بالتوفيق..................... Last ................ 2.28 High ............... 2.29 Low................ 2.24 Volum.......... 95,065 التعديل الأخير تم بواسطة SKYHAWK ; 17-03-2005 الساعة 02:33 PM

17-03-2005, 04:58 PM	#8
ترايدر مشرف الاسهم الامريكية تاريخ التسجيل: Jan 2004 المشاركات: 1,262	مشاركة: أول المقال: توصية بشراء CMGI اهلين اخي الكريم SKYHAWK سعيد جداً بتواصلك اخي الكريم النقاش بعيداً عن هذه الشركة لانها من شركات البني ستوك ونسبة الخطأ في التحليل الفني كبيرة جداً وسبق الاشارة لذلك في مواضيع سابقه وهذا للتكرار . الموضوع الرئيسي وهو موضوع ضعف التداول وكثيراً ما سمعته في المنتديات ومن اشخاص لااستطيع ان اطلق عليهم محلليل ولكن لنقل محترفين . ولست المقصود لانهم مشرفين على منتديات تعني بالاسهم الامريكية . اخي الكريم عادتةً ما يتجاهل المحترفين عدد الاسهم العادية المصرح لها بالتداول حيث يؤخذ هذا الرقم بالاعتبار لاي شركة كانت بحيث اذا كان عدد الاسهم كبير فان الفوليم سيرتفع كون عدد الاسهم المطروحه كبير والعكس صحيح ولو لاحظنا ان عدد الاسهم المصرح به للتداول صغير جداً لذلك لاعجب ان يكون التداول ضعيف وهذا لن يؤثر على تحقيق اهداف التحليل الفني بمشيئة الله تعالى وهنا اتكلم بشكل عام بعيداً عن هذه الشركة للفائده فقط . عدد الاسهم المصرح لها بالتداول Shares Outstanding: 54.94M =================== كما لايمكن ان نغفل قيام الشركة بعملية Buybacks او مايسمى بإعادة الشراء لان هذه العملية سوف تؤثر على عدد الاسهم المصرح به للتداول وبالتالي فان رينج او معدل الفوليوم سيتغير حتماً ليس هذا بل فان السعر العادل للسهم سوف يتغير لانه مرتبط ارتباط مباشرة بعدد اسهم الشركة . ======== تحياتي ترايدر

18-03-2005, 12:21 AM	#9
جمشيد متداول نشيط تاريخ التسجيل: May 2004 المشاركات: 471	مشاركة: أول المقال: توصية بشراء CMGI اقفال جيد last 2.38 volume 134,191 الف شكر ترايدر

28-03-2005, 09:27 PM	#10
جمشيد متداول نشيط تاريخ التسجيل: May 2004 المشاركات: 471	مشاركة: أول المقال: توصية بشراء CMGI Unusual Volume Movers on No News: RNDC, SVNX, AQA, ACCL, DAVE The following stocks are already showing volume above average total daily volume in the just the first 3+ hours of trading: RNDC (2.66 +0.23, +9.5%, 4.2x avg daily vol), SVNX (15.75 +1.36, +9.5%, 2.6x), AQA (0.44 +0.05, +12.4%, 3.4x), ACCL (5.63 +0.38, +7.2%, 2.4x), DAVE (14.67 +0.71, +5.1%, 2.5x).