Comments on: Omniture (OMTR) Makes New High http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/ A blog about trading, finances, success and life itself Fri, 30 Dec 2011 14:18:33 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Clark http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/comment-page-1/#comment-13259 Clark Tue, 31 Jul 2007 00:21:19 +0000 http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/#comment-13259 Hi Chris, quick question: Where do you find the institutional analysis and institutional holders information? Thanks in advance. Hi Chris, quick question: Where do you find the institutional analysis and institutional holders information? Thanks in advance.

]]> By: piranha http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/comment-page-1/#comment-13243 piranha Sat, 28 Jul 2007 14:50:17 +0000 http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/#comment-13243 Terry, Yes, that is a typo as it is clearly 1%. Reno, See the stocks category for dozens of posts like this with both technical and fundamental breakdowns. Deborah, You make some valid points but it crossed my research screens just as other great stocks have in the past. I can't pick and choose, I must buy all opportunities and play the rules. I didn't like buying MA and BIDU above $100 after big runs but I have to listen to the research, not my own thoughts. We'll see what happens. FYI: I don't own shares in OMTR at this time but I am watching for the ideal setup as explained. Have a great weekend to all! Terry,
Yes, that is a typo as it is clearly 1%.

Reno,
See the stocks category for dozens of posts like this with both technical and fundamental breakdowns.

Deborah,
You make some valid points but it crossed my research screens just as other great stocks have in the past. I can’t pick and choose, I must buy all opportunities and play the rules. I didn’t like buying MA and BIDU above $100 after big runs but I have to listen to the research, not my own thoughts. We’ll see what happens. FYI: I don’t own shares in OMTR at this time but I am watching for the ideal setup as explained.

Have a great weekend to all!

]]> By: Terry Zink http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/comment-page-1/#comment-13239 Terry Zink Sat, 28 Jul 2007 04:47:37 +0000 http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/#comment-13239 In your post, you say that you would risk between 0.01% and 0.05% of your portfolio. Is that a typo? I ask because in your example, if you buy 417 shares at $24, and your stop loss is executed at $21.60, you have: 417 x (24-21.60) = $1000 On a $100,000 account, that represents 1% of your portfolio, it is not between 0.01% and 0.05%. In your post, you say that you would risk between
0.01% and 0.05% of your portfolio. Is that a typo? I ask because in your example, if you buy 417 shares at $24, and your stop loss is executed at $21.60, you have:

417 x (24-21.60) = $1000

On a $100,000 account, that represents 1% of your portfolio, it is not between 0.01% and 0.05%.

]]> By: Reno http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/comment-page-1/#comment-13236 Reno Sat, 28 Jul 2007 00:36:55 +0000 http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/#comment-13236 Interesting posts by Chris and Deborah -- I've been reading mainly only technical analysis blogs and while this fundamental data is kinda scary it is interesting and I'd like to learn more. Do continue to post more posts like this one. Thanks! Interesting posts by Chris and Deborah — I’ve been reading mainly only technical analysis blogs and while this fundamental data is kinda scary it is interesting and I’d like to learn more. Do continue to post more posts like this one. Thanks!

]]> By: Deborah http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/comment-page-1/#comment-13233 Deborah Fri, 27 Jul 2007 19:06:44 +0000 http://www.chrisperruna.com/2007/07/27/omniture-omtr-makes-new-high/#comment-13233 I didn't like your mastercard pick and it did well and I do not like this one either. Going back to June 12th insiders have sold $19 million in shares/options. I expect a certain amount of insider selling, but the levels of the last 6 weeks look more like clearance selling because they know the price high. Seriously a true Richistan event, http://www.npr.org/templates/story/story.php?storyId=10736000 I haven't looked at the last financial reports, but I sure did not like that the net tangible assets at the end of Q1 was only $9 million and owner's equity less than 1/10th of the share price. It looks to me that between options and new equity they've gotten another $147 million in cash in, so with that in the next tangible assets are now $153 million And this GAAP versus non-GAAP accounting, well, they've lost 13c/share so far for 2007. Who ever came up with the idea of excluding stock based compensation as not a "real" expense sold a double whammy snow job. This stock appears to have a stock based compensation program that is simply defective for investors, like bad DNA. It dilutes shares and then they hit you again by pretending it isn't a real expense and if anything accounting measure should require an extra cost due to dilution. 3% dilution in a year means you need 3% plus inflation to keep up. They only get those positive eps numbers by pretending a destructive and costly to stock option plan does not exist. I don't see anything in the margins that suggest to me that they will actually make money. A year ago the real loss from their operations was 10.6% more than revenues, now it is 13.3% more than their revenues. So, they get to 65c eps by pretending stock based compensations isn't a real expense in 2009, two years from now, and it finally catches up to the rate of inflation? Good luck with this one... I didn’t like your mastercard pick and it did well and I do not like this one either.

Going back to June 12th insiders have sold $19 million in shares/options. I expect a certain amount of insider selling, but the levels of the last 6 weeks look more like clearance selling because they know the price high. Seriously a true Richistan event, http://www.npr.org/templates/story/story.php?storyId=10736000

I haven’t looked at the last financial reports, but I sure did not like that the net tangible assets at the end of Q1 was only $9 million and owner’s equity less than 1/10th of the share price.

It looks to me that between options and new equity they’ve gotten another $147 million in cash in, so with that in the next tangible assets are now $153 million

And this GAAP versus non-GAAP accounting, well, they’ve lost 13c/share so far for 2007. Who ever came up with the idea of excluding stock based compensation as not a “real” expense sold a double whammy snow job. This stock appears to have a stock based compensation program that is simply defective for investors, like bad DNA. It dilutes shares and then they hit you again by pretending it isn’t a real expense and if anything accounting measure should require an extra cost due to dilution. 3% dilution in a year means you need 3% plus inflation to keep up. They only get those positive eps numbers by pretending a destructive and costly to stock option plan does not exist.

I don’t see anything in the margins that suggest to me that they will actually make money. A year ago the real loss from their operations was 10.6% more than revenues, now it is 13.3% more than their revenues.

So, they get to 65c eps by pretending stock based compensations isn’t a real expense in 2009, two years from now, and it finally catches up to the rate of inflation?

Good luck with this one…

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