Comments for BMC - Stockpickr! Your Source for Stock Ideas

Comments for BMC

Added By	Comments	Type	Date Added
barrons3	Seligman Technology Group analyst Reema Shah is a fan of BMC. "It is still being valued as a value stock" because of "skepticism around margin expansion," Shah says. But she expects margins to improve to at least 38% in 2010 from around 33% in June 2009. Most important, BMC stands to win big if Cisco's server products take off; it will get paid licensing fees for BMC Blade-Logic software used in the servers, she explains. "It could be a big opportunity next year," Shah says. Her price target is in the high 40's based on her fiscal year 2010 earnings estimate of $2.70 a share. Shares traded last week around 37.	Love	October 24, 2009
barrons3	Even old dogs like BMC Software (BMC) are having their day in the sun.	Love	June 18, 2009
barrons3	Also on Cramer's list of the big fund managers' buying list are Corning (GLW), Marvel Technologies (MRVL), Apple (AAPL), BMC (BMC), Nvidia (NVDA), IBM (IBM), Broadcom (BRCM), Google (GOOG), Yahoo (YHOO) and EMC (EMC).	Love	April 02, 2009
barrons2	The stocks with the highest risk, Pritchard says, are Citrix Systems (ticker: CTXS), an application-delivery software outfit, and Blade-Logic (BLOG), a maker of data-center software. And, owing to the financial-services industry's turmoil, Pritchard sees business-software makers Computer Associates (CA) and BMC Software (BMC) as somewhat vulnerable.	Love	December 29, 2007
ggmg222	mover good deal	Love	December 19, 2007
barrons2	"Pro forma operating margins, which better reflect cash flow, have jumped from single digits to about 24% in the past few years, she notes. Shah thinks they can hit the low 30s."	Love	October 27, 2007
michaelwil	Good software company up 30% should I sell?	Love	July 27, 2007
kjcyr	gorilla	Love	June 05, 2007
lmilord	Software	Love	April 19, 2007
Paul Ashkenaz	Enterprise software with good growth but seems sales may be slowing, chart pattern appears good.	Love	January 28, 2007
Sandhillguy	See portfolio description	Love	December 07, 2006