Comments for GPN - Stockpickr! Your Source for Stock Ideas

Comments for GPN

Added By	Comments	Type	Date Added
barrons3	Buy - Price 46.18 on Sept. 29 by Janney Montgomery Scott We're increasing our 12-month fair-value estimate [on this payment-processor] to 50, from 48. We believe the forward multiple will expand due to accretive acquisitions over the next twelve months, efficiency improvements from platform consolidations, and investors' seeking to hedge exposure to interchange regulation. GPN generates consistent 18% returns on invested capital, and has a balance sheet that can support additional debt, [as well as] $5.28 a share of cash on hand. Our fair-value estimate represents 20 times forward estimates; the stock is trading at 17.9 times. Market cap: $3.7 billion.	Love	October 03, 2009
barrons3	Hold - Price 42.35 on Sept. 2 by Signal Hill After solid performance in fiscal 2009 (highlighting the resiliency of the transaction-processing business, despite global economic shocks), management guided to 6% to 9% revenue growth, "modest" margin expansion, and 9% to 14% earnings growth. We are assuming revenue and [earnings-per-share] growth near the low end of the range at 7% and 10%....While overall card-transactions...[are] expected to [reach] a 12% compound annual growth rate from 2006 to 2012, international growth is estimated at the mid-to-high-teens range... While we like the long-term international play, we believe upside...is capped by continued weak U.S. retail spending....Trading at 17 times our [fiscal year] '10E-EPS, GPN appears fully valued, considering near-term growth is likely to remain below trend.... [Yet] GPN is targeting the untapped international merchant-processing market opportunity aggressively. A series of joint ventures and acquisitions has established GPN as a strong player in fast-growing markets, particularly the Asia-Pacific region and Russia. Market cap: $3.5 billion.	Love	September 05, 2009
RhinoStocks	By targeting small merchants in a rough economy, Global Payments is solidifying profitable business relationships that should continue to take off when things turn around.	Love	July 13, 2009
barrons2	Market Outperform - Price 48.35 on June 18 by Avondale Partners New 52 target. GPN [will] form a merchant-processing [joint venture] with HSBC in the U.K. GPN will pay $439 million in cash to acquire a 51% interest in the JV. The transaction is expected to be accretive to FY09 EPS. We believe [that] at current levels, shares of GPN offer investors an opportunity to buy one of the industry's leading merchant processors at a discount to long-term intrinsic business value. [GPN has been] increasing free cash flow and has a balance sheet with about $390 million in cash and no debt....We believe GPN shares more than reflect...negative sentiment...due to weakness in the U.S. to Mexico market...[Yet we think such] issues will be resolved by either a turnaround in the Mexican market or a sale. Market cap: $3.9 billion.	Love	June 21, 2008
LongTermInvest.blogspot.com	New Carl Icahn	Love	September 26, 2007
johnford	Stock Appreciation	Love	August 07, 2007
Barrons	By Barrington Research GPN, a high-volume processor of electronic transactions, had third-quarter 2007 EPS of 44 cents -- [beating] our expectations and consensus...of 41 cents. We believe that GPN's preliminary guidance for FY08 has reduced the level of growth expectations yet, coupled with the FDC/KKR deal, has opened a window of opportunity to purchase the shares at below private-market value. Raising to Outperform; initial price target, 46.	Love	April 07, 2007
Guest	The company lowered its revenue forecast from $1.06bb to $1.05bb and lowered its EPS forecast to $1.75 from $1.84. Wall Street is punishing it by sending shares down 13%. Last year EPS was 1.54 so the company is still experiencing double digit growth. $250mm net cash in the bank, the electronic payment processing company trades at just 10x trailing cash flows and probably even less on forward cash flows. This company gets upgraded this week when people realize how cheap it is. The Columbia Acorn Fund, one of the best value funds out there with a 17% average annual 5 year return, owns the stock. Here's the holdings of the <a href=" http://stockpickr.com/port/Columbia-Acorn-Fund-ACRNX/" target="_blank">Columbia Acorn Fund</a>.	Love	March 30, 2007
cw43	Super Growth	Love	February 14, 2007
mrty	The stock has established a nice floor at this level and may rally to the mid 40s	Love	January 19, 2007