In keeping with the recent theme of following software related companies, the GeoTeam has begun to track B-Scada, Inc. (PINK: MOBS). We could not help but notice that there will be a software-as-a-service (SaaS) angle intrinsic to the operations of […]
Over the past few months we have placed increased emphasis on software as a service (SaaS) companies due to the increasing amount of acquisition activity taking place within the industry. You can reference two of our past articles on companies […]
By GeoContributor Zack Buckley Asure Software is a micro-cap software business trading at ~10x 2012 earnings and 5.7x guidance for 2013 earnings. They have 80% gross margins, ~80% recurring revenue, and 90% retention rates, giving investor’s substantial visibility and predictability […]
GeoNuggets® – Quick Check List Highlighting Undiscovered Opportunities On 12/03/2012, we coded Mastech Holdings (MHH) as a GeoBargain on the radar @ $5.15 (Adjusted for $2.00 special dividend). On 12/19/2012 we coded MHH as a GeoBargain @ $5.50 (Adjusted for $2.00 […]
Simply put, Mer Telemanagement (NASDAQ:MTSL) sells call accounting software and tools to help its end users manage internal communication activities as well as external billing and invoice needs. At first glance, MTSL’s history did not leave us overly excited to […]
On December 18, 2012 we added Selectica Inc. (NASDAQ: SLTC) to our 52 week high screen @ $6.40 per share and sent our research note to members in our December 19, 2012 email. In our January 3, 2013 Seeking Alpha […]
Over the past couple of months we have been perusing the software as a service (“SaaS”) space to find long and short opportunities. During our analysis we compiled a list of companies (EOPN, ET, ELOQ, PRO, MKTG, DWCH and Unica […]
Navidea Biopharmaceuticals (NAVB) is one of the most attractive short opportunities we have seen in some time. The company resubmitted its long-awaited drug candidate, Lymphoseek, to the FDA on October 31, 2012. Any “emotional” pop in NAVB’s share price that […]