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Guidewire Positioned for Growth
7/24/2012

Marcus Ryu
Marcus Ryu

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mInvestor
User Rank
Iron
Re: Acquisition Candidate
mInvestor   8/5/2012 6:15:53 PM
NO RATINGS
I'd agree this is great find @Robert. The company looks like have a great potential in an growing sector.

It's a little bit challenge to proeply value this stoch though.

TelecomFreq
User Rank
Platinum
Re: A buy?
TelecomFreq   7/25/2012 2:10:48 AM
NO RATINGS
It might very well be, I have seen more than a few stocks I thought were strong take some significant dips the past month or so.

tokyogai
User Rank
Platinum
Re: A buy?
tokyogai   7/24/2012 5:57:15 PM
NO RATINGS
With the current downdraft in the market, it may be time to look for a buy.

TelecomFreq
User Rank
Platinum
Re: A buy?
TelecomFreq   7/24/2012 2:14:17 PM
NO RATINGS
I could see myself buying this below $25, but not sure how much higher I would go on it right now.

Street Smart
User Rank
Platinum
Acquisition Candidate
Street Smart   7/24/2012 10:37:37 AM
NO RATINGS
I agree that Guidewire has "acquisition candidate" written all over it, not only for its current niche in the P & C insurance business, but for the transferability of its soup-to-nuts cloud software solutions to other niches.

Great find, @Robert!

TechStockProspector
User Rank
Platinum
Re: A buy?
TechStockProspector   7/24/2012 10:35:27 AM
NO RATINGS
If the overall market doesn't cooperate, Guidewire shares will most likely test the recent lows. Over the past few months, buyers have emerged in the $22 to $23 range. The next significant catalyst will come when Guidewire reports fiscal Q4 results (most likely in early Sept.) because management said it would provide more detailed metrics on customer totals and up-sell opportunities.

tokyogai
User Rank
Platinum
Valuation looks good
tokyogai   7/24/2012 8:52:16 AM
NO RATINGS
I think the current valuations look good. A few quarters of steady results should lead to sustaining higher multiples. I think the effect of the lock-up will be very telling.

driven
User Rank
Iron
Re: A buy?
driven   7/24/2012 8:09:11 AM
NO RATINGS
Rob, any predictions on what may happen in September when the employee lock-up period ends?

Noreen Seebacher
User Rank
Blogger
A buy?
Noreen Seebacher   7/24/2012 8:03:56 AM
NO RATINGS
So Rob, do you see this stock as a buy at less than, say, $25? The growth outlook, as you note, still looks good.



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