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TechStockProspector
User Rank
Platinum
IDC Big Data forecast
TechStockProspector   3/7/2012 2:13:56 PM
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For what it's worth, IDC just released its first Big Data forecast. The firm expects a CAGR of 40% through 2015. IDC sees the worldwide Big Data market (including servers, software, storage and services) reaching $16.9 billion in 2015, up from $3.2 billion in 2010. IDC expects the software segment to have a CAGR of 34.2%.

Scott Raynovich
User Rank
Blogger
Re: P/E ratio
Scott Raynovich   3/6/2012 9:21:31 AM
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I'd buy both of them AFTER the 10% correction we're about to go through.

TechStockProspector
User Rank
Platinum
Re: P/E ratio
TechStockProspector   3/6/2012 9:12:41 AM
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Qlik is at least one to keep an eye on (especially if we're going into a correction in the tech sector) because BI is a hot sector these days. Tibco (TIBX), another BI player, has a more reasonable forward P/E of 25, but with slower growth.

Noreen Seebacher
User Rank
Blogger
Re: P/E ratio
Noreen Seebacher   3/6/2012 12:45:59 AM
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This just makes me uneasy Rob. While software and internet services to businesses is a high growth market, the risks just seem too high.

Value Hiker
User Rank
Platinum
Re: P/E ratio
Value Hiker   3/5/2012 11:52:33 AM
NO RATINGS
I would like to stay sideway for now, too.  I may miss some big upswing if this company is a real star, but I also protect myself from a big loss if this company turns a dud.

It is always tough to decide when you should get into a high growth company. Phil Fisher recommended to wait for the company proving itself, usually 3-5 years after IPO.

Scott Raynovich
User Rank
Blogger
Re: P/E ratio
Scott Raynovich   3/5/2012 10:56:32 AM
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P/E: THFM (Too High For Me)

I looked over the financials. The company is growing 50-60%, so it deserves a premium P/E of between 20-30 I'd say.  But this year, it already has a P/E of 50+ on 2012 earnings. If you look out to 2013, analysts are expeciting .54 cents in earnings. Even if you assign a P/E of 30 on 2013 earnings (two years away!), you get a share price of about $17. Pretty pricey! A lot needs to happen ... It's already priced at $30!

Now, that's not to say a larger company won't come in and overpay and scoop them up at a huge premium. Happens all the time. But my strategy relies on valuation discipline.

tokyogai
User Rank
Platinum
Re: P/E ratio
tokyogai   3/5/2012 10:08:54 AM
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I would think this ratio makes the stock somewhat speculative in nature. Sometimes growth forecasts are not met.

TechStockProspector
User Rank
Platinum
Re: P/E ratio
TechStockProspector   3/5/2012 9:34:07 AM
NO RATINGS
Hi Noreen...Yes, the P/E is high and definitely a risk factor. But Qlik's earnings are expected to be up 52% this year. Also, at this early stage in Qlik's growth cycle, I'm more interested in the top line.

Noreen Seebacher
User Rank
Blogger
P/E ratio
Noreen Seebacher   3/5/2012 8:44:23 AM
NO RATINGS
Rob, any concerns about the PE ratio?





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