j2 Global Q2 earnings announced on July 25, 2005. NEW YORK, July 26 (Reuters) - Shares of J2 Global Communications Inc. (JCOM.O: Quote, Profile, Research) rose 6.9 percent before the bell on Tuesday after First Albany Capital raised its rating on the company to "strong buy" from "buy."
j2 Global to Host Q1 2005 Earnings Conference Call
When: 5 p.m. Eastern Time on Monday, April 18, 2005
Where: www.j2global.com
How: Live over the Internet -- Simply log onto the call via the Web
at the address above
NEWS! Earnings call was announced without any hesitation; therefore guidance has been confirmed in my book.
UPDATE 1-RESEARCH ALERT-Pacific Growth cuts j2 Global rating
Tue Mar 29, 2005 02:36 PM ET
They cite concerns that a tax on assigned telephone numbers might be introduced, hurting the company's profitability.
4/5/05 Kaufman Initiates Coverage - Buy - Target $46
07:51 JCOM j2 Global started with a Buy at Kaufman; tgt $46 (35.63 )
Kaufman initiates JCOM with a Buy and $46 tgt. Firm believes digital fax services should continue to see strong growth in the near to intermediate term. Longer term, they view JCOM as positioned to participate in the migration toward integrated voice and data applications through its mkt position as a trusted partner in delivering mission critical, secure and reliable communications solutions. They believe the co has the opportunity to continue to deliver rev growth, profitability and cash generation through subscriber growth, increased mkt share, international expansion and product diversification.
3/29/05 Pacific Growth
Downgrade to Equal weight UPDATE 1-RESEARCH ALERT-Pacific Growth cuts j2 Global rating
Tue Mar 29, 2005 02:36 PM ET
They cite concerns that a tax on assigned telephone numbers might be introduced, hurting the company's profitability.
2/2/05 Pacific Growth Q4:04 Earnings Preview
Pacific Growth is expecting strong earnings and strong guidance for 2005. Sets 2006 earnings estimate at $2.01. Sees Q4 at $0.35 Earnings
Stanford Group JCOM Research Report November 30, 2004
Here is the Stanford Report. There are a couple of mistakes in the report. First, the report says that JCOM has $55M in cash. They forgot that the investments ($28M) should be included.
The weighted average cost of capital used results in a very conservative valuation; The report uses CAPM assumptions that RP = 10%, instead of 6.5%. This yields a WACC that is almost 4% too high. It means that you are discounting the future cash flows by too high a discount which results in a lower projected value for JCOM. They wanted to come out with a very conservative valuation and then be able to take it up over time. Not a bad plan.
JCOM Audio Listen to recent conference calls and presentations.
Patent Portfolio newsThis patent news, combined with implementing Convergys software and the announced eVoice are significant signs of things to come. Tune IN.
Reuters JCOM pageReuters is a great site. You should register to get full access for free.
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Short Interest and Options Analysis
Short Interest Detail Be sure to review and understand the Short Interest Detail, and look for changes on or about the 25th of each month
Short Interest Charts If you like visuals, check out the JCOM price and short interest graphs!
Link to Bogie's Rant Hedge fund activity can be used to attack a small company by manipulating the market and by spreading fear on message and discussion boards. Read my call to shorts to cover now because JCOM has had no mishaps and short interest bleeding will only get worse.
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