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Ken McGaha  Ken McGaha

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  • Ken McGaha commented on Ken McGaha's article 08-31 03:24
    Buy an Unstoppable Trend at an Unbeatable Price
    I don’t always have to like a particular trend or the products driving it to accept the inevitability of its progression. As a value oriented...
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    Ken McGaha 08-31 04:24
    • Nelson,

      Good morning and thank you for an excellent question.

      They have been in the past, but I think if you look at their more recent efforts they are trying to expand with some degree of success.  Having said that, I do think that revenue stream will remain an important part of their revenue for the foreseeable future.

      Like most technology companies, trying to get a candid response out of them regarding what is to come and what their new product priorities is like trying to pull good teeth without novacaine.

      My biggest concern is how effectively they will ultimately allocate that cash on the balance sheet. I would like to see something along the lines of 50% allocated to a share buyback below $33/share; 25% to a special dividend and the other 25% retained for an operational cushion.

      Surprisingly, they did not request a formal opinion from me.

      Best regards and better profits,

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