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BMC Software, Inc.

  • Software Company Going Private: Can I Profit?

    By Mike Thiessen - May 14, 2013 | Tickers: BMC, ORCL, CRM

    Market-watchers were intrigued but not overly surprised by the recent announcement that Houston-based application software firm BMC Software (NASDAQ: BMC) had agreed to a buyout offer worth nearly $7 billion. In recent years, BMC had struggled to compete with smaller, more nimble cloud-based app designers as well as larger software firms that had successfully predicted and leveraged the now-obvious transition to virtual computing. The company had been seeking a buyer more »

  • BMC Could Fetch a Higher Price

    By Anh HOANG - May 10, 2013 | Tickers: BMC, CA, HPQ

    Recently, some private equity groups, including Bain Capital and Golden Gate Capital, have been negotiating with BMC Software (NASDAQ: BMC) for the potential buyout of the software company. The offering price is around $46 per share, with a total transaction value of $6.55 billion. Since the beginning of the year, BMC has advanced by nearly 15% to reach $45.40 per share at the time of writing. Is this more »

  • These Three Companies Are Up For Sale

    By Jayson Derrick - May 8, 2013 | Tickers: BMC, DRC, GE, ICUI

    I love a buyout, especially at a premium price. Nothing makes investors happier than an announcement that one of their stocks is being bought out, especially if the buy price is much higher than the trading price. These are three companies circulating the news and rumors mills about an impeding buyout.

    This company is up over 7% on news of a sale

    ICU Medical (NASDAQ: ICUI) has been working with more »

  • 3 Stocks Competing for Market Share in Information Technology

    By Victor Selva - May 3, 2013 | Tickers: BMC, IBM, NTAP

    In the IT sector, major players fiercely compete for market share and they need to remain innovative in order to keep their clientele from migrating to competitors. NetApp (NASDAQ: NTAP), International Business Machines (NYSE: IBM), and BMC Software (NASDAQ: BMC) are three players in this industry that deserve a closer look.

    A stock in the spotlight

    As one of the 100 Forbes’ “World's Most Innovative Companies” for 2012, data more »

  • Are These Software Makers Ripe for the Picking?

    By Robert Hanley - April 2, 2013 | Tickers: BMC, CPWR, IBM

    As information technology becomes continually more integral to businesses’ operations, the technology sector’s profits have become less variable and more predictable. The sector produces profits throughout the business cycle, which has attracted the attention of the big investment funds. In the mainframe segment, both BMC Software (NASDAQ: BMC) and Compuware (NASDAQ: CPWR) have been targeted by hedge fund Elliott Management, as well as gaining interest from other private equity more »

  • Should Investors Hold on to This Software Company on a Buyout News?

    By Anh HOANG - March 28, 2013 | Tickers: BMC, HPQ, IBM

    Recently, it has been reported that BMC Software (NASDAQ: BMC) might be taken private by some private equity firms for more than $6 billion. Right after the news, BMC’s stock price jumped as much as 9% in one trading day. Last year, BMC was under pressure to sell itself from activist investor Paul Singer, who runs Elliott Management.

    Since the beginning of January, BMC has experienced a nice rally more »

  • How Much is Compuware Worth?

    By Anh HOANG - March 1, 2013 | Tickers: BMC, CA, CPWR

    At the end of 2012, Elliott Management Corp offered to acquire Compuware (NASDAQ: CPWR) at around $11 per share, with a total transaction value of $2.3 billion. However, Compuware has rejected Elliott’s bid, as it thought that the offer was too low and not in the shareholders’ best interest. In addition, Compuware mentioned it was looking for a better offer from different buyout firms. Let’s look closely more »

  • 3 Top Picks from Elliott Management

    By Laura Paur - February 27, 2013 | Tickers: BMC, IBM, NTAP, NWSA

    In this article I analyze Elliott Management’s holdings. Elliott takes a value oriented, activist approach to investment, meaning that the fund will take on significant, but minority, stakes in companies that are in distress or have not performed as well as their peers, and attempt to affect change within the company's management to deliver the greater shareholder value possible. Over the past 35 years Elliott has produced an more »

  • Billionaire Paul Singer’s Latest Stock Picks

    By Meena Krishnamsetty - February 19, 2013 | Tickers: BMC, BRCD, CPWR, NBHC, NTAP

    We have been tracking 13F filings from hedge funds and other notable investors as they come in and reveal many of these market players’ long equity positions as of the end of December. Despite the delay, we have found that 13Fs can actually be mined for valuable information. For example, the most popular small cap stocks among hedge funds have, on average, outperformed the S&P 500 by 18 percentage more »

  • Why Is Billionaire Paul Singer Getting Deeper Into BMC?

    By Marshall Hargrave - February 7, 2013 | Tickers: BMC, CA, IBM, MSFT, SPLK

    Billionaire investor and hedge fund manager Paul Singer continues his push for the sale of BMC Software (NASDAQ: BMC). Singer, via Elliott Associates and Elliott Management, now owns 13.69 million shares, or 9.6% of BMC, making Elliott and Paul Singer BMC's largest shareholder. The recent purchase is a 8.6% increase in shares from the 12.6 million Elliott owned at the end of the third quarter more »

  • Tech Earnings on Deck: BMC Software, VMware, Yahoo!

    By John Macris - January 28, 2013 | Tickers: BMC, VMW, YHOO

    Despite a respectable 4% gain for the Nasdaq composite index year-to-date, the technology sector appears to be running out of steam.

    In the past week, investors received weaker-than-expected quarterly earnings reports from the likes of Apple, Microsoft, and Nokia. On Wednesday, Apple beat EPS guidance but came in short of analyst’s revenue forecasts. Gross margin declined to 38.6% compared to 44.7% a year ago. iPhone sales came more »

  • Why I’m Selling This Stock Ahead of Earnings

    By Richard Saintvilus - January 26, 2013 | Tickers: BMC, CSCO, MSFT, ORCL, CRM

    BMC Software (NASDAQ: BMC) has always been an underrated name in the constant battle for cloud real estate. Despite the recent M&A activity seen from rivals such as Oracle (NASDAQ: ORCL) and IBM, BMC has decided to go in a different direction – choosing instead to focus on internal R&D.

    While its recent partnership with Salesforce.com (NYSE: CRM) was designed to mutually benefit both companies, it's been more »

  • Riverbed Completes OPNET Merger to Little Fanfare

    By Mark Holder - December 31, 2012 | Tickers: BMC, CPWR, IBM, RVBD

    Back at the end of October, in the midst of Hurricane Sandy, Riverbed Technology (NASDAQ: RVBD) made an accretive deal to purchase OPNET Technologies that caused the stock to plummet 18%. While investors clearly didn’t like the stock back then, the mood hasn’t improved significantly now with the stock trading between the original post announcement days range.

    The deal provided the leader in the WAN optimization market inroads more »

  • One Big Fat Insider Sale at Salesforce.com

    By Meena Krishnamsetty - December 3, 2012 | Tickers: ADBE, BMC, INTU, ORCL, CRM

    Craig Ramsey, long-time director at Salesforce.com (NYSE: CRM), recently sold off nearly 25% of his shares per a Form 4 filing earlier this week. The filing showed that Ramsey sold off over 74,000 shares in the range of $155-$160 a piece. Ramsey netted around $11.7 million on the sales and now owns 236,000 shares.

    We track insider transactions because we believe that no one knows more »

  • Billionaire Paul Singer’s Latest Stock Picks

    By Meena Krishnamsetty - November 19, 2012 | Tickers: BMC, BRCD, CPWR, DLPH, ENL

    Paul Singer founded Elliott Associates in 1977, making Elliott quite old when compared to the rest of the hedge fund industry. The fund recently filed its 13F with the SEC, disclosing many of the long equity positions in its portfolio as of the end of September. We have gone through the filing and identified some of the moves that Elliott made during the third quarter by comparing its positions to more »

  • Generation Investment Management Bought This Stock

    By Meena Krishnamsetty - October 16, 2012 | Tickers: ADVS, BMC, MSCI, OTEX, CRM

    During the second quarter, Generation Investment Management initiated a position in MSCI (NYSE: MSCI), a software company whose products are used for investment performance and risk analysis as well as corporate governance. At the end of June, the fund owned 3.5 million shares, making MSCI one of the top ten positions in its 13F portfolio. Apparently it has kept right on buying: according to a recent filing with the more »

  • BMC Software Has Value, But Growth Is Unimpressive

    By Richard Saintvilus - October 15, 2012 | Tickers: BMC, CSCO, HPQ, MSFT, CRM

    BMC must figure out a way to prove its value and convince a skeptical market that it is willing to do anything it can to return capital to shareholders.

  • What Does Paul Singer See in This Software Company?

    By Meena Krishnamsetty - September 19, 2012 | Tickers: BMC, CA, HPQ, IBM, MCRS

    During the second quarter of 2012, Paul Singer’s Elliott Management initiated a position of 10.4 million shares in BMC Software (NASDAQ: BMC). This position, worth over $400 million at the end of June, was the second largest position in the fund’s 13F portfolio (see what other stocks Elliott Management liked). Elliott Management has been in business for 35 years and has been run by Singer ever since more »

  • Billionaire Paul Singer’s Recent Stock Picks

    By Meena Krishnamsetty - August 23, 2012 | Tickers: BMC, CPWR, DLPH, MPEL

    Paul Singer founded Elliott Associates in 1977. Now, combined with Elliott International under the Elliott Management banner, the fund has about $15 billion under management and using a number of strategies and asset types in its investment process; it is particularly noted for debt investing and taking activist minority stakes. Only some of these assets show up in 13F filings, but what we do see should allow us to identify more »

  • Ray Dalio’s Top 10 Positions Keeping Pace with the Market

    By Meena Krishnamsetty - April 10, 2012 | Tickers: BMC, DELL, JNJ, TSO, VLO

    This past year was a tough year for many hedge funds managers, but a few fared pretty well, including Ray Dalio, the founder of Bridgewater Associates. Under Dalio’s management, Bridgewater Pure Alpha fund made $13.8 billion for its investors last year. The net gains of Bridgewater Pure Alpha totaled $35.8 billion since its inception in 1975, surpassing the record $31.2 billion for George Soros’ Quantum Endowment more »

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