• A Leader In Two Markets Makes For A Good Investment

    By Matthew Frankel - August 15, 2013 | Tickers: HRB, INTU, MSFT

    Some of my favorite companies to follow are those who not only lead, but dominate their fields. These types of businesses are interesting because they have positive catalysts such as pricing power and cost efficiencies working for them, but disadvantages such as difficulty in growing sales. Intuit (NASDAQ: INTU) is one of these, and is the clear leader in do-it-yourself tax preparation software (TurboTax) as well as small business software more »

  • Is Nuance Finally Ready to Rumble?

    By Mark Holder - August 13, 2013 | Tickers: ADBE, INTU, NUAN

    Nuance Communications (NASDAQ: NUAN) is counting on the potential of technologies that allow for virtual assistants and electronic health records via voice recognition, and the company has promised a stronger future than the actual results.

    After guiding yet again to weak results going forward, the stock actually rebounded after an initial selloff. After the previous quarterly disappointment, the stock plunged from $24 to $20. This time though, the stock rebounded more »

  • Is This Software Company Really Undervalued?

    By Timothy Green - August 10, 2013 | Tickers: ADBE, ADSK, INTU

    Recently David Kostin, an analyst at Goldman Sachs, released a list of 40 stocks with the most upside relative to Goldman's analyst price targets. Analysts are not known for being correct, both in general and with regard to price targets, so the fact that these stocks are well below their respective price targets means little. But are they actually undervalued? I'll look at number two on the list more »

  • Look for Deluxe to Follow Intuit's Business Successes

    By Hunter Orr - August 6, 2013 | Tickers: DLX, INTU, RRD

    Deluxe (NYSE: DLX) had a closing price of $42.35 on August 1. Based upon the financial metrics that I will discuss in this report, I believe Deluxe is currently undervalued and deserves consideration for possible investment.

    Company overview

    Deluxe operates in the “Business Services” sector and it provides printed materials, forms and checks, and marketing solutions for small businesses and financial institutions. The company is comprised of three segments more »

  • 3 Software Companies For Growth

    By Damian Illia - August 1, 2013 | Tickers: INFA, INTU, RHT

    The tech sector is quite unpredictable, and always rapidly changing. Within it, the application software industry has been especially characterized by its constant evolution and strong competition. Only those who can rapidly respond to ever-changing customer demands and needs can truly succeed in this field. Informatica (NASDAQ: INFA), Intuit (NASDAQ: INTU) and Red Hat (NYSE: RHT) seem like interesting options in the industry. Let´s take a look at them more »

  • The Software Industry: customer needs VS. profits

    By Vanina Egea - July 26, 2013 | Tickers: ADBE, INTU, SAP

    Innovation and friendliness are two stewards that software developers should not ignore. Easy to navigate applications have shown to be very successful. Each activity, however, presents specific obstacles to developers. Some companies were able to meet the challenge and deliver, among them are: Intuit (NASDAQ: INTU), Sap Aktiengesellschaft (NYSE: SAP), and Adobe Systems (NASDAQ: ADBE). But, does adjusting to customer needs generate profits?

    The tax helper

    With base in Palo more »

  • Making Profits From Non-Profits With This Stock

    By Mark Lin - July 24, 2013 | Tickers: ADBE, BLKB, INTU

    Picking the right stocks is all about picking the right industries with attractive barriers to entry. Niche market segments within the application software industry have proven to be great hunting grounds. Blackbaud (NASDAQ: BLKB) is a leading provider of fund raising software and related services to non-profit organizations.

    Defensible market position in market niche

    The applications software market, unlike the systems software market dominated by Microsoft, is characterized by free more »

  • Can This High-Yield Play Really Keep Growing?

    By Lee Samaha - July 12, 2013 | Tickers: ADP, INTU, PAYX

    It’s always interesting to look at Paychex's (NASDAQ: PAYX) results, because the small business service provider usually gives good color on the economy. What do its latest results say about the small business environment, Paychex's own prospects, and can the company grow its relatively large dividend?

    Paychex gives mixed commentary

    Anyone hoping that Paychex would deliver an upbeat depiction of the economy would have been disappointed with more »

  • Discretion Is the Better Part of Groupon

    By AnnaLisa Kraft - July 8, 2013 | Tickers: AMZN, GRPN, INTU, OPEN

    Last week, Groupon (NASDAQ: GRPN) rolled out a new service to big cities in the U.S. that combines the restaurant reservation service of OpenTable (NASDAQ: OPEN) and the dining discounts of, but best of all, a dining discount is automatically applied to your coupon embarrassment.

    It is Groupon Reserve and available in NYC, Chicago, LA, Washington DC, Denver, Miami, Atlanta, Philadelphia, San Francisco, and Boston more »

  • Pay Attention to the Records at Autodesk

    By Mark Holder - July 1, 2013 | Tickers: ADBE, ADSK, INTU

    As the Autodesk (NASDAQ: ADSK) stock has struggled over the last few years, investors should pay more attention to the record numbers than disappointing top line growth.  

    The leading design software firm is facing issues previously encountered by other software firms including Adobe Systems (NASDAQ: ADBE) and Intuit (NASDAQ: INTU). The shift to cloud based services and term licenses is requiring the companies to record revenues over an extended period more »

  • Will Investing in These 3 Payroll Stocks Pay Off?

    By Leo Sun - July 1, 2013 | Tickers: ADP, INTU, PAYX

    The U.S. labor market has steadily recovered over the past three and a half years, with the unemployment rate declining from 10% at the end of 2009 to 7.6% in June. With more people getting back to work, human resource departments are processing more employee data and paychecks than ever before. Therefore, investors should pay attention to an often overlooked industry that deals with human resources and company more »

  • Buy Intuit As Increased Revenue Is Expected From the Death of DOMA

    By Erick Santos - June 29, 2013 | Tickers: ADP, HRB, INTU

    Intuit (NASDAQ: INTU) is a leader in tax preparation software. With the Supreme Court having effectively ended the Defense of Marriage Act this week, there is an expectation that thousands of same sex couples who married legally will now be redoing their taxes for the last three years. Many of them may go to their local CPAs, but Intuit stands to reap a good share of benefit since it can more »

  • There's Always Upside in the Software Industry

    By Victor Selva - June 29, 2013 | Tickers: ACIW, ADBE, INTU

    The software industry seems to always offer compelling investment opportunities, as many niches still remain untapped. Aci Worldwide (NASDAQ: ACIW), Adobe Systems (NASDAQ: ADBE) and Intuit (NASDAQ: INTU) are three companies that have successfully established in the segment, grasping substantial market shares. Going forward, these firms hold various growth catalysts that should boost earnings and stock prices. Let´s take a closer look at them and try decide if they more »

  • The 4 Best "Magic Formula" Stocks Today

    By Adem Tahiri - June 28, 2013 | Tickers: CVS, EXPE, INTU, PETM

    Investors like a good deal. The problem is, most of us wouldn't know a bargain if it hit us in the face.

    At least that's what hedge fund manager and value investing icon Joel Greenblatt says. In a series of books and lectures Greenblatt has touted his "magic formula" for stock picking. Greenblatt argues that by following the simple formula we can take the guess work out of more »

  • The Best Investment in Tax Preparation

    By Dan Moskowitz - June 24, 2013 | Tickers: HRB, INTU, PAYX

    H&R Block (NYSE: HRB) is no stranger to drama. Over the past several years, it has attracted a lot of negative attention. However, this hasn’t affected the stock price. Can H&R Block continue its relentless ascent, or is there a long-term threat that should keep potential investors on the sidelines?

    The H&R Block soap opera

    A software glitch led to to delayed refunds for at least more »

  • How Thinking Small Makes You Big Profits

    By AnnaLisa Kraft - June 20, 2013 | Tickers: CTCT, INTU, PAYX

    Small business owners believe (59%) that running a small business is decidedly more difficult than five years ago and most cite the economy (can't help you much there) and the challenges of technology.

    This finding comes from a study conducted by Constant Contact (NASDAQ: CTCT), a company that specializes in email and social media marketing, event marketing, and online surveys for small business. The study also reported 84% of more »

  • Invest in This Stock for Turbo Growth

    By Mihir Mehta - June 14, 2013 | Tickers: ADP, HRB, INTU

    In late April, shares of Intuit (NASDAQ: INTU) plummeted when it lowered its guidance owing to a slowdown in its consumer tax business. It revised its third quarter EPS outlook to $2.92 to $2.94 per share because the performance of the consumer tax business disappointed management. Almost a month later, it announced its Q3 results, beating its guidance on revenue. The shares surged around 4% after the results more »

  • How to Play the Data Processing Sector

    By Matthew Frankel - June 10, 2013 | Tickers: ADP, INTU, PAYX

    Paychex (NASDAQ: PAYX), one of the leading providers of payroll services in the United States, specializes in small and medium sized companies and serves almost 600,000 clients. Lately the company has performed well, with solid growth so far during the current fiscal year and strong stock performance. What caught my attention about Paychex was the company’s completely flat revenue numbers for the past five years or so, after more »

  • Is Now the Time to Bet on This Personal Finance Software Company?

    By Nicholas Kitonyi - June 3, 2013 | Tickers: HRB, INTU, PAYX

    Intuit (NASDAQ: INTU) faces an uphill task as it confronts the challenge of migration to mobile. Yet again, the company wants to make mobile tools for filing taxes a part of its future. Intuit is the market leader in personal finance software and associated accounting packages. The company’s rivals, H&R Block (NYSE: HRB) and Paychex (NASDAQ: PAYX) continue to languish behind the Mountain View, CA-based application software company more »

  • There Are Better Ways To Play Tax Preparation

    By Matthew Frankel - May 31, 2013 | Tickers: HRB, INTU, ODP

    One of the most well-known tax preparation service providers in the United States, H&R Block (NYSE: HRB) has struggled to produce revenues over the past several years.  In fact, the company’s revenue has declined every year since 2008 as a result of increased competition and increased transition to online tax preparation by individuals.  With all of the poor results the company has produced, why have shares nearly doubled more »

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