Rosetta Stone

  • Rosetta Stone’s Recent Acquisition Backfired

    By usman iftikhar - July 31, 2013 | Tickers: ADBE, ADSK, RST

    The software industry faced a downturn in 2012 due to the worldwide uncertainties troubling the growth of enterprises. However, Gartner has anticipated that in 2013 the industry will see a rise in its revenues. It has projected a solid growth of 6.4% for the industry. It also expects that this growth will be continued until 2016.

    To benefit with this favorable situation, the market players have started expanding their more »

  • Rosetta Stone vs. SodaStream: Which Is a Better Investment?

    By Brian Shaw - July 1, 2013 | Tickers: KO, RST, SODA

    When looking to make an investment, investors are often presented with making a difficult choice between multiple investment candidates. This decision is often further complicated when the candidates operate in completely different industries or have other significant differences (size, growth prospects, risks, etc.). For example, a reader recently asked the question of whether Rosetta Stone (NYSE: RST) or SodaStream International (NASDAQ: SODA) is a better long-term investment; this is a more »

  • 3 Alternative Perspectives for Investing in the Education Sector

    By Scott Levine - June 20, 2013 | Tickers: DDD, AMRC, RST, SSYS

    Often when people consider investing in the education sector, they primarily turn to for-profit education companies-- Apollo Group, DeVry, and Strayer Education, to name a few. However, investors would benefit from turning their attention to a less-obvious aspect of the sector-- the trends that are developing in the elementary and secondary schools. 

    One of the driving forces behind these trends is the U.S. Department of Education program, Race to more »

  • Love and the Pursuit of Happiness: Themes for Your Portfolio

    By AnnaLisa Kraft - May 9, 2013 | Tickers: REV, RST, LOV, WTW

    Several recurring themes came out from the Value Investing Congress just ended in Las Vegas but the most interesting was that of meeting higher order needs, like love and self-improvement, with four names recommended as longs, Rosetta Stone (NYSE: RST), Revlon (NYSE: REV)Spark Networks (NYSEMKT: LOV), and Weight Watchers (NYSE: WTW) and one name, quelle surprise, recommended as a short, who else but Herbalife.

    If the economy is indeed more »

  • A World of Profits Just Opened Up for This Company

    By AnnaLisa Kraft - April 18, 2013 | Tickers: LNKD, RST, TRIP

    Rosetta Stone (NYSE: RST), the language learning company, made a purchase at fire sale prices that could be so accretive and strategic that it just may be the best move they ever made.

    How do you say...monetize?

    It's a name that has been beaten down from a high of $16.00 in Spring 2011 to dropping below $7.00 that same year. Ouch! It's taken two years more »

  • A World of Profits Just Opened Up for This Company

    By AnnaLisa Kraft - April 18, 2013 | Tickers: LNKD, RST, TRIP

    Rosetta Stone (NYSE: RST), the language learning company, made a purchase at fire sale prices that could be so accretive and strategic that it just may be the best move they ever made.

    How do you say...monetize?

    It's a name that has been beaten down from a high of $16.00 in Spring 2011 to dropping below $7.00 that same year. Ouch! It's taken two years more »

  • A World of Profits Just Opened Up for This Company

    By AnnaLisa Kraft - April 15, 2013 | Tickers: LNKD, RST, TRIP

    Rosetta Stone (NYSE: RST), the language learning company, made a purchase at fire sale prices that could be so accretive and strategic that it just may be the best move they ever made.

    How do you say...monetize?

    It's a name that has been beaten down from a high of $16.00 in Spring 2011 to dropping below $7.00 that same year. Ouch! It's taken two years more »

  • This Small Acquisition May Have Huge Benefits

    By Brian Shaw - April 4, 2013 | Tickers: FB, GOOG, RST, Z

    Just a month ago, I detailed how Rosetta Stone (NYSE: RST) CEO Steve Swad has led an impressive turnaround for the company in just over one year at the helm. Among the opportunities (and risks) remaining as Rosetta Stone pushes forward is the relatively new idea that Rosetta Stone may use some of its $148 million in cash (and no debt) to grow by acquisition.  This strategy has already begun more »

  • This Stock Requires Patience, but the Opportunity Is Tremendous

    By Brian Shaw - March 26, 2013 | Tickers: AMRC, RST, WPRT

    For individual investors, it is critically important to develop a simple, coherent investment thesis prior to purchasing shares of a company. The thesis should be easy enough to explain to a friend, and should be based on research rather than relying on a premise like "my cousin knows a guy who said this stock is going to skyrocket 1,000%."

    Here's an example. A barely-followed small cap company is more »

  • The Turnaround Continues for Rosetta Stone

    By Brian Shaw - March 3, 2013 | Tickers: EA, RST, ROVI, TTWO, ZNGA | Editor's Choice

    What a difference a year and a new CEO make. This time last year, Rosetta Stone (NYSE: RST) was touching all-time lows with a share price in the single digits as the company seemed to be adrift without any clear vision. Four quarters later, a dramatic turnaround is underway that has reversed many of the negative trends that have plagued Rosetta Stone over the past couple of years.

    Then and more »

  • This Disruptive Start-Up May Trash Your Thesis

    By Daniel Sparks - January 31, 2013 | Tickers: BRK-B, BRK-A, RST, WFC

    Warren Buffett is well known for avoiding technology investments. Though it could be argued that there are a few exceptions in the Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) portfolio, it's mostly made up of boring businesses that change very little over the years.

    This, of course, is part of Buffett's strategy. Buffett once said, "we see change as the enemy of investments ... so we look for the absence more »

  • Rosetta Stone: Limited Downside, Huge Upside

    By Daniel Sparks - January 8, 2013 | Tickers: ATVI, HRB, INTU, RST, WSM | Editor's Choice

    Typically, software companies have meaningful net profit margins, earning them premium valuations. Rosetta Stone (NYSE: RST), on the other hand, manages to earn investors losses. In turn, the stock is dirt cheap, trading at just 1 times sales. With a valuation like this, there is quite a bit of room for upside in the case that Rosetta Stone begins to earn a profit. Even better, Rosetta Stone's catalyst for more »

  • What is Ariel Investments Buying These Days?

    By Meena Krishnamsetty - December 27, 2012 | Tickers: APOL, ISCA, RST, WU, WMS

    John Rogers founded Ariel Investments in 1983 following a stint at William Blair & Company. Rogers received an AB in economics from Princeton University and started his own investment firm with only $100,000 from Howard University’s endowment. From 1983 to 1986, Rogers managed to grow Ariel Investments’ assets to $45 million. After reviewing Ariel’s latest 13F, we have outlined five stocks the fund was bullish on last quarter more »

  • The First Step to Getting Help Is Admitting You Have a Problem

    By Jason Hall - October 17, 2012 | Tickers: LQDT, RST, SPY, WFM

    So what's an investor to do?  Buy Index Funds?

  • Don’t Write Off Rosetta Stone Just Yet…

    By Brian Shaw - August 18, 2012 | Tickers: GOOG, NFLX, RST

    When Rosetta Stone (NYSE: RST) released earnings on Aug. 8, the market (myself included) was almost universally surprised by Rosetta Stone’s 9% revenue miss to both last year’s results and analysts’ expectations.  “So much for a turnaround!” is a common reaction, and it is not totally undeserved.  There are challenges internationally, particularly in Korea and Japan, that do not have an easy answer in sight.  There are also more »

  • How do Rosetta Stone's Sales Translate?

    By Simon Erickson - August 14, 2012 | Tickers: EA, GE, NTDOY.PK, RST

    Rosetta Stone (NYSE: RST) got stoned by investors last Thursday.

    After a nice pop from their 1Q earnings report in late May, Rosetta has apparently received a change-of-heart from shareholders.  The company reported 2Q earnings on Wednesday afternoon and was greeted on Thursday morning with a 25% haircut off of its stock price.  Though it recovered a bit in the afternoon, Rosetta still finished the day down 15%.  It is more »

  • Earnings Preview – What to Look for from Rosetta Stone in Q2

    By Brian Shaw - July 27, 2012 | Tickers: RST

    On August 8, Rosetta Stone (NYSE: RST) will report its second quarter earnings.  To put expectations into perspective, let’s start with a look at management’s guidance for 2012 from last quarter’s earnings release:

    • Net revenue growth of 1% to 5% to approximately $270 million to $285 million
      • North American Consumer revenues are expected to increase compared with 2011
      • International Consumer revenues are expected to decrease compared with more »
  • Two Truths and a Lie about Software Piracy

    By Calla Hummel - June 8, 2012 | Tickers: ADBE, MSFT, RST

    Digital piracy is the boon of budget-squeezed teenagers and small entrepreneurs everywhere and the scourge of large U.S. companies like Microsoft (NASDAQ: MSFT) and Adobe (NASDAQ: ADBE). Pirated software comprises 42% of all installed software and 57% of computer users worldwide pirate software, according to the most recent report from the Business Software Association. Yet Microsoft, Adobe and other software producers keep publishing positive earnings reports instead of disappearing more »