Sierra Wireless WKN: 920860 - Eine Zukunftsperle im M2M Markt?! (Seite 10)
eröffnet am 01.03.13 15:24:19 von
neuester Beitrag 03.08.22 08:41:17 von
neuester Beitrag 03.08.22 08:41:17 von
Beiträge: 144
ID: 1.179.789
ID: 1.179.789
Aufrufe heute: 0
Gesamt: 45.474
Gesamt: 45.474
Aktive User: 0
ISIN: CA8265161064 · WKN: 920860
31,00
USD
+0,03 %
+0,01 USD
Letzter Kurs 13.01.23 NYSE
Werte aus der Branche Telekommunikation
Wertpapier | Kurs | Perf. % |
---|---|---|
0,6000 | +200,00 | |
6,0350 | +36,54 | |
3,6500 | +16,24 | |
2,8800 | +13,27 | |
30,41 | +12,63 |
Wertpapier | Kurs | Perf. % |
---|---|---|
9,1000 | -9,00 | |
2,3801 | -10,18 | |
1,7400 | -10,59 | |
0,7500 | -11,24 | |
67.750,00 | -18,37 |
Beitrag zu dieser Diskussion schreiben
Antwort auf Beitrag Nr.: 49.241.660 von okieh66 am 04.03.15 19:53:16Ja, hab ich auch auf dem Radar, habe aber erstmal NXP den Vorzug gegeben !!! Werde bei Gelegenheit und Kohle einsteigen. Sierra ist sicher auch ein Zukuftswert !!!! Gruß B.
Antwort auf Beitrag Nr.: 49.004.666 von Lone_Marlvo am 06.02.15 21:46:46
hab mir heute ein paar Aktien geholt, nach dem Video, hab ich mir den wert mal angesehen, und teile die meinung.
Sierra hole
http://www.daf.fm/video/maydorns-meinung-dax-nordex-jinkosol…hab mir heute ein paar Aktien geholt, nach dem Video, hab ich mir den wert mal angesehen, und teile die meinung.
Antwort auf Beitrag Nr.: 49.004.666 von Lone_Marlvo am 06.02.15 21:46:46Herzlichen Dank dafür !!! Klasse ! Ja, geht mir auch so. Suche 2 - 3 Werte, die in diesem Bereich top aufgestellt sind. Werde mich wohl - erstmal, für NXP und Skywork Solution entscheiden. Danke für Deine Mühe und viel Erfolg !! Gruß B.
Antwort auf Beitrag Nr.: 49.004.666 von Lone_Marlvo am 06.02.15 21:46:46
Thread: CalAmp - DIE "next generation" Internetaktie?; liefert Telematik-Dienstleistungen
Thread: Trimble Navigation; liefert Geoinfo-Systeme, Schwerpunkt Farmen
Thread: Telit - M2M-Player aus Israel; M2M-Communication
Thread: Mobileye - The Next Big Thing?; Telematik, partnert mit Automobilherstellern
Thread: TOMTOM wieder im Aufwind; Karten (Global Atlas)
Thread: Nokia - strong buy; Karten (Navteq)
Ich habe unter dem Titel "Mobile Revolution/IoT" noch folgende Werte in meiner peer-group:
Thread: Navigation über das Handy: Da wäre U-BLOX in einem Riesenmarkt evtl. gut aufgestellt; liefert Chips und ModuleThread: CalAmp - DIE "next generation" Internetaktie?; liefert Telematik-Dienstleistungen
Thread: Trimble Navigation; liefert Geoinfo-Systeme, Schwerpunkt Farmen
Thread: Telit - M2M-Player aus Israel; M2M-Communication
Thread: Mobileye - The Next Big Thing?; Telematik, partnert mit Automobilherstellern
Thread: TOMTOM wieder im Aufwind; Karten (Global Atlas)
Thread: Nokia - strong buy; Karten (Navteq)
Hallo Betterway! Danke für den Verweis - arbeite mich gerade erst in die "Internet-Of-Things"-Thematik ein, NXP hatte ich bislang noch nicht auf dem Schirm. Klingt auf jeden Fall auch gut. Habe mal versucht die wichtigsten Kennzahlen der Unternehmen gegenüberzustellen (und zusätzlich noch AMS integriert, die ich ebenfalls interessant finde).
Die Zahlen sind nach bestem Wissen&Gewissen zusammengetragen (Onvista, Press Releases, bzw. hergeleitet). Falls mir irgendwo ein Fehler unterlaufen seien sollte - bin offen für Feedback & Kritik
Auf Basis der Zahlen bietet für mich SIRW das größte Kurs-Potential - bei gleichzeitig natürlich dem höchsten Risiko (siehe heutiger Tag) NXP ist da natürlich schon ne andere, etabliertere Hausnummer im Bezug auf Umsatz, Ertrag & Market-Cap. Muss jeder für sich je nach Risikobereitschaft bzw. -aversion entscheiden. Ich persönlich möchte mich einfach nur vergleichsweise frühzeitig und langfristig für die "3. Industrierevolution" positionieren. Vielleicht stell ich ich mir auch ein Basket aus den o.g. Werten zusammen - oder auf was ich sonst noch stoße in den nächsten Tagen & Wochen
Die Zahlen sind nach bestem Wissen&Gewissen zusammengetragen (Onvista, Press Releases, bzw. hergeleitet). Falls mir irgendwo ein Fehler unterlaufen seien sollte - bin offen für Feedback & Kritik
Auf Basis der Zahlen bietet für mich SIRW das größte Kurs-Potential - bei gleichzeitig natürlich dem höchsten Risiko (siehe heutiger Tag) NXP ist da natürlich schon ne andere, etabliertere Hausnummer im Bezug auf Umsatz, Ertrag & Market-Cap. Muss jeder für sich je nach Risikobereitschaft bzw. -aversion entscheiden. Ich persönlich möchte mich einfach nur vergleichsweise frühzeitig und langfristig für die "3. Industrierevolution" positionieren. Vielleicht stell ich ich mir auch ein Basket aus den o.g. Werten zusammen - oder auf was ich sonst noch stoße in den nächsten Tagen & Wochen
Antwort auf Beitrag Nr.: 49.002.965 von Lone_Marlvo am 06.02.15 18:21:35schwanke noch... evtl. NXp oder Skywork solution ??? Tja, wenn man es immer wüsste. Tendiere aber - wegen Apple und Co. zu NXP ???? Gruß B.
Motley Fool mit einem Update zu Sierra auf Basis der 2014/Q4 Zahlen bzw. des 2015/Q1 Ausblicks. Sie sind weiterhin bullish für den Titel und empfehlen langfristig-orientierten Anlegern die an die "Internet-Of-Things-Story" glauben die Schwäche zum Kauf zu nutzen. Ich bin (noch) nicht drin, werde aber nächste Woche wohl die Gelegenheit ergreifen.
Sierra Wireless Inc. (TSX:SW)(Nasdaq:SWIR), the global leader in machine-to-machine (M2M) devices and cloud services, announced its fourth-quarter earnings after the market closed on February 5, with both earnings per share and revenue surpassing analysts’ expectations, but its stock has responded by moving lower. Let’s break down the quarterly results and the company’s outlook going forward to determine if we should use this weakness as a long-term buying opportunity.
Breaking down the fourth-quarter beat
Here’s a summary of Sierra Wireless’s fourth-quarter earnings compared to what analysts had anticipated and its results in the year-ago period.
Metric Reported Expected Year Ago
Earnings Per Share $0.29 $0.26 $0.10
Revenue $149.08 million $146.70 million $118.61 million
Source: Financial Times
Sierra Wireless’s adjusted earnings per share increased 190% and its revenue increased 25.7% compared to the fourth quarter of fiscal 2013, driven by adjusted net income increasing 193.5% to $9.1 million and revenue increasing in both of its major segments, including 27.2% growth to $129.58 million in its OEM Solutions segment and 16.4% growth to $19.50 million in its Enterprise Solutions segment. The company also noted that organic sales increased an impressive 20.7% compared to the year-ago period, and this excludes contributions from its acquisitions of In Motion Technology and assets from AnyDATA Corporation earlier in the year.
Here’s a quick breakdown of nine other notable statistics and updates from the report compared to the year-ago period:
Adjusted gross profit increased 30% to $50.14 million.
Adjusted gross margin expanded 110 basis points to 33.6%.
Adjusted operating profit increased 286.9% to $10.03 million.
Adjusted operating margin expanded 450 basis points to 6.7%.
Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) increased 104.8% to $12.73 million.
Adjusted EBITDA margin expanded 330 basis points to 8.5%.
Cash flows from operating activities came in at a gain of $11.35 million compared to a loss of $5.13 million a year ago.
Generated $7.89 million of free cash flow compared to negative free cash flow a year ago.
Ended the quarter with $207.06 million in cash and cash equivalents, an increase of 5.6% from the third quarter.
Sierra Wireless provided its outlook on the first quarter of fiscal 2015, calling for the following performance:
Net income in the range of $4.7 million-$5.7 million
Earnings per share in the range of $0.15-$0.18
Revenue in the range of $145 million-$149 million
Operating profit in the range of $6 million-$7.2 million
Should you buy shares of Sierra Wireless today?
Sierra Wireless is the world’s leading provider of M2M devices and cloud services, and increased demand for its products and services led it to post very strong fourth-quarter earnings. The company achieved double-digit year-over-year growth in earnings per share, revenue, organic sales, gross profit, operating profit, and EBITDA while expanding its margins and generating $7.89 million in free cash flow, but its stock has responded by falling over 1%.
I think the post-earnings weakness in Sierra Wireless’s stock represents a great long-term buying opportunity because it trades at favorable valuations, including 38.7 times fiscal 2015’s estimated earnings per share of $1.19 and 32.4 times fiscal 2016’s estimated earnings per share of $1.42, both of which are very inexpensive given its long-term growth potential. Furthermore, the company ended the fourth quarter with a bountiful $207.06 million in cash and cash equivalents, and I think this leaves it well positioned to pursue acquisitions in fiscal 2015 to maximize its growth going forward.
With all the information above in mind, I think Sierra Wireless represents one of the best long-term investment opportunities in the technology sector today, so Foolish investors should take a closer look and consider initiating positions.
Sierra Wireless Inc. (TSX:SW)(Nasdaq:SWIR), the global leader in machine-to-machine (M2M) devices and cloud services, announced its fourth-quarter earnings after the market closed on February 5, with both earnings per share and revenue surpassing analysts’ expectations, but its stock has responded by moving lower. Let’s break down the quarterly results and the company’s outlook going forward to determine if we should use this weakness as a long-term buying opportunity.
Breaking down the fourth-quarter beat
Here’s a summary of Sierra Wireless’s fourth-quarter earnings compared to what analysts had anticipated and its results in the year-ago period.
Metric Reported Expected Year Ago
Earnings Per Share $0.29 $0.26 $0.10
Revenue $149.08 million $146.70 million $118.61 million
Source: Financial Times
Sierra Wireless’s adjusted earnings per share increased 190% and its revenue increased 25.7% compared to the fourth quarter of fiscal 2013, driven by adjusted net income increasing 193.5% to $9.1 million and revenue increasing in both of its major segments, including 27.2% growth to $129.58 million in its OEM Solutions segment and 16.4% growth to $19.50 million in its Enterprise Solutions segment. The company also noted that organic sales increased an impressive 20.7% compared to the year-ago period, and this excludes contributions from its acquisitions of In Motion Technology and assets from AnyDATA Corporation earlier in the year.
Here’s a quick breakdown of nine other notable statistics and updates from the report compared to the year-ago period:
Adjusted gross profit increased 30% to $50.14 million.
Adjusted gross margin expanded 110 basis points to 33.6%.
Adjusted operating profit increased 286.9% to $10.03 million.
Adjusted operating margin expanded 450 basis points to 6.7%.
Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) increased 104.8% to $12.73 million.
Adjusted EBITDA margin expanded 330 basis points to 8.5%.
Cash flows from operating activities came in at a gain of $11.35 million compared to a loss of $5.13 million a year ago.
Generated $7.89 million of free cash flow compared to negative free cash flow a year ago.
Ended the quarter with $207.06 million in cash and cash equivalents, an increase of 5.6% from the third quarter.
Sierra Wireless provided its outlook on the first quarter of fiscal 2015, calling for the following performance:
Net income in the range of $4.7 million-$5.7 million
Earnings per share in the range of $0.15-$0.18
Revenue in the range of $145 million-$149 million
Operating profit in the range of $6 million-$7.2 million
Should you buy shares of Sierra Wireless today?
Sierra Wireless is the world’s leading provider of M2M devices and cloud services, and increased demand for its products and services led it to post very strong fourth-quarter earnings. The company achieved double-digit year-over-year growth in earnings per share, revenue, organic sales, gross profit, operating profit, and EBITDA while expanding its margins and generating $7.89 million in free cash flow, but its stock has responded by falling over 1%.
I think the post-earnings weakness in Sierra Wireless’s stock represents a great long-term buying opportunity because it trades at favorable valuations, including 38.7 times fiscal 2015’s estimated earnings per share of $1.19 and 32.4 times fiscal 2016’s estimated earnings per share of $1.42, both of which are very inexpensive given its long-term growth potential. Furthermore, the company ended the fourth quarter with a bountiful $207.06 million in cash and cash equivalents, and I think this leaves it well positioned to pursue acquisitions in fiscal 2015 to maximize its growth going forward.
With all the information above in mind, I think Sierra Wireless represents one of the best long-term investment opportunities in the technology sector today, so Foolish investors should take a closer look and consider initiating positions.
habe mir jetzt doch ein paar Ansichtsstücke geholt, nachdem ich es im Herbst noch aufgrund der Verlustsituation gelassen hatte;
finde die Bewertung sehr ambitioniert
finde die Bewertung sehr ambitioniert
Sierra slips after Q4 beat, mixed guidance
Feb 5 2015, 19:14 ET | About: Sierra Wireless, Inc. (SWIR) | By: Eric Jhonsa, SA News Editor Sierra Wireless (NASDAQ:SWIR) expects Q1 revenue of $145M-$149M and EPS of $0.15-$0.18. The former is above a $143.4M consensus, while the latter is below a $0.19 consensus.
Q4 OEM Solutions revenue rose 27.2% Y/Y to $129.5M; Enterprise Solutions rose 16.4% to $19.5M. Organic revenue growth (excludes the In Motion and AnyData acquisitions) was 20.7% (compares with 25.7% total growth).
Gross margin rose to 33.6% from 32.5% a year ago. Operating expenses rose 11% to $40.1M. Sierra's cash balance rose by $11M Q/Q to $207.1M.SWIR -1.4% AH to $36.88. Shares fell 5.3% in regular trading.
.. sirra ist von Mootley Fool als einer der Gewinner 2015 beschrieben. Fängt ja schon gut an. Gerade keine Kohle, kann nicht rein. Gruß B.