Based on the aggregated intelligence of 160,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, digital video recorder company TiVo
With that in mind, let's take a closer look at TiVo's business and see what CAPS investors are saying about the stock right now.
TiVo facts
Headquarters (Founded) |
Alviso, Calif. (1997) |
Market Cap |
$1.8 billion |
Industry |
Application software |
Trailing-12-Month Revenue |
$237.6 million |
Management |
CEO Thomas Rogers (since 2005) |
Trailing-12-Month Return on Equity |
(13.7%) |
Compound Annual Revenue Growth (Over Past 3 Years) |
(2.8%) |
1-Month Return |
68% |
Competitors |
Dish Network |
Key Customers |
Comcast |
Strategic Partners |
Amazon.com |
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 23% of the 1,013 members who have rated TiVo believe the stock will underperform the S&P 500 going forward. These bears include kenpersonal and All-Star mrindependent, who is ranked in the top 1% of our community.
Three weeks ago, kenpersonal warned that Mr. Market is getting too excited over the company's recent legal win: "Tivo just got a big boost from the court ruling with Dish Network. It cannot go [anywhere] but down from there. Its boost is based on bullish emotion not strong company performance."
In a reply pitch from two days ago, mrindependent expands on why it's smart to remain skeptical:
[T]his legal victory could possibly change [TiVo's] fortunes. I did not research the court case in detail because two facts made me comfortable red thumbing despite the recent legal victory: (1) analysts have not increased 2010 or 2011 eps estimates enough to swing into a positive and (2) the CEO is a gigantic seller at current prices (and I think he ought to have the best read on the importance of the court victory).
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