Out Fox The $treet

Jive Software easily beat Q1'15 analyst forecasts. The business collaboration software firm is finally starting to gain traction with customers via new apps with lower prices points. The stock is on the verge of breaking a long three-year downtrend. When Jive Software (NASDAQ: JIVE ) went public back at the end of 2011, the company was proclaimed as the social platform for the business community. Jive though failed to gain critical mass and still today hasn't reached 1,000 customers. Read the full article on Seeking Alpha. Disclosure: Long JIVE. Please review the disclaimer page for more details. 

The recent collaboration deal with Cisco Systems ( NASDAQ: CSCO     ) sparks an interest in investing in Jive Software ( NASDAQ: JIVE     ) again. The social business software provider offered an interesting investment concept when it came public back at the end of 2011, yet the company hasn't been able to match the success of the consumer social media stocks. The software provider is focused on the social business platforms of portals, social intranets, and external communities that allow employees and customers to better collaborate and engage. Unfortunately, Jive Software has yet to hit the tipping point, with revenue growth only clocking in at 21% in the first quarter. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

When Jive Software ( JIVE ) came public back at the end of 2011, the stock promised huge potential to become the social business platform of choice to rival Facebook's ( FB ) consumer network. The cloud software firm instead has floundered as other cloud based software firms have soared. Does this social butterfly have the potential for a similar rebound to what Facebook recently made? Jive Software offers a cloud-based collaboration network that connects employees, customers and partners. It also offers the only pure-play option with the other leading competitor bought by Microsoft ( MSFT ) a while back. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

When Jive Software (NASDAQ: JIVE ) went public back at the end of 2011, it had so much promise for providing a social platform for businesses. The stock shot up to $28 due to the excitement that social media brought at the time. After a weak quarterly report, the stock plunged over 20% to end back around $13. Stocks such as Facebook plummeted as well back in early 2012, but most more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

With the market typically favoring dividend stocks over growth stocks, Splunk Inc. (SPLK) remains a conundrum trading at roughly 12x forward revenue estimates. While the company has huge growth potential, analysts only expect 35% growth next year that wouldn't normally warrant such a high valuation. The company provides a leading software platform for real-time operational intelligence. In essence, the company is leading the "Big Data" revolution by offering software tools for analyzing the incredible amount of data created on a daily basis. Back in the summer, the valuation didn't support the growth rate. After a sell-off in October, does the stock finally offer a good value? Read the full article at Seeking Alpha. Disclosure: Long INVN. Please review the disclaimer page for more details. 

When Document Security Systems, Inc (DSS) announced plans to merge with Lexington Technology Group, Inc (LTG), the company signaled a shift in business plans to focusing on monetizing IP assets. With DSS in the process of a lawsuit against Coupons.com over misappropriated trade secrets and breached confidentiality agreements, the merger with a manager of IP assets appears to provide benefits to both shareholder grou ps. DSS is a leading developer and integrator of cloud computing data security, Radio Frequency Identification (RFID) systems and security printing technologies that prevent counterfeiting and brand fraud. With the LTG merger, the company plans on becoming a dominant patent monetization company with the goal of being the Blackstone Group LP (BX) of the sector. DSS Q3 Highlights Below are the highlights from the Q3 earnings report: Revenues for Q3 2012 were $4.2 million, a 15% increase over Q3 2011. Gross profit for Q3 2012 was $1.5 million, a 20% increase over Q...

Like so many other social media and technology related IPOs from 2011 and early 2012, Jive Software (JIVE) quickly became very overpriced as the stock soared to $28. The market had huge expectations that far outweighed anything the company could produce. Even beating or meeting all three earnings reports since going public haven't been enough to keep the stock price at those highs. The company is a leading global social business software company. Recently, the stock sold off 22% after reporting Q2 numbers that were mostly in line, while revenue guidance was at the low end of expectations. A stock trading at nearly 10x revenue has to increase guidance in order to sustain that valuation. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.

Splunk ( SPLK ) reported earnings after the close Thursday that easily beat analyst estimates. The stock though plunged down 16% on Friday. Whether this was due to the weak market or disappointment that the company didn't guide even higher is difficult to determine. Either way it shows the difficulties of owning high valuation IPOs going into the first earnings report. Previously hot IPOs such as Jive Software ( JIVE ) , Millennial Media ( MM ) and even InvenSense ( INVN ) plunged after disappointing earnings reports. Clearly investors expected too much out of these stocks as even 80% revenue growth for Splunk wasn't enough to keep the stock higher. All of the previously mentioned stocks have collapsed roughly 50% from post IPO highs, so the downside risk in Splunk could be substantial. A similar drop would be another $9 for the stock. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more ...

With the massive Facebook (FB) IPO out of the way on Friday, investors can now get back to investing in good companies where the IPO hype is gone already. With the business media networks spending countless hours analyzing the Facebook IPO, investors learned an important lesson about supply and demand. Facebook priced 421M shares at $38 in order to raise $16B, but the stock went virtually nowhere in after market trading. The huge amount raised was a lot for the market to absorb and clearly the size was all that could be handled with the stock closing up only $0.23. The market should've learned this from when the opposite happened with other social networking IPOs that priced considerably less amounts of stock at the beginning of the wave. Those stocks had some significant initial pops that led to lackluster returns in the after markets. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Jive Software (JIVE) continues to be one of the most interesting recent IPOs. Jive provides social business software and is the first publicly traded pure play. After the close yesterday, the company reported it's first quarterly report as a public company. Both revenue and earnings beat estimates. The company guided to numbers for Q1'12 and FY'12 that beat estimates. All great numbers compared to expectations. The only problem though is the company still expects a loss around $.40 in 2012 on revenue around $110M. So even though the company has one of the more interesting market opportunities to develop, the valuation for the stock is relatively high at nearly $1B. The revenue estimate for 2013 quickly jumps to $150M so any material drop in the stock price during 2012 would provide an appealing entry point. Nice picture that Jive provided via the earnings release to highlight the quarterly numbers: Guidance: First Quarter 2012 Guidance : Total revenue ...

Any investor paying attention should know this last week was the busiest IPO week in the U.S. in years. The slate was headlined by well-known Facebook game maker Zynga (ZNGA), with secondary focus on Jive Software (JIVE) and luxury retailer Michael Kors (KORS). The rest of the IPO's had limited focus. Already knowing the issues with Zynga are similar to Groupon (GRPN) and Angie's List (ANGI), we quickly zipped past that offering (dropped 5% on first trading day Friday). Read Why Angie's List Shouldn't Be Listing for more details. MIchael Kors is interesting as well, but the stock looks pricey and investors already have plenty of luxury retailers to buy. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.