CDK GLOBAL INC CDK

December 20, 2018 - 3:12pm EST by

member

						2018	2019
Price:		45.00		EPS		0	0
Shares Out. (in M):		130		P/E		0	0
Market Cap (in $M):		5,850		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0

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10	member 12/31/18 1:44PM Quality of earnings red flags
Any comment on quality of earnings and what it implies about the sustainability of margins? Going through the last few years I noticed a bunch of red flags: 1) Changing definition of adjusted earnings (started adding... login to read the rest 9 view available tags
9	member 12/26/18 9:18PM Re: Krzanich 8
Intel is the worst run fortune 100 company after GE. Enough said . 4 view available tags
7	member 12/26/18 10:41AM Re: Re: Re: Re: Have you talked to CDK customers? 6
We agree this lawsuit is a large risk, especially with the circumstantial facts with Reynolds starting the data-keep, CDK keeping the data public, and then changing to following Reynolds post-spin as they had pressure to... login to read the rest view available tags
6	member 12/26/18 10:10AM Re: Re: Re: Have you talked to CDK customers? 5
PE looked at in the 70s and passed. And that was earlier this year when credit markets were a lot more sanguine. The stock is a lot cheaper now so who knows. We owned CDK for... login to read the rest 1 view available tags
5	member 12/25/18 1:30PM Re: Re: Have you talked to CDK customers? 4
that is correct i think. that is why i think FIS/FISV core software systems are good comps. maybe i should not say that most customers with spoke with are "happy" like they think its a... login to read the rest view available tags
4	member 12/23/18 2:45PM Re: Have you talked to CDK customers? 1
FISV and FIS customers hate those systems as well. Same analogy that it's like Windows 95, but the real answer is that it works and gets the job done and switching would pose business risk and cost... login to read the rest 1 view available tags
3	member 12/21/18 9:10PM Re: Re: Have you talked to CDK customers? 2
Sorry hit enter before I was finished. The margins are high in part becasue it is a duopoly. Two companies split the larger dealer segment. Would be hard to make the math work for someone... login to read the rest -1 view available tags
2	member 12/21/18 9:05PM Re: Have you talked to CDK customers? 1
Yes I have. Most seem somewhere between happy and satisfied. THe revenue stream has been rock steady for decades. Not sure other than the multiple why one would compare it to Oracle. It has been... login to read the rest -1 view available tags
1	member 12/21/18 5:18PM Have you talked to CDK customers?
The few customers I spoke with hate the product. They compared Reynolds product to DOS and CDK product to Windows 95. CDK is also screwing its customers by charging for access to data that belongs... login to read the rest 5 view available tags

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