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20	member 7/03/12 9:19AM RE: RE: RE: RE: RE: CSGP 19
Who are you thinking could acquire for strategic value? view available tags
18	member 7/02/12 9:59PM RE: RE: RE: CSGP 17
DMGI and Xceligent think they can complete a build out of the top 65 markets for $25-50MM (CSGP EV is +$2.5B). Xceligent claims that in the markets they have built out (second and third tier... login to read the rest view available tags
16	member 7/02/12 4:13PM RE: CSGP 15
i have looked at a CSGP short as well. my CRE contacts tell me that the industry is pretty fed up with CoStar and there seems to be some movement from competition. DMGI is probably... login to read the rest view available tags
11	member 12/03/07 11:31AM reply to rii136
Rii- Happy to help you sort through what I can… Your thoughts on churn are similar to mine. I use churn rates to help validate what I am thinking about regarding pricing – part of the... login to read the rest view available tags
10	member 12/01/07 5:40PM Additional Questions
Had a few more questions for you after doing some more work. Hope you don't mind: 1) What do you think of the BizBuySell business? I'm showing QoQ revenue growth of 25% and... login to read the rest view available tags
9	member 12/01/07 5:16PM additional thoughts
Luke: Thanks again for the responses. I've been doing some additional work on this, and generally agree that the street is being too aggressive for next year. Below are mostly my observations--I do have... login to read the rest view available tags
8	member 11/21/07 8:41AM reply to rii136
I am not sure what percentage of premium members are speculators - but it is safe to say that 95%+ of the speculators that use a service use LOOP. There are four commercial real... login to read the rest view available tags
7	member 11/21/07 8:12AM reply to finn
Finn- Thanks for your comments.... in response to your comment about multiples: 1) A note on multples - there is $95 million excess cash now, and there will be around $25 million more by FYE 2008, so... login to read the rest view available tags
6	member 11/21/07 12:03AM numbers
1) A note on multples - there is $95 million excess cash now, and there will be around $25 million more by FYE 2008, so you will have around $3.00 share in cash at that... login to read the rest view available tags
5	member 11/20/07 7:26PM re: comments
Thanks for the thorough response. Do you have a sense to what degree the site is utilized by premium members looking to purchase multi-family homes (e.g. speculators, etc.) vs. larger, more established businesses? ... login to read the rest view available tags
4	member 11/20/07 4:58PM reply to yarak775
questions: Looks like the business generates some cash and has no debt. Any thoughts on how low the FCF yield can get before it is cheap? Has there been any insider selling by private equity... login to read the rest view available tags
3	member 11/20/07 4:47PM reply to rii136
Rii- some responses for your questions: question 1) I'm currently short CSGP, and Loopnet is one I've been doing some work on and have found interesting, mostly for the reasons you mention around differences in the... login to read the rest view available tags
2	member 11/20/07 3:37PM Couple Questions
Nice writeup, I like the idea. Looks like the business generates some cash and has no debt. Any thoughts on how low the FCF yield can get before it is cheap? Has there been any view available tags
1	member 11/20/07 3:11PM comments
Thanks for the idea. I'm currently short CSGP, and Loopnet is one I've been doing some work on and have found interesting, mostly for the reasons you mention around differences in the customer base.... login to read the rest view available tags

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			2016	2017
Price:	15.42	EPS	1.32	1.69
Shares Out. (in M):	21	P/E	11.7	9.1
Market Cap (in $M):	331	P/FCF	10	8
Net Debt (in $M):	7	EBIT	29	37
TEV (in $M):	338	TEV/EBIT	11.6	9

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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