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Date Analyst Note Full Analyst Report
05-27-15 Soft First-Half for Technology One but Fair Value Estimate Unchanged Technology One Ltd
05-22-15 Intuit Reports Good 3Q; Tax and Small Business Well Positioned; Shares Trade at Premium Intuit Inc
05-21-15 Salesforce's Multicloud Strategy Propels Revenue Growth in Its Fiscal 1Q Salesforce.com Inc
05-20-15 Solid Start to Year for Autodesk; Business Model Transition Continues, Shares Fairly Valued Autodesk Inc
05-20-15 Raising Blackbaud's Moat Rating to Wide From Narrow; Shares Appear Fundamentally Undervalued Blackbaud Inc
05-15-15 Symantec Reports In-Line Results; Streamlining Initiatives Progressing Well; Shares Fairly Valued Symantec Corp
05-08-15 Tableau's Fiscal 2015 Off to a Strong Start, Raising Our FVE to $90 Tableau Software Inc
05-06-15 Ansys Reports Solid Start to Fiscal 2015, Shares Slightly Above Our Fair Value Estimate Ansys Inc
05-06-15 Take-Aways From Blackbaud Management Meeting; NXT Shift Will Be Big; Raising Our Fair Value Estimate Blackbaud Inc
05-06-15 Sage Reports In-Line First Half, Firm Remains Focused on Recurring Revenue, Shares Overvalued Sage Group (The) PLC
05-05-15 MYOB Growth Underpinned by Transition to the Cloud MYOB Group Ltd
05-01-15 Rovi Reports In-Line 2Q Result; Full-Year Outlook Reiterated, Appealing for Very High Risk Investors Rovi Corp
04-30-15 Good Start to 2015 for Blackbaud; Shares Slightly Overvalued, We're Watching Long-Term Margin Trends Blackbaud Inc
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