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CAT | Jonathan Lebed

May/12

16

***SYNC Becoming Biggest Play in Market!***

My #1 pick for the remainder of 2012, Synacor (SYNC), gained 5% on Tuesday to $11.05 on volume of 1.4 million! SYNC is up 20% in the last two trading days after bottoming Friday at $9 and finishing last week at $9.24.

I had the foresight in September of 2011 to see a huge boom coming in enterprise social networking this year, which is why my original #1 pick for 2012 gained as much as 545% for Lebed.biz members in only 6 months! Just like how I had the foresight to predict the Real Estate collapse, gold and silver bull run, agricultural commodity boom, and enterprise social networking craze… I am now predicting that the new hottest industry in the second half of 2012 will be TV Everywhere. Right now, most investors know nothing about TV Everywhere and have no idea that SYNC even exists… but this will change very quickly between now and the end of July! Starting about two weeks ago, my cable company Cablevision began pounding it into the heads of their customers that TV Everywhere is the future of television in America! Throughout the whole entire first half of May, on almost every single commercial break, Cablevision has been airing commercials that aggressively promote their new TV Everywhere portal called `TV to Go`. I tried `TV to Go` and wasn`t impressed by it… and neither were my friends and family members in NJ. Almost all of my friends and family members in NJ have switched in recent months from Cablevision to Verizon Fios.

They all like Verizon`s TV Everywhere portal a lot better than Cablevision because Verizon Fios uses SYNC`s TV Everywhere platform and it has a much more user friendly experience! With SYNC`s recent acquisition of Carbyn, SYNC now owns the world`s leading cloud computing technology that SYNC`s team of programmers have been working hard to integrate into their TV Everywhere platform. The combination of SYNC`s industry leading TV Everywhere platform with Carbyn`s world-renowned cloud technology allows consumers to watch TV on their smartphones and tablets with the exact same user experience that they receive on their PCs and laptops! SYNC`s TV Everywhere platform isn`t just the best for consumers, but it is also the best for the cable/telco TV companies. Instead of needing to constantly update many different separate portals that were specifically designed and programmed for each individual electronic device, digital TV companies using SYNC`s TV Everywhere platform now only need to update one single TV Everywhere portal. SYNC`s world-renowned cloud technology that they acquired from Carbyn automatically makes sure that the portal loads perfectly with exactly the same look and content across all electronic devices.

SYNC gets paid their TV Everywhere licensing fees from large multi-billion dollar corporations like Toshiba, Charter, Verizon, and CenturyLink. No matter how bad the economy gets, SYNC will never worry about collecting the money that is owed to them. The majority of SYNC`s revenues aren`t licensing fees, but come from search and display advertising on the portals of their clients. Most of SYNC`s search and display advertising revenues come from the world`s largest and strongest Internet company, Google! None of SYNC`s clients are charging additional fees for access to their TV Everywhere portals. If consumers pay for a cable TV package that includes HBO, SYNC`s technology recognizes this and allows them to watch `HBO to Go` anywhere in the world on any device, for free! The fees that cable TV companies pay for the rights to distribute specific TV networks have been skyrocketing by unprecedented rates this year. The push towards TV Everywhere over the upcoming months will be bigger than the push to any other type of technology in history, because cable TV companies are betting that TV Everywhere will make consumers feel like they are receiving an amazing value despite their skyrocketing cable TV bills.

Needham & Company just raised their SYNC target price from $8 to $13 saying, “SYNC has over-delivered what it said it would do since it has been public. For example, SYNC over-delivered 4Q11 consensus estimates and has already raised guidance for FY12 vs our original estimates…We see more and more movement toward TV Everywhere, and we think that SYNC is uniquely positioned to benefit from this trend.” Needham is exactly right about SYNC consistently over-delivering, but even Needham`s new target price is way too low. There is more movement towards TV Everywhere today than any other technology in the world! SYNC`s 1Q revenues were up 64% to $30.7 million and I believe SYNC is likely to report record revenues and earnings when 2Q results are released in July.

SYNC`s closest comparisons are trading with price/sales ratios above 5 and a price/sales ratio for SYNC of 5 based on SYNC`s trailing revenues of $103.04 million would value SYNC at $515.2 million or $19.26 per share. Based on year end revenues for 2012 of $126 million, a price/sales ratio of 5 would value SYNC at $630 million or $23.56 per share. I believe SYNC will likely beat their guidance and once the investment community discovers SYNC and realizes that TV Everywhere will be the hottest industry in the second half of 2012, I am sure SYNC will deserve a valuation well above 5X sales.

In today`s economy, very few industries are growing. There are very few publicly traded companies growing revenues by 38% or more annually. The select few public companies out there that are rapidly growing revenues, all trade at very high valuation ratios because investors don`t have much selection to choose from. Just look at Facebook, which is expected to go public on Friday at a price/sales ratio of 28. Although Facebook`s 2012 revenue growth is projected to be approximately 100%, which is higher than SYNC`s projected 2012 revenue growth of 38%, Facebook already has a 50% market share in the U.S. and beginning in 2013 will see its revenue growth fall off of a cliff.

SYNC, unlike Facebook, is seeing its already huge revenue growth rapidly accelerate. After reporting revenue growth in 2010 of only 9%, SYNC grew 2011 revenues by 38% and is projected to grow 2012 revenues by 38% again. I predict that SYNC will once again surpass expectations and finish 2012 with revenue growth of 40% or above.

The average analyst is currently projecting SYNC`s 2013 revenues to grow by 26% to $157.14 million, but I believe this is way too conservative. SYNC can achieve 26% revenue growth in 2013 just by their current client base seeing their traffic increase by 26% as major TV companies like Disney and Showtime begin entering the TV Everywhere space. For networks that haven`t yet embraced TV Everywhere, it is not a question of if they will enter the TV Everywhere space, but only a question of when.

Despite the enormous growth we are seeing in traffic to the TV Everywhere portals using SYNC`s platform, the TV Everywhere industry is still in its infancy. I predict that between now and the end of 2012, a record number of networks will announce their plans to enter the TV Everywhere space. By mid-2013, just about every major network will be in the TV Everywhere business. While less than 10% of consumers with rights to access TV Everywhere are currently using it today, by the end of 2013 I believe over 50% of America will be using it.

I consider investing into SYNC today to be like investing into Facebook back when their U.S. market penetration was at only 10%. Just like over how over 50% of Americans on the Internet are now using Facebook, I believe over 50% of Americans with cable TV will soon be using TV Everywhere. I am confident that SYNC`s traffic will at least grow by 26% next year from their current customers alone, allowing SYNC to reach current analyst revenue projections for 2013 of $157.14 million. In my opinion, if SYNC over the next 6 to 12 months signs just one additional large cable/telco TV Everywhere client similar to Charter and Verizon Fios, and also signs just one more large consumer electronics company similar to Toshiba, SYNC`s 2013 revenues will likely surpass $200 million.

If SYNC beats analyst expectations and grows 2012 revenues by 40% to $127.48 million, it will mean that if SYNC achieves 2013 revenues of $200 million, SYNC`s revenue growth will continue accelerating in 2013 to 57%. After growing revenues in 2010 by 9% and in 2011 by 38%, if SYNC grows 2012 revenues by 40% and 2013 revenues by 57%, SYNC will probably have the most rapidly accelerating revenue growth in the whole entire market and could potentially deserve a very strong price/sales ratio of 10 or higher.

This means SYNC has the potential to become a $2 billion market cap company next year. A market cap of $2 billion based on 26.74 million shares outstanding equals approximately $75 per share. Netflix (NFLX)`s market cap reached almost $17 billion at its 52-week high and TV Everywhere could put NFLX out of business. If NFLX was worth as much as $17 billion and is still worth $4.3 billion, SYNC as the TV Everywhere technology leader could very realistically reach a valuation north of $2 billion within the next 12-18 months, in my opinion! I am putting my reputation on the line and telling you now that I predict SYNC over the next few months will outperform every single stock pick of every other stock picking newsletter on the Internet. No other stock will come close to performing like SYNC in the upcoming months, in my opinion. This is an opportunity so huge that Lebed.biz members can`t afford not to research it immediately. When SYNC breaks $13.60, I believe it will continue reaching many new 52-week highs on a daily/weekly basis leading into SYNC`s July 2Q earnings announcement. SYNC`s strength over the next few months could shock the world and it will certainly stand out in today`s market! I may not be always right, but I think it is pretty safe to say that when I`m sure about a stock like I`m sure today about SYNC… very rarely do I turn out to be wrong! —– I have not been compensated for SYNC but a firm that is owned by a client of mine who refers investor relations business to me owns 466,224 shares of SYNC. This firm has agreed to hold their initial position of 350,000 shares until at least July 2nd, 2012 but could sell them at anytime afterwards. This firm purchased an additional 116,224 shares in recent days that it can sell at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.htm Jonathan Lebed Lebed.biz Staff This message was sent to from:

Jonathan Lebed | 350 Ramapo Valley Rd | Oakland, NJ 07436

 

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May/12

14

***The Most Confident I Have Ever Been!***

I am more confident about my latest speculative rating of 1, highest level of confidence pick… Synacor (SYNC), than I have ever been about any stock! SYNC`s revenues in the 1Q of 2012 were up 64% to $30.7 million or $122.8 million annualized. With 2011 revenue growth of 38% and full year 2012 revenue growth projected to once again be 38%, I believe SYNC at a very minimum should be trading for 5X sales. 5 times $122.8 million = $614 million / 26.74 million shares outstanding = $22.96 per share. Considering how profitable SYNC is and how their 1Q EBITDA grew by 200%, I believe a price/sales ratio of 5 is extremely conservative.

SYNC`s three largest clients all saw their SYNC-powered portals receive record traffic in the latest reported month of March:

http://siteanalytics.compete.com/charter.net/ – Charter, 5.8mm unique visitors +25% from prior month and +78% from prior year http://siteanalytics.compete.com/start.toshiba.com/ – Toshiba, 2.4mm unique visitors +47% from prior month and +170% from prior year http://siteanalytics.compete.com/centurylink.net/ – CenturyLink, 2.3mm unique visitors +9% from prior month and +69% from prior year SYNC obviously ended the 1Q with a lot of momentum and could have an absolutely huge 2Q! I am aware of no other stock with this type of momentum behind their business. SYNC generates the majority of their revenues from search and display advertising on the portals they developed for their clients.

Check out the “Watch Online” page on the portal SYNC developed for Charter: http://charter.net/tv/3/landing/

SYNC created a unique feature for Charter where if their customers search for a TV show or movie to watch and Charter doesn`t currently have it available, SYNC then automatically searches for it on Netflix, Hulu, and Amazon Videos. If one of these third-party video sites have it, SYNC will link Charter`s customers right to it! Try it out and see for yourself! After surging from my pick price of $8.84 to $13.60 in 4 days, SYNC dipped to a low on Friday of $9 and closing price of $9.24. I am confident that $9 was either the bottom or very close to it. SYNC traded 20.5 million shares in the past 8 trading days since my profile, which means its float has traded twice! SYNC`s average trade over the past 8 trading days was $11.11. I expect SYNC to bounce to $11.11 very quickly and once it breaks $11.11 it will build a ton of momentum and soar to new 52-week highs above $13.60, in my opinion! TV Everywhere is about to become mainstream in America and SYNC is positioned to prosper during the TV Everywhere boom more than any other stock on Wall Street! SYNC is also a consumer electronics play and Toshiba just added SYNC to all of their tablet devices, ensuring huge traffic growth for SYNC`s Toshiba portal for years to come! I consider SYNC to be the most undervalued growth play in the market today because the stock is undiscovered, but won`t be for long! —– I have not been compensated for SYNC but a firm that is owned by a client of mine who refers investor relations business to me owns 420,075 shares of SYNC. This firm has agreed to hold their initial position of 350,000 shares until at least July 2nd, 2012 but could sell them at anytime afterwards. This firm purchased an additional 70,075 shares in recent days that it can sell at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.htm Jonathan Lebed Lebed.biz Staff This message was sent to from:

Jonathan Lebed | 350 Ramapo Valley Rd | Oakland, NJ 07436

 

May/12

11

***Why SYNC is a Steal Here at $10.94***

My latest speculative rating of 1, highest level of confidence pick… Synacor (SYNC), is a steal here at $10.94, in my opinion. After rising from my pick price of $8.84 to a high of $13.60 in 4 trading days, SYNC has seen a very healthy pullback over the last 3 trading days to $10.94. I believe SYNC could be setting up for its next run to new 52-week highs.

A brand new IPO just went public a few days ago Envivio (ENVI). Although ENVI isn`t a TV Everywhere play like SYNC, ENVI is a cloud based video play and one of the closest comparisons we can make to SYNC. ENVI is currently trading for $8.75 with a market cap of $232.45 million. ENVI has trailing twelve month revenues of $50.65 million and EBITDA of $2.21 million.

SYNC`s market cap at $10.94 is only $292.54 million and SYNC has trailing twelve month revenues of $103.04 million, which is more than double ENVI`s revenues. SYNC has EBITDA of $8.35 million, nearly quadruple ENVI`s EBITDA.

Based on ENVI`s trailing price/sales ratio of 4.59, SYNC deserves to be trading with a market cap of $472.95 million and a share price of $17.69.

Based on ENVI`s trailing price/EBITDA of 105.18, SYNC deserves to be trading with a market cap of $878.25 million and a share price of $32.84.

As the only publicly traded pure TV Everywhere play, I believe SYNC deserves substantially higher valuation ratios than ENVI. Therefore, these calculations are very conservative. I expect SYNC to resume its solid uptrend next week and build a lot of momentum. Major TV Everywhere industry developments have been taking place and I will be discussing them all this weekend! SYNC is in the perfect place at the perfect time! Be ready for my huge update this weekend! —– I have not been compensated for SYNC but a firm that is owned by a client of mine who refers investor relations business to me owns 420,075 shares of SYNC. This firm has agreed to hold their initial position of 350,000 shares until at least July 2nd, 2012 but could sell them at anytime afterwards. This firm purchased an additional 70,075 shares in recent days that it can sell at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.htm Jonathan Lebed Lebed.biz Staff This message was sent to from:

Jonathan Lebed | 350 Ramapo Valley Rd | Oakland, NJ 07436

 

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May/12

6

Lebed.biz Alert – Huge Barron’s Article/SYNC!

Barron`s just came out with a HUGE article this weekend that confirms my viewpoint that TV Everywhere is the next major technology craze in America. I believe my new favorite stock to watch Synacor (SYNC) could become the next Netflix (NFLX). According to Barron`s, NFLX`s biggest fear is TV Everywhere and in the future… NFLX will no longer be able to afford new television content. All new television programming will be available exclusively on TV Everywhere, not NFLX! Here is a link to the article: http://online.barrons.com/article/SB50001424053111903623804577382451332196394.htmlmod=BOL_hpp_oe According to Barron`s, Charter (CHTR) and Verizon (VZ) are two of the stocks that will benefit most from the TV Everywhere boom. Barron`s as usual only got half of the story correct… SYNC is the company that stands to benefit most from the TV Everywhere boom because it is SYNC`s platform that is operating the portals of both CHTR at http://charter.net and VZ at http://myverizon.com You notice how both CHTR and VZ have very similar looking TV Everywhere portals It is because they are both operated by SYNC`s TV Everywhere platform! SYNC is the company that is earning huge revenues and profits from the advertising dollars being generated by both portals! Here is a list of all of SYNC`s TV Everywhere clients with links to all of the portals that SYNC`s technology is currently powering: http://synacor.com/what-we-do/clients/

The banner, text, and video ads throughout the TV Everywhere portals of CHTR and VZ are either advertisers paying SYNC directly or they are the ads of SYNC`s advertising network partners DoubleClick and advertising.com. Google also pays SYNC money when consumers who are using the CHTR and VZ portals conduct a Google search using the top Google search bar and afterwards click on a Google sponsored link. SYNC shares both their search and display advertising revenues with CHTR and VZ, but only SYNC is a pure TV Everywhere play! SYNC`s search and display ad revenues last year were up 57% to $72.084 million with total revenues up 38% to $91.06 million. SYNC has been lowering the platform licensing fees that they charge digital television companies like CHTR and VZ. This has been allowing SYNC to rapidly grow their customer base along with their search and display ad revenues. SYNC is positioned perfectly to take advantage of what is about to become the hottest and most rapidly growing mega technology trend in the world! With SYNC projecting total 2012 revenues to grow by 38% once again to $126 million, SYNC could realistically deserve a forward price/sales ratio of 10, which would give SYNC a market cap of $1.26 billion and share price of $47.12 per share! I believe SYNC is a steal below $20 and I am confident that these next few weeks will be absolutely huge for the stock! SYNC won`t be $11.39 for long, trust me! I will be proven right about SYNC! This is an opportunity that is so huge, you simply can`t afford not to research it immediately! SYNC is the only way for investors to take advantage of the TV Everywhere boom and soon everybody will be searching for TV Everywhere plays! SYNC will soon be discovered by a countless number of investors as the only publicly traded pure play in this industry and I expect SYNC to substantially increase in share price very quickly! SYNC is my only speculative rating of 1, highest level of confidence pick of 2012! —– I have not been compensated for SYNC but a firm that is owned by a client of mine who refers investor relations business to me owns 401,900 shares of SYNC. This firm has agreed to hold their initial position of 350,000 shares until at least July 2nd, 2012 but could sell them at anytime afterwards. This firm purchased an additional 51,900 shares in recent days that it can sell at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.htm Jonathan Lebed Lebed.biz Staff This message was sent to from:

Jonathan Lebed | 350 Ramapo Valley Rd | Oakland, NJ 07436

 

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Synacor (SYNC) gained another $0.76 to $11.39 on Friday for a gain of 7% on huge volume of 1.7 million. SYNC gained $0.11 more to $11.50 in afterhours trading and finished the afterhours session with a bid of $11.55. What makes SYNC look even more impressive… the Dow Jones was down 168 on Friday with the NASDAQ down 68. If you aren`t paying attention to SYNC yet, you better start now… it is beginning to stand out and many investors are beginning to follow it from on the sidelines! Many investors on the sidelines are waiting for SYNC to dip before they accumulate, but I doubt we will see any significant dips until SYNC rises to substantially higher levels first! The people who are dragging their feet on SYNC are just like those who ignored BVSN at $8.75 and didn`t pull the trigger to enter it until $15 or $20.

All together over the past 3 days SYNC gained by $2.55 from $8.84 to $11.39 for a gain of 29% on volume of 9.2 million… with the Dow down 241 and NASDAQ down 94. SYNC`s gain on Friday of $0.76 was larger than its gain on Thursday of $0.54, while SYNC`s trading volume on Friday was 55% lower than Thursday. This is a very good sign that SYNC`s resistance is almost gone. When the last investor with IPO shares that they bought at artificially low prices is gone… there will be nobody left to take profits and I predict that we won`t see any additional major profit taking until SYNC is trading in the $20s.

When I tell you that SYNC is going to be our next BroadVision (BVSN) and I believe SYNC is very likely to make a move within the next 60 to 90 days that is very similar to BVSN`s move from my pick price of $8.75 to a high of $56.46 for a gain of 545%, I am being 100% completely honest and serious! I am not saying that to hype some stock that I don`t believe in… I truly believe in SYNC and have only been this confident twice before, once was with BVSN and the other time was with Great Panther Silver (TSX: GPR), which gained from my pick price of $0.70 to a high last year of $4.90 for a gain of 600%.

Some stock picking web sites have 3 or 4 stocks to watch per day. They are basically throwing darts at Barron`s or the Wall Street Journal with the thinking that if they pick enough stocks, they will always have something to brag about even if only 1 out of their 20 picks per week gain. When I released 4 new stocks to watch on Wednesday morning, they were my first 4 stocks to watch of 2012 and I only gave one a speculative rating of 1, my highest level of confidence, and it was SYNC! I always let you know whenever I discover an opportunity that is so huge, you should consider mortgaging your house before researching it just in case you agree with my opinion. BVSN was my #1 pick for 2012 and GPR was my #1 pick for 2010 as well as my #1 silver pick for the next decade. I don`t mince words when I discover something that I am sure will make my members wealthy.

Just to be clear, SYNC is my #1 pick of 2012, meaning my #1 biggest pick that I will announce during the year of 2012. Let me also be clear about two other things: 1) SYNC isn`t my #1 pick for 2013. I expect SYNC to make a very large move this year and probably within the next 60 to 90 days. 2) Patience will pay off very well with SYNC. Daytraders who take profits too early for miniscule gains won`t be smart enough to reenter in time for the big move higher.

Regardless of if you did well on BVSN or not, it is important that we all learn from BVSN, even if you didn`t play it whatsoever. One Lebed.biz member emailed me saying that he didn`t buy BVSN at $8.75, but finally entered at $15, only to sell at $20 with plans to reenter on a dip to $15. Unfortunately, the dip never came and after watching it rise to $44.75, he bought back in on a dip to $22, only to sell at $30 with plans to reenter on a dip to $25. Once again, the dip never came and he watched it rise to $44.50, before buying back in on a dip to $33. This time he sold at $40 and watched it rise to a high of $56.46. All together he made a percentage gain on BVSN of 120%. In my opinion, this scenario was typical for people who tried to outperform buy and hold investors by trading BVSN. Most traders ended up underperforming buy and hold investors on BVSN big time… and I expect it to be the same with SYNC.

When somebody looks at BVSN`s year-to-date chart, they might actually think to themselves that many investors made a killing on it by trading its huge swings. Yes, if somebody had a crystal ball, they could have bought BVSN at $8.75… sold at $44.75… bought at $20… sold at $44.50… bought at $29… and sold at $56.46. If somebody was smart enough to do that they would have gained a total of 2,115%. Unfortunately, I doubt anybody was smart enough to do so. The fact is, the investors who did best on BVSN were those who were patient.

I doubt that many people were smart enough to get in at $8.75 and sell between $50 and $56.46. In my opinion, the average investor got in around $8.75 and missed the brief short squeeze to $44.75. When BVSN retraced most of its gains that day to close at $33.99, the average investor became nervous and when it dipped below $30 the next day, they panicked and sold around $25 for a gain of about 186%. Even this typical buy and hold scenario produced much larger gains than the typical trading scenario I gave you above.

Highly experienced investors kept their patience and held strong throughout the dip to $20 and recovery. They learned from their mistake of missing the massive 1 hour large volume short squeeze to $44.75 and placed a good till cancelled limit order to sell at $40. It would have gotten filled at $40 just two weeks after the first run to $44.75, for a gain of 357%. In my opinion, this scenario was most typical for patient experienced investors.

BVSN was the market`s biggest percentage gainer for the time period of November through March, rising from a 52-week low of $7.82 to a 52-week high of $56.46 for a gain of 621%. BVSN became the biggest winner in the market because the company has positioned itself as a leader in the enterprise social networking space, which is about to become one of the biggest and most rapidly growing technology mega trends. I predicted last year that social networking stocks would explode with the Facebook IPO coming this month. I said BVSN would lead the way with the biggest social networking gains and I was right! As hot as social networking stocks were in early-2012, there is one industry that is becoming even hotter today… and it`s cloud computing. Just like how every major business in America invested heavily in the late-90s for the Internet boom, causing Internet stocks to all gain thousands of percent… every major business in America is investing heavily today for the cloud computing boom. Cloud computing is the future of technology in America! Both American consumers and businesses today have so many technology devices including their PCs, laptops, tablets, smartphones, HDTVs, and more. The biggest problem with so many gadgets is that if you store your schedule on your tablet but are at the food store, you can`t access it on your cell phone. If you take a picture on your cell phone and want to print it out using your computer, you can`t access it on your PC. Cloud computing is changing all of this and SYNC has positioned itself, in my opinion… to become the #1 cloud computing play on Wall Street! I believe SYNC could potentially make the biggest percentage gains between now and mid-summer. SYNC is actually at the forefront of two separate mega trends. Not only is SYNC a leader in cloud computing, but SYNC is the leading TV Everywhere company and the only publicly traded TV Everywhere pure play! If you have digital television through a cable, telephone, or satellite company… you probably have noticed them in recent months beginning to hype up their own TV Everywhere service, which they probably gave its own unique name. My cable company is Cablevision and every single hour no matter what channel I have on, I see a commercial of Cablevision hyping their “TV to Go” portal. Cablevision`s “TV to Go” is their name for their TV Everywhere portal. Read this press release that Cablevision just issued in March about the launch of both HBO GO and MAX GO on their TV to Go, TV Everywhere portal: http://www.deadline.com/2012/03/cablevision-launches-hbo-go-and-tv-everywhere-destination/

As you can see… this huge mega trend is breaking out big as we speak. We were actually too early with BVSN because enterprise social networking will still take some time to become mainstream. With TV Everywhere, just about every single major cable company is actively working on launching their own portal this year! This industry is still in its infancy because it will take time for most consumers to begin using it… but as cable companies add new features and TV shows to their portals… the growth in this industry will be EXPLOSIVE! While consumer social networking has already passed its peak… SYNC`s CEO has described their TV Everywhere growth as being only in the 2nd inning of a 9 inning baseball game. Wall Street pays huge premiums for stocks that have huge growth rates… especially when their growth rates are steady or expanding. The growth rates of consumer social networking companies are about to fall off of a cliff. The only industries that will see massive growth with accelerating growth rates moving forward are enterprise social networking, cloud computing, and TV Everywhere! We already made a fortune on enterprise social networking and we were actually way early to the party. SYNC is in my opinion going to be the biggest cloud computing play… and it is the only publicly traded pure TV Everywhere play. SYNC does have a few competitors in the TV Everywhere space. Cablevision, for example, is using a platform produced by Adobe (ADBE). ADBE is a large diversified software company and NOT a TV Everywhere play. SYNC is the only way for investors to take advantage of the tremendous growth that is ahead for TV Everywhere! If you look at cloud computing company Splunk (SPLK) that is being hyped by CNBC, it is trading for $32.07 with a market cap of $2.97 billion and has trailing 12 month revenues of $120.96 million with a trailing 12 month net loss of $10.99 million. SPLK`s 2012 revenues are projected to grow by 34% to $162.6 million and SPLK has a forward price/sales ratio of 18.27.

SYNC in 2011 generated revenues of $91.06 million and a net profit of $9.932 million. SYNC`s 2012 revenues are projected to grow by 38% to $126 million. SYNC is projecting larger revenue growth than SPLK this year, with 38% revenue growth for SYNC vs. 34% for SPLK, plus SYNC is profitable with 2011 net income of $9.932 million vs. SPLK losing $10.99 million last year.

With SYNC projected to grow faster than SPLK and SPLK expected to continue losing money while SYNC earns major profits… SYNC deserves a higher forward price/sales ratio than SPLK. However, if we just use the same ratio and value SYNC at 18.27 times projected 2012 revenues of $126 million, SYNC would be worth $2.302 billion or $86 per share! Let`s compare SYNC to another cloud computing play Guidewire (GWRE), which is trading for $27.05 with a market cap of $1.42 billion. GWRE is projected to grow revenues in 2012 by 28% to $220.05 million. This gives GWRE a forward price/sales ratio of 6.45. SYNC`s projected 2012 revenue growth of 38% is much higher than GWRE`s projected growth of 28%, but if we are very conservative and value SYNC for 6.45 times projected 2012 revenues of $126 million, SYNC would be worth $812.7 million or $30.39 per share! Let`s compare SYNC to another cloud computing play Demandware (DWRE), which is trading for $27.48 with a market cap of $769.36 million. DWRE is projected to grow revenues in 2012 by 24% to $70.25 million. This gives DWRE a forward price/sales ratio of 10.95. SYNC`s projected 2012 revenue growth of 38% is much higher than DWRE`s projected growth of 24%, but if we are very conservative and value SYNC for 10.95 times projected 2012 revenues of $126 million, SYNC would be worth $1.38 billion or $51.61 per share! Let`s compare SYNC to another cloud computing play Brightcove (BCOV), which is trading for $19.31 with a market cap of $509.30 million. BCOV is projected to grow revenues in 2012 by 22% to $77.79 million. This gives BCOV a forward price/sales ratio of 6.55. SYNC`s projected 2012 revenue growth of 38% is much higher than BCOV`s projected growth of 22%, but if we are very conservative and value SYNC for 6.55 times projected 2012 revenues of $126 million, SYNC would be worth $825.3 million or $30.86 per share! SYNC is the opportunity of a lifetime at $11.39. I am putting my reputation on the line and letting you know that TV Everywhere will be the next huge craze in America and on Wall Street… it will be just as big as cloud computing is today… and SYNC is both a TV Everywhere and cloud computing play! SYNC will be my only speculative rating of 1, highest level of confidence stock to watch this year! Even though it didn`t get as much attention, one month after I announced BVSN as my #1 pick for 2012 and gave it a speculative rating of 1… I also picked Global Education & Technology Group Limited (GEDU) as a speculative rating of 1 stock to watch at $3.45 and just one month later, GEDU was acquired by Pearson Plc for $10.90 and a gain of 216% for Lebed.biz members! SYNC could potentially become a takeover target one day, but that`s just my opinion.

—– I have not been compensated for SYNC but a firm that is owned by a client of mine who refers investor relations business to me owns 401,900 shares of SYNC. This firm has agreed to hold their initial position of 350,000 shares until at least July 2nd, 2012 but could sell them at anytime afterwards. This firm purchased an additional 51,900 shares in recent days that it can sell at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.htm Jonathan Lebed Lebed.biz Staff This message was sent to from:

Jonathan Lebed | 350 Ramapo Valley Rd | Oakland, NJ 07436

 

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