Comments on: Strategic Acquisition Boosts EBIX http://zachstocks.com/2009/10/strategic-acquisition-boosts-ebix/ Dynamic Investments for Exceptional Traders Sun, 07 Mar 2010 23:11:15 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Investing1 http://zachstocks.com/2009/10/strategic-acquisition-boosts-ebix/comment-page-1/#comment-8176 Investing1 Tue, 03 Nov 2009 15:17:30 +0000 http://zachstocks.com/?p=2856#comment-8176 I have to concur as well. Although I am showing that there will be a near term pull back with the shares so now is a great time to be ready to pull the trigger on some shares in that pull back range. $58.50 to $60 seems doable. I have to concur as well. Although I am showing that there will be a near term pull back with the shares so now is a great time to be ready to pull the trigger on some shares in that pull back range. $58.50 to $60 seems doable.

]]> By: David http://zachstocks.com/2009/10/strategic-acquisition-boosts-ebix/comment-page-1/#comment-8175 David Tue, 03 Nov 2009 15:16:30 +0000 http://zachstocks.com/?p=2856#comment-8175 I am guessing the not one but two recent acquisitions (one small, one large) will bolt on at least another $25mm in top-line revenue before any cross-selling or strategic synergies and provide substantial leverage to the bottom-line. Ebix seems very adept at streamlining operations and driving margins so I would also expect these businesses can be optimized as they are integrated. It would also seem that the company's growing scale will work to its advantage in securing new clients or larger-scale contracts as well as targeting larger possible acquisitions in what still seems a highly fragmented and technologically backward industry. Zach's thesis makes perfect sense to me. I am guessing the not one but two recent acquisitions (one small, one large) will bolt on at least another $25mm in top-line revenue before any cross-selling or strategic synergies and provide substantial leverage to the bottom-line.
Ebix seems very adept at streamlining operations and driving margins so I would also expect these businesses can be optimized as they are integrated.

It would also seem that the company’s growing scale will work to its advantage in securing new clients or larger-scale contracts as well as targeting larger possible acquisitions in what still seems a highly fragmented and technologically backward industry.

Zach’s thesis makes perfect sense to me.

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