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					Robert DeFrancesco’s
TechStockProspector.com
March 18, 2013


Momentum Alert: ValueClick (VCLK) Jumps 8.5%
NOW AVAILABLE: The March 2013 issue of Tech-Stock Prospector for your
Amazon Kindle or Kindle for iPad/iPhone reading app.

Here are some of the topics covered in the March 2013 issue:

*The tech sector’s earnings season winners
*Workday takes on legacy software vendors
*Imperva & Guidewire Software raise guidance
*Infoblox broadens its portfolio into security
*Electronic Arts on the rebound
*International expansion propels Sourcefire
*Qlik Technologies recovers thanks to larger deals
*Is BroadSoft now a networking rebound play?
*Acquisitions are paying off for ValueClick
*Aruba Networks sees accelerated growth
*Salesforce battles Oracle in the marketing cloud
*Why some smart investors like Splunk now
*Proofpoint moves security to the cloud
*Various growth drivers in place at Google
*Harmonic attracts an activist investor
*Deal Report: JDS Uniphase buys Arieso

Order the March 2013 issue here: http://www.amzn.com/B004T6Z0ME

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Shares of ValueClick (VCLK, $30.12), a provider of digital marketing services, today
rose 8.5% on heavy volume (3.6x average daily volume) after two analysts issued
positive comments.

Jefferies upgraded the stock to ‘Buy’ with a price target of $35, saying it has renewed
appreciation for ValueClick’s unique portfolio of technology offerings. The firm
thinks ValueClick’s new CEO is shifting the company toward a more integrated and
customer-centric model, leveraging robust data and breadth of consumer touch
points. Jefferies says this strategy should enable ValueClick to capture a bigger share
of a growing market.
Lake Street Capital started coverage of ValueClick at ‘Buy’ with a price target of $40,
calling the company one of the best bargains in the Internet services sector. The firm
points out that ValueClick shares have already had a nice run (up 55% YTD), but
believes investors are still under-appreciating the uniqueness of the company’s
affiliate marketing (Commission Junction) and ad retargeting (Dotomi) assets.

ValueClick shares have rebounded 118% from the 52-week low of $13.80 reached in
June 2012. We have covered ValueClick for years in Tech-Stock Prospector and
provide an update on the company in the March 2013 issue (TSP #133).

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Read the latest issue of Tech-Stock Prospector on your Amazon Kindle or Kindle for
iPad/iPhone reading app.

Here’s the Kindle link: http://www.amzn.com/B004T6Z0ME

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Tech-Stock Prospector Managing Editor Rob DeFrancesco has more than 20
years of experience covering the tech sector. He is a former senior writer with
Louis Rukeyser’s Wall Street.

TechStockProspector.com, launched in 2003, is an investment-research service
focused primarily on the networking, storage, security, wireless and software
sectors. Annual subscription: $350.

For more information or to place an order, call 800-392-0998.

				
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