Asif Suria

Salesforce.com Doing Well: So Why Am I Buying Put Options?

I agree, very unfortunate timing. It did drop 5% the day after earnings but the put options did not move much.

Salesforce's On Fire: So Why Am I Short Its Stock?

Interesting analysis Robert. It appears that the drop in net margins was primarily because they had to expense options. Based on insider sales, it looks like a large number of options were exercised once again in Q4 and we are likely to see the same effect on net margins when they report results.

Asif
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