Salesforce.com (CRM)

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  • commenter
    sammyt
    Jul 15 09:15 AM
    UPS Is Out of Control - Cramer's Lightning Round (7/10/08) [view article]
    Jim Cramer is out of control, always has been, if you take his advise you will be broke. The Disney Channel would be a better channel to watch. Reply
  • commenter
    Ames
    Tiedeman
    Jul 13 10:46 PM
    My Website
    UPS Is Out of Control - Cramer's Lightning Round (7/10/08) [view article]
    UPS is a great stock to buy and hold fro decades. Cramer is out of his mind. Packages will always have to be delivered. Reply
  • commenter
    truthinvesti
    ng
    Jul 13 10:24 AM
    My Website
    UPS Is Out of Control - Cramer's Lightning Round (7/10/08) [view article]
    Like the peopel on my worldwie forum have said Jim Cramer is off his meds.lol Reply
  • commenter
    mollytjm
    Jul 11 10:50 AM
    Oracle and Salesforce.com Get Early Jump on iPhone Apps [view article]
    update at 10:45 a.m.: and one of these is an app that makes Star Wars light saber noises when you wave your phone around. expect to see a lot of game playing on these iPhones, everywhere. my son called from Pentagon City Mall while in line at the Apple Store and said the demand is huge and expected to last all day, picking up after 5. it's taking about 10 minutes to activate the phone but the store is well staffed. Reply
  • commenter
    Andrew
    Dailey
    Jul 10 01:12 PM
    My Website
    Even SaaS Stocks Are Still Sinking [view article]
    The SaaS model has yet to prove itself as more financially viable - and this outcome was predicted in early December of last year...

    mgiresearch.typepad.co...     Reply
  • commenter
    andyn
    Jul 08 11:52 AM
    Even SaaS Stocks Are Still Sinking [view article]
    Even though the SaaS picture is still on clear on who would be the winners, one thing is sure that more and more business would shift to this paradigm. Which means right now - from an investor's perspective - the better bet would be to short traditional big software firms like SAP, Microsoft, CA and Oracle. Reply
  • commenter
    Eric Fox
    Jul 05 09:33 AM
    My Website
    Does Valuation Matter? [view article]
    rickf..you said "The past year it's been all about emotion and psychology, not value -- meaning momentum is key."

    It seems that it is always about this.

    Also, you are assuming that valuation always has to do with earnings and since you have no faith in analysts or company management then you have lost faith in value investing. Valuation can be based on assets as well. All the stocks you mention looked "cheap" because the book value had not been updated and since the price had declined they seemed "cheap." Many of them were also extremely leveraged - another thing that value investors avoid. The lesson - just because a stock is down 50% does not make it a value stock or a good investment.     Reply
  • commenter
    Levan
    Jul 05 08:15 AM
    Does Valuation Matter? [view article]
    "Valuation, valuation, valuation" is the way for fundamental analysis and stock price is represent for the company business worth.
    If you find out the current stock price greater than its intrinsic value or company discount future value; then you the price you is looking at is a momentum value by human emotions - greed & fear.     Reply
  • commenter
    Jack Yetiv
    Jul 04 11:34 AM
    Does Valuation Matter? [view article]
    Mark, nobody can dispute your examples.

    BUT, Warren Buffet is not considered the best investor of all time by following the above belief.

    He is the best example of "value" investing there is--and he has done pretty well over many years.

    I'm with Warren on investing style.

    Jack     Reply
  • commenter
    lickety
    split
    Jul 04 10:45 AM
    Does Valuation Matter? [view article]
    "the market can stay irrational longer than you can stay solvent" Reply
  • commenter
    jlounsbury59
    Jul 04 10:37 AM
    My Website
    Does Valuation Matter? [view article]
    You can not value a stock without making an estimate of future earnings. The true value of a stock is the present vale of all its future earnings discounted to today. In the long run, all stocks will time average to a true value.

    The fly in the valuation ointment is the estimation of future earnings. At best, it is an educated guess. At worst, it is a dart board.

    Thus, enter momentum. If one has a nimble strategy with good loss prevention techniques, one can far outperform a successful value investor with momentum trading. I believe the truly great can combine value investing with momentum strategies.     Reply
  • commenter
    jjason
    Jul 04 10:25 AM
    Does Valuation Matter? [view article]
    Do these firms pay dividends? Reply
  • commenter
    David
    Hamilton
    Jul 04 10:17 AM
    My Website
    Does Valuation Matter? [view article]
    "But at times it simply pays to stay onboard as long as the whales keep wanting to eat this type of fare."

    Sure, there's always another, greater fool waiting down the line to take it off your hands -- until there isn't. Did people really learn nothing from the dot-com bubble? The moment otherwise intelligent people start to get sucked in by this sort of market -- or individual stock -- psychology is the moment to sell.     Reply
  • commenter
    rickf
    Jul 04 09:54 AM
    Does Valuation Matter? [view article]
    Frankly given the shaky data that 'analysts' and pundits base their reports and recos on, I think fundamentals and 'value' numbers are fairly meaningles. The past year it's been all about emotion and psychology, not value -- meaning momentum is key. Great stocks can get pummelled into submission because of traders' emotion, not because their 'value' suddenly changes....to that end since last year I've taken any report of 'valuation' or 'cheap' or 'expensive' companies with a BIG grain of salt, because in many cases, the numbers can be fudged rather easily to sustain a few more weeks of price buoyancy. (*cough* BSC, CFC, BAC, UBS, MER, LEH, et.al) With fundamental data being demonstrated as questionable in many of these companies, I really think it's idiotic to place much faith in 'value' calls on a company's numbers. I mean, LEH, C, and UBS may be considered 'value' stocks now but I wouldn't touch them with your money, let alone mine.

    Similarly -- the mere fact that 'analysts' and 'rating agencies' still have generally-safe ratings on the mortgage firms (clearly a meaningless rating @ the moment) tells you all you need to know about the concept of 'value' and 'safety' in the market.

    The other commenter is correct - it's all about momentum at the moment. P/E, fundies, and such just, in my view, don't matter these days. Perhaps interesting to learn as part of trading homework, but a firm's "valuation" wouldn't be more than 30% of my decision to enter a trade.     Reply
  • commenter
    Eric Fox
    Jul 04 09:17 AM
    My Website
    Does Valuation Matter? [view article]
    In the long run nothing is more important than valuation, but as you correctly stated momentum can carry a stock for a long time. Both these stocks can go a lot higher. It's too bad oil doesn't have a PE ratio, then we end the debate on its fundamental worth. Reply

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