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Analysis - Latest Articles
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most recent
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most commented
13 'Babies with Bathwater' Stocks for the Week
Sep 8
•
J Clinton Hill
•
Comment!
On-Demand Software Up, Short-Term Issues Remain
Mar 25
•
Rick Sherman
•
2 Comments
The On-Demand (SaaS) Index: Have We Hit Bottom Yet?
Oct 26, 2008
•
Rick Sherman
•
Comment!
DealerTrack Rallies on Upgrade
Sep 15, 2008
•
Eric Savitz
•
Comment!
On-Demand Index: Online and Up-to-Date
Sep 7, 2008
•
Rick Sherman
•
Comment!
On-Demand (or SaaS) Index: Fundamentals Matter
Jul 1, 2008
•
Rick Sherman
•
Comment!
On-Demand Stocks: It's a Stock Pickers' Market
May 26, 2008
•
Rick Sherman
•
1 Comment
On-Demand Software Stocks: The Bottom or More Pain?
Mar 20, 2008
•
Rick Sherman
•
1 Comment
Barron's Looks at Tech Sector M&A Candidates
Mar 16, 2008
•
SA Editor Eli Hoffmann
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1 Comment
Do Tech Companies Have Hidden Subprime Exposure?
Mar 2, 2008
•
Zack Miller
•
Comment!
DealerTrack Goes Off Track on Weak Outlook
Feb 20, 2008
•
Eric Savitz
•
Comment!
On-Demand [or SaaS] Index: R&B Impacting Momentum
Feb 20, 2008
•
Rick Sherman
•
Comment!
SaaS Stocks, Index Continue to Struggle
Jan 31, 2008
•
Rick Sherman
•
Comment!
Moving Beyond the Hype, SaaS Stocks Soften
Jan 17, 2008
•
Rick Sherman
•
6 Comments
Increasing Credit Application Flows a Positive Trend for DealerTrack
Dec 24, 2007
•
Notable Calls
•
Comment!
Recent Software IPOs Have Actually Done Pretty Well
Sep 19, 2006
•
Jason Wood
•
Comment!
Chart: Application Software Stocks - Annual Earnings Growth
Jul 30, 2006
•
Robert Zenilman
•
Comment!
Chart: Application Software Stocks - Quarterly Earnings Growth
Jul 21, 2006
•
Robert Zenilman
•
Comment!
Chart: Application Software Stocks - Annual Revenue Growth (Last 12 Months Reported)
Jul 13, 2006
•
Robert Zenilman
•
Comment!
Chart: Application Software Stocks - Quarterly Revenue Growth
Jul 7, 2006
•
Robert Zenilman
•
Comment!
Chart: Application Software Stocks - Change in Cash-On-Hand
Jun 16, 2006
•
Robert Zenilman
•
Comment!