TechInvestor

Salesforce.com: Ticking Time Bomb

History has shown that this stock typically trades based on the following premise:
- CRM has a market share lock on a large mid-market software opportunity
- People have talked about competition for years but few have made a dent in CRM's dominance - the longer this holds true the better the stock does
- Oracle is a hungry acquirer that actively sucks up such companies
- Oracle will eventually pay a nice premium for this strategic asset irrespective of valuation
- When the winds of acquisition seem less likely the stock modestly succumbs to valuation pressure
- When the winds are high - the stock flies
- We'll see....

Is the Chinese Stock Market a Bubble? If So, How to Invest?

Why in the world would you title the article - how to profit if there is a China Bubble - if your only conclusion is to maximize your value cushion with a few stocks that have larger Shanghai premiums if it collapses???
Not exactly a profit-making formula.