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  • Salesforce.com: Ticking Time Bomb [View article]
    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....
    Feb 14 11:09 am |Rating: 0 0 |Link to Comment
  • Is the Chinese Stock Market a Bubble? If So, How to Invest? [View article]
    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.
    Oct 08 23:41 pm |Rating: 0 0 |Link to Comment
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