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  • Why Is Only Worth About $40 Billion To Bidders [View article]
    Salesforce revenue growth the last 3 quarters: 28.6%, 26.1%,'s getting bigger, and as such, growth is slowing. Claiming 33% CAGR into 2018 seems to be a reach.
    May 21, 2015. 09:18 AM | 4 Likes Like |Link to Comment
  • Microsoft Should Buy Before It Reaches $60 [View article]
    It would equate to infinite growth...
    May 19, 2014. 10:14 AM | 1 Like Like |Link to Comment
  • Results Impress The Street! Insiders Seem Less So Based On Recent Sales [View article]
    Where did you get any kind of hard data on ExactTarget's contribution? From the report all I see are vague references such as:

    "Total Q2 revenue was $957 million, an increase of 31% on a year-over-year basis, benefited in part by the acquisition of ExactTarget which closed in July 2013."
    Aug 30, 2013. 12:53 PM | Likes Like |Link to Comment
  • Aggressive Accounting And Public Relations Remain A Worry [View article]
    Didn't know you needed an IT background to analyze financial results. Silly me.
    Aug 30, 2013. 11:50 AM | 5 Likes Like |Link to Comment
  • beats by $0.02, beats on revenue [View news story]
    Incredible growth....of goodwill!
    Aug 29, 2013. 05:12 PM | 2 Likes Like |Link to Comment
  • beats by $0.02, beats on revenue [View news story]
    Tax valuation allowance. Crafty...
    Aug 29, 2013. 04:10 PM | 1 Like Like |Link to Comment
  • (CRM) is added to Goldman's Conviction Buy list with a whopping price target of $60. Analyst Heather Bellini takes note of the company's "significant runway in core SFA as well as in the service, marketing, and cloud platform markets." Shares +1.6% premarket. [View news story]
    Need to get the price up to dump their clients' shares after middling ER and wasteful acquisition.

    Recent Heather Bellini track record:

    April 11th MSFT sell recommendation price target $27. Price then: $28.94. Price now: $34.99

    January 23 GOOG neutral rating price target $700. Price then: $741.50. Price now: $859.10

    Seems Ms. Bellini is no fan of money-making companies, only "amazing" ones...
    Jun 5, 2013. 08:16 AM | 3 Likes Like |Link to Comment
  • (CRM) purchases email marketing firm ExactTarget (ET) for $33.75/share in cash, a total transaction value of about $2.5B. expects the purchase to reduce FY14 non-GAAP EPS by about $0.16. Assuming a late Q2 close, new EPS guidance for Q2 FY14 is $0.06-$0.07, and for FY14 of $0.31-$0.33 on revenue of $3.955B-$4B. ET +51.8% to $33.54 premarket, CRM +3.3%. CC at 8 ET. (PR[View news story]
    More goodwill for the balance sheet!
    Jun 4, 2013. 07:51 AM | 1 Like Like |Link to Comment
  • IBM (IBM +0.8%) is raising its quarterly dividend by $0.10/share, or 12%, to $0.95/share, and increasing its buyback authorization by $5B to $11.2B. Big Blue's yield is now at 1.9%, and its buyback authorization is now good for repurchasing 5.1% of shares at current levels. IBM carried out $2.6B in buybacks in Q1 - its EPS miss would've been much worse without them. The company notes it has raised its dividend 18 years in a row and lowered its share count by a third since 2000, and says it expects to request another authorization at its Oct. board meeting. (PR[View news story]
    Only way they can beat earnings.
    Apr 30, 2013. 12:18 PM | Likes Like |Link to Comment
  • Various Valuation Perspectives Suggest A Sell Rating [View article]
    Question, should you not use fully diluted share count when arriving at fair value?
    Jan 25, 2013. 08:51 AM | Likes Like |Link to Comment
  • Not So 'Amazing, Great, Incredible' [View article]
    The cash flow from stock based expenses under operating cash flow is not the cash that SFDC takes in from option exercise. It is the fair value of the options awarded during the quarter that were initially used to calculate net income (loss) but here is being added back in because there is actually no cash associated with issuing those options.
    Aug 24, 2012. 01:33 PM | 4 Likes Like |Link to Comment
  • Investors Beware: SuccessFactors' Valuation Is Frighteningly High [View article]
    I'll bet Peter was a big fan of OPEN and NFLX too. Game changing innovations eventually comes down to $$$.
    Nov 4, 2011. 02:26 PM | 1 Like Like |Link to Comment
  • Investors Beware: SuccessFactors' Valuation Is Frighteningly High [View article]
    Not to mention this quarter and forecast Q4 revenues came in BELOW Q2 pro forma revenues for the merged company. Where's the growth?
    Oct 28, 2011. 02:56 PM | Likes Like |Link to Comment